OnePageCRM Reviews - Page 2

Easy to use, very focused tool for sales. The ability to see immediately the next action is genius! It keeps you really focused. It's very cost effective - especially compared to some of the larger CRM systems out there.

OnePageCRM doesn't have all the bells and whistles of a system like salesforce (but for a company like ours, it is perfect.)

Great Customer Support Integrates with Wufoo forms and Zapier

Getting overloaded with sales actions (but that's kinda my fault)

Hi David, Thanks for a great review! Great to hear the simplicity of the Action Stream has helped improve your focus! Laura

I really enjoy the the Action Stream view which helps focus on what needs to get done. Being a 1 man show I dont always need to complexitiy of multiple touch points for the various different stages of the customer cycle; I just need which customer needs what next and the value of each deal. The recent introduction of the email sync just toops off the functionaility nicley and keeps all the communication in one place.

A little on the pricey side compared to other products in the market but if you need a CRM thats easy to use, its great value.

Hi Nigel. Apologies for the dealy. Thanks for taking the time to review OnePageCRM. It's great to hear the Action Stream is doing its job and keeping you focused on your daily tasks. Nice to hear email sync has got the thumbs up too! Stay in touch. Evelyn

- Chrome Plugin to import Linkedin and Facebook profiles - simple and efficient task management with Next Action a la GTD - APIs and integration with 3rd party services (PieSync, MailChimp, Google Contacts)

- inexistence of a 2-way SaaS sync tool with Google Contacts - does not integrate with Gmail to import emails sent to Contacts: I have to remember (or automate on my end) BCCing onepagecrm on each and every sent email - does not allow me to start an email campaign directly from a subset of Contacts (with particular tags, for instance)

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Hi Ray, Thanks for recommending us! Appreciate your feedback. :) Did you know that OnePageCRM is integrated with MailChimp for mass email marketing. You could perhaps set up a next action "send email" and mark complete in bulk once you send the campaign: http://help.onepagecrm.com/article/208-how-assign-actions-to-multiple-contacts Would this help you guys out? Keep in touch! Carmel

The report features as an administrator are good and the customer support has always been 100% excellent. Fast, helpful and reliable support.

Bulky - for fast use it could be easier.

Hi Kelly, thanks so much for the positive review. I'm part of the Customer Success team and I'm so happy to hear you've had a great experience with us. ~Sarah

Ease of use, simple to adopt, great mobile app, inexpensive compared to more complicated vendors.

Not a perfect pick if you intend to have a robust CRM, but perfect if you want something simple to dump all your notes into and keep abreast of your customer base/prospect base.

Helps get organized and increase sales, user-friendly interface, integration with mail & calendar, perfect for service companies, good value for money

They just added the multiuser function, so you can set a user as administrator and invite other members. But basically every user has the same permissions.

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Hi Phil, Thanks for your generous review of OnePageCRM! Great to hear you were able to customize the CRM to suit your business needs using our Tags and Custom Fields features! Laura

It's different by design - it forces you too be make this next thing, to be in the flow, to work and to sale. It's a great motivator, while many other software suites are demotivators - they are too complicated and need an administrator to work properly.

I really liked it but it seems that it doesn't suit into our workflow, where people are overmotivated. We also missed some features, like Web forms captures and email tracking that can be found in other solutions.

Hello Yan. Thanks for your kind words. As users of OnePageCRM ourselves we agree when you say it's a great motivator! Happy selling ^Evelyn

Elegant user interface, simple, clean, uncluttered (okay that last part was redundant). Super responsive customer support which is one of the main reasons I highly recommend this software.

Because OnePageCRM is primarily focused on sales, using it for our nonprofit means some workarounds. It's more like we don't use some of the features as sales tools.

This software is easy to use. It allows you to track deals and contacts - while also being able to add your own custom fields to be filled in. We also use Zapier to automatically add contacts into OnePageCRM.

There are some fields that aren't available with Zapier to automatically be entered into contact and deal fields so we have to manually enter them. We hope they are working on a fix for that so that things can be more automatized.

Simple and easy solution to track all my client emails. Love that I can track hone calls done from skype.

I really wish I could sort entries by first name. You can only sort by last name. There is no quickbooks integration. I wish I could integrate it with SendPulse (my email client). Mailchimp is the only email client option.

This tool is really simple and it’s perfect for small teams who don’t need the complexity of a big CRM tool. We needed a tool to manage our contacts and reminders to follow up. This tool allows for just that and gets out of the way

It’s not possible to sync your gmail contacts automatically. You have to purchase a separate plugin. This is such a basic functionality that I expect for a CRM to have natively

We created zaps in zapier to automatically add contacts from several different triggers. The customers are created and then we just have to assign them to the correct owners. Creating deals is very easy as well.

There is no option to import deals (only contacts). I had to manually enter over 500 of them.

Easy to use, great for personal use. It more than does what I need it to. The revolving follow up feature is great for easily seeing my overdue and daily tasks at a glance

There is currently limited customisability, although this works for me as I prefer using something simple. I can though see how it might have limited effectiveness with a large business who needs to have multiple departments and features.

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Interface is great, and it's really easy to add new projects and timelines for team collaboration. Way easier to navigate than Salesforce's complicated interface

No major cons. We've really enjoyed the functionality. Perhaps better exportable reporting into PDFs or something similar, or more dynamic email reminders

It doesn't have over the top bells and whistles. Some CRM's assume have way too many options and it requires way too much time to learn how to use them.

I don't have any dislikes about OnePageCRM. It's a great service as is.

Great for client management including contact information, sales, projects, invoicing, and solutions.

This software is great! I can't say anything bad. I do wish that it integrated with more programs; for instance, it does not sync with my Microsoft Outlook which would be fantastic!

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What I really like about OnepageCRM is the ease of use. That may be an over-simplification, but it's very intuitive. The workflow is straightforward, guiding even the newest user in a logical workflow to make sure all the critical information is recorded. You're also not bogged down in the non-essentials. If you don't need to use it, you're not forced to click through it. It's a very click-efficient app.

Honestly, nothing really stands out. I could complain that I don't like the color scheme for some of the dashboards, but that would just be petty of me.

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