OnePageCRM

Action-Focused Sales CRM Software for Small Business.

4,8 /5 (54 reviews) Write a Review!

OnePageCRM Overview

What is OnePageCRM?

OnePageCRM is an action-focused CRM that helps sales teams from small and medium-sized businesses follow-up with their leads through completing sales actions. The app is built on the Getting Things Done (GTD) productivity principle and has a unique Next Action sales method at its core. It works like this: the moment you complete a sales action (say, send an email or forward a quote), the system pushes you to set the next one. This way, a contact doesn’t leave the sales cycle until it’s truly closed, and nothing slips through the cracks. OnePageCRM keeps the product agile, effective, and efficient, performing a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win.

OnePageCRM Overview

Pricing

Starting from
US$12,00/month

Pricing options

Free Trial
Subscription
Value for money

$12 USD per user/month or $11 USD per user/month billed annually.


OnePageCRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

The OnePageCRM next action sales method focuses sales teams 100% on taking action. Set a sales action for each contact, mark it complete and add a follow-up action. Build contact profiles including links to LinkedIn and attach any notes or deals.
Automate the business with SMB-focused integrations. OnePageCRM integrates with cloud-apps for accounting, email marketing, webforms & more. Take the zero-admin approach with OnePageCRM.
Kanban pipeline view
Working from a single dashboard, prospects float to the top of the action stream at just the right time
Activity Action Stream
Clip leads from any webpage and save to your OnePageCRM account with the OnePageCRM Chrome extension
OnePageCRM screenshot: The OnePageCRM next action sales method focuses sales teams 100% on taking action. Set a sales action for each contact, mark it complete and add a follow-up action. Build contact profiles including links to LinkedIn and attach any notes or deals. OnePageCRM screenshot: Automate the business with SMB-focused integrations. OnePageCRM integrates with cloud-apps for accounting, email marketing, webforms & more. Take the zero-admin approach with OnePageCRM. OnePageCRM screenshot: Kanban pipeline view OnePageCRM screenshot: Working from a single dashboard, prospects float to the top of the action stream at just the right time OnePageCRM screenshot: Activity Action Stream OnePageCRM screenshot: Clip leads from any webpage and save to your OnePageCRM account with the OnePageCRM Chrome extension

OnePageCRM Reviews

OnePageCRM Reviews

Overall rating
4,8
/
5
Excellent
44

Very good
8

Average
2

Poor
0

Terrible
0

Value for Money
4,7
Features
4,4
Ease of Use
4,8
Customer Support
4,7
96% recommended this app
Ron M.

A SalesPerson Crm

I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.


Marty H.

We Used Many CRM Platform Before Falling in Love w OnePage

Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).


Richard A.

Easy to use and cost effective

Easy to use and cost effective. Great support


Rebekah M.

Going from a notepad to this has elevated my business past the stratosphere

So far, it simply can't be overstated how well this is working out. I feel on top of everything day-to-day and I am essentially starting my own business, with thousands of leads I need to sort through quickly. This system cuts out massive amounts of administrative time and work, and is well worth the money to outsource from my previous system of a messy legal pad. I've talked it up to others in my field already; they were hoping to upgrade to the vastly more expensive (presumably more powerful) VanillaSoft, but I'm not sure I'll make the switch even when I have the disposable income for it. That's because I am a huge fan of the Next Action system, much like I chose my previous job due to their use of the Agile/Scrum system. These innovations are often more meaningful even than a good organizational product on its own.


Stephen G.

Hidden Gem

Excellent, from the product/user experience through to their sales and support.


Ron M.

A SalesPerson Crm

Used Daily for 1-5 months
Reviewed on 2016/10/23
Review Source: GetApp

I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.

Pros

Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
Simple Interface
Skype Caller built in
Call Tracker Built in
Pleasing to the Eye
Descent Customer Support it is possible to get someone on the phone
Tagging
They are in Ireland ( kinda cool)

Cons

Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this.

Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time

Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways.

If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Marty H.
Industry: Luxury Goods & Jewelry
Company size: 2-10 Employees

We Used Many CRM Platform Before Falling in Love w OnePage

Used Daily for 2+ years
Reviewed on 2020/10/09
Review Source: Capterra

Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).

Pros

Ease of use was critical. CRM is as much about cultural acceptance as tech capability. If the team won't use it and won't learn it, it doesn't matter what it can do. Ease of use of OnePage and the training and customer support that come with it are exceptional and provided quick cultural acceptance from our team.

Cons

Some functionality is yet to be developed to match their bigger (more expensive/complex) competitors. But this con was relatively easy to accept. The team at OnePage continues to innovate and develop improvements.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Richard A.
Industry: Building Materials
Company size: 2-10 Employees

Easy to use and cost effective

Used Daily for 6-12 months
Reviewed on 2019/10/08
Review Source: Capterra

Easy to use and cost effective. Great support

Pros

Easy to use and cost effective. Great support

Cons

Email Templates are very difficult to use and needs big upgrade.
Should include recent history list so you dont have to search again.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Rebekah M.
Industry: Insurance
Company size: Self Employed

Going from a notepad to this has elevated my business past the stratosphere

Used Daily for 1-5 months
Reviewed on 2020/09/30
Review Source: Capterra

So far, it simply can't be overstated how well this is working out. I feel on top of everything day-to-day and I am essentially starting my own business, with thousands of leads I need to sort through quickly. This system cuts out massive amounts of administrative time and work, and is well worth the money to outsource from my previous system of a messy legal pad. I've talked it up to others in my field already; they were hoping to upgrade to the vastly more expensive (presumably more powerful) VanillaSoft, but I'm not sure I'll make the switch even when I have the disposable income for it. That's because I am a huge fan of the Next Action system, much like I chose my previous job due to their use of the Agile/Scrum system. These innovations are often more meaningful even than a good organizational product on its own.

Pros

Fantastically efficient to use. Mass imports of contacts, bulk email reminders from templates, the Chrome extension allowing notifications for timed actions (meetings/calls, etc), the ability to use shorthand or saved lists when generating next actions, having a call history with notes; oh my god, it's all so fast and easy. I can fly through what used to be a day's work of organizing, and reach many more leads per day. The next action system is just my kind of on-the-spot organization, too.

Cons

The sales funnel/deals/etc aren't calibrated that well to my industry, as if you're going to make a sale you'll usually make it in one phone call. So that warps my view a little if I try to use it, but it's still nice to make a deal as "won" and have closed contacts organized that way. I do also feel like there could be slightly more integration for emails (to MailerLite, for example, so I don't have to import/update contacts twice) unless I haven't learned how to properly do so yet, as well as being able to make calls from the online system instead of using an app (connection to RingCentral or something similar, unless again I didn't figure that out yet). Finally, the page where you can download reports on your activity to show upline is a little cumbersome, considering how many actions I will take in one day per my industry type.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Stephen G.
Industry: E-Learning
Company size: 2-10 Employees

Hidden Gem

Used Daily for 2+ years
Reviewed on 2019/09/11
Review Source: Capterra

Excellent, from the product/user experience through to their sales and support.

Pros

Having worked in the CRM sector and having been a user of multiple CRM platforms, I have to say this is a simple, functional and effective tool. They have nailed the features that you actually need and avoided adding a vast array of options that only confuse and often sit dormant as they are 'nice to have' but not really needed. When you do need a specific function, they have add-on features available.

Cons

May appear too basic for some users but i think you need to make sure you are selecting features that are really needed and beneficial.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
9/10
Based on 54 user ratings
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OnePageCRM Pricing

OnePageCRM Pricing

Starting from
US$12,00/month
Free Trial
Subscription
Value for money

$12 USD per user/month or $11 USD per user/month billed annually.

$12 USD per user/month or $11 USD per user/month billed annually.

Value for Money
4,7/5
Based on 54 user ratings
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OnePageCRM Features

OnePageCRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,4/5
Based on 54 user ratings
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Categories

Additional information for OnePageCRM

Additional information for OnePageCRM

Key features of OnePageCRM

  • Activity Tracking
  • Contact Management
  • Custom Fields
  • GTD methodology
  • Integration with Calendars
  • Integration with iCloud
  • Native iOS & Android Mobile Apps
  • Next Action Sales™
  • OnePageCRM Chrome Lead Clipper
  • Open API
  • Performance Reports
  • Tags, Custom Filtering, Data Segmentation

Benefits

  • Next action sales focus - OnePageCRM focuses on sales activity. Using a dynamic list of 'next actions' for every prospect or customer, users can move prospects and customers through the sales funnel towards a sale.

  • One click lead capture - Capture leads in just one click with the OnePageCRM Chrome Lead Clipper. Pull leads from Gmail, Outlook (Hotmail & Office365), Twitter, Facebook and XING, and create a contact in OnePageCRM, complete with a next action to follow-up.

  • Simple to-do list approach to CRM - OnePageCRM is focused on building a system that helps users sell more! Action streams become daily a to-do list, where contacts are arranged in order of priority. When an action is marked as complete with a customer, it moves down the stream, creating a dynamic list where no customer falls between the cracks.

  • Save time on administration - All the necessary information is presented on one rich user experience screen. This allows sales people spend their time delighting customers, not doing painstaking administration.

  • OnePageCRM FAQs

    OnePageCRM FAQs

    Below are some frequently asked questions for OnePageCRM.

    Q. What type of pricing plans does OnePageCRM offer?

    OnePageCRM offers the following pricing plans:

    Starting from: US$12,00/month

    Pricing model: Subscription

    Free Trial: Available

    $12 USD per user/month or $11 USD per user/month billed annually.

    Q. What are the main features of OnePageCRM?

    OnePageCRM offers the following features:

    • Activity Tracking
    • Contact Management
    • Custom Fields
    • GTD methodology
    • Integration with Calendars
    • Integration with iCloud
    • Native iOS & Android Mobile Apps
    • Next Action Sales™
    • OnePageCRM Chrome Lead Clipper
    • Open API
    • Performance Reports
    • Tags, Custom Filtering, Data Segmentation

    Q. Who are the typical users of OnePageCRM?

    OnePageCRM has the following typical customers:

    Small Business, Public Administrations, Non Profit, Freelancers, Mid Size Business

    Q. What languages does OnePageCRM support?

    OnePageCRM supports the following languages:

    English

    Q. What type of pricing plans does OnePageCRM offer?

    OnePageCRM has the following pricing plans:

    Subscription

    Q. Does OnePageCRM support mobile devices?

    OnePageCRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does OnePageCRM integrate with?

    OnePageCRM integrates with the following applications:

    ActiveCampaign, Bitium, Help Scout, Mailchimp, Mailjet, PieSync, SimplyCast, Talkdesk, Wishpond, Xero

    Q. What level of support does OnePageCRM offer?

    OnePageCRM offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Forum