Name: OnePageCRM
Rating: 4.7 (63 reviews)

About OnePageCRM

OnePageCRM is a simple CRM with a unique action-focused approach to contact management. You can use this software to add tasks and reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step and make the most of every interaction and sales opportunity.

Built for small businesses, OnePageCRM makes it easy to follow up with leads and clients and keep track of everything happening in the business. It is one of the most popular sales tools for companies and solopreneurs that have outgrown spreadsheets and want to have better control over their processes.

Despite its simplicity, this CRM has all the important features of a powerful contact management system:

— Follow-up reminders and contact relationship management
— Email management (incl. email open tracking, free templates, mass communication)
— Lead generation (free Web Forms and lead capturing features)
— Pipeline management (both Kanban and Forecast views)
— Deal management (deal automation and quote management)
— Workflow automation (the Autoflow feature and pre-saved sequence of tasks for different processes)
— Mobile apps (mobile CRM, AI-powered Route Planner for field sales, Business Card Scanner, Speed Dialer)
— Custom reports and team collaboration
— Integrations with marketing, invoicing, accounting, communication, customer support, and task management apps

Key benefits of OnePageCRM

Unique Action Stream feature: OnePageCRM turns a contact database into a dynamic and color-coded to-do list, which makes it a perfect tool for managing follow-ups. This CRM system pushes users to set up Next Actions (upcoming tasks or reminders) for every prospect, lead, or client. These Next Actions are arranged by urgency and provide users with a clear action plan for each day.

One-click lead capture: OnePageCRM is built for growing businesses and has many features that let its users grow their database in the most efficient way. With its unique Lead Clipper, you can copy contact information from any web page, social media platform, or even email, and create new contacts in your CRM in just one click.

360-degree view of your business: With OnePageCRM, you have all contact information on one scrollable page — from call details to notes, deals, reminders, emails, previous interactions, and so on. You can also visualize relationships between contacts in this CRM, for example, by highlighting who is a decision maker, whether some contacts are family members, and so on. If you regularly work with external collaborators (for example, freelancers), you can share only specific contacts with them by giving them Focused User access.

Smart AI recognition: OnePageCRM fully syncs with your email client, which makes it easy to keep all sales- or business-related communication straight within your CRM account. With OnePageCRM’s smart AI recognition, you can choose which emails you want to sync without overloading your CRM with too much information. All relevant emails and every previous or upcoming interaction with a client will be recorded on their personal Contact Page.

Powerful Email Hub: You can manage your entire business communication from within OnePageCRM. You can send personalized emails in bulk, create free email templates, track email opens, import email history, and much more.

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OnePageCRM Software - OnePageCRM’s Action Stream sorts your contacts by the urgency of their assigned task/reminder (we call them Next Actions) and arranges them into a color-coded list. No more missed follow-ups and deadlines.

OnePageCRM Software - Our unique Next Action method pushes you to decide on the next best step for each contact the moment you complete the previous one or add them to the system. This way, you follow up with every generated lead and always know what needs to be done next.

OnePageCRM Software - With the OnePageCRM Lead Clipper, you can instantly capture leads from any web page, social media channel or even email in just a few clicks. The leads will be automatically added to the CRM as contacts, ready to be actioned.

OnePageCRM Software - We remove distractions and ensure that only sales emails make the cut and get added to the dedicated Email tab. Send and reply to emails straight from the CRM, send personalized emails in bulk, use custom templates, track email opens, and more!

OnePageCRM Software - Build deals in a couple of clicks, advance them through the custom stages with drag-and-drop, and close more with minimum admin and maximum efficiency.

OnePageCRM Software - Harness the power of the action-focused mobile CRM with native iOS and Android apps. Capture leads, follow up with prospects, navigate to your next sales meeting, and collaborate with your team on the go!

OnePageCRM Software - Know exactly when and how many times a prospect has opened your sales email, so you can strike while the iron is hot and improve your chances for closing that deal.

OnePageCRM Software - Quickly generate and send professionally looking proposals straight from your CRM. We’ll calculate the totals and automatically insert the quote into a ready-to-send email. It takes just 37 seconds to get from inquiry to quote!

OnePageCRM Software - Integrate with the top industry apps or use an API for more efficient sales.

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Starting Price

US$9.95

month

€61.00

month

Pricing Options

Free version

Free trial

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Features

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Integrations

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Ease of Use

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Value for Money

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Reviews

Overall rating

4.7 /5

(63)

Value for Money

4.6/5

Features

4.4/5

Ease of Use

4.8/5

Customer Support

4.7/5

Already have OnePageCRM?

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Showing 5 reviews of 63 Read all reviews

Showing 5 reviews of 63

Shiv

Overall rating

Industry: E-Learning
Company size: 11–50 Employees
Used Daily for 1-5 months
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 8.0 /10

It's great for startups like ours because it's cheap and has everything we need

Reviewed on 2024/09/08

I just started using it, and even though I'm still getting the hang of it, it's already been really...

I just started using it, and even though I'm still getting the hang of it, it's already been really helpful and easy to use, especially for our small startup. It helps with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for us. Plus, the price is good.

Pros

It's helping us with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for our startup.

Cons

Even though I'm still figuring it out, I think features like email tracking and meeting scheduling would be good additions.

Response from OnePageCRM

Hi Shiv, thank you very much for your review!

It's great to hear that OnePageCRM is helping your startup with sales—this is what we are here for. :-)

We do have an email tracking feature. You can read more about it here: https://help.onepagecrm.com/article/467-how-email-open-tracking-works

I've also forwarded your feedback about meeting scheduling to our Product Team. We have a Calendar sync feature which you might find useful for scheduling meetings in the meantime: https://help.onepagecrm.com/article/47-setup-calendar-feed-for-google-calendar

If you have any questions, you can always reach out to us at [email protected].

We're always happy to help!

~ Anastasia

Tracey

Overall rating

Industry: Mechanical or Industrial Engineering
Company size: 11–50 Employees
Used Daily for 2+ years
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 10.0 /10

One Page CRM

Reviewed on 2021/06/17

Working with the team at OP has been a wonderful experience. Carmel in particular went above and...

Working with the team at OP has been a wonderful experience. Carmel in particular went above and beyond during the onboarding experience and training to ensure we were equipped with the knowledge and tools we needed to begin our CRM journey. The customer support we have received to date has been incredible. The software is so easy to use and manage and is a major asset to our team.

Pros

A major benefit of One Page CRM is how easy it is to use it. The next action functionality is beyond very beneficial as is the lead capture tool.

Cons

In order to integrate this solution better in our business, we would love an improved quoting functionality. This would eliminate the need for multiple software.

Alternatives Considered

HubSpot CRM

Reasons for Switching to OnePageCRM

The ease of use and the next action functions.

Response from OnePageCRM

Hi Tracey, thanks so much for the positive review. I'm part of the Customer Success team, and I'm delighted to hear that you've had such a great experience with us.

I love hearing that you've found OnePageCRM easy to use and beneficial (specifically by using the Next Action)! Noted re the quote functionality. ~Sarah

Richard

Overall rating

Industry: Building Materials
Company size: 2–10 Employees
Used Daily for 6-12 months
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 7.0 /10

Easy to use and cost effective

Reviewed on 2019/10/08

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.

Verified Reviewer

Overall rating

Industry: Human Resources
Company size: 11–50 Employees
Used Daily for 6-12 months
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 10.0 /10

OnePage CRM review

Reviewed on 2021/07/08

This has really helped us to become more efficient and potentially grow our reach.

Pros

This software was so easily customisable and easy to use.

Cons

It would be great if it was integrated not just with whatsapp but also zoom.

It would be great if users could email each other (making it easier to communicate as a team and stay on the CRM all day)

It would be great if you could ask to remove some fields you do not use.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to OnePageCRM

Great value for money, customisation and ease of use.

Response from OnePageCRM

Hi there, thanks so much for the great review. I'm so happy to hear that OnePageCRM has helped you become more efficient and grow! I love that your introduction to the CRM was nice and easy.

Noted about the integration with Zoom! ~Sarah

Verified Reviewer

Overall rating

Industry: Marketing & Advertising
Company size: 2–10 Employees
Used Daily for Free Trial
Review Source

Overall rating

Value for Money
Ease of Use
Customer Support
Likelihood to recommend 8.0 /10

Easily to Use, Friendly UI, Vertical Management

Reviewed on 2021/06/24

So with $15/ monthly, it fit with self-user like me (

Pros

+ Pipeline & Goal is visible, you could use easily and custom. It appear front of your eyes.
+ Like the name, everything show in a page for all (different with other UI as Agile/ Salemate/ Hubspot/ Bitrix...) - kind a classic, I love it after try dozen of 3-column-page of other CRM: messy eyes
+ CUSTOMER SERVICES: they are a live and help you strongly, friendly also. I love to work with people and OnepageCRM did great for user (I luckily talked with Sarah, Lecetia - both kindness)
+ Vertical Management as "Status", as you "Category" to work not eye-looking to many column.
+ Commission rate, we are already to know how we gain after we help our customer solve their problem.

Cons

- Need more UX, friendly click as "Add a Contact/ Deal/ Company"
- Should plus "+" icon somewhere for short-cut add new Contact/ Deal/ Company
- Add multiple "Contact" to a "Deal" (B2B normally require more than a person in a purchase)

Alternatives Considered

Agile CRM and Cogmento CRM

Reasons for Choosing OnePageCRM

Other CRM require x1.5 - x2 for 02 function "Pipeline" & "Forecast" and more money if you want to set "Goals" to track your sales. Lack of UI/ UX, some good at UI and bad of UX, good of UX then bad of UI, good both UX/ UI then bad at Report. Onepage CRM the best fit for my self and my CRM using purposes

Switched From

Pipeline Manager, WakeUpSales, Onpipeline, Pipedrive, Agile CRM, Cogmento CRM, Bitrix24 and HubSpot CRM

Reasons for Switching to OnePageCRM

+ Pipeline & Goal: I could not find these function as the alternative CRM (mentioned above) , it required you x1.5 Price to have "both function", some of they are not friendly interface also and lack of report view + View is easy to see, your eyes not moving so much, focus to one and one only + Customer support to help you whenever you ask - they are friendly, just ask them kindly + Commission rate, I never use the commission sheet anymore

Response from OnePageCRM

Hi there, thanks so much for the positive review. I'm delighted that you enjoy using OnePageCRM.

Noted about the UX ! ~Sarah

Showing 5 reviews of 63 Read all reviews

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$9.95/month
Pricing model: Subscription
Free Trial: Available

Professional Plan: $9.95 USD per user/month when billed annually or $15 USD per user/month billed monthly. Business Plan: $19.95 USD per user/month when billed annually or $29 USD per user/month billed monthly.

Q. Who are the typical users of OnePageCRM?

OnePageCRM has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000

Q. What languages does OnePageCRM support?

OnePageCRM supports the following languages:

English

Q. Does OnePageCRM support mobile devices?

OnePageCRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Q. What other apps does OnePageCRM integrate with?

OnePageCRM integrates with the following applications:

ActiveCampaign, Dropbox Business, Evernote Teams, Gmail, Google Calendar, Google Contacts, Google Drive, Help Scout, Mailchimp, Microsoft Outlook, Stripe, Talkdesk, Unbounce, WhatsApp, Wufoo, Xero, Zapier