OnePageCRM Reviews & Product Details

I've used most of the major CRMs and they take weeks if not longer to set up. As a small organization, I needed something fast! OnePage meet that mark. Even now, that I've considered other products there are still features that I love about this product. The fact that I can easy collaborate with my teammates and see the open rates of our shared contacts. The support team has been amazing. I love the built in reminder features. The other feature that stands out is the lead capture, I love the browser add on. Review collected by and hosted on G2.com.

I wish the automated workflows were a bit more robust. However, the product team has been receptive to ideas. Review collected by and hosted on G2.com.

The most helpful thing about OnePageCRM is the Next Action system, which turns every contact into a task-focused to-do list — making follow-ups easy and preventing leads from slipping through the cracks. The interface is clean and user-friendly, and integration with tools like email and web forms is seamless. The Customer Support is always so quick to respond and are easy to chat with. We use this product every day for our business Review collected by and hosted on G2.com.

One potential drawback of OnePageCRM is that it lacks some of the advanced features found in larger, more complex CRM platforms. For businesses needing deep customization, detailed reporting, or extensive automation, it might feel a bit limited. However, for small teams focused on simplicity and action, this trade-off is often worth it. Review collected by and hosted on G2.com.

As a not for profit employment service for jobseekers with disabilities, our CRM needs were a bit different to those of a typical sales team. We have a wide range of stakeholders and needed to categorise them, as well as track our communications and jobs in progress. Since implementation OnePage CRM has increased the productivity within our organisation. We're a small team and it allows us to share information much quicker, it's our central database of all of our contacts, it allows us to track all of the jobs we currently have in progress. It has improved efficiency overall and has become an integral part of how we do our work. Generally we find the system easy to use, and we have manged to configure it to suit our requirements. Using OnePage is now part of our daily work. During the initial integration into our organisation, the OnePage team were on hand to provide assistance when needed. As a user for over ten years I would highly recommend it to others. Review collected by and hosted on G2.com.

I honestly couldn't find anything to dislike Review collected by and hosted on G2.com.

OnePageCRM fits my principle perfectly: maximum simplicity. I have a customer-centric sales department, which means that contacts, to-do lists, and memos are the most important things. For me, OnePageCRM is the only solution so far that supports my work processes exactly. Nothing is missing, no steps are unnecessary. It's spot on. Review collected by and hosted on G2.com.

There is really nothing I don't like. However, I would like to see a connection or integration between OnePageCRM and PLAUD. For me, that would be the biggest thing, as I record all conversations (telephone and video calls and face-to-face) with PLAUD. If there were a direct link here, similar to LinkedIn, that would be the absolute highlight for me. Review collected by and hosted on G2.com.

We find one page so easy to use. It links to our calendar booking through zapier and email system through built in integrations provided by OnePage. That makes it so easy for us to see in real time as people sign up for our roundtables and training and what correspondance is happening. Also as a Non-profit we often see a lower level of customer support from other service providers. This is not the case with OnePage CRM. We provide our service to 400 schools and tens of thousands of students across Ireland. Without OnePage I'm not sure how we would manage that. Review collected by and hosted on G2.com.

The only thing I can think of is the import and export function doesn't always like Irish names with fadas etc. As we deal with schools we have a lot of teachers using the Irish version of their name. But this I suspect is more a fault of international Tech standards than onepage themselves. We see other systems (Calendly etc) do exactly the same thing. Review collected by and hosted on G2.com.

OnePageCRM keeps all our participant and referrer details safely in one place, reminds me when to follow up, and helps us stay compliant with data protection. I love how it focuses me on the next action — whether that’s updating a referrer, thanking a donor, or booking in a session. As a small charity, this level of clarity and organisation makes a huge difference. Review collected by and hosted on G2.com.

Honestly, there’s very little to dislike. There are still areas of charity management that feel overwhelming, but OnePageCRM makes the CRM side of things so much easier. If anything, I’d love more nonprofit-specific templates, but the core system works brilliantly. Review collected by and hosted on G2.com.

The application is very easy to use, as well as to integrate into our website (via webforms, etc.). I appreciate the simplicity of the action stream - makes very clear what the next things that need to be done ar. Review collected by and hosted on G2.com.

It is (understandably) very focused on sales and deals. I wish there was a "non profit mode", which would substitute sales for things like donations, and particularly have this sort of thing appear on the dashboard. Review collected by and hosted on G2.com.

OnePageCRM excels at keeping the sales process simple and actionable. I like the “Next Action” approach, which helps me focus on the most important tasks for each lead. The interface is clean and easy to navigate, making it quick to adopt for new users without a steep learning curve. Review collected by and hosted on G2.com.

While the platform is very effective for small to medium-sized teams, it could benefit from more advanced reporting options and integrations with other marketing or productivity tools. These improvements would enhance its scalability for larger organizations. Review collected by and hosted on G2.com.

The simplicity! The Action Stream makes it so simple to stay on top of next steps with each of our business partners with the daily list of actions. We have used it to create Action Templates that allow us to easily queue up the business development steps all the way through on boarding with each of our school partners. We have had super quick and responsive support any time a question has arisen Review collected by and hosted on G2.com.

For our purposes a few features like the win/lost are not as applicable at this time as well as a few of the other sales and revenue forecasting features because we are an educational non-profit. Review collected by and hosted on G2.com.

OnePageCRM has a great program for non-profits called the Power of Action program. We have found their tool to be useful for managing our relationships and communications with donors and volunteers. We appreciate the ease of use and the ability to streamline communications and have visibility and insights into those communications. The email template builder has been terrific along with the bulk email option. Review collected by and hosted on G2.com.

I'm not sure that we are fully utilizing all of the features of OnePageCRM. It could be that we will eventually grow to need those features. Review collected by and hosted on G2.com.