[ OnePageCRM Reviews ](https://www.g2.com/products/onepagecrm/reviews) [ OnePageCRM Reviews ](https://www.g2.com/products/onepagecrm/reviews) # OnePageCRM Features ##### ## Platform (7) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Show More ##### ## Sales Force Automation (9) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Show More ##### ## Marketing Automation (2) Email Marketing Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Lead Management Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Show More ##### ## Customer Support (4) Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Show More ##### ## Integration (3) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Show More ##### ## Mobile & Social (3) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Document Creation (1) Rich Media How well the platform supports images, audio, and video in proposals. Show More ##### ## Workflow (1) Collaborative Creation Multiple users can edit a single document. Show More ##### ## Analytics (4) Engagement Tracking Track who is looking at proposals and how often or for how long. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Export/Import Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. Reporting Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. Show More ##### ## Administration and Platform (6) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Show More ##### ## Incentives (2) Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (4) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Integrated Workflows (7) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## Templates (2) Text and Themes Allow users to edit text and themes on email templates Mobile Responsive Provide mobile responsive email templates Show More ##### ## Edit (2) Pre-Made Offer pre-made email templates Build Allow users to create their own email templates Show More ##### ## Logistics (3) Analytics Provide analytics reporting so that users can see how their campaigns perform Issues Allow for users to identify potential issues that would stop their emails from sending Integrations Integrate with email software or email marketing and marketing automation platforms Show More ##### ## Management (2) Card Scan Scans and digitizes business cards into the platform. Card Management Helps users manage and organize card data. Show More ##### ## Sales (2) Lead Capture Captures contact information and automatically populates the data into a designated CRM platform. Address Book Stores all contacts into a repository that can be searched and organized. Show More ##### ## Functionality (4) Multidevice Usability Provides access via multple devices such as mobile, desktop and tablet. Platform Search Lets users search contact information within the platform using keywords. Transcription Offers OCR or manual transcription of business card data. Administrative control Allow administrators to manage security settings to prevent contact data leakage. Show More ##### ## Lead Monitoring (2) Features Provides features to create and manage lists of potential customers Performance Monitors form‚Äôs performance and contribution to the sales pipeline Show More ##### ## Data Capture (4) Mobile Records leads using different types of devices Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Customization (3) Forms Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter Personalization Changes colors, calls to action, or form length to personalize lead capture Integration Integrates with sales and marketing software solutions to transfer lead data between them Show More ##### ## AI and Automation (1) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Sales Engagement (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Email Template Builder (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Business Card Scanning (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More [ ![altaFlow](https://images.g2crowd.com/uploads/product/hd_favicon/4cff2b561ed27e624e3ca0e11d8ef895/altaflow.svg "altaFlow") Sponsored altaFlow 4.5/5 (55) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5 (2,825) ](https://www.g2.com/products/zoho-crm/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5 (13,244) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5 (24,644) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ View All Alternatives ](https://www.g2.com/products/onepagecrm/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. [Machine Learning](/glossary/machine-learning-definition) What is machine learning and why is it important as a software feature? Our G2 guide can help you understand machine learning and popular software with machine learning features. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. 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