OnePageCRM Features

Based on 112 OnePageCRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 100 OnePageCRM reviews. 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.

Based on 112 OnePageCRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. 93 reviewers of OnePageCRM have provided feedback on this feature.

Based on 97 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

Based on 109 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

Based on 95 OnePageCRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Based on 137 OnePageCRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

As reported in 100 OnePageCRM reviews. 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

Based on 143 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

Based on 145 OnePageCRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 109 OnePageCRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 122 OnePageCRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 96 OnePageCRM reviews. 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.

Based on 107 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

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. This feature was mentioned in 110 OnePageCRM reviews.

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. 118 reviewers of OnePageCRM have provided feedback on this feature.

Based on 138 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

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. 105 reviewers of OnePageCRM have provided feedback on this feature.

Based on 131 OnePageCRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 116 OnePageCRM reviews. 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.

Based on 107 OnePageCRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 109 OnePageCRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 97 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

Based on 93 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

Based on 109 OnePageCRM reviews and verified by the G2 Product R&D team. 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

Based on 110 OnePageCRM reviews and verified by the G2 Product R&D team. 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.

Based on 121 OnePageCRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 117 OnePageCRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 125 OnePageCRM reviews and verified by the G2 Product R&D team. 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

Based on 112 OnePageCRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

How well the platform supports images, audio, and video in proposals.

As reported in 10 OnePageCRM reviews. Multiple users can edit a single document.

Based on 11 OnePageCRM reviews. Track who is looking at proposals and how often or for how long.

Access pre-built and custom reports and dashboards on proposal volume and acceptance. 11 reviewers of OnePageCRM have provided feedback on this feature.

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. 45 reviewers of OnePageCRM have provided feedback on this feature.

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. 44 reviewers of OnePageCRM have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 14 OnePageCRM reviews.

As reported in 15 OnePageCRM reviews. Program in-app and email notifications for approval milestones or actions.

As reported in 12 OnePageCRM reviews. Push and pull data from CRM to build proposals and update statuses with clients.

Couple accepting proposals and signing contracts together in one workflow. 12 reviewers of OnePageCRM have provided feedback on this feature.

Push and pull data from quote applications to build proposals. This feature was mentioned in 10 OnePageCRM reviews.

As reported in 10 OnePageCRM reviews. 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.

As reported in 21 OnePageCRM reviews. Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements. 19 reviewers of OnePageCRM have provided feedback on this feature.

Creates user profiles similar to social media pages that display private or public statuses and updates. 26 reviewers of OnePageCRM have provided feedback on this feature.

Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 24 OnePageCRM reviews.

Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 26 OnePageCRM reviews.

Based on 24 OnePageCRM reviews. Allows teams to set trackable goals within the tool.

Based on 24 OnePageCRM reviews. Integrates with CRM and financial systems to help determine goals

Organizes team members by roles, activities and objectives and weighs tasks by importance. This feature was mentioned in 21 OnePageCRM reviews.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 20 reviewers of OnePageCRM have provided feedback on this feature.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 46 reviewers of OnePageCRM have provided feedback on this feature.

Based on 45 OnePageCRM reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 34 OnePageCRM reviews.

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. 36 reviewers of OnePageCRM have provided feedback on this feature.

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. 41 reviewers of OnePageCRM have provided feedback on this feature.

Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 39 OnePageCRM reviews.

As reported in 38 OnePageCRM reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

Based on 37 OnePageCRM reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. 40 reviewers of OnePageCRM have provided feedback on this feature.

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. This feature was mentioned in 39 OnePageCRM reviews.

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. This feature was mentioned in 36 OnePageCRM reviews.

As reported in 35 OnePageCRM reviews. Provides gamifaction features to rank sales reps on performance

As reported in 31 OnePageCRM reviews. Allow users to edit text and themes on email templates

Provide mobile responsive email templates This feature was mentioned in 31 OnePageCRM reviews.

Offer pre-made email templates 27 reviewers of OnePageCRM have provided feedback on this feature.

Allow users to create their own email templates This feature was mentioned in 31 OnePageCRM reviews.

Provide analytics reporting so that users can see how their campaigns perform 29 reviewers of OnePageCRM have provided feedback on this feature.

As reported in 27 OnePageCRM reviews. Allow for users to identify potential issues that would stop their emails from sending

Integrate with email software or email marketing and marketing automation platforms 32 reviewers of OnePageCRM have provided feedback on this feature.

Scans and digitizes business cards into the platform.

Helps users manage and organize card data.

Captures contact information and automatically populates the data into a designated CRM platform.

Stores all contacts into a repository that can be searched and organized.

Provides access via multple devices such as mobile, desktop and tablet.

Lets users search contact information within the platform using keywords.

Offers OCR or manual transcription of business card data.

Allow administrators to manage security settings to prevent contact data leakage.

Based on 52 OnePageCRM reviews. Provides features to create and manage lists of potential customers

Based on 48 OnePageCRM reviews. Monitors form’s performance and contribution to the sales pipeline

Records leads using different types of devices This feature was mentioned in 44 OnePageCRM reviews.

Captures form submissions from existing forms on websites or landing pages 42 reviewers of OnePageCRM have provided feedback on this feature.

As reported in 41 OnePageCRM reviews. Captures leads across social media channels

Based on 43 OnePageCRM reviews. Captures measurable, real customer data gathered directly from a website

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter 42 reviewers of OnePageCRM have provided feedback on this feature.

As reported in 43 OnePageCRM reviews. Changes colors, calls to action, or form length to personalize lead capture

As reported in 43 OnePageCRM reviews. Integrates with sales and marketing software solutions to transfer lead data between them

Based on 40 OnePageCRM reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input This feature was mentioned in 13 OnePageCRM reviews.

Ability to break down and plan multi-step processes 14 reviewers of OnePageCRM have provided feedback on this feature.

As reported in 12 OnePageCRM reviews. Works across multiple software systems or databases

As reported in 12 OnePageCRM reviews. Improves performance based on feedback and experience

As reported in 10 OnePageCRM reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting 11 reviewers of OnePageCRM have provided feedback on this feature.

Based on 11 OnePageCRM reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Capability to perform complex tasks without constant human input