OnePageCRM Features
Platform (7)
Customization
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.
Workflow Capability
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.
User, Role, and Access Management
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.
Internationalization
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.
Document & Content Mgmt.
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.
Performance and Reliability
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.
Output Document Generation
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.
Sales Force Automation (9)
Contact & Account Management
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.
Partner Relationship Mgmt. (PRM)
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
Opportunity & Pipeline Mgmt.
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.
Task / Activity Management
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.
Territory & Quota Management
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.
Desktop Integration
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.
Product & Price List Management
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.
Quote & Order Management
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.
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. This feature was mentioned in 110 OnePageCRM reviews.
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. 118 reviewers of OnePageCRM have provided feedback on this feature.
Lead Management
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.
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. 105 reviewers of OnePageCRM have provided feedback on this feature.
Knowledge Base
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.
Call Center Features
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.
Support Analytics
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.
Integration (3)
Data Import & Export 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.
Integration APIs
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.
Breadth of Partner 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.
Mobile & Social (3)
Social Collaboration Features
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
Social Network Integration
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.
Mobile User Support
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.
Reporting & Analytics (3)
Reporting
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.
Dashboards
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
Forecasting
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.
Document Creation (1)
Rich Media
How well the platform supports images, audio, and video in proposals.
Workflow (1)
Collaborative Creation
As reported in 10 OnePageCRM reviews. Multiple users can edit a single document.
Analytics (4)
Engagement Tracking
Based on 11 OnePageCRM reviews. 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. 11 reviewers of OnePageCRM have provided feedback on this feature.
Export/Import
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.
Reporting
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.
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. This feature was mentioned in 14 OnePageCRM reviews.
Alerts and Notifications
As reported in 15 OnePageCRM reviews. Program in-app and email notifications for approval milestones or actions.
CRM Integration
As reported in 12 OnePageCRM reviews. 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. 12 reviewers of OnePageCRM have provided feedback on this feature.
CPQ Integration
Push and pull data from quote applications to build proposals. This feature was mentioned in 10 OnePageCRM reviews.
API / Integrations
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.
Incentives (2)
Commission Calculator
As reported in 21 OnePageCRM reviews. Helps users determine sales goals by calculating potential commission rates.
Leaderboards
Highlights top-performing employees to publicly reward their achievements. 19 reviewers of OnePageCRM have provided feedback on this feature.
Personalization (4)
Profiles
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.
Custom Reports
Generates reports with customizable fields to further understand employee performance. This feature was mentioned in 24 OnePageCRM reviews.
Dashboards
Visualizes individual and team insights such as new leads and outbound calls. This feature was mentioned in 26 OnePageCRM reviews.
Goal Setting
Based on 24 OnePageCRM reviews. Allows teams to set trackable goals within the tool.
Administrative (3)
Integration
Based on 24 OnePageCRM reviews. 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. This feature was mentioned in 21 OnePageCRM reviews.
Behavior Monitoring
Allows managers and administrators to peruse profiles and monitor employee behavior and performance. 20 reviewers of OnePageCRM have provided feedback on this feature.
Integrated Workflows (7)
Task Management
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.
Email Tracking/Automation
Based on 45 OnePageCRM reviews. 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. This feature was mentioned in 34 OnePageCRM reviews.
Other Outreach Options
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.
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. 41 reviewers of OnePageCRM have provided feedback on this feature.
Calendar
Integrates with calendar software so users can seamlessly schedule calls. This feature was mentioned in 39 OnePageCRM reviews.
Shared Records
As reported in 38 OnePageCRM reviews. Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
Based on 37 OnePageCRM reviews. 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. 40 reviewers of OnePageCRM have provided feedback on this feature.
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. This feature was mentioned in 39 OnePageCRM reviews.
Sales Coaching and Insights
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.
Gamification
As reported in 35 OnePageCRM reviews. Provides gamifaction features to rank sales reps on performance
Templates (2)
Text and Themes
As reported in 31 OnePageCRM reviews. Allow users to edit text and themes on email templates
Mobile Responsive
Provide mobile responsive email templates This feature was mentioned in 31 OnePageCRM reviews.
Edit (2)
Pre-Made
Offer pre-made email templates 27 reviewers of OnePageCRM have provided feedback on this feature.
Build
Allow users to create their own email templates This feature was mentioned in 31 OnePageCRM reviews.
Logistics (3)
Analytics
Provide analytics reporting so that users can see how their campaigns perform 29 reviewers of OnePageCRM have provided feedback on this feature.
Issues
As reported in 27 OnePageCRM reviews. 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 32 reviewers of OnePageCRM have provided feedback on this feature.
Management (2)
Card Scan
Scans and digitizes business cards into the platform.
Card Management
Helps users manage and organize card data.
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.
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.
Lead Monitoring (2)
Features
Based on 52 OnePageCRM reviews. Provides features to create and manage lists of potential customers
Performance
Based on 48 OnePageCRM reviews. Monitors form’s performance and contribution to the sales pipeline
Data Capture (4)
Mobile
Records leads using different types of devices This feature was mentioned in 44 OnePageCRM reviews.
Websites
Captures form submissions from existing forms on websites or landing pages 42 reviewers of OnePageCRM have provided feedback on this feature.
Social Media
As reported in 41 OnePageCRM reviews. Captures leads across social media channels
Data
Based on 43 OnePageCRM reviews. Captures measurable, real customer data gathered directly from a website
Customization (3)
Forms
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.
Personalization
As reported in 43 OnePageCRM reviews. Changes colors, calls to action, or form length to personalize lead capture
Integration
As reported in 43 OnePageCRM reviews. Integrates with sales and marketing software solutions to transfer lead data between them
AI and Automation (1)
Lead Prioritization
Based on 40 OnePageCRM reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - CRM (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input This feature was mentioned in 13 OnePageCRM reviews.
Multi-step Planning
Ability to break down and plan multi-step processes 14 reviewers of OnePageCRM have provided feedback on this feature.
Cross-system Integration
As reported in 12 OnePageCRM reviews. Works across multiple software systems or databases
Adaptive Learning
As reported in 12 OnePageCRM reviews. Improves performance based on feedback and experience
Natural Language Interaction
As reported in 10 OnePageCRM reviews. Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting 11 reviewers of OnePageCRM have provided feedback on this feature.
Decision Making
Based on 11 OnePageCRM reviews. Makes informed choices based on available data and objectives
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
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
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
Agentic AI - Business Card Scanning (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications.
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A document builder is a software application that is used to create text-based documents.




