OnePageCRM features an action-oriented uncluttered interface, and about a ten minute learning curve for non-techie users.
I'd like to be able to isolate contact views from agent to agent within one account. Everyone can see everyone else's contacts. We deal with sensitive Donor information (income, probable donation capability) so it would be nice to be able to create silos of information rather than a barn (so to speak). This may already be possible, not sure.
It's a simple and fresh action oriented system that won't bog down your people (and you) with an onerous learning curve
We have an entrenched highly customized backend database, but it is far from user friendly. Even in-house staff struggle at times to deal with all of the complexities. OnePageCRM gives us an action layer on top of our database that non-specialists can use.
The crucial thing is that with OnePageCRM we now have a "Moves Management" system, where non-specialists such as our Trusees can document encounters with donors, and the next "move" with that potential donor can be schedualed and the appropriate party notified.
And that data can be pulled back into our legacy database via the provided API info. Notes on the donor, phone calls, actions to be done, results, all that goes into institutional memory, rather than retiring or leaving with the Manager.