---
title: OnePageCRM Reviews
meta_title: 'OnePageCRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 267 reviews by the users' company size, role or industry
  to find out how OnePageCRM works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 267
  scale: '5'
date_modified: '2026-08-11'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# OnePageCRM Reviews
**Vendor:** OnePageCRM  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 267
## About OnePageCRM
Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.



## OnePageCRM Pros & Cons
**What users like:**

- Users find OnePageCRM to be **very simple to use** , tailored perfectly for small teams or individual salespeople. (62 reviews)
- Users love the **simplicity** of OnePageCRM, finding it perfect for individual salespeople and small teams. (37 reviews)
- Users value the **simplicity** of OnePageCRM, finding it effective and effortless for small teams and actionable tasks. (31 reviews)
- Users value the **excellent customer support** from OnePageCRM, making their experience seamless and efficient. (29 reviews)
- Users love the **easy setup** of OnePageCRM, appreciating its seamless integration and intuitive design for quick onboarding. (27 reviews)
- Users find OnePageCRM to be **intuitive and user-friendly** , making it ideal for small startups managing customer relationships. (26 reviews)
- Users find OnePageCRM to be **incredibly user-friendly** , streamlining their operations and enhancing productivity effortlessly. (25 reviews)
- CRM Integration (21 reviews)
- Integrations (21 reviews)
- User-Friendly (20 reviews)

**What users dislike:**

- Users find the **missing features** in OnePageCRM limiting for advanced reporting, automation, and campaign management. (17 reviews)
- Users find **limited options** in reporting, automation, and customization, hindering deeper analytics and workflows. (9 reviews)
- Users express frustrations with **export limitations** in OnePageCRM, particularly regarding conversation thread exports and name compatibility. (7 reviews)
- Users find **integration issues** with OnePageCRM, expressing a desire for better connectivity with various tools and software. (7 reviews)
- Users find the **lack of integrations** with other software frustrating, impacting their workflow and CRM functionality. (7 reviews)
- Users face **serious limitations** with client management and a lack of Canadian-specific features in OnePageCRM. (7 reviews)
- Users find that OnePageCRM has **limited features** , lacking advanced functionality for deep customization and detailed reporting. (7 reviews)
- Data Inaccuracy (5 reviews)
- Insufficient Analytics (5 reviews)
- Limited Reporting (5 reviews)

## OnePageCRM Reviews
  ### 1. Very user friendly and not a complicated platform.  Great for soloprenuers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen Routh W. | Publisher, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2024

**What do you like best about OnePageCRM?**

It's easy to use and a simple way to keep up with accoutns from prospect statut to closed client.  I especially like the way it prompts you for a next step after you've completed a task.

**What do you dislike about OnePageCRM?**

At this point I have no issues with the platform or trouble using it.

**What problems is OnePageCRM solving and how is that benefiting you?**

It is keeping me on task with client follow up

**Official Response from OnePageCRM Support Team:**

> Hi Karen, we appreciate your amazing feedback and love to hear that OnePageCRM is great for solopreneurs!

We are delighted that our Next Action feature is supporting you in keeping and following up with your accounts through your sales process.

- Cheers! 🤗

  ### 2. Incredibly easy-to-use interface that has significantly streamlined our workflow.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 19, 2024

**What do you like best about OnePageCRM?**

OnePage CRM enables us to stay on top of tasks and customer needs effortlessly, ensuring nothing falls through the cracks. OnePage CRM is incredibly easy to use, and if we're ever unsure, the in-app tips and excellent customer support from the OnePage team are always there to help.

**What do you dislike about OnePageCRM?**

I don't have a dislike for OnePage system as they are always improving their system

**What problems is OnePageCRM solving and how is that benefiting you?**

The app integrations a great benefit!

**Official Response from OnePageCRM Support Team:**

> Hi there, 

Thank you very much for your kind feedback! We love to hear that OnePageCRM is easy to use and that you are getting the support you need to use the CRM. 🤗

It's great that you are also benefitting from our app integrations.

- Best wishes ✨

  ### 3. Great way to manage people that you need to contact

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mendel G. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

Most helpful feature is the next action, and when you complete you need either write a next action, or close the sale. It ensures that I can always follow up with the people i need to follow up with. Its very easy to use and and I use it daily.

**What do you dislike about OnePageCRM?**

There is not much to dislike, From my experience it can't be used as a full crm, but for what I use it for it's an amazing product.

**What problems is OnePageCRM solving and how is that benefiting you?**

Having everyone i need to follow up with in one place with a next action, and if I reach out to someone and can't get in touch I just put a next action to follow up in a couple days. 
''';

**Official Response from OnePageCRM Support Team:**

> Hi Mendel, it's awesome to hear that OnePageCRM is supporting you in following up with the contacts you need and that you use it on a daily basis! Cheers ⭐

  ### 4. Great way to to help build and create relationships with potential donors.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nicholas W. | Adjunct Professor, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2024

**What do you like best about OnePageCRM?**

The lead clipper is a great tool to save time and gather a lot of needed and necessary information.

**What do you dislike about OnePageCRM?**

I would like to see some more features that would also cater to nonprofits

**What problems is OnePageCRM solving and how is that benefiting you?**

Keeping all my contacts in one place with reminders, emails, and plans to keep them together. Helping me to continually build those relationships.

**Official Response from OnePageCRM Support Team:**

> Hi Nicholas, Thank you very much for your kind feedback. It's great to hear that OnePageCRM supports you in building relationships with your contacts and keeping them in one place.

We would love to hear more about the features you are looking for in your non-profit organization. You can reach us at support@onepagecrm.com.

We are looking forward to hearing from you ✨ 

  ### 5. Probably the best customer service experience of all the business apps that I use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

We have been clients of Onepage for many years, so we have observed many UI and UX changes during that time.  I love the focused user view and ability to move easily and quickly between next actions. What sets Onepage apart though is the responsiveness of their customer success team.  They go above and beyond to ensure any issues are resolved as soon as possible. The best I've come across.

**What do you dislike about OnePageCRM?**

We would love to get a heads up email alert on UI changes ahead of time as we have 10 users accessing and it often causes confusion for a time.

**What problems is OnePageCRM solving and how is that benefiting you?**

Onepage simplifies the B2B CRM and lead engagement process better than any other CRM that I have used.

**Official Response from OnePageCRM Support Team:**

> Hi Paul, thank you so much for your incredible feedback! We are thrilled to hear that you appreciate the efficiency and care of our Customer Success Team, as well as enjoying the focused user view and finding it easy to move between the Next Actions. 

It's always good for us to learn from our users. Could you please drop us an email to support@onepagcrm.com and we can follow up on your request?
We look forward to hearing back from you ⭐.

  ### 6. Great CRM for Non profits

**Rating:** 5.0/5.0 stars

**Reviewed by:** Motti G. | Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2024

**What do you like best about OnePageCRM?**

We love One Page CRM. We use it at our non-profit to manage our fundraising campaigns. The best part is the action stream which helps us prioritize our upcoming tasks

**What do you dislike about OnePageCRM?**

Can't say I have any criticisms or dislikes.

**What problems is OnePageCRM solving and how is that benefiting you?**

Helps us organize our plan for our fundraising campaigns and manage our actions and touch points with our donors

**Official Response from OnePageCRM Support Team:**

> Hi Motti, thank you for sharing your great feedback!
It's great to hear that OnePageCRM supports you in managing your fundraising campaign, staying organized, and prioritizing the tasks at hand.

- Cheers! 😊

  ### 7. Unfair advantage

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul C. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 25, 2024

**What do you like best about OnePageCRM?**

Next action makes it easier for me to stay in touch. Given the 82% of sales are made after the 7th touch and 92% sales people don't make more than 2, it give me an unfair advantage.

**What do you dislike about OnePageCRM?**

your survery doesn't seem to allow me to say "none I can think of"

**What problems is OnePageCRM solving and how is that benefiting you?**

Simplicty and ease of you. I am not burdened with features I don't need to use.

**Official Response from OnePageCRM Support Team:**

> Hi Paul, thank you very much for your great feedback! We are delighted to hear that with the simplistic approach of OnePageCRM, you are taking sales to the next level! The power is in the follow-up 😉 
Thanks again for sharing your thoughts with us! ⭐

  ### 8. onepage makes it so easy to mark my next action, right now

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 06, 2024

**What do you like best about OnePageCRM?**

When I mark an activity as complete it straight away populates the next step

**What do you dislike about OnePageCRM?**

Nothing yet, I like everything about it.

**What problems is OnePageCRM solving and how is that benefiting you?**

I easily loose track of where I'm holding because I forget to mark down my next step

**Official Response from OnePageCRM Support Team:**

> Hi there, 

Thank you for your kind review! We are delighted to hear that the CRM supports you in keeping track of your follow-up and brings your focus to your next step!
Cheers 🎉

  ### 9. Productive CRM for your business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about OnePageCRM?**

Email Templatates builder and automated workflows helped me a lot in inceasing sales for our business

**What do you dislike about OnePageCRM?**

Faster Customer support needed and there should be an option to integrated more third party softwares

**What problems is OnePageCRM solving and how is that benefiting you?**

This CRM is helping in a lot more ways like sending out the emails to specific database and then tracking the metrics, Automated the workflows and also Sales performance tracking and it shows us with every minute detail on the dashboard as well, this has benefited us in increasing our sales.

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for sharing your great feedback! We love to hear that the Email Template builder and Autoflow feature has helped you increase your business sales.

Perhaps you can share your suggestions for integrations with third-party software with us? You can email us at support@onepagecrm.com

- We look forward to hearing from you ⭐

  ### 10. so easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 02, 2024

**What do you like best about OnePageCRM?**

the customer service is outstanding! and so easy to use!

**What do you dislike about OnePageCRM?**

nothing! i have tried other softwares,!!

**What problems is OnePageCRM solving and how is that benefiting you?**

learning gow to stay in touch with donors and keeping them engaged

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you very much for your kind words and feedback. We're delighted to hear that you love the simplicity of OnePageCRM and that our system helps you keep track of your donors ✨
Our Customer Success team appreciates your feedback too! 
All the best 😊

  ### 11. First CRM I've ever enjoyed using

**Rating:** 5.0/5.0 stars

**Reviewed by:** Danny P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 14, 2023

**What do you like best about OnePageCRM?**

The beauty of OnePageCRM is in its simplicity. It may not be robust enough for large organizations, but for small ones, it is ideal.

Think of OnePageCRM as a self-ordering rolodex. Set a next action and due date for each contact. When completing the action, OnePageCRM immediately asks you for your next action and due date. This puts the contact back to their appropriate place in line.

Along with email integration, it's very easy to keep all of your notes for each client in one place, and painless to maintain work relationships.

**What do you dislike about OnePageCRM?**

There are some minor UI improvements possible. Great news is that the team is very responsive and regularly updating the platform. They even give users access to their team's Trello board so you can see their upcoming changes. Many of us are looking forward to keyboard shortcuts!

**What problems is OnePageCRM solving and how is that benefiting you?**

Helping me proactively follow up with clients and partners

**Official Response from OnePageCRM Support Team:**

> Hi Danny, thank you so much for the lovely review and feedback! 😊 We're delighted to hear you love the simplicity of OnePageCRM and that our email features have been a game changer for you. All the best! ✨

  ### 12. Everything we need and easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Melanie E. | Co-Founder and Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about OnePageCRM?**

I like having the action stream when I login, and seeing the pipeline view.

**What do you dislike about OnePageCRM?**

Can't get the lead clipper to work with Gmail; it does not detect the contact info.

The integration with Gmail at first worked great; saved us from having to add notes manually, but it stopped working for us and we had to get it back going. My partner is having trouble so she does not use that. However, I have found support helpful. Also when we add an action, "call" is the default but often it is a zoom meeting or email so it is a little outdated.

**What problems is OnePageCRM solving and how is that benefiting you?**

Keeping organized with all of the sales-related calls. Keeping our eye on big picture (pipeline).

**Official Response from OnePageCRM Support Team:**

> Thank you for your valuable feedback, Melanie 😊It's good to hear that our Actions Stream and Pipeline view supports your business to stay organized.
We appreciate your feedback on the Gmail Lead Clipper and Email Integration. We would love it if you could provide us with more details on the issue you are experiencing with them, as well as any context on how we can improve the Default Action.

Could you please drop us an email to support@onepagcrm.com and we'll take it from there? I would be thrilled to work towards finding a solution for you and also share your case with our Product team.

We are looking forward to hearing from you.

  ### 13. As Easy to Use as You Wish

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gerard T. | Strategic Brand-Builder, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 29, 2024

**What do you like best about OnePageCRM?**

The most useful part of OnePageCRM is its ease of set-up, use and any as-needed adjustments.

**What do you dislike about OnePageCRM?**

This is really nit-picking but the software isn't quite as 'one-page' as I'd like, sometimes requiring me to move unhelpfully between screens.

**What problems is OnePageCRM solving and how is that benefiting you?**

Making it easy for me and my teams to quickly update.

**Official Response from OnePageCRM Support Team:**

> Thanks very much for your amazing feedback, Gerard! It's fantastic that you enjoy the simplicity and accessibility of our system and that it makes a positive impact on your daily workflow. All the very best, Larry! ✨

  ### 14. Incredible System!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 26, 2024

**What do you like best about OnePageCRM?**

It's all super easy to use and put my most important tasks for the day right in front of me so I know what to do for the day.

**What do you dislike about OnePageCRM?**

Nothing comes to mind. There are a few features that would be nice to have, but that's more just smaller things that would be nice.

**What problems is OnePageCRM solving and how is that benefiting you?**

OnePageCRM, helps me solve what needs to be done for the day and what the most important tasks are for me for that day. It's easy to keep in touch with clients/leads and reminds me off the big things as well as the small things.

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for your amazing feedback! It's great to hear that OnePageCRM supports you in prioritizing your daily tasks, and is easy to use!

We would love to hear your suggestions. Please reach out to us via support@onepagecrm.com.

We look forward to hearing from you ✨

  ### 15. Best user friendly CRM designed for SMBs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2024

**What do you like best about OnePageCRM?**

OnePageCRM is user-friendly and it streamline the lead management and sales pipeline tracking. The customer support is awesome. It is a great choice for companies who are looking to optimize their sales efforts efficiently.

**What do you dislike about OnePageCRM?**

Advance customisation is missing in OnePage CRM

**What problems is OnePageCRM solving and how is that benefiting you?**

OnePageCRM solves key problems in lead management, sales pipeline visibility, task organization, and workflow efficiency. Its user-friendly interface and integrations streamline processes, boosting sales efficiency and ensuring effective team collaboration.

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for taking the time to share your feedback! We appreciate that you find OnePageCRM user-friendly and that it is supporting you in streamlining your lead management and sales pipeline tracking.

It's great to hear that the Customer support is awesome! 🤗

We would love to get your suggestions for the advanced customization and where it is missing for you. Please reach out to support@onepagecrm.com and we can take it from there.

We look forward to hearing from you 😊

  ### 16. A game changer that keeps me task focused

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marcella C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2024

**What do you like best about OnePageCRM?**

I like that I can make focused tasks so that I stay on top of my client work.

**What do you dislike about OnePageCRM?**

There's actually nothing I dislike about CRM

**What problems is OnePageCRM solving and how is that benefiting you?**

It makes it easy to record the progress my clients are making and keeps me task focused.

**Official Response from OnePageCRM Support Team:**

> Thank you very much for the lovely review, Marcella 😊! We're thrilled that you're enjoying the features that OnePageCRM has to offer. It is excellent to hear that our CRM is aiding you in maintaining focus on priorities and facilitating the recording of client progress. Cheers! 🤗

  ### 17. BestOnePageCRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sounak S. | Business Development Intern, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 05, 2024

**What do you like best about OnePageCRM?**

The most helpful is it's easy to scroll and upto date data

**What do you dislike about OnePageCRM?**

There is no dislikes yet but if there is wil let you know

**What problems is OnePageCRM solving and how is that benefiting you?**

Finding out my leads for lead generation

**Official Response from OnePageCRM Support Team:**

> Hi Sounak, thank you for your amazing feedback! We are delighted that OnePageCRM supports you in your lead generation and keeping your data up to date!

- Cheers ⭐

  ### 18. A simple, clean CRM that does everything you need it to do

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael G. | Executive Director, Non-Profit Organization Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 19, 2023

**What do you like best about OnePageCRM?**

I have used a LOT of CRMs and the thing I like best about OnePageCRM is the simplicity. It is specifically designed to keep you focus on the ONE next thing you need to do with each contact, even prompting you to enter the next task as soon as you complete one. I also really love the Chrome extension clipper that adds or appends contacts in real-time. The integration with gmail and Evernote is also very helpful.

**What do you dislike about OnePageCRM?**

I would certainly like to see some sort of broadcast email functionality built-in, including support for newsletters. That would put the platform over the top.

**What problems is OnePageCRM solving and how is that benefiting you?**

It's truly my one-stop contact management tool, allowing me to utilize a single CRM for multiple business lines.

  ### 19. Great CRM that is easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 05, 2024

**What do you like best about OnePageCRM?**

Great CRM that is easy to use and is regularly updated and improved by the team.

Ideal for business owners who like a clear actionable dashboard  that does not overload your brain.

**What do you dislike about OnePageCRM?**

It would be great if the team could put an email sequence builder in it. And work more on the automations that it offers.

**What problems is OnePageCRM solving and how is that benefiting you?**

It tracks my client conversations. ANd allows me to send email blasts to my client base.

**Official Response from OnePageCRM Support Team:**

> Hi there, 
Thank you for taking the time to share your thoughts with us! It's great that the CRM is easy to use and ideal for your business without being overloaded 😊!

We would love to hear more about your suggestions about the automation you are looking for. Please feel free to shoot us an email at support@onepagecrm.com. 

In regards to an email sequence builder, we have a great integration with Mailchimp as well, see here: https://help.onepagecrm.com/article/73-mailchimp
Would this help you out?

We are looking forward to hearing from you 🎉

  ### 20. Best Crm For Email-based communication

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bogdan M. | Founder, Computer Software, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 10, 2024

**What do you like best about OnePageCRM?**

Email sync, automation, contact pages(easy to tweak fields), no clutter, fast to deploy and super-friendly support!

**What do you dislike about OnePageCRM?**

Not everything is configurable(can't remove standard fields)

**What problems is OnePageCRM solving and how is that benefiting you?**

Organize contacts, see statuses of leads in pipeline.

**Official Response from OnePageCRM Support Team:**

> Thank you very much for the great feedback, Bogdan! We're glad to hear our email integration features are working well for you and that you like the simplicity of OnePageCRM and our friendly support team⭐
Cheers! Larry
P.S. Feedback noted regarding customizing default fields :) and a kindly reminder that you can create custom fields!  

  ### 21. Great for touchpoints

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2024

**What do you like best about OnePageCRM?**

OnePageCRM is great for managing touchpoints and staying in touch with our community members. It integrates well with Salesforce.

**What do you dislike about OnePageCRM?**

It (for us) doesn't replace our primary database.

**What problems is OnePageCRM solving and how is that benefiting you?**

It helps us easily manage and schedule our touchpoints

**Official Response from OnePageCRM Support Team:**

> Hi there, we appreciate your kind review! We're thrilled to know that OnePageCRM helps you stay organized and in contact with your community members. Next Actions indeed promote productivity and better engagement. Thanks again ✨ Cheers.

  ### 22. Great CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 20, 2024

**What do you like best about OnePageCRM?**

It's user friendliness and action focused approach

**What do you dislike about OnePageCRM?**

Haven't found it yet ...........................

**What problems is OnePageCRM solving and how is that benefiting you?**

Keeping track of deal status and account information

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you very much for sharing your great feedback with OnePageCRM so far! We are delighted to hear that you like our user-friendly interface and that it helps you stay focused on your Deals 💯 
All the best 🤗 Larry

  ### 23. Easy and Organised

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2024

**What do you like best about OnePageCRM?**

Easy to add contacts and organsiations with the Lead Clipper, easy to sort anmd find contacts, easy to add actions, update deals, etc. Best is the Actions as these guide you and remind you

**What do you dislike about OnePageCRM?**

The Lead Clipper can be fiddly to get the right information

**What problems is OnePageCRM solving and how is that benefiting you?**

Managing conatcts
Organising Next actions
Visualising our pripeline

**Official Response from OnePageCRM Support Team:**

> Hi there, Thank you for sharing your great feedback about OnePageCRM 🤗! We are delighted to hear that you are finding the CRM easy to use and that the Actions feature is guiding and reminding you of your tasks. 

Perhaps you can share a little more detail about the Lead Clipper feature with us via support@onepagecrm.com? We would love to take a look!

-All the best 😊


  ### 24. Authentic and easy to use CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about OnePageCRM?**

the interface it uses is easy to understand which makes my daily activities easier.

**What do you dislike about OnePageCRM?**

Nothing is particular but sometimes I face server issue while using it

**What problems is OnePageCRM solving and how is that benefiting you?**

It helps to keep my leads organized, it also allows me to keep records of conversations with clients, I also use it to track the sales performance.

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for sharing your amazing feedback with us! We are thrilled to hear that OnePageCRM supports you in keeping organized and is easy to use!

- Cheers 🤗

  ### 25. Onepage CRM is very beneficial for all your business needs, excellent software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about OnePageCRM?**

Onepage is unique software with its easy to access functionality, communication management, sales performance tracking and integration etc

**What do you dislike about OnePageCRM?**

It has taken a more than expected time for implementation otherwise its good

**What problems is OnePageCRM solving and how is that benefiting you?**

It is solving the sales tracking problem and giving me the proper data visulaization of my sale team people.

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for your kind review! We are thrilled that OnePageCRM supports you in communication management, sales performance tracking and is easy to access.

If you have any questions or looking for suggestions on how to implement OnePageCRM, please feel free to reach us at support@onepagecrm.com

- Best wishes 😊


  ### 26. This is a good crm for small business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 08, 2024

**What do you like best about OnePageCRM?**

Its has Interactive dashboard, interface is also good and easy to access and navigate

**What do you dislike about OnePageCRM?**

It has very high load time, and needs time to learn for new users

**What problems is OnePageCRM solving and how is that benefiting you?**

I am specifically using this for building the database email templates for my marketing activities as well daily CRM work

**Official Response from OnePageCRM Support Team:**

> Hi there and thank you for your feedback! It's great to hear that OnePageCRM's interface is easy to navigate and that you are enjoying the email templates feature for your daily work. 

I'd like to invite you and your new users to our live Getting Started webinar, which takes place every other Tuesday at 12 p.m. ET (5 p.m. Irish time). 
This is the best way to get an overview of OnePageCRM and see it in action. 

You can register here: https://www.onepagecrm.com/webinars/getting-started-with-onepagecrm/

We are looking forward to having you there 😊

  ### 27. Excellent CRM at an excellent price

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 15, 2024

**What do you like best about OnePageCRM?**

Email integration is flawless.  I have used the most popular CRMs on the market, and NONE of them integrate with your email and make it as easy for you to integrate emails with your database, and for you to see within your email program which emails are logged inside your database.

**What do you dislike about OnePageCRM?**

I honestly do not have a feature or system within OnePageCRM that I dislike.

**What problems is OnePageCRM solving and how is that benefiting you?**

For me, it is an all-purpose CRM for a small business, so I mostly keep a log of customer and prospect interactions within it and hold relevant documents inside of it.

**Official Response from OnePageCRM Support Team:**

> Hey there! I just wanted to say a big thank you for your awesome feedback! It's fantastic to hear that you're finding our Email sync easy to use and that it's helping you keep track of your customer and prospect logs. Best wishes! 🎉

  ### 28. A good Customer relationship management tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about OnePageCRM?**

I have increased my sales team performance by using this CRM and used it for email template builder

**What do you dislike about OnePageCRM?**

customer specific features are very limited and faced issues while tracking calls

**What problems is OnePageCRM solving and how is that benefiting you?**

Reduced daily manual activities and automated sales and increased the sales team performance by 20%

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for sharing your valuable feedback with us! We love to hear that OnePageCRM supported you in increasing your sales team's performance by using the email template feature and reducing daily manual tasks. 

We would love to hear your suggestions for customer-specific features! You can get in touch with us at support@onepagecrm.com. 

- We look forward to hearing from you ✨

  ### 29. Great CRM for small business solo consultant

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harry L. | Marketing consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

I love that I can use one-page CRM as a todo list for everyone in my network and pipeline. It does the thinking for me of who I should follow-up with.

**What do you dislike about OnePageCRM?**

I'd like it to intergrate better with my proposal and invoicing flow with bonsai. However, this isn't my main use case for it.

**What problems is OnePageCRM solving and how is that benefiting you?**

To keep in touch with current clients, past clients, and my network.

**Official Response from OnePageCRM Support Team:**

> Hi Harry, thank you so much for your wonderful feedback! It's amazing to hear that our CRM is helping you stay connected with your network and managing your pipeline.
We would love to hear more about your integration request for "Bonsai". Could you please contact us at support@onepagecrm.com and we will take it from there?

We look forward to hearing back from you!

  ### 30. Overall Good CRM with all functionalities.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 08, 2024

**What do you like best about OnePageCRM?**

Email  communicationa and Sales pipeline management with easy integration

**What do you dislike about OnePageCRM?**

Custome fileds and more customizations required it is the need of the hour

**What problems is OnePageCRM solving and how is that benefiting you?**

Unique and same communication across all channel via emails and  easily management of sales team with detailed dashboards

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for taking the time to share your great feedback! We love to hear that the email communication and sales pipeline are easy to manage within the provided integrations and that the CRM supports streamlining your communication across all of your channels.

Regarding Custom Fields, I am delighted to let you know, that you can indeed create Custom Fields. See here: https://help.onepagecrm.com/article/592-custom-fields

If you have suggestions for customizations, we would love to hear about them. You can reach us at support@onepagecrm.com

We look forward to hearing from you. Cheers⭐

  ### 31. Great little crm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fred C. | Technical Director, Computer Networking, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

I like the fact that onepagecrm is so easy to use. They layout is simple and adding new people is a breeze

**What do you dislike about OnePageCRM?**

I wish there was a way to stop the next action section from starting every time you create a new contact.

**What problems is OnePageCRM solving and how is that benefiting you?**

It allows me to create a list of customers and monitor notes on each one. Mobile app is a lifesaver.

**Official Response from OnePageCRM Support Team:**

> Hi Fred! We're delighted to receive your feedback and we're so glad to hear that you're enjoying OnePageCRM! 

Next Actions are a core feature of our CRM and we do our best to encourage Users to never miss any opportunity, hence the focus on it 😉
I will be sure to forward your comments to our Product Team for their careful consideration in the future. Thank you so much for sharing your thoughts with us! 😊

  ### 32. The OnePageCRM experience has been a good one.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jacques d. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 29, 2023

**What do you like best about OnePageCRM?**

I enjoy using the pipeline feature. I'm always up to date on what deals need to be worked on. I like that I can tag customers/leads/propects, and send bulk emails to each segment.

**What do you dislike about OnePageCRM?**

My needs are simple. I need a pipeline, a place to store contacts and a way to email them. So, I haven't tested all the features, and couldn't say that there's a downside at this time.

**What problems is OnePageCRM solving and how is that benefiting you?**

The action stream helps me keep my promises to my clients. I like the next action feature which sets me up for the next task I have to do to move the sale forward.

**Official Response from OnePageCRM Support Team:**

> Fantastic feedback, Jacques, thank you so much! ⭐ We're delighted to hear that OnePageCRM's Pipeline features and Action Stream have been a powerful tool for you and helped you during your sales process. Always the very best! 🙂 

  ### 33. Designed for simplicity

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

I've been using OnePageCRM for 10 years. It's designed to be simple to use and maintain, and most importantly keep your attention where it's supposed to be to maintain an efficient sales process. 

Despite the core function of the CRM being simple, it has a lot of functionality and integrations to make it very powerful as the sales processes grow.

**What do you dislike about OnePageCRM?**

The development team are often adding new features, or improving existing features, so sometimes I need to get used to something new.

**What problems is OnePageCRM solving and how is that benefiting you?**

Maintaining, monitoring and reporting on a large sales base with a large number of contacts.

**Official Response from OnePageCRM Support Team:**

> Hey there! It's awesome to hear such amazing feedback from a long-time user of OnePageCRM! We really value your loyalty and we're delighted that you find it simple and powerful with its features and integrations. 

Please let us know, should you have any questions regarding any features within OnePageCRM - We are always happy to help! 
You can reach us at support@onepagcrm.com

Best Wishes 🎉!

  ### 34. Works beautifully

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

I love being able to see other platforms contacts are on so I can easily connect with them there. The pipeline management and email templates have been game changers for me and my business.

**What do you dislike about OnePageCRM?**

I'd love to be able to filter contacts on the mobile app and remove tags

**What problems is OnePageCRM solving and how is that benefiting you?**

It keeps all
My deals in one place

**Official Response from OnePageCRM Support Team:**

> Hi Amanda! Thank you so much for your amazing feedback! We are thrilled to hear that the pipeline management and email templates have been a game-changer for you. 

We really appreciate your feedback about the Mobile App as well, regarding the ability to filter contacts and remove tags. Please feel free to send us an email at support@onepagcrm.com and I can share with you how this can be achieved. All the best ✨

  ### 35. One stop platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about OnePageCRM?**

Ease of access and usage 
One stop platform

**What do you dislike about OnePageCRM?**

More integrations would be awesome and extremely helpful

**What problems is OnePageCRM solving and how is that benefiting you?**

It was so easy to get those email templates

**Official Response from OnePageCRM Support Team:**

> Hi there, thank you for your kind feedback! It's great to hear that using the CRM and the email templates is easy in OnePageCRM. 

We would love to get your suggestions for the integrations you are looking for. Please drop us an email with your suggestions at support@onepagecrm.com

We look forward to hearing from you 🤗

  ### 36. Nothing you don't need, everything you do!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shaun B. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about OnePageCRM?**

OnePageCRM stands out amongst CRMs for its intuitive user experience, and its focus on features that actually matter for driving my business forward. Rather than flip-flop adding endless bells and whistles that dimish ease of use, the team at OnePageCRM only add what delivers value. Each new feature is well thought out.

**What do you dislike about OnePageCRM?**

Nothing. It's great! Don't change a thing!

**What problems is OnePageCRM solving and how is that benefiting you?**

Keeping in touch with customers and opportunities.

**Official Response from OnePageCRM Support Team:**

> Thank you very much, Shaun😊! We're absolutely thrilled that you're enjoying the features that OnePageCRM has to offer. It's wonderful to hear that it's helping you stay connected with your valued customers and new opportunities.

  ### 37. Positive and efficient platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2023

**What do you like best about OnePageCRM?**

I like the link between the company email account and the CRM platform. The quality of the onboarding was excellent, with simple tutorial videos. I am not an expert in CRMs but the simplicity of the platform is appealing for the basic sales actions like follow ups. I will explore the deeper functionalities at a later stage.

**What do you dislike about OnePageCRM?**

I disliked the fact that the calendar function isn't interactive and that you have to go back to the Action Stream. I couldn't filter contacts and bulk emails by company.

**What problems is OnePageCRM solving and how is that benefiting you?**

Management of actionable items in relation to new and existing customers/stakeholders

**Official Response from OnePageCRM Support Team:**

> Thank you very much for the great feedback! We're glad to hear our email integration is working well for you, that you had a nice onboarding experience, and that you like the simplicity of OnePageCRM ⭐

We would love to get more details about the Calendar function and how we can help in this particular area, could you please drop us a note with more details at support@onepagecrm.com?

Regarding filtering contacts by company, you can do this with our Advanced Search: https://help.onepagecrm.com/article/54-how-to-use-filters

Cheers!

  ### 38. Friendly and easy to use CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juliet E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

Ability to communicate and schedule with team members and leads.

**What do you dislike about OnePageCRM?**

Unable keep calendar in the Onepage CRM.

**What problems is OnePageCRM solving and how is that benefiting you?**

Integrating with other CRM tools

**Official Response from OnePageCRM Support Team:**

> Hi Juliet, thank you for your great feedback! We are delighted to hear that you enjoy our feature to communicate/schedule with your team members and leads.

Could you share more details with us on the Calendar option you are looking for via support@onepagecrm.com and we take it from there? 

Looking forward to hearing from you!

  ### 39. OnePage CRM is a simple way to keep a lot of business data up to date and easily accessible.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Margaret A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 07, 2023

**What do you like best about OnePageCRM?**

Notes and next Actions to keep as it keeps all the team up to date with the status for each client

**What do you dislike about OnePageCRM?**

It would be helpful to have the option to attach different team members to different tags

**What problems is OnePageCRM solving and how is that benefiting you?**

Being able to have all sales data in one place is a huge benefit.  Before OnePage CRM we used Excel which was not useful for updating information and Onepage has competley solved that issue

**Official Response from OnePageCRM Support Team:**

> Hi Margaret, thank you so much for your kind review and feedback, we really appreciate it! It's good to know OnePageCRM helps you keep all your sales data organized in one place 😊

Regarding your comments on 'attaching different team members to Tags', I suggest you create a 'Tag Group' for each member of your team. This way you could group the Tags that belong to each of your CRM Users accordingly. Here's how you can do this:
https://help.onepagecrm.com/article/584-add-tag-groups

Please let me know how it works for you. Feel free to reach our Customer Success team for more questions at support@onepagecrm.com

Cheers!

  ### 40. So easy to use & such a boost to our productivity, it really makes makes the day

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dermot  K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 07, 2023

**What do you like best about OnePageCRM?**

Everything is so accessible & user friendly, very useful if you are regularly inducting new people as we do, both for training & selling training

**What do you dislike about OnePageCRM?**

Very few if any as far as I am concerned. It is so right for us

**What problems is OnePageCRM solving and how is that benefiting you?**

Our team is so much more productive & nothing gets missed as everything, i.e. the history of the contact,  is there in front of you when you open a contact

**Official Response from OnePageCRM Support Team:**

> What an incredible review, Dermot 🤩 Thank you so much for your kind words and feedback! We're very happy to know that you love the simplicity of OnePageCRM and that it helps you boost productivity. That's the way to go! ⭐ 

  ### 41. I love OnePageCRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jim N. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 24, 2024

**What do you like best about OnePageCRM?**

Simplicity. Ease of use. Great support. Dioscussions with the President

**What do you dislike about OnePageCRM?**

Lack of integrations with other programs

**What problems is OnePageCRM solving and how is that benefiting you?**

Saves time. Unifies all of my leads

**Official Response from OnePageCRM Support Team:**

> Hi Jim, thank you for sharing your feedback. We are delighted that you find our CRM simple/easy to use and our Support great. 

Perhaps you can share with us (support@onepagecrm.com) what integrations you are missing and we can take it from there?

We are looking forward to hearing from you - Cheers 🎉

  ### 42. Excellet CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Publishing | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about OnePageCRM?**

We've found OnePageCRM intuitive and straighforward. It was easy to create contacts etc.
We have found support very good when needed, and the product has continually added features and evolved in our 8/9 years of usage!

**What do you dislike about OnePageCRM?**

Only that you need to be sure you have a good roadmap before you start. Be sure you plan what you want first to get the best of out of it.

**What problems is OnePageCRM solving and how is that benefiting you?**

Centralised CRM and sales pipeline!

**Official Response from OnePageCRM Support Team:**

> Hi there,

Thank you very much for the valuable feedback and for being a loyal customer with us for all these years ✨ We are delighted to hear that you appreciate the intuitiveness of our app and that you've had an excellent experience with our Support team. 

All the very best!

  ### 43. Sales Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dennis R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 21, 2023

**What do you like best about OnePageCRM?**

The fact that I can see my pipeline business at a glance, and also diarise for follow ups and client interaction. Great management tool.

**What do you dislike about OnePageCRM?**

I have not yet experienced anything about the product I dislike.

**What problems is OnePageCRM solving and how is that benefiting you?**

Prevents forgetting about pipeline business, and helps with regular follow up and client interaction.

**Official Response from OnePageCRM Support Team:**

> Hi Dennis, thank you so much for your wonderful feedback! We are absolutely thrilled to hear that you are enjoying the Pipeline Feature and Action Stream to easily follow up with your clients! If you have any questions in the future, please let us know. Cheers!

  ### 44. Simple to use, always innovating

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ciara C. | Advisory Board Member, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about OnePageCRM?**

We use OnePageCRM as our bible in the company for all prospect and customer interactions. We love the email sync feature and the simplicity of the user interface. We love how accessible the team are if we have any questions.

**What do you dislike about OnePageCRM?**

We don't experience any downsides regularly.

**What problems is OnePageCRM solving and how is that benefiting you?**

One central place for all prospect and customer interactions, email and notes on calls/meetings gives visibility across our team.

**Official Response from OnePageCRM Support Team:**

> Thank you very much for your amazing feedback Ciara! It's absolutely fantastic to hear how much of a positive impact OnePageCRM has had on your business and that you enjoy the simplicity and accessibility of our system. Best Wishes!

  ### 45. CRM can't get easier than this.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 28, 2021

**What do you like best about OnePageCRM?**

Ease of use. 
Excelletnt interface. 
Adding contacts & importing from Outlook makes it one of the easiest to use even if you are moving from an existing solution
Reporting and Analytics are so easy.

**What do you dislike about OnePageCRM?**

If you have a large sales team, it starts to get expensive.

**Recommendations to others considering OnePageCRM:**

For pure deal tracking and client follow-up, OnePageCRM makes it the easiest platform.

**What problems is OnePageCRM solving and how is that benefiting you?**

Tracking deals and making it easy to follow up.

**Official Response from OnePageCRM Support Team:**

> Hello there, we greatly appreciate your kind words and recommendations! We were thrilled to hear that OnePageCRM has an outstanding user interface and is very easy to use. Knowing that it's the easiest platform to monitor deals and maintain contact with clients is fantastic ✨
By the way, I'm pleased to inform you that we have an exceptional promotional offer for annual subscriptions for which you receive 4 months for free! It can help if your team is growing 😉

  ### 46. One Page CRM is a great product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 14, 2023

**What do you like best about OnePageCRM?**

Easy to use, very flexible, and supports my business

**What do you dislike about OnePageCRM?**

No Downside for me.  I've been using One Page for many years

**What problems is OnePageCRM solving and how is that benefiting you?**

One Page lets me manage my contacts efficiently and market to them effectively.  It also syncs with Mail Chimp, which i use as my marketing tech

**Official Response from OnePageCRM Support Team:**

> Thank you so much for your kind and wonderful feedback😊! It makes us incredibly happy to hear that you love the flexibility that OnePageCRM brings to your business. We're thrilled that you find it easy to use and that you can effectively manage and market your contacts using our integration with Mailchimp. All the best⭐!

  ### 47. Great and straight to the point software!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 22, 2023

**What do you like best about OnePageCRM?**

It's really simple to use and gets the job done in terms of following up with leads. The customer support is also so far really great! Overall, nice, neat and simple app! Great job.

**What do you dislike about OnePageCRM?**

Nothing at the moment, I just got the app, for now, it's really nice and simple

**What problems is OnePageCRM solving and how is that benefiting you?**

Having reminders of actions towards leads

**Official Response from OnePageCRM Support Team:**

> Hi there, 
Thank you very much for your outstanding feedback! We are delighted to hear that you are enjoying OnePageCRM, appreciating its simplicity, and finding it highly beneficial for following up with leads. If you have any questions or additional feedback, please let us know. We're always here and more than happy to assist you!
Best Wishes!

  ### 48. A great business friend

**Rating:** 5.0/5.0 stars

**Reviewed by:** Barry M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 21, 2023

**What do you like best about OnePageCRM?**

I've tried all of the CRMs out there.  OnePage is the easiest to use with a great array of features and the ability to interface with other applications.

**What do you dislike about OnePageCRM?**

Email is confusing  to set up integrate with Outlook

**What problems is OnePageCRM solving and how is that benefiting you?**

Keeping all contact and customer information organized

  ### 49. CRM technical support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff G. | Enterprise (> 1000 emp.)

**Reviewed Date:** April 22, 2023

**What do you like best about OnePageCRM?**

Convenience, ease of use, support, and organization

**What do you dislike about OnePageCRM?**

What I would like is a way to create templated emails that are sent out in bulk in the future. Same reminder emails every month to my clients. That way I don't have to think about it and I know my clients would get all the updates they need and never forgotten because of human memory. That would be a great feature. If Onepage already has that feature it would be great is someone could show me how to use it

**What problems is OnePageCRM solving and how is that benefiting you?**

Organization.  Having as many clients as I do - customer relationship/experience is what sets me apart from my competition. Having onepage as my form of organization I can continue to grow whilst keeping that same quality customer experience.

  ### 50. Quick Help!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2023

**What do you like best about OnePageCRM?**

They are super quick to respond when you have a question!

Being able to organize client information and keep on track with next actions.

**What do you dislike about OnePageCRM?**

I would like to be able to edit tags more easily. If you could open a page that listed all of the tags, rather than only having access to them from the side of the page.

Also, if you could open imports/exports days later.

**What problems is OnePageCRM solving and how is that benefiting you?**

Keeping track of next actions and assigning them.

**Official Response from OnePageCRM Support Team:**

> Hi there, thanks a million for the review and feedback! It's good to hear that OnePageCRM is enhancing organizational efficiency for your business, while Next Actions facilitates the management of your client's needs 🙂

Regarding 'open imports/exports days later', I would love to get more details about this as there could be a workaround for this scenario. Could you please drop us a note with more details at support@onepagecrm.com?

 Always the very best! 


## OnePageCRM Discussions
  - [What software would you recommend me integrate with OnePageCRM?](https://www.g2.com/discussions/12267-what-software-would-you-recommend-me-integrate-with-onepagecrm) - 3 comments, 1 upvote
  - [What is OnePageCRM used for?](https://www.g2.com/discussions/what-is-onepagecrm-used-for) - 1 comment

- [View OnePageCRM pricing details and edition comparison](https://www.g2.com/products/onepagecrm/reviews?filters%5Bnps_score%5D=5&page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-14+10%3A16%3A29+-0500&secure%5Bsession_id%5D=bd712dd1-e855-4d87-b886-66608da51208&secure%5Btoken%5D=e0016abb75ce7757ebf5684418af903934badc613abd681af2fcf589428e820b&format=llm_user)
## OnePageCRM Integrations
  - [Google Workspace](https://www.g2.com/products/google-workspace/reviews)
  - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews)
  - [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews)
  - [LinkedIn Sales Navigator](https://www.g2.com/products/linkedin-sales-navigator/reviews)
  - [MailerLite](https://www.g2.com/products/mailerlite/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)
  - [TidyCal](https://www.g2.com/products/tidycal/reviews)
  - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews)
  - [Zapier](https://www.g2.com/products/zapier/reviews)

## OnePageCRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Marketing Automation**
- Email Marketing
- Lead Management
- Email Management
- File Management
- Deal Management

**Document Creation**
- Rich Media

**Lead Generation**
- Lead Builder
- CRM Integration
- Marketing Automation Integration
- Social Media Integration
- Data Import & Export Tools

**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records
- Business Process Automation
- Performance Management
- Calendar Management
- Sales Pipeline Management
- Communication Management
- Campaign Management

**Templates**
- Text and Themes
- Mobile Responsive

**Management**
- Card Scan
- Card Management
- Print Management
- Contact Management

**Lead Monitoring**
- Features
- Performance
- Lead Capture

**Agentic AI - Lead Capture**
- Cross-system Integration
- Proactive Assistance

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Business Card Scanning**
- Autonomous Task Execution

**Additional Functionality**
- Business Card/Badge Scanning
- Data Capture and Transfer
- Multi-Language
- Secure Data Storage
- Categorization/Grouping
- Electronic Signature
- Image Editing
- Email Distribution
- Search/Filter
- Data Extraction
- Step-by-Step Wizard
- API
- Document Imaging
- Design Templates
- Reporting & Statistics
- Activity Dashboard
- Data Import/Export
- Video Support
- AI Copilot
- Alerts/Notifications
- Access Controls/Permissions
- Customizable Branding
- Collaboration Tools
- Data Synchronization
- Customizable Fields
- CRM
- Image Library

**Customer Support**
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Workflow**
- Collaborative Creation

**Incentives**
- Commission Calculator
- Leaderboards

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Edit**
- Pre-Made
- Build

**Sales**
- Lead Capture
- Address Book

**Data Capture**
- Mobile
- Websites
- Social Media
- Data

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Analytics**
- Engagement Tracking
- Reporting and Dashboards

**Personalization**
- Profiles
- Custom Reports
- Dashboards
- Goal Setting/Tracking
- Sales Reports
- Incentive Management

**Logistics**
- Analytics
- Issues
- Integrations

**Functionality **
- Multidevice Usability
- Platform Search
- Transcription
- Administrative control
- User Management

**Analytics**
- Export/Import
- Reporting

**AI and Automation**
- Lead Prioritization

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**Administrative**
- Third-Party Integrations
- Employee Structure
- Behavior Monitoring

**Customization**
- Web Forms
- Personalization
- Integration
- Social Media Integration
- Customizable Forms
- Customizable Templates

**Generative AI**
- Generative AI
- Lead Generation

**Additional Functionality**
- Generative AI
- Gamification
- Real-Time Updates
- Employee Reward Programs
- Employee Management
- Ongoing Performance Tracking
- Benchmarking
- Commission Management
- For Sales Teams/Organizations
- Performance Metrics
- Sales Planning
- Single Sign On
- Performance Management
- Forecasting
- Quota Planning
- Accounting
- Workflow Management
- Compliance Management
- User Management
- Rewards Points
- Organizational Charting
- AI Copilot
- Access Controls/Permissions
- Customizable Branding
- Milestone Tracking
- Territory Management
- Performance Appraisal
- Calendar Management
- Alerts/Notifications
- Sales Onboarding & Training
- Employee Recognition
- Reporting/Analytics
- Ratings/Reviews
- API
- Feedback Management
- Training Management
- Goal Management
- Assignment Management
- Lead Scoring
- Search/Filter
- Electronic Signature
- Collaboration Tools
- Kanban Board
- Email Management
- Commenting/Notes
- Data Import/Export
- Prospecting Tools
- Interaction Tracking
- Product Catalog
- Live Chat
- Sales Pipeline Management
- Appointment Scheduling
- Email Templates
- Event Triggered Actions
- Transfers/Routing
- Activity/News Feed
- Lead Management
- Revenue Management
- Document Management
- Task Management
- File Sharing
- Mobile Access
- Reminders
- Mobile App
- Call Logging
- Workflow Automation

**Additional Functionality**
- Lead Segmentation
- Conversion Tracking
- Activity Dashboard
- A/B Testing
- AI Copilot
- Pipeline Management
- Drag & Drop
- Reporting & Statistics
- Multi-Campaign
- Prospecting Tools
- Customizable Fields
- Lead Distribution
- Event Triggered Actions
- Engagement Tracking
- Generative AI
- Chat/Messaging
- CRM
- Email Marketing
- Template Management
- Lead Nurturing
- Customizable Branding
- Contact Management
- Contact Database
- Email Management
- Real-Time Notifications
- Customer Segmentation
- Surveys & Feedback
- Campaign Management
- Activity Tracking
- Alerts/Notifications
- Data Extraction
- Lead Notifications
- Reporting/Analytics
- Dashboard
- Business Card/Badge Scanning
- Lead Generation
- Customer Database
- Autoresponders
- Lead Qualification
- API
- Forms Management
- Visitor Tracking
- Lead Management
- Campaign Analytics
- Search/Filter
- Campaign Planning
- Lead Scoring
- Email Tracking
- Drip Campaigns
- Campaign Segmentation
- Lead Verification/Validation
- Source Tracking
- Calendar Management
- Reminders
- Interaction Tracking
- Opportunity Management
- Sales Reports
- Document Storage
- Sales Trend Analysis
- Monitoring
- For Sales Teams/Organizations
- Sales Forecasting
- Workflow Management
- Task Management

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Generative AI**
- Generative AI
- Proposal Generation

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Strategic Planning

**Agentic AI - Email Template Builder**
- Autonomous Task Execution
- Cross-system Integration

**Additional Functionality**
- Prospecting Tools
- Reporting/Analytics
- AI Copilot
- Auto-Dialer
- For Sales Teams/Organizations

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top OnePageCRM Alternatives
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