The intuitiveness and UI/UX of OnePageCRM make it very easy to adopt and what is most effective is the "Action Stream" - always keeping on top of "what's the next step" and moving forward in the process. Review collected by and hosted on G2.com.

We work with a lot of partnerships and sharing/updating of information across domains would take it to another level Review collected by and hosted on G2.com.

OnePageCRM fits my principle perfectly: maximum simplicity. I have a customer-centric sales department, which means that contacts, to-do lists, and memos are the most important things. For me, OnePageCRM is the only solution so far that supports my work processes exactly. Nothing is missing, no steps are unnecessary. It's spot on. Review collected by and hosted on G2.com.

There is really nothing I don't like. However, I would like to see a connection or integration between OnePageCRM and PLAUD. For me, that would be the biggest thing, as I record all conversations (telephone and video calls and face-to-face) with PLAUD. If there were a direct link here, similar to LinkedIn, that would be the absolute highlight for me. Review collected by and hosted on G2.com.

We find one page so easy to use. It links to our calendar booking through zapier and email system through built in integrations provided by OnePage. That makes it so easy for us to see in real time as people sign up for our roundtables and training and what correspondance is happening. Also as a Non-profit we often see a lower level of customer support from other service providers. This is not the case with OnePage CRM. We provide our service to 400 schools and tens of thousands of students across Ireland. Without OnePage I'm not sure how we would manage that. Review collected by and hosted on G2.com.

The only thing I can think of is the import and export function doesn't always like Irish names with fadas etc. As we deal with schools we have a lot of teachers using the Irish version of their name. But this I suspect is more a fault of international Tech standards than onepage themselves. We see other systems (Calendly etc) do exactly the same thing. Review collected by and hosted on G2.com.

OnePageCRM keeps all our participant and referrer details safely in one place, reminds me when to follow up, and helps us stay compliant with data protection. I love how it focuses me on the next action — whether that’s updating a referrer, thanking a donor, or booking in a session. As a small charity, this level of clarity and organisation makes a huge difference. Review collected by and hosted on G2.com.

Honestly, there’s very little to dislike. There are still areas of charity management that feel overwhelming, but OnePageCRM makes the CRM side of things so much easier. If anything, I’d love more nonprofit-specific templates, but the core system works brilliantly. Review collected by and hosted on G2.com.

I think the fetch historical email function Review collected by and hosted on G2.com.

Open tracking also counts the sender activity Review collected by and hosted on G2.com.

The application is very easy to use, as well as to integrate into our website (via webforms, etc.). I appreciate the simplicity of the action stream - makes very clear what the next things that need to be done ar. Review collected by and hosted on G2.com.

It is (understandably) very focused on sales and deals. I wish there was a "non profit mode", which would substitute sales for things like donations, and particularly have this sort of thing appear on the dashboard. Review collected by and hosted on G2.com.

I love the simplicity of use, and that it has everything I was looking for in a very economical and straightforward package. We were able to go live within a week, and our questions to customer support were answered quickly and gave us really helpful ideas to make the system work better for our needs. The mobile app is especially easy to use; the outside sales team adopted it quickly and uses it every day. Review collected by and hosted on G2.com.

Some of the auto-generated reporting could be more detailed, but it's a minor complaint on a fantastic product. Review collected by and hosted on G2.com.

OnePageCRM excels at keeping the sales process simple and actionable. I like the “Next Action” approach, which helps me focus on the most important tasks for each lead. The interface is clean and easy to navigate, making it quick to adopt for new users without a steep learning curve. Review collected by and hosted on G2.com.

While the platform is very effective for small to medium-sized teams, it could benefit from more advanced reporting options and integrations with other marketing or productivity tools. These improvements would enhance its scalability for larger organizations. Review collected by and hosted on G2.com.

The simplicity! The Action Stream makes it so simple to stay on top of next steps with each of our business partners with the daily list of actions. We have used it to create Action Templates that allow us to easily queue up the business development steps all the way through on boarding with each of our school partners. We have had super quick and responsive support any time a question has arisen Review collected by and hosted on G2.com.

For our purposes a few features like the win/lost are not as applicable at this time as well as a few of the other sales and revenue forecasting features because we are an educational non-profit. Review collected by and hosted on G2.com.

OnePageCRM has a great program for non-profits called the Power of Action program. We have found their tool to be useful for managing our relationships and communications with donors and volunteers. We appreciate the ease of use and the ability to streamline communications and have visibility and insights into those communications. The email template builder has been terrific along with the bulk email option. Review collected by and hosted on G2.com.

I'm not sure that we are fully utilizing all of the features of OnePageCRM. It could be that we will eventually grow to need those features. Review collected by and hosted on G2.com.