Primarily it helps us work with our clients and ensure they get the right service.

Thanks to OnePage CRM for making client management manageable! We are a very small business of 3 people and previously we used spreadsheets to keep track of our clients which, obviously, wasn't optimal. OnePage CRM has lifted most of that digital work from us and placed us all on the same page. We can check in at any time with each other to see what we are all doing and ensure each client gets the right support. Furthermore as a person new to sales, it has made acquiring the necessary skills significantly faster. I find CRM intuitive, full of good advice, serves up relevant workshops and the system support has been personalised and on-point. We are honestly really happy and work though our weekly meetings using CRM to prioritise our work. Review collected by and hosted on G2.com.

The email system lacks the functionality I need. Review collected by and hosted on G2.com.

We’re a small nonprofit with a lean team, so simplicity and clarity matter. OnePageCRM keeps our follow-ups and donor relationships organized without the usual clutter of traditional CRMs. It’s action-based, easy to understand, and helps us make sure nothing falls through the cracks. We use it daily to stay focused and keep moving. Review collected by and hosted on G2.com.

More importing and exporting features would be great. My biggest gripe is that you cannot export conversation threads in OnePageCRM to go along with your Contacts. This would be a tremendous help in the use of external systems. Review collected by and hosted on G2.com.

Very easy to upload contacts and update records. Review collected by and hosted on G2.com.

Personalisation of features takes a little time to implement Review collected by and hosted on G2.com.

So far, exploring OnePageCRM has shown that it can do everything we need it to, without being overcomplicated. As a small team, we need a CRM that is easy to navigate, intuitive to use and easy to implement in our charity ...and OnePageCRM is just that! The customer support has been excellent too, and the introductory webinar gave us helpful guidance. Thanks to Larry and the team! Review collected by and hosted on G2.com.

So far, there hasn't been anything we dislike about OnePageCRM. I feel confident that if there are any issues, we will get the support we need to put it right. Review collected by and hosted on G2.com.

OnePageCRM offers us the flexibility to track information across the work of our non-profit organisation Review collected by and hosted on G2.com.

I haven't found anything yet that is unhelpful or not useful Review collected by and hosted on G2.com.

working alone I was looking for an adapted CRM to very small teams (1 to 2) and therefore something very simple to use and without useless options. Review collected by and hosted on G2.com.

There is just one model of use for the pipeline : the evolution of a sales cycle from qualification to closing, but when you want to follow up a sequence of prospection like for example : email N°1 then 4 days later a call then 7 days later a second email etc ... something is missing with this CRM. Review collected by and hosted on G2.com.

Intuitive to use. Constantly evolving. Ease of integration. Customer support Review collected by and hosted on G2.com.

We are delighted with the service and have no complaints. Review collected by and hosted on G2.com.

Although OnePageCRM is primarily a sales tool, we at Lincs Dobermann Rescue have been able to use it to automatically receive adoption, fostering and rehoming applications from our website. This has meant no more hours wasted filling in spreadsheets and we are able to keep a timeline of each applicant. It has been easy to implement, it is easy to use, is used daily by the rehoming team and if there are any issues the customer support is fast and knowledgeable. Review collected by and hosted on G2.com.

The only downside is that it is not designed for what we use it for, but that is not a criticism of OnePageCRM, it is a compliment that we are able to use it for our purpose. Review collected by and hosted on G2.com.

This platform was designed for small businesses, or (like me) individual sales people. I have tried most of the popular ones out there, and this has exactly what need, and nothing that I don't. Most of the systems have SO many components that I would never use, but they HAVE to be filled out and updated to make everything work properly. With OnePageCRM, I use what I need (which is most of the options) and it works great! Review collected by and hosted on G2.com.

Still figuring out the custom actions, but other than that, no complaints. Review collected by and hosted on G2.com.

I love the simple and intuitive interface design of OnePageCRM. The layout is clean and orderly, with the entire interface organized around the sales process. The sales pipeline clearly displays each stage from potential leads to deals. Each stage is represented by a simple column, and customer cards flow orderly between columns, giving me a clear overview of the sales progress. The core feature is task management, with tasks prominently displayed on the interface. Each customer is associated with a clearly defined next step task, described in simple text, with a set reminder time. This direct display method allows me to focus on current key tasks, avoiding the omission of important matters, and tasks are sorted by urgency and importance, making work more organized. Review collected by and hosted on G2.com.

The team communication function is relatively weak: Although it supports team members in sharing customer information, the team communication function is relatively weak. It lacks real-time chat functionality, requiring team members to use other communication tools when discussing customer issues, which leads to dispersed information and is not conducive to efficient collaboration. Additionally, during the customer follow-up process, the collaboration records of team members are not detailed enough, making it difficult to trace each member's specific contributions and communication details. Review collected by and hosted on G2.com.