--- 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: '2026-08-07' 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. good, but not as intuitive as others **Rating:** 3.0/5.0 stars **Reviewed by:** Adrian B. | Bay Area Middle Market Affinity Group Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** I've used both large and small CRM systems. I found OnePageCrm a little less intuitive for me. Perhaps this is different if you are a first-time CRM user. Easy to get going. **What do you dislike about OnePageCRM?** It is a little more expensive than some of its peers at the time of writing. **What problems is OnePageCRM solving and how is that benefiting you?** having a way to track contacts and leads **Official Response from OnePageCRM Support Team:** > Hi Adrian, thank you for your feedback, we really appreciate it. We're always working on making our app more efficient and effective, so keep an eye on our updates! If there is anything specific that you think would help benefit you, please let us know at any time. Take care :) ### 2. Easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Eoin K. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** The ease at which you can email a large number of customers. Instead of wasting time typing out 100 email addresses, you can do it in 2 clicks. It is also great for showing the whole team who has talked to who. **What do you dislike about OnePageCRM?** There is not much to dislike. It would be easier if you could delete old prospects that are no longer in use. **What problems is OnePageCRM solving and how is that benefiting you?** Communication throughout the whole business. The whole team can see what is being worked on. It makes it easy for them to see and add value to each project. **Official Response from OnePageCRM Support Team:** > Thank you so much for your great feedback, Eoin! We're delighted to hear that you find our CRM easy to use and that you find our bulk email beneficial. We know that emailing clients manually can be quite time-consuming, so we try to help you as much as possible with our bulk email option, which frees up more time for other tasks that you may have. ### 3. Easy & moderm messagin inbuilt app is super **Rating:** 5.0/5.0 stars **Reviewed by:** Sumeet S. | IT Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** Its quite easy for sales business to track and monitor pipeline and customer. Its multi features like email and whatsapp is best.. **What do you dislike about OnePageCRM?** Need to make a dashboard little creative abd user friendly **What problems is OnePageCRM solving and how is that benefiting you?** Its quite easy for sales business to track and monitor pipeline and customer. Its multi features like email and whatsapp is best.. **Official Response from OnePageCRM Support Team:** > Thank you so much for your great review, Sumeet😊 . It's great to hear that you find it easy to track and monitor the Pipeline and customers. I will be sure to pass on your feedback regarding the dashboard and if there is anything you would like specifically to make it easier, please do let us know and I can add it as a feature request. ### 4. Simple CRM you can use **Rating:** 5.0/5.0 stars **Reviewed by:** Mikkel Elliot L. | Digital RĂĽdgiver / Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about OnePageCRM?** Simple format Great API/Webhook Google phone apps working both for a salesstaff at the office and on the go. Design is OK We tried four different systemet before landing om OnePageCRM **What do you dislike about OnePageCRM?** Option to make both recurring and project tales in on qoute API options regardig qoutes More integrations with Outlook would be appriciated. **What problems is OnePageCRM solving and how is that benefiting you?** Sales overview **Official Response from OnePageCRM Support Team:** > Hi Mikkel, thank you for your review. We are thrilled that you find our CRM simple to use, we try and make it as user-friendly as possible. I will be sure to add your requests as feature requests. We are always improving our CRM and adding to it, so please keep an eye out for updates. ### 5. Easy to use & customer service is awesome. Cannot recommend OnePage highly enough! ⭐️⭐️⭐️⭐️⭐️ **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel J. | Publisher / Louisville Market Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** Being able to quickly and easily track my daily activity and keep up with my prospect list. **What do you dislike about OnePageCRM?** Honestly, nothing. It's easy to learn and to use, zero complaints. **What problems is OnePageCRM solving and how is that benefiting you?** It's a simple way to set goals, track daily activity, and keep up with current prospects and clients. **Official Response from OnePageCRM Support Team:** > Hi Daniel, we really appreciate your kind review. We're also glad to hear that you find our Customer Service Team awesome. All the best. :) ### 6. OnePageCRM Review! **Rating:** 4.0/5.0 stars **Reviewed by:** David H. | CEO & Joint Shareholder - SmartBank Solutions P/L , Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about OnePageCRM?** I love the database and be able to mass email selected clients in my database **What do you dislike about OnePageCRM?** There are a few features that I have requested that are still outstanding. We can chat about this & feel free to call me. **What problems is OnePageCRM solving and how is that benefiting you?** Mainly a databased and communications tool **Official Response from OnePageCRM Support Team:** > Hi David, thank you so much for your great feedback! I'm delighted to hear that you find the bulk email beneficial. I will happily call you and discuss the features that you have requested. Just to let you know we are always working on making our app more efficient and effective, so keep an eye on our updates! ### 7. Easy To Use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Paula P. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about OnePageCRM?** I love how I can see exactly which leads need follow up at any one time. The time line and organization of follow up calls/emails is really helpful. **What do you dislike about OnePageCRM?** The only downside is that it doesn't mesh with my existing customer / billing / support system, which is made specifically for the web hosting industry. **What problems is OnePageCRM solving and how is that benefiting you?** OnePageCRM helps me determine where to spend my time as to which leads are most likely to come through, and nobody falls through the cracks. **Official Response from OnePageCRM Support Team:** > Thank you so much for your great feedback, Paula :) We love hearing that you find our CRM easy to use. I will be sure to pass on your feedback to our product team regarding integrating with your existing customers/billing and support system. We're always working on making our app more efficient and effective, so keep an eye on our updates! ### 8. Unobtrusive but very helpful CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ian C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** Connects and syncs seamlessly with email. Focus on building connections is helped by AI that seeks the social profiles of my contacts. **What do you dislike about OnePageCRM?** Haven't found anything yet that I could dislike **What problems is OnePageCRM solving and how is that benefiting you?** Central resource for business contacts **Official Response from OnePageCRM Support Team:** > Thank you so much for your review, Ian. It's great to hear that you find our CRM so helpful. I'm also glad to know that you find our email sync good and that it works well for you. Thanks again for your positive feedback :) ### 9. One of the most user-friendly CRMs available **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2022 **What do you like best about OnePageCRM?** This CRM starts simple and lets you add complexity as needed. That is the opposite of most CRMs I have seen. The level of user-friendliness is hard to match. It is the cleanest but most functional CRM I have used. **What do you dislike about OnePageCRM?** Some of the integration setups with outside tools can be a little clunky, but it has improved over time. **What problems is OnePageCRM solving and how is that benefiting you?** Many CRMs are so filled with features that it is difficult to start as a user. I chose this CRM for some of my clients because it was the best way to get them into CRM use without being overwhelmed. **Official Response from OnePageCRM Support Team:** > Thank you so much for your lovely comments and feedback! We're delighted to hear that you find our CRM one of the most user-friendly CRMs available :) ### 10. Long time user of OnePage CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Eric T. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** Ease of use! Easy to add new leads and stay organized **What do you dislike about OnePageCRM?** Nothing, no complaints, and this text here is just to reach the character limit **What problems is OnePageCRM solving and how is that benefiting you?** Staying organized, keeping leads assigned to multiple reps **Official Response from OnePageCRM Support Team:** > Thank you so much, Eric! All of us at OnePageCRM really appreciate your feedback and comments. We are delighted that you are a long-term user of OnePageCRM. We're glad to hear that you find it so easy to use as well! :) ### 11. easy but full of features at the same time **Rating:** 5.0/5.0 stars **Reviewed by:** Massimo C. | Direttore vendite, Mid-Market (51-1000 emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** it creates the right mind set prompting for the next action to do **What do you dislike about OnePageCRM?** nothing so far (using ONEPAGEsince 2012) **What problems is OnePageCRM solving and how is that benefiting you?** makes project management easy, sharing contacts and leads with the team is effortless **Official Response from OnePageCRM Support Team:** > What a great review, Massimo! Thank you so much. We all appreciate your feedback and comments here in OnePageCRM. Our aim is always to push our customers to their next task at hand and ensure better productivity. Thanks again for the great review :) ### 12. OnePage CRM Shannon **Rating:** 4.5/5.0 stars **Reviewed by:** Shannon B. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** having the app, being able to state next action, synching with email **What do you dislike about OnePageCRM?** I would like a page that just showed todays activities **What problems is OnePageCRM solving and how is that benefiting you?** Keeping track of how I need to contact **Official Response from OnePageCRM Support Team:** > Hi Shannon, thanks so much for your feedback. We're glad to hear that you like the next action and synching with email. We do have a focus mode option that will allow you to focus on the main tasks at hand and show you the most relevant actions that need to be actioned first. ### 13. Great Sales tool to track and manage opportunities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about OnePageCRM?** Sales cycle stages, logging of calls, action stream for helpful reminders **What do you dislike about OnePageCRM?** Repeated logging of tasks, but does prove to be very useful **What problems is OnePageCRM solving and how is that benefiting you?** Helping to track and manage potential sales, helping to track dollar amounts and sales volumes, reminders for things that come up in a hectic day **Official Response from OnePageCRM Support Team:** > Thank you so much for your feedback, we appreciate it! We're glad OnePageCRM helps you stay organized by providing you with helpful reminders in the Action Stream. We aim to help our customers free their minds from remembering tasks and concentrate on performing them. This is where the Getting things done principle comes into effect. ### 14. Simple Solution in a chaotic CRM world **Rating:** 5.0/5.0 stars **Reviewed by:** Luke H. | Agency Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about OnePageCRM?** User interphase, simplicity of flow. You stay on track while on onepagecrm. **What do you dislike about OnePageCRM?** Perhaps the color scheme and white label options can be more robust. **What problems is OnePageCRM solving and how is that benefiting you?** It solves the dreaded sales follow-up. **Official Response from OnePageCRM Support Team:** > Hi Luke! Thank you so much for the lovely review and feedback :) We're delighted to hear that you have found a simple solution in terms of CRMs. We want to make our CRM user-friendly with a simple flow, and of course, action-focused making sure things get done on time. ### 15. simple and as inexpensive as it gets **Rating:** 5.0/5.0 stars **Reviewed by:** Mitch M. | Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2022 **What do you like best about OnePageCRM?** simplicity as well as the cost of the service **What do you dislike about OnePageCRM?** no predictive dialing option or power dialer **What problems is OnePageCRM solving and how is that benefiting you?** managing leads and pipeline services ### 16. Easy to use, simple and efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Games | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about OnePageCRM?** Flow at the homepage, it is very useful to the small company. **What do you dislike about OnePageCRM?** It has no sales order and currency management, we looking forward to check new feature. **What problems is OnePageCRM solving and how is that benefiting you?** How to handle tasks, i think it is very useful to every small company. **Official Response from OnePageCRM Support Team:** > Thank you so much for your nice feedback :) we're happy to hear that you find our CRM easy to use and efficient. We are always adding new features to our CRM and I will be sure to add your feedback regarding sales orders and currency management to our product team. Please keep an eye out for updates :) ### 17. Good for note consolidation **Rating:** 3.5/5.0 stars **Reviewed by:** Hayden M. | Senior Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about OnePageCRM?** The ability to take notes and see the previous entries quickly at a glance. **What do you dislike about OnePageCRM?** Not too many integration options, since transitioning to Monday it's been nice to have a more visual board of my contacts/clients. **What problems is OnePageCRM solving and how is that benefiting you?** Keeping notes on meetings clients and being able to tag managers/other team members. **Official Response from OnePageCRM Support Team:** > Hi Hayden, thank you for your review. I'm glad to hear that you like our note feature. And thank you for your comments on how you would prefer more integrations. We're always working on making our app more efficient and effective, so keep an eye on our updates! ### 18. Great system for a small to medium sized company **Rating:** 5.0/5.0 stars **Reviewed by:** Erin H. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2021 **What do you like best about OnePageCRM?** We have been using One Page for about 7 years now and it is very easy to use, integrates where we need it to and is robust enough without weighing us down with features. We don't use the sales funnel features but that isn't cumbersome or anything. **What do you dislike about OnePageCRM?** Honestly, they are ever evolving and if we have some feedback to make things easier and they are always really responsive and helpful. No complaints. **What problems is OnePageCRM solving and how is that benefiting you?** We were using an Excel spread sheet to keep our customer and contact records and now we have One Page (for 7 years). We now have over 20,000 contacts so we are able to easily categorize and sort all of these different kinds of prospects (many are just interested in general and follow along). I consider a good CRM system an absolutely vital component in a business of any size and One Page is a very good system. ### 19. Productivity is Key **Rating:** 5.0/5.0 stars **Reviewed by:** Margo C. | Productivity Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2021 **What do you like best about OnePageCRM?** Productivity is key for every business. One Page CRM helps me to stay productive and focused on the connections and clients I have. As a Productivity Coach I recommend One Page CRM to my client because it's easy to use. Where other CRM's have a huge learning curve, One Page CRM is simple to use yet robust to help me track sales. Based on the GTD (Getting Things Done) model having the next action with every person makes follow-up simple. They have excellent tech support to help when I've needed it. This saves me time as I don't have to fumble around trying to figure it out myself. **What do you dislike about OnePageCRM?** I've used One Page CRM for years. They are continually working to make the product better and I've seen improvements that help me track connections and sales. **What problems is OnePageCRM solving and how is that benefiting you?** In networking events and meetings, I meet so many people in a week. One Page CRM allows me to pull information from LinkedIn and skip manually entering in contact information. It helps me track all the information I need to make my connections meaningful. ### 20. Best I have used so far **Rating:** 4.5/5.0 stars **Reviewed by:** Charles V. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2021 **What do you like best about OnePageCRM?** Easy and simple to use - highly recommended for SMEs **What do you dislike about OnePageCRM?** The graphical interface could be better but that's also what's genius about it **What problems is OnePageCRM solving and how is that benefiting you?** Automation of email / newsletter contacts synchronization ### 21. Excellent sales focussed CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jez J. | Managing Director, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** July 30, 2020 **What do you like best about OnePageCRM?** One Page CRM uses the David Allen Getting things done (GTD) methodology to managing sales contacts. It lets you set the next action against all of your contacts. It splits contacts into a "stream" a list of contact, with the ability to see all of your stream on one side of the screen. The other side of your screen is a contact's details. Contacts are clearly labelled with their next action and due dates that change colour as they come and go. The design is clean, uncluttered and a joy to use. It is a simple CRM but has some good integrations. We use HubSpot as well for their Marketing Automation features (we are also HubSpot partners) but I can't stop using One Page! They have a good google mail integration and their support are very responsive. **What do you dislike about OnePageCRM?** It really is a sales CRM, marketing automation needs to be handled elsewhere. In our case in Hubspot. SIgnatures are hard to manage when sending emails, they can't use a standard HTML signature which is a huge negative. That's it, no other negatives. **What problems is OnePageCRM solving and how is that benefiting you?** The whole team keep on top of sales actions which can be hard work in a small company (8 staff / 6 contractors). We don't have dedicated sales resource so our 3 directors and marketing manager can easily track activity. ### 22. Simple, stable, and fast service for sales management. **Rating:** 4.5/5.0 stars **Reviewed by:** David J. | Senior Supply Chain Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2020 **What do you like best about OnePageCRM?** OnePageCRM's features work well for managing product sales and for customer satisfaction. Feature of Email marketing I like most because it keeps me connected with customers and I can contact them any time by email. It let me boost product productivity and I can accelerate our workflow with it. Another best thing I found id that it is very simple to use I can set up this tool for work by a few clicks and they offer us great customer service for solving technical issues. **What do you dislike about OnePageCRM?** OnePageCRM is a good application for customer relation management but it also has some limitations one of them is its integration with other applications is quite complex for me and especially with social media applications. While sending emails from mobile devices its performance goes very buggy it is good for small businesses but it needs more updates for serving large industries. **What problems is OnePageCRM solving and how is that benefiting you?** OnePageCRM is the best CRM for managing sales and it automate our marketing campaigns easily. It let me find customers for selling them our products and manage relation with them which is very necessary for further business. I can easily track my sales and order process with it and achieve our target with ease. It keeps us connected with our customer and let me customized products features and prices as their requirements. I can store all the details of clients and product's order in one place and manage leads easily. ### 23. OnePageCRM delivers high quality customer management. **Rating:** 4.5/5.0 stars **Reviewed by:** Ruben Dario L. | Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2019 **What do you like best about OnePageCRM?** With OnePageCRM you get better sales force automation, and you can manage commissions, databases of potential customers, online marketing campaigns, and even calls, since it has communication system by channels. We loved your live chat tool because it greatly facilitates the passage of information between one member of the team to another. **What do you dislike about OnePageCRM?** The platform is very limited when working with real estate clients, so it is not recommended for such work. An example of this is that it does not have a property alert system, nor does it follow interactions and recommendations for real estate. In terms of online customer management, the platform does not perform detailed analyzes of the service delivered to them, nor does it allow categorization. **Recommendations to others considering OnePageCRM:** This CRM stands out for its simplicity. The platform is very intuitive, and helps organize sales by using a comfortable task system. It is highly recommended for the management of standardized sales processes, and for the creation of action templates, which we can group and insert in our work blocks very easily. **What problems is OnePageCRM solving and how is that benefiting you?** With OnePageCRM we have converted all the complexity that comes with working with crm tools in small lists of tasks to complete. We have achieved a simpler sales approach, with which we have been able to convert our leads into recurring customers, and we have reached our work objectives quickly. It also greatly improved the way we manage our sales funnels, and our interactions with customers. ### 24. The CRM easy to customize! **Rating:** 5.0/5.0 stars **Reviewed by:** Maritza H. | Administrative Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2019 **What do you like best about OnePageCRM?** What I like most about One Page CRM is its integrations with other systems, as well as its clean, friendly and easy to use desire, and its action function that simplifies everything, it is an intelligent tool, it satisfies the needs of our clients, Your mobile application is very good and useful, excellent technical support. **What do you dislike about OnePageCRM?** Most of the CRM are complicated and have a high price, One Page CRM is honestly simple and friendly, you can make adjustments and customize it, I have no complaints about this software, it has been very helpful for my organization and I would continue to use it. sure that it is evolving and placing more functions that make it even more attractive and simple. **Recommendations to others considering OnePageCRM:** It is a tool that will help you to manage your potential clients and you will sign up real clients, it has a large number of functions that will make everything easier and automated, your call list will be of great help, as it is not recommended if it is so easy and simple to use that all the cumbersome work remained in the past.It is really recommended by my company and all the co-workers who manage it. **What problems is OnePageCRM solving and how is that benefiting you?** Your website and your application are integrated very easily and this makes everything flow, has been beneficial to simplify tasks, some functions such as creating a daily call list to contact my potential customers, and gives me a menu with the options, effectively everything easier. ### 25. CRM to enhance your sales area **Rating:** 5.0/5.0 stars **Reviewed by:** Steven H. | Sales Attendant, Enterprise (> 1000 emp.) **Reviewed Date:** April 05, 2019 **What do you like best about OnePageCRM?** OnePageCRM can be used to boost your number of clients through social networks. It is a good tool to get new contacts and also to know much more your range of proucts and your company is in the spotlight. Recordings of notes or calls and the possibility of sending them to other members of your company is an aspect that does not have many other tools and that should be valued. It is very comfortable to record or write something and then send it to another partner to listen when he can. If you are doing several tasks at the same time, notifications are sent about each of them so you can see the progress in each one and so that you are informed of any notification. **What do you dislike about OnePageCRM?** They could add the possibility that the application worked offline, since sometimes there is no internet and you want to make some changes and an offline version in an application is always positive. **Recommendations to others considering OnePageCRM:** It is recommended for companies that need their product to be better known and also need help so that their tasks and objectives are more orderly and see how they are working. **What problems is OnePageCRM solving and how is that benefiting you?** You can better control the sales projects you are doing by analyzing the tasks and reviewing the objectives to see if they have been completed. Increase the visibility of your product is also something remarkable that you can get with OnePageCRM, since it helps to make your product more known in social networks and other systems, which also helps you to know more about what your company does, profitability can improve in the future. ### 26. OnePageCRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2019 **What do you like best about OnePageCRM?** The price point is incredible for the services included. The product if straight forward and makes the basics of CRM easy. There is a nice assortment of advanced features for the sales process that can help you with "closing" the sale. **What do you dislike about OnePageCRM?** Lead clipper is chrome only and in practice is not great. They are great at constantly improving features and I'm sure it will get better over time. **Recommendations to others considering OnePageCRM:** You should try this before trying salesforce! It is easy to use and has features that cover the core 90% of what most business users need. Don't waste money on features you will never use. **What problems is OnePageCRM solving and how is that benefiting you?** Getting all our leads into one place without having to pay huge monthly fees common in "larger" solutions. ### 27. Very User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2019 **What do you like best about OnePageCRM?** This software is very user friendly. They provide clear and concise training articles for every aspect of the software, but you almost don't need it because its laid out in such an easy to use format. It also keeps you on track for all of your sales calls/tasks by allowing you to set yourself up for your follow up tasks. It keeps you organized and up to date on your tasks. **What do you dislike about OnePageCRM?** There is nothing, so far, that I dislike about this software. **What problems is OnePageCRM solving and how is that benefiting you?** We are using this to track sales calls. Its helping to keep us in line with follow up calls ### 28. Good software to improve business **Rating:** 5.0/5.0 stars **Reviewed by:** Charles M. | Business Advisor EMEA, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2018 **What do you like best about OnePageCRM?** OnePageCRM is easy to use to do business effectively, having reminders and being able to get the possible clients on different sites such as Gmail or twitter, this is a breakthrough and it is easy to get new customers. **What do you dislike about OnePageCRM?** Absolutely nothing, it is quite easy to use and contains the tools I was looking for, and if I have a question I can call on your customer service team. **Recommendations to others considering OnePageCRM:** If you need new customers for your company OnePageCRM is the right one for you, it does not matter if the company has time in operation or if it is just beginning. **What problems is OnePageCRM solving and how is that benefiting you?** It's amazing how I can keep in touch with future clients, make calls and send emails, this is very innovative and I've noticed big differences since I started using it. ### 29. Good CRM tool **Rating:** 5.0/5.0 stars **Reviewed by:** Anna S. | Student, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2019 **What do you like best about OnePageCRM?** Easy to use, you see actions done by other people in the network **What do you dislike about OnePageCRM?** Might be too simple, not as advanced as Salesforce for example **Recommendations to others considering OnePageCRM:** Consider what functions you are looking for in the product, might need to consider other CRM tools if need advanced actions in system **What problems is OnePageCRM solving and how is that benefiting you?** Adding business partners and potential stakeholders to the database, tracking engagement ### 30. So easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Jase C. | Sr. Logistics Coordinator , Logistics and Supply Chain, Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2019 **What do you like best about OnePageCRM?** Simplicity! Onepage is simple and so easy to use. And it does a great job of helping you track your pipeline. **What do you dislike about OnePageCRM?** Nothing! Onepage is such a great tool. It is so user friendly and so much more affordable than the “big guys”! **What problems is OnePageCRM solving and how is that benefiting you?** Tracking current clients, prospects, and deals! It’s a simple CRM that does what you need it to do! ### 31. Makes recruiting more efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 29, 2018 **What do you like best about OnePageCRM?** I love that my team can look at all of the people who are applying to work with us across all areas, set tasks for each other, make and share notes about different applicants, and record what interactions we have had. We also use it to easily update our mailing list (both virtual and physical). **What do you dislike about OnePageCRM?** Really I have yet to find anything that I dislike about this software. It meets all our needs and they frequently update it with improvements that I never thought to ask for but love! **Recommendations to others considering OnePageCRM:** We LOVE OnePage! It has made every aspect of recruiting and people management so much easier! **What problems is OnePageCRM solving and how is that benefiting you?** It streamlines our recruiting and volunteer management. It also helps us keep track of who is talking with whom about what, which is really easy to lose track of as we often shift recruits between departments. It helps our staff stay on task not matter where they are. ### 32. Great simple personal/trusted shared crm **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Networking | Small-Business (50 or fewer emp.) **Reviewed Date:** March 17, 2019 **What do you like best about OnePageCRM?** It behaves like a giant Time Wheel where I feel safe I am not forgetting people **What do you dislike about OnePageCRM?** UX a little clunky - can get overwhelming fast **Recommendations to others considering OnePageCRM:** if you are not OCD in CRM but want something that works and can trust and rely on its process... it works! **What problems is OnePageCRM solving and how is that benefiting you?** Keeping up with many contacts ### 33. Great for communication, especially between sales and customer success **Rating:** 5.0/5.0 stars **Reviewed by:** Ross L. | Strategic Account Director, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2018 **What do you like best about OnePageCRM?** 1. It prompts me for my next action 2. When I record a note or call, I can email my team members 3. It sends me a reminder every day of my to-do items **What do you dislike about OnePageCRM?** I've been using it for less than 6 months. Not sure yet. **Recommendations to others considering OnePageCRM:** It's a good CRM if you want to a system that keeps you on task and enables communication between teams **What problems is OnePageCRM solving and how is that benefiting you?** In our business, the sale is not considered closed when the salesperson hands over the customer to customer success. Instead, the sale is considered closed when the customer is on-boarded by the customer success team and the customer is launched! Engagement with the customer is key. We are increasing collaboration and communication between sales and customer success to ensure engagement with the customer. ### 34. Everything that you need for sale. **Rating:** 5.0/5.0 stars **Reviewed by:** Domenic P. | CRM Specialist, Consumer Goods, Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2017 **What do you like best about OnePageCRM?** I can easily transfer contacts and deals with sales. Also, I have the ability to control my projects and invoicing. So now I can be in contact with a lot of solutions. Which is good for my work. **What do you dislike about OnePageCRM?** I can't say about cons. As for me, everything works nice. Till now I don't have an issue on which I would like to discuss. And if something is coming I always can take a help from support service. **Recommendations to others considering OnePageCRM:** I just can say very positive things about that software. Very easy to use. Simple to set up. Perfect abilities for sale. Will control everything that you care about. **What problems is OnePageCRM solving and how is that benefiting you?** We can be more open in our performance for our customer. Can save our users time on reporting. We also were working on our task for every day. Now we can have it more clear. ### 35. Great GTD simple CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Robert G. | Interim Executive: Marketing Operations, Customer Stragey and Analysis , Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** July 13, 2017 **What do you like best about OnePageCRM?** I love the ability to just focus on the next things that needs to be done. I find myself going through my daily checklist, and advancing each item that is do that day. I really like the recent tracking widget addition to the program. **What do you dislike about OnePageCRM?** I wish I could use other teleconference tools than SKYPE to track my phone calls. I utilize google voice, and I hope that a plug into that program can be built into One Page **Recommendations to others considering OnePageCRM:** If you need a simple, next item CRM, and you DO NOT need the power of Salesforce, I recommend you evaluating this platform. **What problems is OnePageCRM solving and how is that benefiting you?** I have found that I stay focused on clearing the list of items to do, and to make the calls and conversations needed to advance the sales pipeline. I also like that it has a IOS app and I can track and manage my CRM via my IOS devices. ### 36. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about OnePageCRM?** Easy way to manage contacts and customers - able to input lots of information and get reminders **What do you dislike about OnePageCRM?** It would be nice if it integrated with our main system - but not a deal breaker **What problems is OnePageCRM solving and how is that benefiting you?** Keeping contacts organized, helps with sales reminders and coordination. Keeps sales team on track ### 37. OnePageCRM is an effective action layer **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Marketing Director, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2017 **What do you like best about OnePageCRM?** OnePageCRM features an action-oriented uncluttered interface, and about a ten minute learning curve for non-techie users. **What do you dislike about OnePageCRM?** 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. **Recommendations to others considering OnePageCRM:** It's a simple and fresh action oriented system that won't bog down your people (and you) with an onerous learning curve **What problems is OnePageCRM solving and how is that benefiting you?** 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. Love it. ### 38. Love this CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah Evelynn J. | Founder, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2017 **What do you like best about OnePageCRM?** This is a great CRM for our small company. They have a great Chrome plugin that helps you add contacts while you're browsing online, its easy to assign different tasks and other workflow managements. I like the ability to email the account in OnePage also - it makes the complete communication with a customer a lot easier and helps us provide the best service to them as possible. **What do you dislike about OnePageCRM?** I wish that it would only send you one email when you get assigned tasks - sometimes I get more than one - and one at the beginning of every day is fine with me..is there a way to update this? **Recommendations to others considering OnePageCRM:** Make sure that you use the emailing the account feature. It makes it so easy for us to know what is happening with our clients when. I can scroll through quickly and put stuff in my followup that makes the customers feel important and that we pay attention to them. Not a lot of time and a whole bunch of reward from it! **What problems is OnePageCRM solving and how is that benefiting you?** We manage out 1000+ clients year round with different, very important checkins. We know what to do, when and what has previously been communicated to them so we can pickup where we left off. It helps us come off much more personal that other CRMs provide. **Official Response from Carmel Granahan:** > Thank you for your generous review of OnePageCRM. Great to hear the CRM is helping you manage follow-ups and build real relationships with your clients. You can edit the frequency of the reminder emails via the Settings. Simply go to the Gear icon > Settings > Sales actions and set the 'send sales action reminder email' to 'every day'. Keep in touch with any further questions at support@onepagecrm.com All the best, Laura ### 39. Solid team. Solid, simple tool. **Rating:** 5.0/5.0 stars **Reviewed by:** Brian H. | Sales and Service Specialist, Business Supplies and Equipment, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2017 **What do you like best about OnePageCRM?** Great customer service and the service is easy to start and to use. It has a very clean interface for both the desktop and mobile application. There are many video tutorials and a live webinar each week to get to know your way around. Many customization options to the customer profiles, company profiles, and deals. The support team makes an effort to engage not only with the existing tools but with the end users to make you know your questions, issues, and suggestions matter to them. **What do you dislike about OnePageCRM?** It is easy to use and navigate, but I would like a more robust mobile app. The application does not interact with incoming call, texts nor emails directly. It would also be nice to not have to refresh manually, and to have the option to run the app offline when you know you will be in an area with poor mobile reception. **Recommendations to others considering OnePageCRM:** If you're looking for simple contact and activity management, OnePage CRM is a great place to start. The pricing is right, the support has been great, and the interface is easy to learn and use. It is not as robust as some others systems available, but for a small company or one not wanting to spend many thousands of dollars per year, OnePage CRM is an exceptional value. **What problems is OnePageCRM solving and how is that benefiting you?** OnePage CRM has helped organize our workflow and communication between team members immensely. Our biggest concern was trying to get everyone able to understand how and why to use it. We are less than two weeks in and the team is using it and liking the access to knowing progress on projects and sales without having to ask. The team at OnePage has been very helpful when needed. ### 40. Average for keeping contacts in one place **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2018 **What do you like best about OnePageCRM?** Searchability of database and contacts. **What do you dislike about OnePageCRM?** Nothing neccesarily unique about One Page CRM **Recommendations to others considering OnePageCRM:** Basic needs are met for a CRM database **What problems is OnePageCRM solving and how is that benefiting you?** Keeping all business contacts and leads organized in one system wide database. ### 41. A CRM based on impacting sales **Rating:** 5.0/5.0 stars **Reviewed by:** Rick W. | Founder, Industrial Automation, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2017 **What do you like best about OnePageCRM?** OnePageCRM requires you to focus on the very next step, however small, because even the small steps are necessary. It's easy to use and simple yet powerful. All the features are designed on progressing through the sales funnel. The help videos are short so you can get your answer without waiting through stuff you either already know or don't care about. The chat help is always ready to assist if you are in a hurry. **What do you dislike about OnePageCRM?** It has an import for Microsoft Outlook but later additions need to be added to both. I found you can add it to OnePage and then one click to get a Vcard to seamlessly add it to Outlook. **Recommendations to others considering OnePageCRM:** Try it, the head of the company understands the sales funnel and is constantly adding and tweaking the program to make it useful. Using the program doesn't wear you out trying to figure it out or putting in unnecessary data. **What problems is OnePageCRM solving and how is that benefiting you?** Tracking the sales funnel. I use this as the center of all my sales activity. The reminders show on who to contact and why on a daily basis. ### 42. Robust system and back up **Rating:** 5.0/5.0 stars **Reviewed by:** Mark W. | Sales Manager, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2017 **What do you like best about OnePageCRM?** Excellent ease of use, very fluid and "sticky". This system keeps all the ducks in order and makes it hard to forget where you are with each stage of the process. Fantastic back up, customer service and technical too. These people react to all bespoke questions in full, with audio/visual help in most cases. They're also open to suggestions regarding functionality and system useability I highly recommend One Page CRM **What do you dislike about OnePageCRM?** Difficult to find much to be honest, though the "deal" display and the understanding of the graphics can be a tad confusing. **Recommendations to others considering OnePageCRM:** It's a no-brainer. Just do it. **What problems is OnePageCRM solving and how is that benefiting you?** Continuation of sales leads, categorisation, follow up times, sharing information, flexibility... ### 43. Great functionality - easy to use - using it everyday now! **Rating:** 5.0/5.0 stars **Reviewed by:** CiarĂĄn B. | Principal, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2017 **What do you like best about OnePageCRM?** I love that fact that it is easy to use and helps organize keep information and activities that help me run my business more efficiently - I worry less about things getting overlooked. It's so easy to set and keep track of progress towards sales targets. **What do you dislike about OnePageCRM?** Nothing really - it does the key functions that I need a really powerful CRM to do. **Recommendations to others considering OnePageCRM:** If you are looking for something that is really easy to use, helps organize your daily business and make your life easier - this is a great choice. I use it for my consulting company to keep track of my sales process and sales targets. It makes it very easy to know how my business is doing at a macro-level and also keep track of and follow up diligently on the day-to-day stuff. **What problems is OnePageCRM solving and how is that benefiting you?** OnepageCRM helps solve the following problems: -Record and categorize all contact information -Set and keep track of actions and follow ups connected to my calendar -Easily set sales targets and monitor progress towards them -Connect to other useful tools that make my business more efficient e.g. lead capture / invoicing ### 44. Director, Sales Operations **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Internet | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2017 **What do you like best about OnePageCRM?** Ease of use. This was a great entry level program for our team. The task focused section was great for an entry level SMB team **What do you dislike about OnePageCRM?** Reporting features lacked the need requirements. We needed much more detailed reports in order to grow and scale our business. Saleforce allows for better reporting but ultimately we'll need to go w a company like insight squared **Recommendations to others considering OnePageCRM:** They really need to focus on better reporting and maybe form partnerships with a company like insight squared. They should also look at partnering w SaaSOptics so they can capture MRR and cMRR **What problems is OnePageCRM solving and how is that benefiting you?** Task managements and very basic pipeline reporting. Revenue rates and renewal tracking ### 45. Great user experience; simple yet powerful approach to CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Steven L. | President, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 17, 2016 **What do you like best about OnePageCRM?** Nice clean user interface. Information is upfront and center and displayed in a way that makes sense and simple to follow. The Action Stream is the main focus and offers a refreshing way to display simple "to dos" with minimal clutter. Useful selections are available on the left to further refine the stream. It also plays well with others. I use OnePageCRM along with Zapier and Active Campaign (and Gmail). It took a bit of figuring out but once it's set up, it's great. I use ActiveCampaign to capture data (via forms) on my websites. I have several automation processes set-up inside ActiveCampaign so they run automatically once a lead is captured (auto responder, etc.).. Zapier then creates a contact in OnePageCRM as well as an action. As soon as the lead is qualified and is getting warmer, I use OnePageCRM to drive the sales process from start to finish using their pipeline and predefined action steps. OnePageCRM is my primary window that is open the entire day. **What do you dislike about OnePageCRM?** It's pretty hard to get used to only being allowed ONE action step at a time for a contact. You can set-up queued items but they aren't activated until the primary action is completed. Further, you can't actually "complete" a queued task; there is no check box for any other associated task that is not the main action task. I just don't understand this. This is my biggest frustration as often times there may be more than one task that needs to be completed within a sales process for a customer. Most (all?) other CRM's allow multiple tasks (there may be a check list with multiple to do's or tasks; after a task is completed it's checked and it's added to the activity stream). With OnePageCRM, you can only set-up a single "Next Action" (e.g. Send Proposal). You can then add additional tasks (click the + button) and these are "queued" underneath. They do not, however, show up on your action stream and you can't check a box to complete a queued task? You must complete the primary task and then manually add a queued task to the Next Action. I find myself completing a queued task before the main task which leads to some head scratching on how to record it. It's not a deal breaker, it's just different to what I have used in the past and differs to most other CRM apps. **Recommendations to others considering OnePageCRM:** OnePageCRM is definitely worth a trial (30 days for free I believe). It's inexpensive but very powerful. **What problems is OnePageCRM solving and how is that benefiting you?** OnePageCRM is really very good (despite my personal frustration with only being allowed one primary task). It's super clean, looks impressive and is very user friendly. As mentioned above, OnePageCRM plays well with others; it's an important cog in my sales/marketing system. I use it to store communications, activities and notes. The Gmail icon on the activity feed is great (one click and a new Gmail window appears with all email correspondence for that customer). OnePageCRM is NOT trying to be all things to all people - and that works very well for me. It's a very solid, yet brilliantly basic and robust CRM. ### 46. Simple account and task management tool for SMEs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2017 **What do you like best about OnePageCRM?** I like the tag filtering option, with all the tags (and their frequency) listed in a column on the left side, and a working screen with the associated contacts on the right side. This allows me to peddle through each contact individually, without having to open any additional tabs. **What do you dislike about OnePageCRM?** Everytime I go into my pipeline, click on a deal and return back to it, I am redirected to the action stream page and not the pipeline one. I would also like to see an average deal value based on all the leads in the pipeline. Right now I can only see an average deal value/stage funnel. Granular indeed, but having a bird-eye view is imperative. **Recommendations to others considering OnePageCRM:** If you're searching for a simple tool for account and task management, then OnePageCRM is for you. We sometimes step on our toes when it comes to managing accounts, even though we are so far 2 people using it (this is our first CRM tool though). **What problems is OnePageCRM solving and how is that benefiting you?** We needed a tool to keep track of our inbound leads, one that wouldn't add up extra work. That's why the idea of a checklist for task and account management appealead to us. So far the app has helped us to match prospects with future product releases that they've required, and keep them updated based on their release status. ### 47. Simple CRM anyone can use **Rating:** 5.0/5.0 stars **Reviewed by:** Maddi H. | Marketing & Management Consultant, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2016 **What do you like best about OnePageCRM?** This software is intuitive, easy to use, and effective. My office has many people who are not very tech-savvy, but they were all able to pick up on how to use the program with very little training. The "to-do list" format simplifies the CRM process into discrete tasks that make it easy to keep up with multiple leads. I spent a lot of time researching CRM systems and they were all more expensive and harder to use. Our team quickly adapted to the software and the price is so reasonable. We saw ROI almost immediately. The live chat support is very helpful and responds quickly. Their road map also shows they're always creating new helpful features. **What do you dislike about OnePageCRM?** It seems like it's designed more for B2B sales rather than B2C, and assumes that each user will be independently working on leads. I was able to adapt the program to our needs as a B2C company that uses a collaborative sales process, but it took some adjusting. The pipeline feature is not really relevant to us in its current format and can't really be adjusted. **Recommendations to others considering OnePageCRM:** Break out your sales process into clear steps before starting the program. Having the layout of your sales process makes it easy to adapt your process to OnePageCRM. **What problems is OnePageCRM solving and how is that benefiting you?** Consistently follow up with customers and moving from a paper system to an online system. We are contacting customers more often and getting more sales. ### 48. Finally, a simple to use CRM/Sales Software Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2017 **What do you like best about OnePageCRM?** I love everything about this software. It tracks my contacts, proposals, contracts, reminds me to check in with customers and leads with daily emails, etc. It's super ease to use (unlike SF, in my opinion). **What do you dislike about OnePageCRM?** If it combined proposal making software, I would have everything I need in one place, but that might be asking too much. **Recommendations to others considering OnePageCRM:** Do the free trial, I don't think you'll be disappointed! **What problems is OnePageCRM solving and how is that benefiting you?** Tracking communication with clients Reminders to follow up with leads, prospects, current and past clients Tracking proposal money attached to potential sales/business Database for all client contacts ### 49. For working on the go **Rating:** 5.0/5.0 stars **Reviewed by:** Pauline O. | Co-ordinator, Staffing and Recruiting, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2017 **What do you like best about OnePageCRM?** Apps for both Android and Apple. We use these a lot as we are mobile workers. We can update notes from meetings on the go, add actions for ourselves and colleagues so we remember to do all our tasks. Copying detail from text messages and outlook mails is so quick and efficient. No typing we just talk to our phones which is the best part! We work collaboratively as a team to place people in employment so we use the deals pipeline to post potential jobs so all staff can see the role, upload a CV for their candidate and then the employer contact who posted the deal can meet the potential employer with the CV's. We can do all of this without meeting one another so our turnaround and response time now is really fast We don't need to rely on team meetings anymore to know what is going on OnePageCRM keeps everyone up to date on what is happening and needs doing while on the go OnePageCRM is really easy to use and you don't need to be a super computer user or anything close to get the best use from it **What do you dislike about OnePageCRM?** I am struggling to find something here sorry! **Recommendations to others considering OnePageCRM:** Have a look at their development roadmap and use the free trial and their webinars **What problems is OnePageCRM solving and how is that benefiting you?** We have noted the following increase in jobs for our clients since we started using OnePageCRM as follows 2013 - 40 We started using OnepageCRM in mid 2014 2014 - 54 2015 - 73 2016 - well above the 73 for 2015 (we can't disclose this exact figure until end of January 2017 its for public release at the end of the month) ### 50. Really cuts the fat off. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2017 **What do you like best about OnePageCRM?** The "next action" feature of this CRM is the most important. If you aren't prompted in your CRM to figure out what you are doing next, when and how, then things will drop through the cracks. The phone app mimics the desktop very well. **What do you dislike about OnePageCRM?** Not much I don't like here. I'm not sure what else I can say to get to the 40 character minimum. There, how's that? **What problems is OnePageCRM solving and how is that benefiting you?** Follow up is terrific. The phone app is seamless. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+18%3A02%3A57+-0500&secure%5Bsession_id%5D=c318f4cf-c18f-4413-b836-ee39fc63c87d&secure%5Btoken%5D=c2463f742cb70ce98a0a8998d6a00b04b28c302b6c5535ca749eb17be2c0ff58&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 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 - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,840 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,299 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,687 reviews)