OnePageCRM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I love this CRM based software, because it has main objectives of its programming, as this system is specifically focused on the contacts that a company can obtain, because it adopts a direct approach in the task lists, in order to manage the customers and follow up on those who proceed to process more purchases from the business body, more than anything else to determine their identification as a powerful individual, without excluding that OnePage facilitates the forecast of offers and takes them as quite detailed notes, for the areas dedicated to technical support, which is the most priority, for the design of that server. Review collected by and hosted on G2.com.

Being a software that performs various monitoring to choose a prevalent and accurate information, for certain areas of high importance, we can emphasize that sometimes it can be difficult, to visualize all these points, as a general description, which could create a slowdown in the fields of work in relation to the CRM logically, or also the broad chronology of all communication that takes place through these individuals, for the extraction of useful data. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

OnePageCRM I like your saved actions, because it streamlines the workflow of my sales team and everything in a single click, just as they offered it, it's really useful enough and the best one gives you a free trial, I'm sure we can achieve our goals in less time. Review collected by and hosted on G2.com.

My company has a lot of content to show so this one-page software is very useful, suddenly it's a bit tedious the fact that adding more content slows down the load and a web with more sections is easier to interact with customers, but this is what I need for now. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is nothing, so far, that I dislike about this software. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Easy to use, you see actions done by other people in the network Review collected by and hosted on G2.com.

Might be too simple, not as advanced as Salesforce for example Review collected by and hosted on G2.com.

Simplicity! Onepage is simple and so easy to use. And it does a great job of helping you track your pipeline. Review collected by and hosted on G2.com.

Nothing! Onepage is such a great tool. It is so user friendly and so much more affordable than the “big guys”! Review collected by and hosted on G2.com.

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). Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

It behaves like a giant Time Wheel where I feel safe I am not forgetting people Review collected by and hosted on G2.com.

UX a little clunky - can get overwhelming fast Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

I've been using it for less than 6 months. Not sure yet. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Easy way to manage contacts and customers - able to input lots of information and get reminders Review collected by and hosted on G2.com.

It would be nice if it integrated with our main system - but not a deal breaker Review collected by and hosted on G2.com.

OnePageCRM features an action-oriented uncluttered interface, and about a ten minute learning curve for non-techie users. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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? Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Searchability of database and contacts. Review collected by and hosted on G2.com.

Nothing neccesarily unique about One Page CRM Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Difficult to find much to be honest, though the "deal" display and the understanding of the graphics can be a tad confusing. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing really - it does the key functions that I need a really powerful CRM to do. Review collected by and hosted on G2.com.