Verified User in Consumer Services
IC
Verified User in Consumer Services
Small-Business (50 or fewer emp.)
"Our first year using OnePageCRM"
5/5
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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.

Jason S.
JS
Jason S.
Regional Sales Executive
Small-Business (50 or fewer emp.)
"Best option yet!"
5/5
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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

FW
Frankie W.
"Concise Interface and Efficient Sales Process"
4.5/5
What do you like best about OnePageCRM?

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.

What do you dislike about OnePageCRM?

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.

PC
Peter C.
Director
Small-Business (50 or fewer emp.)
"Simple to use, yet full-featured for most businesses"
5/5
What do you like best about OnePageCRM?

It's a very easy to use solution. In particular, the visual design of the platform is welcoming and not intimidating. Some other systems are migraine-inducing when viewing and using them, but there is a wonderful practicality and pragmatism to the way OnePageCRM has been put together that encourages interaction and use. So many businesses find it hard for staff to update and maintain CRMs effectively, but OnePageCRM makes it as easy as possible.

I'd also call out their onboarding and customer support as being exceptional. It's table stakes fro any SaaS but very few do it as well as the OnePageCRM team. Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

Would love to see a native Shopify integration available. Review collected by and hosted on G2.com.

JK
John K.
MD
Small-Business (50 or fewer emp.)
"Excellent Simple Customer tracker"
5/5
What do you like best about OnePageCRM?

Pure simple to use, very easy to get onto the development team with ideas and questions as well Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

Can't really think of anything I'd dislike, but this is our first CRM since moving from pen and paper, so maybe there are features it should have. We just needed something simple, but we're a small team. Review collected by and hosted on G2.com.

Denise O.
DO
Denise O.
CEO
Small-Business (50 or fewer emp.)
"We LOVE OnePageCRM"
5/5
What do you like best about OnePageCRM?

One Action Page, easy to use, simplifies non negotiable everyday activity in your business. Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

Some of the integrations can be tricky, but thats software ... Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Verified User in Education Management
Small-Business (50 or fewer emp.)
"One Page CRM - a great new additional to our sales process"
4/5
What do you like best about OnePageCRM?

Really clear user interface, easy to configure and the daily Action Streams makes client follow up actions a very manageable process Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

Not a lot so far, we're a new user so still working out integrations with our Web site forms and how to migrate data from existing platforms Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"OnePageCRM has helped us sustain and nurture relationships"
4.5/5
What do you like best about OnePageCRM?

The Action Stream and Pipeline functions are so useful, helping us stay on track in connecting with our donors and partners. It also allows us to visualize the progress we are making in nurturing these relationships. The reminder emails attached to the Action Stream are helpful as well. Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

The funding amount in the pipeline does not match how we think about fundraising. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism
UL
Verified User in Leisure, Travel & Tourism
Mid-Market (51-1000 emp.)
"Simple and easy to navigate"
5/5
What do you like best about OnePageCRM?

It is very easy to enter data and to add remove data if required Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

Links to Social profiles are often incorrect Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"A CRM a nonprofit can use"
5/5
What do you like best about OnePageCRM?

OnePageCRM helps us to create the type of pipelines needed to support our organization. Review collected by and hosted on G2.com.

What do you dislike about OnePageCRM?

I would like to add initiative categories with a dashboard. This would allow us to add partners to each initiative. An initiative's view would show the partners how much they have contributed and how many volunteer hours have been completed. Review collected by and hosted on G2.com.