Karandeep V
OnePageCRM Review & Product Information
What is OnePageCRM?
OnePageCRM is a cloud-based platform designed for small-sized businesses. It claims to be the world’s first action-based CRM. Besides, as the name suggests, the tool provides a single dashboard to run a bunch of CRM functions.
The software is designed on the productivity principles mentioned by David Allen in the book “Getting Things Done”. The tool helps you organize your workflows and streamline different sales processes.
OnePageCRM has all the features your sales teams would require to manage and interact with potential and new customers. The dashboard provides all the important information you need to understand where your clients are in the sales funnel. Take action to convert leads to sales and simplify your CRM activities like never before.
Sort your contact list, organize your schedule, manage your customers, and smash your sales targets with ease. Since all the information is available from a single dashboard, the CRM solution ensures that you have a clear idea about what needs to be done next.
Vendor Information
- Company: OnePageCRM
- Website: https://www.onepagecrm.com/
- Founded in 2010
- Country of origin: Ireland
OnePageCRM Features Overview
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Sales action
The sales action features ensure you are in charge of your sales processes. Once you complete a sales action, jump on the next one without any confusion. Complete tasks in hand and minimize your dependency on cluttered databases.
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Contact management
The contact management tool enables you to focus on clients who actually matter. Save notes and log every call to ensure you get one step closer to closing a deal. Customize the way you interact with different contacts based on your past interactions and track your progress.
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Email
You do not have to toggle between different platforms to manage your sales and emails. Sync your email service with OnePageCRM to stay on top of your interactions with different customers. Read and reply to emails directly from the CRM, and save precious time.
If you have to send the same emails at different stages of sales, you can use email templates instead of starting from scratch. Create and send personalized emails in bulk and also track if your emails were opened or not.
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Automation
Do not waste time on redundant and mundane admin work. The sales automation features help you save time. The lead clipper enables you to capture leads from all web pages in just a single click. Accelerate workflows with pre-built actions. Automate repetitive tasks and nurture your relationships with your clients.
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Pipeline
Perform sales pipeline management like never before. Choose from Kanban to Forecast views to navigate through your sales pipelines. Customize different stages of your CRM pipeline seamlessly and take your sales activities to a whole new level.
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Reporting
Keep track of different sales activities in real-time using the reporting features. Every update is displayed in real-time, allowing you to make timely informed decisions. You can also generate custom reports based on the parameters you choose to track.
OnePageCRM Features Overview
- Alerts/notifications
- Campaign management
- Call management
- Calendar System
- Commission management
- Contact management
- Customer database
- Customer support
- Email marketing
- Field sales management
- Lead management
- Live chat
- Marketing automation
- Lead distribution
- Mobile access
- Sales forecasting
- Referral tracking
- Sales pipeline management
- Source tracking
- Territory management
- Shared contacts
- Segmentation
- Search/filter
OnePageCRM Pricing
The vendor offers two main pricing plans that come with a different set of features. Check out all the OnePage CRM pricing plans and choose the best for your business.
Professional
Price: $9.95/user/month
Features:
- Full email sync
- Unlimited contacts, deals, notes
- Kanban deal managementent
- AI-powered route planner
- Web forms
- Customer activity reports
- Business card scanner
- Bulk email send
Business
Price: $19.95/user/month
Features:
- Bulk email send
- Web forms
- Powerful integrations
- Custom activity reports
- Kanban deal management
- Bulk email send
- Business card scanner
- Deal velocity
- Fetch historical emails
- Multiple pipelines
- User groups and focused users
OnePageCRM Pros and Cons
- OnePageCRM can be integrated with many popular third-party applications including Gmail, Outlook, and more
- The CRM system is very intuitive, easy to use, and has a relatively short learning curve
- The training and customer support offered by the vendor enables new users to understand the different functions of the tool
- Reports, sales pipelines, and contact management can be easily customized
- Adding or deleting new users and subscriptions is very straightforward
- The email integration needs to improve and requires some work
- The search function is very dated and does not allow you to find specific items in niche fields
- The integration with Chrome is not smooth
- It can become a bit expensive if the sales team is large
OnePage CRM Integrations
- Wufoo Web Forms
- Mailchimp Web Forms
- Outlook Lead Clipper
- Unbounce Landing Pages
- Xero
- Evernote
- Zapier Automated Workflows
- Skype Telephony
OnePage CRM Specifications
Free Trial – Yes
Free Version – No
Deployment
- Cloud-based, SaaS, Web
Devices supported
- Windows
- Mac
- Web-based
Training
- Live online
- Webinars
- Documentation
- Videos
OnePage CRM pricing
- Professional: $9.95/user/month
- Business: $19.95/user/month
Typical customers
- Small businesses
- Medium-sized business
- Large businesses
Languages supported
- English
OnePage CRM support
- FAQs
- Phone support
- Chat
- Knowledge base
OnePage CRM Alternatives
- VipeCloud
- Salesforce Sales Cloud
- Zoho CRM
- HubSpot CRM
- EngageBay
- SalesNexus
- Commence
- Odoo
- Zendesk Sell
- Really Simple Systems CRM
- Capsule
- amoCRM
- Ricochet360
- BenchmarkONE
- ClickUp
We hope you enjoyed reading this OnePageCRM review. We would love to hear from you about your experience while using the tool.
