OnePageCRM

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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


OnePageCRM Features Overview

  • 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. 

  • 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.

  • 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. 

  • 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.

  • 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. 

  • 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



PROS:
  • 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

CONS:
  • 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

  • Email
  • FAQs
  • Phone support
  • Chat
  • Knowledge base

OnePage CRM Alternatives

We hope you enjoyed reading this OnePageCRM review. We would love to hear from you about your experience while using the tool. 


 

Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.5 Total Score

Design
8.5
Usability
8.5
Support
9
Price
8
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Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency.  At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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