About OnePageCRM

OnePageCRM is an action-focused CRM that helps sales teams from small and medium-sized businesses follow-up with their leads through completing sales actions. The app is built on the Getting Things Done (GTD) productivity principle and has a unique Next Action sales method at its core. It works like this: the moment you complete a sales action (say, send an email or forward a quote), the system pushes you to set the next one. This way, a contact doesn’t leave the sales cycle until it’s truly closed, and nothing slips through the cracks. OnePageCRM keeps the product agile, effective, and efficient, performing a range of functions from contact management to sales reporting, ensuring that leads and prospects are constantly being moved through the sales process for a successful win.

Pricing starting from:

US$9.95/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of OnePageCRM

  • Next Action sales focus - OnePageCRM focuses on sales activity. The system pushes users to set up 'Next Actions' for each prospect or customer, deciding on the next best step that is required to move them closer to a sale. The actions are then arranged by their urgency into a color-coded Action Stream list, providing the users with a clear action plan for the day.

  • One-click lead capture - Capture leads from any web page, social media channel or even email in just one click with the OnePageCRM Lead Clipper. Once captured, the leads will be automatically added to the CRM as contacts, with a Next Action for a timely follow-up.

  • Sales email hub - all your sales communication is brought to one dedicated email tab. Thanks to the smart AI-recognition, only sales emails get logged in OnePageCRM, so you can stay laser-focused. Send personalized emails in bulk, use custom email templates, track email opens, import email history, and do much more with the powerful full email sync and integration.

  • Save time on admin - Use pre-saved action sequences, build workflows, send personalized emails in bulk, populate contacts with social data in just a click, and much more! At OnePageCRM, we take care of those tedious admin tasks and manual data entry and let you focus on closing!

  • Simple to-do list approach to CRM - OnePageCRM is focused on building a system that helps users sell more! Action Streams become daily a to-do list, where contacts are arranged in order of priority. When an action is marked as complete with a customer, it moves down the stream, creating a dynamic cycle where no customer falls between the cracks.
  • Devices

    Business size

    S M L

    Markets

    Ireland

    Supported Languages

    English

    Pricing starting from:

    US$9.95/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    OnePageCRM Software - Our unique Next Action method pushes you to decide on the next best step for each contact the moment you complete the previous one or add them to the system.   This way, you follow up with every generated lead and always know what needs to be done next.
    OnePageCRM Software - OnePageCRM’s Action Stream sorts your contacts by the urgency of their assigned Next Action and arranges them into a color-coded list. So every day all you need to do is take it from the action on top.
    OnePageCRM Software - Harness the power of the action-focused mobile CRM with native iOS and Android apps. Capture leads, follow up with prospects, navigate to your next sales meeting, and collaborate with your team on the go!
    OnePageCRM Software - We remove distractions and ensure that only sales emails make the cut and get added to the dedicated Email tab. Send and reply to emails straight from the CRM, send personalized emails in bulk, use custom templates, track email opens, and more!
    OnePageCRM Software - Know exactly when and how many times a prospect has opened your sales email, so you can strike while the iron is hot and improve your chances for closing that deal.
    OnePageCRM Software - With the OnePageCRM Lead Clipper, you can instantly capture leads from any web page, social media channel or even email in just a few clicks. The leads will be automatically added to the CRM as contacts, ready to be actioned.
    OnePageCRM Software - Build deals in a couple of clicks, advance them through the custom stages with drag-and-drop, and close more with minimum admin and maximum efficiency.
    OnePageCRM Software - Predict your revenue on a monthly, quarterly or yearly basis, monitor your team’s performance against the set KPIs, and take immediate action when needed.
    OnePageCRM Software - Quickly generate and send professionally looking proposals straight from your CRM. We’ll calculate the totals and automatically insert the quote into a ready-to-send email. It takes just 37 seconds to get from inquiry to quote!
    OnePageCRM Software - Integrate with the top industry apps or use an API for more efficient sales.
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    OnePageCRM video
    OnePageCRM video
    OnePageCRM video
    OnePageCRM Software - Our unique Next Action method pushes you to decide on the next best step for each contact the moment you complete the previous one or add them to the system.   This way, you follow up with every generated lead and always know what needs to be done next.
    OnePageCRM Software - OnePageCRM’s Action Stream sorts your contacts by the urgency of their assigned Next Action and arranges them into a color-coded list. So every day all you need to do is take it from the action on top.
    OnePageCRM Software - Harness the power of the action-focused mobile CRM with native iOS and Android apps. Capture leads, follow up with prospects, navigate to your next sales meeting, and collaborate with your team on the go!
    OnePageCRM Software - We remove distractions and ensure that only sales emails make the cut and get added to the dedicated Email tab. Send and reply to emails straight from the CRM, send personalized emails in bulk, use custom templates, track email opens, and more!
    OnePageCRM Software - Know exactly when and how many times a prospect has opened your sales email, so you can strike while the iron is hot and improve your chances for closing that deal.
    OnePageCRM Software - With the OnePageCRM Lead Clipper, you can instantly capture leads from any web page, social media channel or even email in just a few clicks. The leads will be automatically added to the CRM as contacts, ready to be actioned.
    OnePageCRM Software - Build deals in a couple of clicks, advance them through the custom stages with drag-and-drop, and close more with minimum admin and maximum efficiency.
    OnePageCRM Software - Predict your revenue on a monthly, quarterly or yearly basis, monitor your team’s performance against the set KPIs, and take immediate action when needed.
    OnePageCRM Software - Quickly generate and send professionally looking proposals straight from your CRM. We’ll calculate the totals and automatically insert the quote into a ready-to-send email. It takes just 37 seconds to get from inquiry to quote!
    OnePageCRM Software - Integrate with the top industry apps or use an API for more efficient sales.

    Features

    Total features of OnePageCRM: 95

    • AI/Machine Learning
    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Management
    • Appointment Scheduling
    • Batch Processing
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Call Management
    • Campaign Management
    • Cataloguing/Categorisation
    • Client Management
    • Collaboration Tools
    • Commission Management
    • Contact Database
    • Contact Management
    • Contract/License Management
    • Customer Database
    • Customer Segmentation
    • Customer Support
    • Customisable Reports
    • Customisable Templates
    • Customizable Fields
    • Data Enrichment
    • Data Import/Export
    • Data Synchronisation
    • Data Visualisation
    • Demographic / Firmographic Data
    • Document Management
    • Document Storage
    • Drag & Drop
    • Email Management
    • Email Marketing
    • Email Templates
    • Email Tracking
    • FAQ
    • Field Sales Management
    • Forecasting
    • Interaction Tracking
    • Lead Capture
    • Lead Distribution
    • Lead Generation
    • Lead Management
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Live Chat
    • Marketing Automation
    • Mobile Access
    • Monitoring
    • Opportunity Management
    • Performance Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Predictive Analytics
    • Prioritisation
    • Process/Workflow Automation
    • Projections
    • Proposal Generation
    • Prospecting Tools
    • Quotes/Estimates
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Activity Management
    • Sales Automation
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Source Tracking
    • Tagging
    • Task Management
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third Party Integrations
    • Web-based Deployment
    • Workflow Management

    Alternatives

    Zoho CRM

    4.3
    #1 Alternative to OnePageCRM
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    HubSpot CRM

    4.5
    #2 Alternative to OnePageCRM
    Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

    Salesforce Sales Cloud

    4.4
    #3 Alternative to OnePageCRM
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Cogmento CRM

    4.5
    #4 Alternative to OnePageCRM
    Free CRM from Cogmento is a cloud customer relationship management platform designed to help businesses manage clients,...

    Reviews

    Overall rating

    4.8 /5
    (60)
    Value for Money
    4.7/5
    Features
    4.4/5
    Ease of Use
    4.8/5
    Customer Support
    4.8/5

    Already have OnePageCRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 60
    Ron M.
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    A SalesPerson Crm

    Reviewed on 23/10/2016

    I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online...

    I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.

    Pros

    Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
    Simple Interface
    Skype Caller built in
    Call Tracker Built in
    Pleasing to the Eye
    Descent Customer Support it is possible to get someone on the phone
    Tagging
    They are in Ireland ( kinda cool)

    Cons

    Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this.

    Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time

    Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways.

    If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.

    Rebekah M.
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: Self Employed
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Great for small business owners

    Reviewed on 06/07/2021

    This is far and away the cleanest way to both keep a client database and to map out good times to...

    This is far and away the cleanest way to both keep a client database and to map out good times to interact with or follow up with each of them to push them down the sales pipeline. There are no more unknowns, or questions about when I should call--I just open the app and see who's on my list for today.

    Pros

    Besides the initial tour around the program, no training was necessary (although provided in free seminars). It's very intuitive to use, and while it's not a quite one-stop-shop like Hubspot, it's pretty darn close. The best part is the underlying philosophy, where once you act on a client you are encouraged to set the next step or goal for them to keep them moving down the sales pipeline. Nobody gets forgotten, no deadlines passed; it's great!

    Cons

    Importing mass contacts can be a little difficult, mainly due to the likely ubiquitous issue that import data doesn't often neatly match the software you're using (ex, First Name, Last Name vs Last Name, First Name).

    Alternatives Considered

    VanillaSoft

    Reasons for Switching to OnePageCRM

    Price was the initial factor, and then it proved it supplied every other need I had.

    Response from OnePageCRM

    Hi Rebekah, thank you so much for such a great and positive review. I love hearing how easy you've adapted to the system, and the fact that no deadline passes and nobody gets forgotten is proof that you're using OnePageCRM to its full potential.

    Noted about the import! ~Sarah

    Richard A.
    Overall rating
    • Industry: Building Materials
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    Easy to use and cost effective

    Reviewed on 08/10/2019

    Easy to use and cost effective. Great support

    Easy to use and cost effective. Great support

    Pros

    Easy to use and cost effective. Great support

    Cons

    Email Templates are very difficult to use and needs big upgrade.
    Should include recent history list so you dont have to search again.

    Verified Reviewer
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 2-10 Employees
    • Used Daily for Free Trial
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Easily to Use, Friendly UI, Vertical Management

    Reviewed on 24/06/2021

    So with $15/ monthly, it fit with self-user like me (

    So with $15/ monthly, it fit with self-user like me (

    Pros

    + Pipeline & Goal is visible, you could use easily and custom. It appear front of your eyes.
    + Like the name, everything show in a page for all (different with other UI as Agile/ Salemate/ Hubspot/ Bitrix...) - kind a classic, I love it after try dozen of 3-column-page of other CRM: messy eyes
    + CUSTOMER SERVICES: they are a live and help you strongly, friendly also. I love to work with people and OnepageCRM did great for user (I luckily talked with Sarah, Lecetia - both kindness)
    + Vertical Management as "Status", as you "Category" to work not eye-looking to many column.
    + Commission rate, we are already to know how we gain after we help our customer solve their problem.

    Cons

    - Need more UX, friendly click as "Add a Contact/ Deal/ Company"
    - Should plus "+" icon somewhere for short-cut add new Contact/ Deal/ Company
    - Add multiple "Contact" to a "Deal" (B2B normally require more than a person in a purchase)

    Alternatives Considered

    Agile CRM and Cogmento CRM

    Reasons for Choosing OnePageCRM

    Other CRM require x1.5 - x2 for 02 function "Pipeline" & "Forecast" and more money if you want to set "Goals" to track your sales. Lack of UI/ UX, some good at UI and bad of UX, good of UX then bad of UI, good both UX/ UI then bad at Report. Onepage CRM the best fit for my self and my CRM using purposes

    Reasons for Switching to OnePageCRM

    + Pipeline & Goal: I could not find these function as the alternative CRM (mentioned above) , it required you x1.5 Price to have "both function", some of they are not friendly interface also and lack of report view + View is easy to see, your eyes not moving so much, focus to one and one only + Customer support to help you whenever you ask - they are friendly, just ask them kindly + Commission rate, I never use the commission sheet anymore

    Response from OnePageCRM

    Hi there, thanks so much for the positive review. I'm delighted that you enjoy using OnePageCRM.

    Noted about the UX ! ~Sarah

    Marty H.
    Overall rating
    • Industry: Luxury Goods & Jewelry
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    We Used Many CRM Platform Before Falling in Love w OnePage

    Reviewed on 09/10/2020

    Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now....

    Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).

    Pros

    Ease of use was critical. CRM is as much about cultural acceptance as tech capability. If the team won't use it and won't learn it, it doesn't matter what it can do. Ease of use of OnePage and the training and customer support that come with it are exceptional and provided quick cultural acceptance from our team.

    Cons

    Some functionality is yet to be developed to match their bigger (more expensive/complex) competitors. But this con was relatively easy to accept. The team at OnePage continues to innovate and develop improvements.

    Alternatives Considered

    Salesforce Sales Cloud

    Reasons for Choosing OnePageCRM

    Poor cultural acceptance, terrible customer service, too many components to distract from the key functions and needs of our business.

    Switched From

    SugarCRM

    Reasons for Switching to OnePageCRM

    Ease of use, cultural acceptance, simplicity, functionality, laser focus on the core objectives, outstanding customer service.

    Response from OnePageCRM

    Hi Marty, wow what great feedback, thank you! I'm so happy to hear that OnePageCRM is helping you grow your business and that your team is equally as happy with the CRM.

    We always say that you don't need an IT degree to use a CRM so ease of use is part of our ethos! ~Sarah

    Showing 5 reviews of 60 Read all reviews

    OnePageCRM FAQs

    Below are some frequently asked questions for OnePageCRM.

    OnePageCRM offers the following pricing plans:

    • Starting from: US$9.95/month View Pricing Plans
    • Pricing model: Subscription
    • Free Trial: Available

    Professional Plan: $9.95 USD per user/month when billed annually or $15 USD per user/month billed monthly. Business Plan: $19.95 USD per user/month when billed annually or $29 USD per user/month billed monthly.

    OnePageCRM has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000

    OnePageCRM supports the following languages:

    English

    OnePageCRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    OnePageCRM integrates with the following applications:

    ActiveCampaign, Dropbox Business, Evernote Teams, Gmail, Google Calendar, Google Contacts, Google Drive, Help Scout, Mailchimp, Meta for Business, Microsoft Outlook, Operations Hub, Quote Roller, Skype for Business, Stripe, Twitter, Unbounce, WhatsApp, Wufoo, Xero, Zapier

    OnePageCRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

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