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OnePageCRM
What Is OnePageCRM?
OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, our streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. Capture leads from Gmail, Outlook, Twitter, Facebook & Xing and create a contact in OnePageCRM in just one click. Build your sales ecosystem by integrating with MailChimp, Unbounce, Xero, Pandadoc, Skype, Evernote, Google Apps, Zapier & more.
Who Uses OnePageCRM?
Sales teams in small and medium-sized businesses tired of bloated software and looking for an effective, non-cluttered CRM to help them stay in control of their sales and boost their closing rates.
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Reviews of OnePageCRM
A SalesPerson Crm
Comments: 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.
Alternatives Considered:
Easily to Use, Friendly UI, Vertical Management
Comments: 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)
OnePageCRM Response
3 years ago
Hi there, thanks so much for the positive review. I'm delighted that you enjoy using OnePageCRM. Noted about the UX ! ~Sarah
It's great for startups like ours because it's cheap and has everything we need
Comments: I just started using it, and even though I'm still getting the hang of it, it's already been really helpful and easy to use, especially for our small startup. It helps with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for us. Plus, the price is good.
Pros:
It's helping us with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for our startup.
Cons:
Even though I'm still figuring it out, I think features like email tracking and meeting scheduling would be good additions.
OnePageCRM Response
2 months ago
Hi Shiv, thank you very much for your review! It's great to hear that OnePageCRM is helping your startup with sales—this is what we are here for. :-) We do have an email tracking feature. You can read more about it here: https://help.onepagecrm.com/article/467-how-email-open-tracking-works I've also forwarded your feedback about meeting scheduling to our Product Team. We have a Calendar sync feature which you might find useful for scheduling meetings in the meantime: https://help.onepagecrm.com/article/47-setup-calendar-feed-for-google-calendar If you have any questions, you can always reach out to us at [email protected]. We're always happy to help! ~ Anastasia
Easy to use and cost effective
Comments: 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.
One of the best CRM tools for startups
Comments: Streamlining our sales process, improving customer relationships, and helping us use customer data effectively.
Pros:
I started using it recently, and even though I'm still getting the hang of it, I find it really useful and simple to use, especially for a small startup like ours. Since sales are so important for us, it helps store customer contacts, set reminders for follow-ups, and use ready-made email templates. Plus, the pricing is affordable.
Cons:
Although I'm still exploring it, I feel that features like email tracking and meeting scheduling could be added.
OnePageCRM Response
2 months ago
Hi Shiv, thank you very much for your review! It's great to hear that OnePageCRM is helping your startup with sales—this is what we are here for. :-) We do have an email tracking feature. You can read more about it here: https://help.onepagecrm.com/article/467-how-email-open-tracking-works You can also connect OnePageCRM to Calendly (or another meeting scheduling app) via Zapier: https://zapier.com/apps/calendly/integrations/onepage-crm If you have any questions, you can always reach out to us at [email protected]. We're always happy to help! ~ Anastasia