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OnePageCRM Overview

OnePageCRM is an action-focused CRM that assists small and medium-sized business sales teams in following up with leads by completing sales actions. The app is based on the Getting Things Done (GTD) productivity principle and features a one-of-a-kind Next Action sales method. It works like this: when you finish a sales action (say, sending an email or forwarding a quote), the system prompts you to start the next one.

This way, a contact remains in the sales cycle until it is completely closed, and nothing falls through the cracks. OnePageCRM keeps the product agile, effective, and efficient by performing a variety of functions ranging from contact management to sales reporting, ensuring that leads and prospects are constantly moved through the sales process for maximum efficiency.

OnePageCRM | Customer Success Stories

Key Benefits of Using OnePageCRM

Next steps in sales focus

OnePageCRM is primarily concerned with sales activity. The system prompts users to create ‘Next Actions’ for each prospect or customer, determining the best next step to move them closer to a sale. The actions are then prioritized and organized into a color-coded Action Stream list, giving users a clear action plan for the day.

One-click lead capture 

With the OnePageCRM Lead Clipper, you can capture leads from any web page, social media channel, or even email in just one click. When leads are captured, they are automatically added to the CRM as contacts, with a Next Action for timely follow-up.

Sales email hub 

All sales communication is consolidated into a single email tab. Only sales emails are logged in OnePageCRM due to smart AI recognition, allowing you to stay laser-focused. Send personalized emails in bulk, use custom email templates, track email opens, import email history, and much more with the powerful full email sync and integration.

OnePageCRM
OnePageCRM

Save time on administration

Save time on administration by using pre-saved action sequences, creating workflows, sending personalized emails in bulk, populating contacts with social data with a single click, and much more! At OnePageCRM, we handle the tedious admin tasks and manual data entry so you can focus on closing!

OnePageCRM pricing
OnePageCRM pricing

Simple to-do list

OnePageCRM takes a simple to-do list approach to CRM, with the goal of creating a system that helps users sell more! Action Streams become a to-do list on a daily basis, with contacts arranged in order of priority. When a customer action is marked as complete, it moves down the stream, creating a dynamic cycle in which no customer falls through the cracks.

CRM systems are notoriously difficult to learn and adapt to. What we like about OnePageCRM is that you can get started in minutes.

Indeed, we ranked OnePage CRM as one of the best CRMs for Mac, particularly for beginners.

OnePage CRM is a simple yet powerful CRM that truly assists you in getting things done. If you’re looking for-

If you’re looking for something with a short learning curve at a low cost, OnePage CRM is a great option. Worth investigating further.

OnePageCRM transforms the simple concept of a to-do list into a simple application that facilitates the conversion of leads into customers.

OnePageCRM Features

  • Alerts/Notifications
  • Calendar/Reminder System
  • Call management
  • Campaign management
  • Cataloging/Categorization
  • Commission Management
  • Contact database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer support
  • Data Import/Export
  • Document Storage
  • Email marketing

OnePageCRM Plans & Pricing in 2024

Available on: Free
  • Starting Price: $29.00 /month

  • Pricing Module:

    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.


  • Trial Days: 14 days

OnePageCRM Reviews

4/5

Overall rating
Excellent
4
Very good
0
Average
0
Poor
0
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Value for money

4

Features

4

Ease of use

4

Customer support

4

Likelihood to Recommend

4/10

Vivianne

Rating breakdown

Value for money

Features

Ease of use

Customer support

Likelihood to Recommend

5/10

Excellent CRM for Small Businesses

OnePageCRM is an amazing CRM for small businesses. It's easy to use and very intuitive. With its advanced contact management and powerful automation, it's a great way to stay organized and stay on top of tasks.

Pro

Intuitive, Easy to Use, Advanced Contact Management, Powerful Automation

Cons

None


Mabel

Rating breakdown

Value for money

Features

Ease of use

Customer support

Likelihood to Recommend

5/10

A Great CRM for Small Businesses

OnePageCRM is an amazing CRM designed for small businesses. It's easy to use, intuitive and very comprehensive. The drag and drop feature makes it so much easier to organize your contacts, tasks and deals. It also has great reporting features. I'm very impressed with the customer service too - they are always helpful and quick to respond. Highly recommended!

Pro

Easy to use, intuitive, comprehensive, drag and drop features, great reporting features, great customer service

Cons

None so far


Toby

Rating breakdown

Value for money

Features

Ease of use

Customer support

Likelihood to Recommend

5/10

Great CRM for Small Businesses

OnePageCRM is an amazing CRM for small businesses. It's user friendly interface makes it easy to manage contacts and track activities. The automated follow-up feature is a great help to ensure no leads are lost. Highly recommended!

Pro

User friendly interface, Automated follow-up feature

Cons

None


Trevor

Rating breakdown

Value for money

Features

Ease of use

Customer support

Likelihood to Recommend

5/10

Easy to Use CRM Tool

OnePageCRM is an easy and intuitive CRM tool that helps me keep track of leads and customers. It's great for organizing contacts, creating tasks and reminders, and managing sales pipelines. I especially appreciate the drag-and-drop feature for organizing tasks. The user interface is clean and simple, making it easy to learn and use. Highly recommend!

Pro

User friendly, drag-and-drop feature, clean interface

Cons

None



Rating breakdown

Value for money

Features

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Likelihood to Recommend

/10

Pro

Cons

Frequently Asked Questions

OnePageCRM is a cloud-based sales customer relationship management (CRM) solution for small and medium-sized businesses that allows them to automatically schedule follow-ups with leads, generate a dashboard with sales actions for the day, and automate admin to increase efficiency.  OnePageCRM, which was built on the Getting Things Done (GTD) principle and a proprietary Next Action sales method, allows a salesperson to remove the clutter and focus on the task at hand.

OnePageCRM has reduced the complexity of CRM to a to-do list, allowing users to convert leads to customers, meet goals, and grow their businesses. This allows salespeople to focus on what drives sales rather than bloated software with ineffective charts and graphs. The lead clipper feature in OnePageCRM allows for one-click lead capture from various sources such as LinkedIn, Gmail, and Twitter. This software is also compatible with a variety of third-party lead generation, communication, and financial applications. The contact management feature of the system allows for the consolidation of business contacts and the merging of duplicate entries. It is indeed a great tool!

Yes it does provides a free trial for 7 days.

When a new task is assigned, OnePageCRM sends an email to each member of the sales team to keep them informed. OnePageCRM handles everything from contact management to sales reporting, ensuring that leads and prospects are constantly moved through the sales process in order to achieve a successful win. OnePageCRM is also accessible via native mobile apps for Android and iOS devices.

Users from every sector and industry choose OnePageCRM to manage their SMB sales, from marketing agencies and software companies to real estate and law firms, and from financial service providers to manufacturing businesses and medical institutions.

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User Reviews

4 /5

Overall rating
Excellent
4
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Poor
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Value for money

4

Features

4

Ease of use

4

Customer support

4

Likelihood to Recommend

4

3 /5

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Value for money

3

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3

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3

Likelihood to Recommend

3

4 /5

Overall rating
Excellent
6
Very good
0
Average
3
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Value for money

4

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4

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4

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4

Likelihood to Recommend

5
Key Feature
100+ gorgeous responsive templatesremoveremovecheck
1000+ cutting-edge featuresremoveremovecheck
24x7x365 free technical support by phone, chat, and email.removeremovecheck
99.9% uptime and 24x7 monitoringremoveremovecheck
Advanced Reporting: Charts can be aded to Dashboardsremovecheckremove
Advanced email marketing toolsremoveremovecheck
Alerts/Notificationscheckremoveremove
All 3dcart stores support social media integration.removeremovecheck
Automated notifications Included as standard in all Editionsremovecheckremove
Automatic reminders Included as standard in all Editionsremovecheckremove
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