OnePageCRM Reviews & Product Details

The fact that I can see my pipeline business at a glance, and also diarise for follow ups and client interaction. Great management tool.

I have not yet experienced anything about the product I dislike.

Prevents forgetting about pipeline business, and helps with regular follow up and client interaction.

I love that I can use one-page CRM as a todo list for everyone in my network and pipeline. It does the thinking for me of who I should follow-up with.

I'd like it to intergrate better with my proposal and invoicing flow with bonsai. However, this isn't my main use case for it.

To keep in touch with current clients, past clients, and my network.

I love being able to see other platforms contacts are on so I can easily connect with them there. The pipeline management and email templates have been game changers for me and my business.

I'd love to be able to filter contacts on the mobile app and remove tags

It keeps all My deals in one place

I like the fact that onepagecrm is so easy to use. They layout is simple and adding new people is a breeze

I wish there was a way to stop the next action section from starting every time you create a new contact.

It allows me to create a list of customers and monitor notes on each one. Mobile app is a lifesaver.

Most helpful feature is the next action, and when you complete you need either write a next action, or close the sale. It ensures that I can always follow up with the people i need to follow up with. Its very easy to use and and I use it daily.

There is not much to dislike, From my experience it can't be used as a full crm, but for what I use it for it's an amazing product.

Having everyone i need to follow up with in one place with a next action, and if I reach out to someone and can't get in touch I just put a next action to follow up in a couple days. ''';

Ability to communicate and schedule with team members and leads.

Unable keep calendar in the Onepage CRM.

Integrating with other CRM tools

We use OnePageCRM as our bible in the company for all prospect and customer interactions. We love the email sync feature and the simplicity of the user interface. We love how accessible the team are if we have any questions.

We don't experience any downsides regularly.

One central place for all prospect and customer interactions, email and notes on calls/meetings gives visibility across our team.

I've been using OnePageCRM daily for several years now and can no longer imagine life without it. The simple but powerful idea behind OnePageCRM is to simple keep track of the next action you need to take. I have 100's of customers to keep happy and lots of potential customers to woo at any given time, and with OnePageCRM I rarely drop the ball. I feel like we've grown up together, the platform was small and simple when my own needs were modest, and it was very easy to get started. They have grown into quite a robust solution, adding great collaboration tools, especially the email integration, just as I was expanding my team. Their API cam along right when I was ready to build integration allowing me to see customer information right from my own website. The customer service is also superlative, I even wrote about it as a good example for entreprenuers on my blog (https://www.billtrack50.com/blog/reflecting-on-10-years-as-a-small-business). OnePageCRM is the best money I ever spent.

Being completely all in with OnePageCRM, keeping the entire history of all of my relationships entirely in OnePageCRM, has kept me from exploring what else is out there. Their ever lengenthing list of integrations is helpful, but they can't really integrate with every single tool I might potentially find useful. I'm happy that I'm happy right now, because I am pretty darn committed to this solution at this point.

Keeping track of what I need to do next, and giving my whole support team visibility into the entire customer relationship to date.

OnePageCRM stands out amongst CRMs for its intuitive user experience, and its focus on features that actually matter for driving my business forward. Rather than flip-flop adding endless bells and whistles that dimish ease of use, the team at OnePageCRM only add what delivers value. Each new feature is well thought out.

Nothing. It's great! Don't change a thing!

Keeping in touch with customers and opportunities.

I enjoy using the pipeline feature. I'm always up to date on what deals need to be worked on. I like that I can tag customers/leads/propects, and send bulk emails to each segment.

My needs are simple. I need a pipeline, a place to store contacts and a way to email them. So, I haven't tested all the features, and couldn't say that there's a downside at this time.

The action stream helps me keep my promises to my clients. I like the next action feature which sets me up for the next task I have to do to move the sale forward.

Getting customer data into is super easy and flexible. Most of the times I realize after the fact that the person I am emailing is a potential customer, partner etc. By using the email sync plus the browser extension I can easily get their info into OnePageCRM. Once a person's info has been added the next action way of working is super powerful. It makes sure nothing falls through the cracks with regards to customer relationships.

The way we move from lead to customer to adding deal information is a bit confusing. While there is a way to add metadata about our customers, the overall tagging UI/UX is clunky and seems like an afterthought. To be fair, that is not something I use a lot in the product.

We are an early stage product led SaaS. Keeping in touch with stakeholders like investors, angels, partners, leads and customers can be cumbersome. Usually at an early stage most people may choose to neglect this. But by using OnePageCRM for managing relationships our stakeholders remember us and this is critical for any early stage company.

The beauty of OnePageCRM is in its simplicity. It may not be robust enough for large organizations, but for small ones, it is ideal. Think of OnePageCRM as a self-ordering rolodex. Set a next action and due date for each contact. When completing the action, OnePageCRM immediately asks you for your next action and due date. This puts the contact back to their appropriate place in line. Along with email integration, it's very easy to keep all of your notes for each client in one place, and painless to maintain work relationships.

There are some minor UI improvements possible. Great news is that the team is very responsive and regularly updating the platform. They even give users access to their team's Trello board so you can see their upcoming changes. Many of us are looking forward to keyboard shortcuts!

Helping me proactively follow up with clients and partners

Everything is so accessible & user friendly, very useful if you are regularly inducting new people as we do, both for training & selling training

Very few if any as far as I am concerned. It is so right for us

Our team is so much more productive & nothing gets missed as everything, i.e. the history of the contact, is there in front of you when you open a contact

I've tried all of the CRMs out there. OnePage is the easiest to use with a great array of features and the ability to interface with other applications.

Email is confusing to set up integrate with Outlook

Keeping all contact and customer information organized

It helps to organise the deal sizes, profits, margins, cost to estimate the true value of business in piepeline

The notificaiton system can be improved, sometimes the amount of emails you get from the system is overwhelming.

OnePageCRM helps to not only provide a follow-up on your business pipeline, but also helps to estimate the value the business will bring. It made estimating margins and profit of future business deals easy.

Convenience, ease of use, support, and organization

What I would like is a way to create templated emails that are sent out in bulk in the future. Same reminder emails every month to my clients. That way I don't have to think about it and I know my clients would get all the updates they need and never forgotten because of human memory. That would be a great feature. If Onepage already has that feature it would be great is someone could show me how to use it

Organization. Having as many clients as I do - customer relationship/experience is what sets me apart from my competition. Having onepage as my form of organization I can continue to grow whilst keeping that same quality customer experience.

Most CRM's you kind of dread logging in. Not the case with OnePage. Its simplicity is a pleasure, and makes our outreach so effective and easy to manage. Good integrations with pretty much all the third party softwares we usse. Concise and clear instructions/videos on configuration, and the software is so intuitive that you'll rarely need support. And their support is stellar.

No real downsides - the only item on my wishlist that I would like is a Linkedin web-to-lead form, but as far as I know, Linkedin doesn't allow any any CRM to do this.

Sales pipeline management

It was great for our team at the time. Flexible on users. Easy to tag different sales funnels. Super easy to use - by far the easiest CRM I've ever used. I would definitely use this service again.

The big challenge was the price per user. We switched to a system that was free for the size of our team. It also had a lot of training modules that added value to a young sales and marketing team.

OnePage was our attempt to professionalize our sales and marketing team. Measuring sales and marketing outreach. Building sales funnels. Adding strategy and structure to our sales outreach and followup.

I love OnePage because I can create pre-presentation and post-presentation templates to quickly respond to prospects and modify the response as needed. I can also sent out bulk emails using the templates and still individually modify them.

I am not able to send out emails on a pre-set automated schedule. Emailing is manual

I've got a small business and I handle all the jobs. Sales and support. Keeping organized is a challenge. OnePage helps me manage my contacts and the thread of conversations. Being able to tag contacts and send emails in bulk and then change their status is very helpful.

It's super easy to toggle between desktop & mobile device use; I can look up client information while I'm out & about in real time.

Haven't used other CRMs extensively, so I don't have much to compare it to.

Keeping track of conversations we have with volunteers & donors, easy look-up of contact info for anyone in my organization.