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OnePageCRM

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Tekpon Score

8.6

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OnePageCRM Reviews

& Product Details

What is OnePageCRM?

OnePageCRM is a unique CRM with built-in follow-up functionality. It’s a powerful combination of both: a simple contact database and a productivity tool. With its unique Next Action sales philosophy, OnePageCRM is perfect for small businesses that focus on growth.

Key features of OnePageCRM include email sync and tracking, free lead generation and capturing tools, custom workflow automation, reminders with due dates, free web forms, quick email quotes, reporting, bulk email send, and much more.

OnePageCRM also has several free mobile apps, including the mobile CRM, AI-powered Route Planner, and Business Card Scanner.

OnePageCRM integrates with many popular apps, such as Mailchimp, QuickBooks, ActiveCampaign, Google Contacts, WhatsApp, Evernote, and many more.

Best For

small businesses, solopreneurs, sole traders, salespeople

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
OnePageCRM
Located In
New York, US/Galway, Ireland
Website
onepagecrm.com

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OnePageCRM Pricing

Starting from:

$8.95 /month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

This tool has two plans: Professional for 8.95 EUR, and Business for 17.95 EUR. The plans are available in USD too.

OnePageCRM Features

Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Cataloging/Categorization
Client Management
Collaboration Tools
Contact Database
Contact Management
Contract/License Management
Customer Database
Customer Segmentation
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Event Triggered Actions
Forecasting
Interaction Tracking
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Nurturing
Lead Segmentation
Lead Qualification
Live Chat
Marketing Automation
Mobile Access
Monitoring
Opportunity Management
Performance Metrics
Pipeline Management
Prospecting Tools
Quotes/Estimates
Referral Tracking
Reporting & Statistics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Segmentation
Social Media Integration
Task Management
Task Scheduling
Template Management
Territory Management
Workflow Management

Additional Features

Performance Management
Goal Management
Appointment Scheduling
Donor Management
Configurable Workflow
For Sales Teams/Organizations
Database Creation
Pipeline Reports
For Real Estate
Personalization
Online Forms
File Management
Pricing and Cost Calculations
Call Logging
Donation Tracking
Projections
To-Do List
Field Sales Management
Product Catalog
Volunteer Management
Secure Data Storage
Web-based Deployment
Grant Management
For Nonprofits
Assignment Management
Commenting/Notes
Reporting/Analytics
Customer History
Task Editing/Updating
Real Time Reporting
Tagging
File Sharing
Kanban Board
Team Collaboration
Automated Quoting
Batch Processing
Data Enrichment
Business Card/Badge Scanning
Conversion Tracking
Real Time Data
CRM
Third Party Integrations
Membership Management
Recurring Tasks
Email Tracking
Demographic/Firmographic Data
Role-Based Permissions
Mobile App
Summary Reports
Engagement Tracking
Sales Trend Analysis
Real Time Notifications
Data Visualization
Commission Management
Reminders
Real Time Updates
AI/Machine Learning
Status Tracking
Goal Setting/Tracking
Predictive Analytics
Web Forms
Data Synchronization
Source Tracking
For Small Businesses
Process/Workflow Automation
Landing Pages/Web Forms
Shared Contacts
Sales Activity Management
Proposal Generation
Activity/News Feed
Fundraising Management
Prioritization
Appointment Management
Productivity Tools
Task Board View
Search/Filter
Route Optimization

Additional Features Show Less Features

Global Buzz: OnePageCRM at a glance

4.6

Global Average Score

Score4.61/5

Reviews4,126

Ease of Use and Customization

Users have found OnePageCRM to be easily customizable and user-friendly, significantly contributing to its efficiency in managing sales activities.
Integration with Daily Applications

It supports integration with commonly used applications like Gmail and Facebook, allowing seamless communication with customers through these platforms.
Effective Sales Tool

The software is praised for its effectiveness in closing deals and increasing sales. It offers a good system for tracking and following up with customers.
Comprehensive Features

Features like tracking communication, forecasting deals, and scheduling calls or follow-ups have been highlighted as particularly useful. Its ability to lay out daily tasks in an easy-to-read pipeline aids in sales management.
Strong Customer Support

The customer support service is described as fast, helpful, and reliable, ensuring users can make the most out of the CRM software.

Integration Limitations

Some users have expressed a desire for more integrations, such as with Zoom for video conferencing and a more streamlined way for team communication within the CRM.
Search Functionality

There are suggestions for improving the search system, especially for salespeople with large customer portfolios, to make customer information more accessible and less prone to being lost.
Initial Learning Curve

New salespeople might find the software slightly challenging to use at first, though this seems to be a temporary issue as most get accustomed to the functionalities within a few days.
Overview of Lead Communication

A noted area for improvement is providing a broader overview or timeline of all communication with a lead, as the current system, while detailed, can make it difficult to get a quick, comprehensive view.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.