OnePageCRM Reviews for 2025
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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.
Found in these Categories
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Non-profit Organization
- Personal
OnePageCRM Pricing
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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
- 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
User Sentiment - OnePageCRM Reviews
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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.
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Integration with Daily Applications
It supports integration with commonly used applications like Gmail and Facebook, allowing seamless communication with customers through these platforms.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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OnePageCRM Company Details
Company Name
OnePageCRM
Headquarters
New York, US/Galway, Ireland
Website
onepagecrm.com
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