A CRM software offering email integration and deal management.

Product Overview

OnePageCRM is a customer relationship management (CRM) software. It simplifies CRM into a dynamic to-do list using its Action Stream and Next Action System. Key features include email integration, automations, and deal management, all aimed at enhancing productivity and sales efficiency.

Pros

  • Pipeline (Kanban and forecasting)
  • Custom reporting
  • Unlimited contacts

Cons

  • Limited functionality compared to more complex, expensive competitors
  • Advanced quoting functionality not available
  • Lack of integration with platforms like Zoom

Target Market

Small to medium-sized businesses with 2 to 50 employees in luxury goods, e-learning, automotive, and mechanical or industrial engineering.

OnePageCRM is a CRM for small and medium-sized businesses. The Action Stream and Next Action System transform the complexity of a CRM into a dynamic to-do list.

Every contact is assigned one action to help move a sale forward. Type an action, set a date, and move on to the next one. With OnePageCRM, teams can nurture relationships with laser focus by completing one action at a time. The platform includes email features, automation, and deals management.

OnePageCRM Key Features

  • Next Action System
  • Action Stream
  • Contact management
  • Full email sync
  • Pipeline (Kanban and forecasting)
  • Web forms
  • Custom reports
  • Live dashboard
  • Email tracking
  • Bulk email send
  • Social data enhance
  • Lead clipper
  • Autoflow
  • Unlimited contacts
  • Notes
  • Deals

Pricing Guide

OnePageCRM pricing starts at $19.95 per user per month billed annually. There are annual and monthly payment plans available. Start a 21-day free trial (no credit card required).

Video Overview

Product Overview

Developer Overview

  • Name OnePageCRM
  • Year Founded 2010
  • Headquarters New York ,New York ,USA
  • Type Private
  • Est. Size 10-50 employees
  • Est. Revenue $1M-$10M

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User Reviews of OnePageCRM

Siobhan Oglivy
Overall
★★★★★
★★★★★

A very handy feature in OnePageCRM

October 21st, 2022 • Roles: Purchaser & End User

A very handy feature in OnePageCRM is being able to send bulk emails from your Gmail account from within the CRM, so it doesn’t look like an email blast from Mailchimp. It’s a really quick way to scale your business. I would recommend OnePageCRM because it has all the functionality you need in a CRM system, is easy to use, and ensures business development teams are doing the right things for the right leads at the right time.

Ciara Crossan
Overall
★★★★★
★★★★★

It’s our Bible

October 21st, 2022 • Roles: Purchaser & End User

Half of my sales team works remotely, so a very important way for me to manage them is to track their activity in the CRM system. If my team haven’t logged in a note or a call with a client, I consider it to not have happened. That is how intrinsic and important OnePageCRM is to our business. It’s our Bible. And the best thing is – I don’t open it up with trepidation. I open it with a smile on my face.

Bruce Henry
Overall
★★★★★
★★★★★

OnePageCRM creates a seamless line of sales actions

October 21st, 2022 • Roles: Purchaser & End User

OnePageCRM creates a sales process, and all we have to do for our success is to follow it. As soon as one action is complete, we set the next one, and it creates a seamless line of sales actions that ultimately leads to us getting paid. Last year, we expanded our business and doubled our sales to €250,000, and it would not have been possible without the help of this CRM software.