OnePageCRM Reviews & Product Details
OnePageCRM transforms the complexity of a CRM into a simple to-do list. With this tool, every contact is actionable so you can say goodbye to a dead database and embrace full productivity.
Our Next Action System encourages users to add one simple task that will help them move a sale forward for each contact. Type your action, set a date, and move on to the next. It's that simple. All your contacts are sorted by task priority in your Action Stream so you can go through them like a to-do list. This way, you can tune out the noise and nurture relationships, one action at a time.
Along with this unique feature, you can also avail of unlimited contacts, log calls and notes, send quotes in a few seconds, manage deals in a pipeline, send emails in bulk, and more!
Start a 21-day free trial today (no credit card required).
| Capabilities |
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|---|---|
| Segment |
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| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
As a person who tends to use academic software I was happy to find OnePageCRM accessible and easy to use.
It requires me to use an incognito window when using the Chrome browser. Also I have found I am unable to cut and paste across emails - maybe I should talk to the help desk about this?
Tracking clinets & sales across staff. New staff can get up to speed on a client faster.
Searchability of database and contacts.
Nothing neccesarily unique about One Page CRM
Keeping all business contacts and leads organized in one system wide database.
Ease of use. This was a great entry level program for our team. The task focused section was great for an entry level SMB team
Reporting features lacked the need requirements. We needed much more detailed reports in order to grow and scale our business. Saleforce allows for better reporting but ultimately we'll need to go w a company like insight squared
Task managements and very basic pipeline reporting. Revenue rates and renewal tracking
USer friendly, easy to find most things you have stored.
Wish there was a batter way to access contacts after sorting
Finding out contact info quickly and storing documents with those contacts
The ability to que up all upcoming tasks and bulk move tasks as need (e.g. conference weeks, etc)
The basic UX interface - lacks details for our sales ops guy to pull meaningful analytics.
tracking our outbound activity and deals stages