About OnePageCRM
OnePageCRM Features
- Contact Management : Provides contact info, associated deals, and logged calls on one scrollable page.
- Email Capabilities : Syncs email and CRM allows sending bulk emails and provides email analytics.
- Automation : With pre-built actions, smarter & faster deals, and repetitive tasks streamlining.
- Sales Pipeline Management : Allows setting up automated deals, and the option to choose between Kanban & Forecast.
- Reporting : Offers real-time activity feed, generates custom reports, and sends automated emails.
- Collaboration Support : Assigns contacts and deals, gives a clear picture of the team's activity feed, and more.
OnePageCRM Ratings and Reviews
- Bill CummingsDirector of Customer Service
We use OnePageCRM (which we refer to internally as "OP" for short) primarily as a Lead tracking system for timely follow up for sales leads. We have it integrated with Klaviyo, which handles our automated emails. The way we use our various operational platforms, I'm certain we don't make use of all the features OnePage has to offer. Essentially, we use it like a calendar for chasing leads.
It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful. You can do mass actions-- like rescheduling a group of actions for another day. "Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo - Andy T.Real Estate Sales Agent
When I entertain purchasing a software, I have to be able to grasp the workflow within a few short minutes, otherwise, my ADD just bails on it. While I understood the workflow, it was still just not completely intuitive. I have found my solution and I so sincerely appreciate the opportunity to kick the tires on OPCRM. As well, I thank you for allowing me to give you some honest feedback. Review collected by and hosted on G2.com.