OnePageCRM Reviews

Karen S.Founder and President

5.0

OnePageCRM is the best money I ever spent. Review collected by and hosted on G2.com.

Mendel G.Director

5.0

Most helpful feature is the next action, and when you complete you need either write a next action, or close the sale. It ensures that I can always follow up with the people i need to follow up with. Its very easy to use and and I use it daily. Review collected by and hosted on G2.com.

Paul W.Small-Business(50 or fewer emp.)

4.5

We have been clients of Onepage for many years, so we have observed many UI and UX changes during that time. I love the focused user view and ability to move easily and quickly between next actions. What sets Onepage apart though is the responsiveness of their customer success team. They go above and beyond to ensure any issues are resolved as soon as possible. The best I've come across. Review collected by and hosted on G2.com.

Erich R.Co-founder & CSO

1.0

Lacks the robust functionality of major CRMs such as SFDC or Dynamics, and definitely cannot scale beyond a very small organization. OnePage also lacks the ecosystems that have been built around SFDC or Dynamics Review collected by and hosted on G2.com.

Verified User in InternetSmall-Business(50 or fewer emp.)

2.0

The basic UX interface - lacks details for our sales ops guy to pull meaningful analytics. Review collected by and hosted on G2.com.

Andy T.Real Estate Sales Agent

2.5

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.

Eoin D.Design

5.0

This system has allowed me to be more effective in my communications with clients and internal reporting. The 'next action' feature is quick to use allowing me to move onto the next client interaction quickly and with confidence in the system

Anonymous ReviewerHuman Resources

5.0

This has really helped us to become more efficient and potentially grow our reach.

Rebekah M.Marketing and Advertising

5.0

This is far and away the cleanest way to both keep a client database and to map out good times to interact with or follow up with each of them to push them down the sales pipeline. There are no more unknowns, or questions about when I should call--I just open the app and see who's on my list for today.

Richard A.Building Materials

3.0

Easy to use and cost effective. Great support

Anonymous Reviewer

3.0

No Comments

Helene V.Public Relations and Communications

4.0

It is the best software for sales that can exist. It has helped us a lot to close deals and increase the sales of the company. It has a very good system for tracking customers and following up with them in such a way that we can achieve successful sales and satisfied customers.

Nigel HeatonHead of Sales

8.0

I use OnePageCRM whilst sales prospecting. I am the only user in the organisation. Specifically, the CRM program forces you to schedule a next action or the next step. Then, every day, those actions pop up in the work stream.
Keep tabs on deals in progress The work stream is great and it's easy to use Forces next steps to be scheduled. Again, it has an intuitive interface which means that the "getting things done" principals are easy to use Allows dialing and emailing directly from the software

Bill CummingsDirector of Customer Service

8.0

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

Verified UserExecutive

8.0

OnePage is currently used across our whole company. The sales team uses it to forecast deals, track communication, schedule calls/follow-ups and more. Our Operations Team uses it to track communication and any new points of contact.
Track Communication - OnePage makes it easy to track all client communication in one place. Forecasting Deals - OnePage makes it easy to forecast deals and make detailed notes. Scheduling Calls/Follow Ups - OnePage lays out daily tasks in an easy-to-read pipeline.

Verified UserManager

7.0

The whole organization uses it to track communication with current and prospective clients.
Doesn't have very many integrations. Doesn't track campaigns or lead quality.

Nigel HeatonHead of Sales

8.0

I use OnePageCRM whilst sales prospecting. I am the only user in the organisation. Specifically, the CRM program forces you to schedule a next action or the next step. Then, every day, those actions pop up in the work stream.
The ability to interface with all or many VoIP services would be top of my priority list Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board

Bill CummingsDirector of Customer Service

8.0

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.
Multiple contacts should automatically merge. Without this, there is a risk of a prospect receiving too many emails from us. They do regular updates -- seems like almost daily. This requires a refresh, and it just seems too often. The checkbox system is odd: On the left have of the screen, it functions as a "select" button....but on the right half of the screen, it functions as a "task complete" option. I would move to have two distinct looking items.

Ron M.Verified LinkedIn User

5.0

Overall: I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.

Marty H.CEO

5.0

Overall: Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day).

Rebekah M.Owner

5.0

Overall: This is far and away the cleanest way to both keep a client database and to map out good times to interact with or follow up with each of them to push them down the sales pipeline. There are no more unknowns, or questions about when I should call--I just open the app and see who's on my list for today.

stephen G.CEO

5.0

Overall: Excellent, from the product/user experience through to their sales and support.

Verified ReviewerVerified LinkedIn UserClient Relationship Manager

5.0

Overall: So with $15/ monthly, it fit with self-user like me (

Richard A.Director

3.0

Overall: Easy to use and cost effective. Great support