OnePageCRMUsed by 72% Professionals

OnePageCRM Reviews

Paid

4.8

/5

(Alternatives.co rating)
  • Linux
  • Windows

OnePageCRM is one of the best sales CRM alternatives for small businesses. Businesses can use this platform to grow faster than ever before and close deals with ease, no matter how difficult they are to close. It has some interesting features as well as a unique and simple interface.

Best Offer Applied
Starts at

$9.95/Month

Try For Free
Alternatives.co has rated
OnePageCRM
4.5
Select Application
  • 4.6
  • 4.8
  • 3.8
  • 4.8
G2
4.6
Top Comments by G2
Positive Comments
  • John P.BDM / Sales Manager
    Review
    4.5

    I liked how quickly I could set up and start using OnePage. There was surprisingly little application learning required to get up to speed on how this specific CRM works. I wish there were more field customization to adjust the look and feel of the application, similar to Salesforce. I also believe there should be more emphasis on the organization (rather than just the contacts). I'm a big fan of a hierarchy view showing the top-tier organization ontop with the corresponding contacts below. Also, the pipeline view (below the pipeline dashboard) is your best report (I believe it's also exportable?). There should be a link to this view under your Report Menu. Allows me to research and prospect new sales effectively leads loaded via spreadsheet into Onepage. It also allows me to stay on top of multiple ongoing opportunities as they progress through the sales cycle. Hi John, thanks so much for your review! We really appreciate it. Yes, it's something we pride ourselves on is the simplicity of our CRM and it's great to hear you think the same :). We do have an option where you can add more Custom fields in the CRM. I will happily discuss the points you mentioned in a call with you in the New Year and see if I can provide a solution or workaround. Take care

  • Verified User in PublishingSmall-Business(50 or fewer emp.)
    Review
    4.0

    The pipeline feature has been a game-changer for my team. Getting each sales rep to include a deal to the lead has given them and the business a clearer vision of what deals will likely come in and which ones need nurturing more. As much as I like the pipeline feature, I would like to have the option of more extended labels for each stage of the pipeline. Extended labels are handy for new starters adjusting and learning all about the different stages. It's helping my team stay on top of leads and not let them slip through. Before, we had many issues with reps not knowing how many clients they pitched; out of those pitched, which ones were more bought in and which ones needed more nurturing? Now they and I have a clear idea of who we've pitched, where they are in the buyer's journey, how much time we need to dedicate to each lead and when to close them down. Hi there, Thank you for your great review and feedback :). I'm delighted to hear that you find our Pipeline so beneficial and that it has been a game-changer for you. I will be sure to take your feedback onboard, and I will discuss this with our product team regarding implementing extended labels for each stage of the Pipeline. Thanks again for your review and being part of OnePageCRM.

  • James M.Micro Business Owner
    Review
    5.0

    OnePageCRM is simply superb in making you focus on the next action needed to close a sale or manage a client. It works from the premise that if there is no action for the next contact, even if its 12 months down the road, the contact may as well not be in your list. The UI is also first class, presenting you with one-click access to the options you need next. 100% I love it, period. I have read a couple of >5 reviews - the most cited drawback is that it is for a SME only. I don't see this as a drawback, as it unashamedly is focused on progressing sales, with focus on SME. Sales Force and Tiger etc are fine tools, but come with a lot of irrelevant clutter for micros and SMEs. This tool is excellent. It gives me a 100% relevant to do list each day, which keeps me focused. I have had better contact with my clients and prospects and masks that I have a tendency to be scatty! We really appreciate this kind review, James! We're so happy to know that OnePageCRM has helped you have better contact with clients and prospects. We have our CRM set up in a way where we push the next action and ensure better productivity and overall better engagement with potential clients. Thanks again for your review and take care :)

Negative Comments
  • David J.Senior Supply Chain Manager
    Review
    4.5

    OnePageCRM's features work well for managing product sales and for customer satisfaction. Feature of Email marketing I like most because it keeps me connected with customers and I can contact them any time by email. It let me boost product productivity and I can accelerate our workflow with it. Another best thing I found id that it is very simple to use I can set up this tool for work by a few clicks and they offer us great customer service for solving technical issues. OnePageCRM is a good application for customer relation management but it also has some limitations one of them is its integration with other applications is quite complex for me and especially with social media applications. While sending emails from mobile devices its performance goes very buggy it is good for small businesses but it needs more updates for serving large industries. OnePageCRM is the best CRM for managing sales and it automate our marketing campaigns easily. It let me find customers for selling them our products and manage relation with them which is very necessary for further business. I can easily track my sales and order process with it and achieve our target with ease. It keeps us connected with our customer and let me customized products features and prices as their requirements. I can store all the details of clients and product's order in one place and manage leads easily.

  • Verified User in PublishingSmall-Business(50 or fewer emp.)
    Review
    4.0

    The pipeline feature has been a game-changer for my team. Getting each sales rep to include a deal to the lead has given them and the business a clearer vision of what deals will likely come in and which ones need nurturing more. As much as I like the pipeline feature, I would like to have the option of more extended labels for each stage of the pipeline. Extended labels are handy for new starters adjusting and learning all about the different stages. It's helping my team stay on top of leads and not let them slip through. Before, we had many issues with reps not knowing how many clients they pitched; out of those pitched, which ones were more bought in and which ones needed more nurturing? Now they and I have a clear idea of who we've pitched, where they are in the buyer's journey, how much time we need to dedicate to each lead and when to close them down. Hi there, Thank you for your great review and feedback :). I'm delighted to hear that you find our Pipeline so beneficial and that it has been a game-changer for you. I will be sure to take your feedback onboard, and I will discuss this with our product team regarding implementing extended labels for each stage of the Pipeline. Thanks again for your review and being part of OnePageCRM.

  • Verified User in Computer SoftwareSmall-Business(50 or fewer emp.)
    Review
    4.0

    I like the tag filtering option, with all the tags (and their frequency) listed in a column on the left side, and a working screen with the associated contacts on the right side. This allows me to peddle through each contact individually, without having to open any additional tabs. Everytime I go into my pipeline, click on a deal and return back to it, I am redirected to the action stream page and not the pipeline one. I would also like to see an average deal value based on all the leads in the pipeline. Right now I can only see an average deal value/stage funnel. Granular indeed, but having a bird-eye view is imperative. If you're searching for a simple tool for account and task management, then OnePageCRM is for you. We sometimes step on our toes when it comes to managing accounts, even though we are so far 2 people using it (this is our first CRM tool though). We needed a tool to keep track of our inbound leads, one that wouldn't add up extra work. That's why the idea of a checklist for task and account management appealead to us. So far the app has helped us to match prospects with future product releases that they've required, and keep them updated based on their release status.

GetApp
4.8
Top Comments by GetApp
Positive Comments
  • Eoin D.Design
    Review
    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
    Review
    5.0

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

  • Rebekah M.Marketing and Advertising
    Review
    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.

Negative Comments
  • Richard A.Building Materials
    Review
    3.0

    Easy to use and cost effective. Great support

  • Anonymous Reviewer
    Review
    3.0

    No Comments

  • Helene V.Public Relations and Communications
    Review
    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.

Trustradius
3.8
Top Comments by Trustradius
Positive Comments
  • Bill CummingsDirector of Customer Service
    Review
    4.0

    This product was selected before I started with the company. I had no role in the selection process.
    It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("FreshDesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.
    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
    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.

  • Nigel HeatonHead of Sales
    Review
    4.0

    Again, my review is based upon my desire for an easy life using a CRM. I have little doubt that OnePageCRM would be configurable for most applications, sophisticated or not. For sales, the way OnePageCRM uses the GTD (Getting Things Done) principal is key to the success I've had with it and what sets it apart from many other programs.
    I have a very simplistic use for CRM and I don't like ones that are complicated or too expensive for a solus user. OnePageCRM is a GTD (Getting Things Done) system which is intuitive and easy to get started without loads of complicated configuration.
    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
    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

  • Verified User
    Review
    4.0

    OnePage is not as robust when compared to SharpSpring. SharpSpring is better with email marketing, lead scoring, social media management, etc. OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.
    OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
    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.
    OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.

Negative Comments
  • Bill CummingsDirector of Customer Service
    Review
    4.0

    This product was selected before I started with the company. I had no role in the selection process.
    It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("FreshDesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.
    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
    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.

  • Nigel HeatonHead of Sales
    Review
    4.0

    Again, my review is based upon my desire for an easy life using a CRM. I have little doubt that OnePageCRM would be configurable for most applications, sophisticated or not. For sales, the way OnePageCRM uses the GTD (Getting Things Done) principal is key to the success I've had with it and what sets it apart from many other programs.
    I have a very simplistic use for CRM and I don't like ones that are complicated or too expensive for a solus user. OnePageCRM is a GTD (Getting Things Done) system which is intuitive and easy to get started without loads of complicated configuration.
    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
    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

  • Verified User
    Review
    4.0

    OnePage is not as robust when compared to SharpSpring. SharpSpring is better with email marketing, lead scoring, social media management, etc. OnePage is better for the sales team, but for our fulfillment team, Asana works better because of the ability to create sub-tasks and projects.
    OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
    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.
    OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.

Capterra
4.8
Top Comments by Capterra
Comments
  • Ron M.
    Review
    5.0

    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.
    Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen. Simple Interface Skype Caller built in Call Tracker Built in Pleasing to the Eye Descent Customer Support it is possible to get someone on the phone Tagging They are in Ireland ( kinda cool)
    Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this. Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways. If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.

  • Andy U.Co-Founder
    Review
    5.0

    Again, OnePage is great for many business types. I've never had a reason to move CRMs for my needs. If your business is hugely transactional and you need to manage a large sales team and their productivity, this might not be for you. But if you and your team are pretty self sufficient I think it's a great tool.
    I've been using OnePage for over 4 years and have always liked it for its simplicity and ease of use. It's not the most feature rich CRM but for many small businesses or sales orgs you don't need all the bells and whistles. The Action page makes tracking your to-do list easy and contact management is intuitive and full of good features like Tags which make sorting via your contacts, your team members or groups really easy. They have solid app connections with other platforms and I've always had quick responses from their customer service teams. Base price includes BCC emailing directly into your contact file which many competitors charge for. Adding/removing users and subscriptions is super simple and the price is great for the value OnePage provides.
    There are definitely some limitations but it really depends on your business needs. If I had to pick one it's the Action page. As much as I also think this is a great feature of OnePage, it can get a bit unmanageable if you aren't keeping up with it. Many of my BD targets take numerous attempts to reach or there is a big gap between each contact so if you don't update your dates in the Action stream it looks like your entire book of business is behind. Also they have a great Evernote integration but it's really annoying because your formatting is lost from Evernote to OnePage, so a super long set of bullets in Evernote just becomes one long paragraph in OnePage which makes reviewing yours or your colleagues notes very difficult.

  • John P.Publisher
    Review
    5.0

    It was by far the most user friendly CR software I have come across. I like the way it allows me to create an easy to do list each day as well as an easily executable call list. I also really appreciate the integration of the website and the app. I discovered OnePageCRM through a peer who was able to complete their daily prospect calls much faster than I could.
    The most impressive thing about this platform is it's simplicity. It is the first CRM I have encountered that was obviously created with usability in mind. The website and the app perfectly integrate with each other to create the same quality user experience. I love the ease with which I can create a daily call list from my prospects and execute that list easily through the app. Once I make a call, I am immediately given a pulldown menu to log the results of the call. The call counter is a nice touch because it enables me to hold myself accountable to a set number of calls per day.
    I do feel like the system could use a better search function. It has a simple search but I have not found a way to do a more integrated search down to the specific fields. Haven't needed one often, but it would have come in handy a time or two. I also wish the pricing was different to allow for a second user without doubling your cost.

  • Helene V.Director, Content
    Review
    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.
    It integrates many of the applications that are used daily such as Gmail and Facebook, so we can keep in touch with customers through these platforms. I recommend OnePageCRM to all companies that want to increase their sales and attract new customers, because it is a useful tool, where you can follow clear objectives to meet the goals and not lose contact with regular customers and potential buyers. Everything is in a single software without the need to install any additional application. It is very easy to meet the goals of the sales process, because it has an easy monitoring of the activities that are performed with each client.
    Sometimes it is a bit tedious to search for customer information as they are easily lost. They should use a search system where this problem is solved, especially for salespeople who have large customer portfolios. For new salespeople, it has been a little difficult to use the software, although in a few days, they have already managed to use most of the functions.

  • Verified Reviewer
    Review
    5.0

    So with $15/ monthly, it fit with self-user like me (
    Other CRM require x1.5 - x2 for 02 function "Pipeline" & "Forecast" and more money if you want to set "Goals" to track your sales. Lack of UI/ UX, some good at UI and bad of UX, good of UX then bad of UI, good both UX/ UI then bad at Report. Onepage CRM the best fit for my self and my CRM using purposes
    + Pipeline & Goal is visible, you could use easily and custom. It appear front of your eyes. + Like the name, everything show in a page for all (different with other UI as Agile/ Salemate/ Hubspot/ Bitrix...) - kind a classic, I love it after try dozen of 3-column-page of other CRM: messy eyes + CUSTOMER SERVICES: they are a live and help you strongly, friendly also. I love to work with people and OnepageCRM did great for user (I luckily talked with Sarah, Lecetia - both kindness) + Vertical Management as "Status", as you "Category" to work not eye-looking to many column. + Commission rate, we are already to know how we gain after we help our customer solve their problem.
    - Need more UX, friendly click as "Add a Contact/ Deal/ Company" - Should plus "+" icon somewhere for short-cut add new Contact/ Deal/ Company - Add multiple "Contact" to a "Deal" (B2B normally require more than a person in a purchase)

  • Marty H.CEO
    Review
    5.0

    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).
    Poor cultural acceptance, terrible customer service, too many components to distract from the key functions and needs of our business.
    Ease of use was critical. CRM is as much about cultural acceptance as tech capability. If the team won't use it and won't learn it, it doesn't matter what it can do. Ease of use of OnePage and the training and customer support that come with it are exceptional and provided quick cultural acceptance from our team.
    Some functionality is yet to be developed to match their bigger (more expensive/complex) competitors. But this con was relatively easy to accept. The team at OnePage continues to innovate and develop improvements.