logo

OnePageCRM

OnePageCRM offers a dynamic approach to sales management by transforming the process into an actionable to-do list, enhancing follow-up efficiency. Although cer...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

OnePageCRM offers a dynamic approach to sales management by transforming the process into an actionable to-do list, enhancing follow-up efficiency. Although cer...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

OnePageCRM offers a dynamic approach to sales management by transforming the process into an actionable to-do list, enhancing follow-up efficiency. Although certain users have noted its restricted customization features, the software is highly regarded for its outstanding user-friendliness and distinctive ‘Next Action’ workflow. In summary, its straightforward design positions it as an effective solution for small enterprises.

Product Details

What Is OnePageCRM?

OnePageCRM is a straightforward and action-oriented customer relationship management (CRM) tool specifically crafted to assist small to medium-sized businesses (SMBs) in optimizing their sales workflows and improving follow-up efficiency. This platform enables sales teams to prioritize proactive engagement, nurture stronger relationships with clients, and ultimately boost sales performance.

The software caters to SMBs that value quick setup and instant productivity. Features of OnePageCRM are designed to align with these objectives, providing a seamless experience that encourages regular action and efficient sales management.

OnePageCRM Pricing

The pricing structure for OnePageCRM is based on user count and includes the following two plans:

  • Professional - $15/user/month

  • Business - $29/user/month

There are annual subscription options available at a reduced rate, effectively giving you four months free. Additionally, you can take advantage of a 21-day free trial.

Contact us for a personalized quote regarding OnePageCRM costs.

Note: Prices may vary.

OnePageCRM Integrations

This software integrates effortlessly with various key business applications, such as:

  • Xero Accounting Solution

  • Lead Clipper

  • Mailchimp software

  • QuickBooks

  • Outlook

If you're interested in discovering more about the functionalities of the software, consider scheduling a complimentary OnePageCRM demo today.

Who Is OnePageCRM For?

OnePageCRM is perfectly suited for a diverse array of industries, including:

  • Consulting and advisory

  • Hospitality

  • Real Estate

  • Education

  • Information technology (IT)

Is OnePageCRM Right For You?

If your organization thrives on proactive follow-ups and you find traditional CRMs too complicated, OnePageCRM could be the ideal solution. Its unique ‘Next Action’ approach is specifically designed to help sales teams remain focused and accountable. The platform is renowned for its simplicity and user-friendliness, allowing for quick setup without the clutter of unnecessary features often found in other systems. This focus on usability has garnered it multiple accolades, including "Best Simple CRM" from Forbes Advisor.

If you're still uncertain about whether OnePageCRM is the right choice for you, feel free to reach out to us at info@softwareseekers.com for expert guidance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✘ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✔ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Helps close deals and increase sales
  • ✔ Integrates many daily used applications easily
  • ✔ Simple, functional, and effective tool for sales

Cons

  • ✘ Tedious to search for customer information sometimes
  • ✘ Email integration has limited search options

Price

Professional

Custom

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with OnePageCRM.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, OnePageCRM offers a full-featured mobile app for both iOS and Android devices.

The software offers two main plans: Professional at $15/user/month and Business at $29/user/month, with discounts available for annual payment. It also offers a 21-day free trial. You can also request a personalized OnePageCRM price quote now.

The platform integrates with a wide range of popular business applications, including Mailchimp, QuickBooks, Xero Accounting Solution, Lead Clipper, and Outlook.

The platform is well-suited for a wide range of industries and sectors, including real estate, hospitality, consulting and advisory services, IT, and education.

Yes, OnePageCRM software provides a free, open API.

OnePageCRM offers a "white-glove" customer support via phone, email, and live chat, complemented by an extensive online knowledge base, live webinars, and recorded training sessions.

The software is primarily available in English. However, you can import data and customize certain fields (like tags and lead sources) in various other languages.