OnePageCRM provides an action-focused system, turning sales into a simple to-do list to boost follow-ups. While some users highlighted its limited customization options, the platform is praised for its exceptional ease of use and unique ‘Next Action’ workflow. Overall, its strategic simplicity makes it a powerful choice for small businesses.
OnePageCRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is OnePageCRM?
OnePageCRM is an ultra-simple, action-focused customer relationship management (CRM) solution meticulously designed to empower small to medium-sized businesses (SMBs) in streamlining their sales processes and enhancing follow-up efficiency. It allows sales professionals to focus on proactive engagement, build stronger client relationships, and ultimately drive sales growth.
The platform addresses the needs of SMBs that prioritize quick implementation and immediate productivity. OnePageCRM features are tailored to support these goals, offering a streamlined experience that promotes consistent action and effective sales management.
OnePageCRM Pricing
The OnePageCRM pricing is user-based and offers the following two plans:
- Professional - $15/user/month
- Business - $29/user/month
Annual subscriptions are available at a discounted rate, effectively providing four months free. The platform also offers a 21-day free trial.
Disclaimer: The pricing is subject to change.
OnePageCRM Integrations
The software integrates seamlessly with other essential business tools, including:
- Xero Accounting Solution
- Lead Clipper
- Mailchimp software
- QuickBooks
- Outlook
Who Is OnePageCRM For?
OnePageCRM is ideal for a wide range of industries and sectors, including:
- Consulting and advisory
- Hospitality
- Real Estate
- Education
- Information technology (IT)
Is OnePageCRM Right For You?
If your business thrives on proactive follow-ups and you find traditional CRMs overly complex, OnePageCRM is an excellent fit. Its standout ‘Next Action’ methodology is uniquely designed to keep sales teams focused and accountable. The platform is celebrated for its simplicity and ease of use, allowing for setup in minutes and eliminating the feature bloat common in other systems. This focus has earned it numerous awards, including "Best Simple CRM" from Forbes Advisor.
Are you still not sure about OnePageCRM and need expert advice to make an informed decision? Reach out to us at (661) 384-7070 now.
OnePageCRM Features
This feature centralizes all vital client information, including details, emails, deals, calls, and notes, on a single, scrollable page. This comprehensive view streamlines lead tracking and follow-ups, ensuring all team members have synced data and a unified understanding of client interactions. The value lies in its action-focused approach, which actively helps businesses build and nurture relationships, ultimately driving sales.
See How It WorksDesigned for efficient lead and customer management, OnePageCRM's ‘Follow-up Reminders’ provide dynamic, color-coded task lists where urgent items automatically float to the top. This intelligent prioritization minimizes manual effort and cognitive load, allowing users to focus on immediate tasks, automate follow-up emails, and maintain a seamless sales process, thereby boosting sales and strengthening client relationships.
See How It WorksThe platform offers powerful integration with existing email clients, enabling users to manage all work-related communication within a dedicated inbox and send and receive emails directly from the CRM. Users can send personalized bulk emails, track opens, and organize email history for team accessibility, streamlining communication, and enhancing collaboration.
See How It WorksOnePageCRM provides visual pipelines for both managing sales deals and tracking post-sales processes. The ‘Sales Pipeline’ offers clear deal management, while the ‘Delivery Pipeline’ acts as a light project management tool for winning sales deals, helping users track post-sales activities quickly and simply. This dual pipeline approach ensures efficient management of client projects even after a sale is closed, contributing to client satisfaction and retention.
See How It WorksTop Recommended Software
