OnePageCRM Reviews

Pros

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)

Cons

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.

Pros

+ 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.

Cons

- 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)

Alternatives Considered

Agile CRM and Cogmento CRM

Reasons for Choosing OnePageCRM

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

Switched From

WakeUpSales, Onpipeline, Pipedrive, Agile CRM, Cogmento CRM, Bitrix24 and HubSpot CRM

Reasons for Switching to OnePageCRM

+ Pipeline & Goal: I could not find these function as the alternative CRM (mentioned above) , it required you x1.5 Price to have "both function", some of they are not friendly interface also and lack of report view + View is easy to see, your eyes not moving so much, focus to one and one only + Customer support to help you whenever you ask - they are friendly, just ask them kindly + Commission rate, I never use the commission sheet anymore

Pros

It's helping us with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for our startup.

Cons

Even though I'm still figuring it out, I think features like email tracking and meeting scheduling would be good additions.

Pros

Easy to use and cost effective. Great support

Cons

Email Templates are very difficult to use and needs big upgrade.
Should include recent history list so you dont have to search again.

Pros

I started using it recently, and even though I'm still getting the hang of it, I find it really useful and simple to use, especially for a small startup like ours. Since sales are so important for us, it helps store customer contacts, set reminders for follow-ups, and use ready-made email templates. Plus, the pricing is affordable.

Cons

Although I'm still exploring it, I feel that features like email tracking and meeting scheduling could be added.

Pros

Besides the initial tour around the program, no training was necessary (although provided in free seminars). It's very intuitive to use, and while it's not a quite one-stop-shop like Hubspot, it's pretty darn close. The best part is the underlying philosophy, where once you act on a client you are encouraged to set the next step or goal for them to keep them moving down the sales pipeline. Nobody gets forgotten, no deadlines passed; it's great!

Cons

Importing mass contacts can be a little difficult, mainly due to the likely ubiquitous issue that import data doesn't often neatly match the software you're using (ex, First Name, Last Name vs Last Name, First Name).

Alternatives Considered

VanillaSoft

Reasons for Switching to OnePageCRM

Price was the initial factor, and then it proved it supplied every other need I had.

Pros

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.

Cons

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.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Choosing OnePageCRM

Poor cultural acceptance, terrible customer service, too many components to distract from the key functions and needs of our business.

Switched From

SugarCRM

Reasons for Switching to OnePageCRM

Ease of use, cultural acceptance, simplicity, functionality, laser focus on the core objectives, outstanding customer service.

Pros

Having worked in the CRM sector and having been a user of multiple CRM platforms, I have to say this is a simple, functional and effective tool. They have nailed the features that you actually need and avoided adding a vast array of options that only confuse and often sit dormant as they are 'nice to have' but not really needed. When you do need a specific function, they have add-on features available.

Cons

May appear too basic for some users but i think you need to make sure you are selecting features that are really needed and beneficial.

Alternatives Considered

Salesforce Sales Cloud and SugarCRM

Reasons for Choosing OnePageCRM

It was simply to complicated, expensive and despite multiple features.....not flexible enough.

Switched From

Salesforce Sales Cloud and SugarCRM

Reasons for Switching to OnePageCRM

I loved the model where I could start simple and add functionality when and if i needed. plus it was great value.

Pros

A major benefit of One Page CRM is how easy it is to use it. The next action functionality is beyond very beneficial as is the lead capture tool.

Cons

In order to integrate this solution better in our business, we would love an improved quoting functionality. This would eliminate the need for multiple software.

Alternatives Considered

HubSpot CRM

Reasons for Switching to OnePageCRM

The ease of use and the next action functions.

Pros

This software was so easily customisable and easy to use.

Cons

It would be great if it was integrated not just with whatsapp but also zoom.

It would be great if users could email each other (making it easier to communicate as a team and stay on the CRM all day)

It would be great if you could ask to remove some fields you do not use.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to OnePageCRM

Great value for money, customisation and ease of use.

Pros

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.

Cons

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.

Pros

I think the live support is one of my favorite things about the company. Especially during setup, when then questions were very important, it was wonderful. They quite literally had our backs..

Cons

Not much to complain about, it really keeps us Task orientated.

Alternatives Considered

Zoho CRM

Reasons for Choosing OnePageCRM

They stopped improving their product, and support took days in some cases.

Switched From

Highrise

Reasons for Switching to OnePageCRM

East of use, help videos, and how quick they answered questions. One example, I tried to quit after a free trial and [SENSITIVE CONTENT HIDDEN] reached out to help me through, WOW what a difference from ZOHO's 3 day email only response.

Pros

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.

Cons

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.

Pros

A very intuitive system with minimal onboarding aligned perfectly to self sales management or team sales management

Cons

More illustrative reporting might be helpful. with a focus on key client analytics

Alternatives Considered

Zoho CRM

Reasons for Switching to OnePageCRM

Less complex, one page, action orientated, better user experience

Pros

Easy to use, easy to view information, helpful and reponsive support staff

Cons

Email integration needs some work. Bespoke search feature not powerful enough once you have thousands of contacts

Alternatives Considered

Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to OnePageCRM

A recommendation from a business aquaintence.

Pros

So many CRM's are very pricey, and often a bit involved to use. OnepageCRM productivity was immediate. I love that when you enter a contact or clear an activity, your next one is called for. It is so simple to use that you can do tweaks and customization easily. Customer service is not just fast--it is almost immediate! For one question I asked, within an hour or so they had made a VIDEO for me showing how I could do something. Incredible service.

Cons

Not much. It's been a joy and for the money, haven't heard of a CRM that touches it. It does everything I need and then some.

Pros

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.

Cons

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.

Pros

I love the flexibility, speed, and ease of use. It just makes sense and is super simple (you put in what you do, and the first thing you see when you log in is the obvious reminder to do it. One of the coolest things is when you use OnePage on your phone, it will track the call automatically, so that's really cool.

Cons

If anything, maybe that it doesn't do any auto invoicing or anything like that. It's a solid CRM, so I can't expect it to do everything, right?

Pros

It is a very user friendly CRM system, allowing to efficiently manage several contacts and audience segments, thanks to the "tags" system. The "actions" functionality is also very useful for follow ups. Very few leads get lost and it is a very useful tool to keep all contacts in one place and manage your audiences. The bulk personalised mailing functionality is very useful to target large audience groups. The individual cards for each contact are very complete. We use a lot the "background" field, together with the "tags" field.

Cons

When using the bulk email functionality, one cannot delete a single email recipient without removing it from the initial list.

Pros

I love the recent upgrade that allows limited template emails to be sent to people on my contact list.

Cons

I would like to be able to edit the types of lead sources

Pros

OnePageCRM has helped us to manage our lead pipeline and to stay focused on following up with prospects each and every day.

Cons

I do not have any issues with this software. They provide an excellent user experience and customer support.

Alternatives Considered

Pipedrive

Pros

It is easy for us to track our customers and push them to the stages they need to be at throughout the whole roofing process.

Cons

The search feature is not the greatest.

Pros

Onepage CRM has a low fee and is easy to use. As a small design agency, we have a lot on our plates and no one here really likes selling. But we need to, right?
The OnePage system helps us stay on top of leads and proposals with a few simple clicks. We've tried other CRM's, but this one made it super easy.
Not letting a great lead slip away because you get busy is the strength of this system: it requires you to set up the next step before closing out the window.
Customer support is a 5-star.

Cons

The integration with Chrome (auto-filling contact info) got stuck a couple of times. But that could have been on my end!

Pros

Onepage CRM is super easy to use and has such a good workflow. We went from excel spreadsheets to this and it has changed are lives. Keeping track of our sales flow as well as sending template emails to clients has been the best.

Cons

Keeping track of profit is a little bit confusing on the software. that would be my only complaint everything else is great!

Pros

Easy access to information on all contacts and follow up required.

Bulk , personalised email system makes it so easy to connect quickly.

Cons

There are no negatives with this software that i have experienced.