OnePageCRM Reviews & Product Details

The prompts to schedule your next task. How you can select contacts to auto dial. How you can easily transfer your contacts and contact updates from your phone.

I have not explored all of the features yet, do I am not sure. I would like to see the business address for the contact on the same page as the contact. Also not having to enter the addresses twice.

Keeping my contacts current. Linkimg my emails in OnePage to my Gmail is helpful for a quick reference. Reminds me of what I need to do next for each client. When I use this system the way it is designed my business performance improves.

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.

Easy and simple to use - highly recommended for SMEs

The graphical interface could be better but that's also what's genius about it

Automation of email / newsletter contacts synchronization

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.

With OnePageCRM you get better sales force automation, and you can manage commissions, databases of potential customers, online marketing campaigns, and even calls, since it has communication system by channels. We loved your live chat tool because it greatly facilitates the passage of information between one member of the team to another.

The platform is very limited when working with real estate clients, so it is not recommended for such work. An example of this is that it does not have a property alert system, nor does it follow interactions and recommendations for real estate. In terms of online customer management, the platform does not perform detailed analyzes of the service delivered to them, nor does it allow categorization.

With OnePageCRM we have converted all the complexity that comes with working with crm tools in small lists of tasks to complete. We have achieved a simpler sales approach, with which we have been able to convert our leads into recurring customers, and we have reached our work objectives quickly. It also greatly improved the way we manage our sales funnels, and our interactions with customers.

New enhanced contact feature is very good

Currently there is nothing I don't like .

Quicker lead generation and qualifying of leads. Easy database and ezine mgmt.

Action Stream, Skype integration, Evernote, Custom Fields, Simple, Tracking, Colors.

No Direct Sync with Google Contacts they use PieSync currently

Staying in contact with Customers for my real estate business, making it funner

Simple to use and the email tracking feature that they have added is GREAT!

I don't like the way they orginize the Contact/Orginization. But that is based on my needing to see whats going on with multiple contacts on the same page as I'm talking to someone & know whats going on with every other contact at a glance.

Getting info on when emails are opened.

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The super fast to view and time/date ordered sales actions with users notes for each action.

It would be handy if the organisation logo appeared by default for all contacts in that organisation.

All customer comms visible across the team means far less time searching and checking. Easy to create a task and assign it to a colleague. Easy to share contact notes with colleagues.

I love the database and be able to mass email selected clients in my database

There are a few features that I have requested that are still outstanding. We can chat about this & feel free to call me.

Mainly a databased and communications tool

OnePageCRM really does put everything I need at a glance on one page. I've trialled other CRM products but found them over-complicated and really alien to someone who's not familiar with sales jargon. OnePageCRM works for me so far.

Can't think of anything off hand! It's only been a few weeks.

Developing a structured approach to sales, and being able to keep track of calls and emails. Still early days, but feel much more on top of things!

The ability to take notes and see the previous entries quickly at a glance.

Not too many integration options, since transitioning to Monday it's been nice to have a more visual board of my contacts/clients.

Keeping notes on meetings clients and being able to tag managers/other team members.

It's simple and relatively easy to use. Online instructs are adequate to get information imported from other systems and loaded into Contacts and Organizations.

There are crazy preconditions present in the quote templates, and it's almost impossible to use when your clients/prospects are service delivery orgs where each contact oversees multiple services.

It helps a little with automating initial outreach to a list of organizations we are looking to target on behalf of a client of ours.

I've used both large and small CRM systems. I found OnePageCrm a little less intuitive for me. Perhaps this is different if you are a first-time CRM user. Easy to get going.

It is a little more expensive than some of its peers at the time of writing.

having a way to track contacts and leads