OnePageCRM

0(0 reviews)

Software Status:Active

About OnePageCRM

OnePageCRM is a CRM software from OnePageCRM designed for small businesses. It provides features like lead tracking, calls and meetings management, and deal tracking so users can manage their sales processes effectively. This lightweight tool is recognized for its simplicity and effectiveness in helping users stay organized and follow up with leads efficiently. OnePageCRM allows users to manage leads from a central workspace using an Action Stream, make calls and log notes, move deals between stages on a Kanban board, and build sales pipelines with forecasts. Key capabilities: lead tracking calls and meetings deal tracking sales process central workspace Best for: small businesses that need to track leads and manage their sales activities.

OnePageCRM Details

Vendor

OnePageCRM

Year Launched

2013

Location

1460 Broadway, New York, New York 10036, US

Deployment

cloud, ios, android

Training Options

documentation, videos, live online

Countries Served

All Countries

Languages

English

Users

Construction Manager, Customer Success Manager, CRM Manager, Customer Communications Manager, Field Sales Representative, Financial Manager, Inside Sales Representative, Insurance Agent, Lead Capture Specialist, Lead Generation Specialist, Lead Manager, Mac CRM User, Nonprofit Organization Manager, Online CRM User, Quoting Specialist, Task Manager, Real Estate Agent, Sales Enablement Manager, Sales Automation Specialist, Sales Tracker, Small Business Owner, Predictive Lead Scorer

Industries Served

Construction, Customer Success, CRM, Customer Communications Management, Field Sales, Financial, Inside Sales, Insurance, Lead Capture, Lead Generation, Lead Management, Mac, Nonprofit, Online, Quoting, Task Management, Real Estate, Sales Enablement, Sales Force Automation, Sales Tracking, Small Business, Predictive Lead Scoring, Productivity

OnePageCRM's In-App Market Place

Does OnePageCRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

Mini Apps

https://www.onepagecrm.com/marketplace/

Pricing Options

Free trial

Free version

Request a quote

Promo Offer

Accepted Payment Currencies

Usd ($)

Pros & Cons

Ease of Use: Highly rated for its user-friendly interface and simplicity, especially the "Next Action" focus.
Customer Service: Excellent support, particularly during setup and onboarding.
Value for Money: Considered a cost-effective solution, especially for startups.
Sales Focus: Effective for tracking customers, following up, and improving sales processes.
Customization: Easily customizable to fit specific needs.
Organization: Helps users get organized and increase sales.
Integrations: Integrations with mail and calendar.

Email Templates: Difficult to use and need significant upgrades.
Deal Importing: No option to import deals, requiring manual entry.
Feature Limitations: Some users desire more features, such as improved quoting, email tracking, meeting scheduling, and Zoom/internal email integration.
Chrome Integration Issues: Occasional issues with Chrome autofill integration.
UX/UI Improvements: Some users suggest improvements to the user experience and user interface, such as easier ways to add contacts/deals/companies.