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OnePageCRM

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Top-rated CRM for Consulting and Professional Services

4.5 2 verified reviews
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OnePageCRM Evaluation Snapshot

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User Rating4.5 / 5
Starting Price$19.95 / month
Free TrialAvailable
Free VersionNot available
APIAvailable
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

OnePageCRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About OnePageCRM

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales pipeline management is another key feature, providing a clear overview of sales stages and potential deals. OnePageCRM integrates with various third-party applications, facilitating a seamless workflow. It includes customizable sales reports for tracking performance and decision-making. The software's mobile app ensures accessibility on the go, keeping teams connected with customer data. OnePageCRM's focus on actionable sales tasks makes it a practical choice for businesses aiming to boost productivity and sales effectiveness.
Company OnePageCRM
Founded 2010
Headquarters United States
Employees 11-50

Support

24x7 Support Email Phone Chat Knowledge Base

Training

Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Advertising & Marketing

Why Choose OnePageCRM

Problem it Solves

  • Problem it Solves Streamlines Lead Follow-ups And Sales Tasks For Small Businesses.

Target Users

  • Target Users Small Business Owners
  • Target Users Sales Reps
  • Target Users Solo Entrepreneurs
  • Target Users Consultants
  • Target Users Small Sales Teams

Core Use Case

  • Core Use Case Prioritize Leads And Tasks
  • Core Use Case Track Deals In Pipeline
  • Core Use Case Send And Log Emails
  • Core Use Case Automate Repetitive CRM Tasks

USP

  • USP Simple Sales-focused CRM For Small Business Growth.
Editorial Buyer Guidance

Who Is OnePageCRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Lead Follow-ups And Sales Tasks For Small Businesses.

Target Users

  • Small Business Owners
  • Sales Reps
  • Solo Entrepreneurs
  • Consultants
  • Small Sales Teams

Core Use Cases

  • Prioritize Leads And Tasks
  • Track Deals In Pipeline
  • Send And Log Emails
  • Automate Repetitive CRM Tasks

Unique Selling Point

Simple Sales-focused CRM For Small Business Growth.

Category-Based Capabilities

OnePageCRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Capture Software 31 selected features Open category ↗ ⌄
Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database
Lead Generation Software 31 selected features Open category ↗ ⌄
Pipeline Management Lead Qualification Contact Management Email Marketing Web Forms Lead Capture Contact Database CRM Activity Tracking Event Triggered Actions Campaign Planning Lead Segmentation Lead Management Customer Segmentation Chat/Messaging Prospecting Tools Campaign Management Engagement Tracking Auto-Responders Social Media Integration Conversion Tracking Multi-Channel Marketing Lead Nurturing Email Management Campaign Analytics Drip Campaigns Landing Pages Multi-Campaign Lead Verification Forms Management Lead Scoring
Construction CRM Software 24 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments
Task Management Software 30 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter
Productivity Software 28 selected features Open category ↗ ⌄
Collaboration Tools Task Scheduling Notes Management Alerts/Notifications Email Management File Sharing Calendar Management Chat/Messaging Assignment Management Activity Dashboard Prioritization Presentation Tools Task Management Single Sign On Progress Tracking Secure Data Storage Project Management Document Management Office Suite To-Do List Tagging Business Process Automation Productivity Tools Team Collaboration Content Creation Productivity Analysis Video Content Audio Recording
Customer Communications Management Software 19 selected features Open category ↗ ⌄
Template Management Workflow Management Third-Party Integrations CRM Interaction Tracking Content Management Activity Dashboard On-Demand Communications Personalization Multi-Channel Communication Interactive Content Video Support Customer Database Chat/Messaging Reporting & Statistics Batch Communications Customer History Alerts/Notifications Feedback Management
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Field Sales Software 15 selected features Open category ↗ ⌄
Route Optimization Sales Activity Management CRM Mobile Access GPS Contact Management Lead Capture Territory Management Dispatch Management Lead Management Customer Database Opportunity Management Reporting & Statistics Activity Dashboard Payment Collection in the Field
Predictive Lead Scoring Software 11 selected features Open category ↗ ⌄
AI/Machine Learning Alerts/Notifications Predictive Analytics Lead Distribution Lead Qualification Data Enrichment Demographic/Firmographic Data Customizable Scoring Prioritization Process/Workflow Automation Multiple Scoring Models
Quoting Software 19 selected features Open category ↗ ⌄
Client Portal Pricing Management CRM Electronic Signature Contract/License Management Discount Management Document Management Cataloging/Categorization Reminders Customizable Branding Third-Party Integrations Proposal Generation Electronic Payments Contact Management Activity Dashboard Billing & Invoicing Drag & Drop Automated Quoting Estimating
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 29 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning
Pricing Information

OnePageCRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Available
Free Version Not available
Payment Frequency Annual Subscription, Monthly Payment
Pricing Page ↗ Trial Page ↗
BUSINESS
$19.95 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

OnePageCRM Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a OnePageCRM Review ↗
4.5
Based on 2 approved reviews
5 stars 63%
4 stars 25%
3 stars 13%
2 stars 0%
1 star 0%
Anonymous reviewer
Anonymous Reviewer Founder

Simple and Affordable CRM for Growing Startups

I recently started using this software and, although I’m still learning all of its features, it has already proven to be very helpful and easy to use for our small startup. It makes managing customer relationships much simpler by allowing us to store customer contacts, set follow-up reminders, and use email templates to streamline our sales communication. These tools are especially valuable since sales play a critical role in our growth. Another big advantage is its affordable pricing, which fits well within a startup budget. On the downside, there are still some features I’d like to see added. Capabilities such as email tracking and integrated meeting scheduling would make the platform even more powerful and efficient for our daily workflow.

Reviewed on September, 2024
Anonymous reviewer
Anonymous Reviewer Business Development Manager

User-Friendly CRM with Outstanding Support and Onboarding

Working with the One Page CRM team has been an excellent experience from the start. The onboarding and training process was especially impressive, with Carmel going above and beyond to make sure we had the knowledge and tools needed to confidently begin using the platform. The customer support we’ve received since then has been consistently responsive and helpful. The software itself is very intuitive, making it easy for our team to manage daily tasks and stay organized. Features like the next action functionality and lead capture tool are particularly valuable and help streamline our workflow. The only improvement we would like to see is a more advanced quoting feature, which would allow us to handle more processes within a single system and reduce the need for additional software.

Reviewed on June, 2021
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Frequently Asked Questions

OnePageCRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead nurturing. This tool also supports contact management, allowing easy organization and access to customer data. Sales pipeline management is another key feature, providing a clear overview of sales stages and potential deals. OnePageCRM integrates with various third-party applications, facilitating a seamless workflow. It includes customizable sales reports for tracking performance and decision-making. The software's mobile app ensures accessibility on the go, keeping teams connected with customer data. OnePageCRM's focus on actionable sales tasks makes it a practical choice for businesses aiming to boost productivity and sales effectiveness.

  • No, OnePageCRM does not offer a free version.

  • Yes, OnePageCRM offers a free trial.

  • No, Credit Card details are not required for the OnePageCRM trial.

  • OnePageCRM offers the following pricing plans & packages:

    BUSINESS

    $19.95 Per Month

  • OnePageCRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, OnePageCRM offers an API.

  • OnePageCRM offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • OnePageCRM offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • OnePageCRM supports the following languages:
    • English

  • Following are the typical users of the OnePageCRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • OnePageCRM supports the following deployment:
    • Cloud Hosted

  • OnePageCRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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