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Top-rated CRM for Consulting and Professional Services

OnePageCRM Overview

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.

OnePageCRM screenshot & Video

Contact Details

  • OnePageCRM
  • 2010
  • United States
  • 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

Language Supported

English

Industries

Marketing & Advertising

OnePageCRM Features

  • 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
  • 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
  • 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

OnePageCRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Trial

  • Available

Free Version

  • NA

Payment Frequency

  • Annual Subscription
  • Monthly Payment

Plans & Packages

BUSINESS

$19.95 Per Month

OnePageCRM FAQ's

  • 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:

    Starting Plan:

    $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:
    • 27x7 Support , Email , Phone , Chat , Knowledge Base

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

  • 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:
    • Web-Based , iPhone , Android