OnePageCRM is a cloud-based sales automation customer relationship management (CRM) solution that caters to small businesses.
OnePageCRM’s lead clipper feature allows for one-click lead capture from various sources, such as LinkedIn, Gmail and Twitter. This software can also be integrated with a number of third-party lead generation, communication and financial applications.
The system's contact management feature allows for the consolidation of business contacts and merging of duplicate entries. OnePageCRM keep informed sales team by sending notification emails to each member of a sales team whenever a new task is assigned.
OnePageCRM can also be accessed through native mobile apps available for Android and iOS devices. OnePageCRM is priced based on the number of users accessing the system. Support is offered via phone and email.
I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.
Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
Skype Caller built in
Call Tracker Built in
Pleasing to the Eye
Descent Customer Support it is possible to get someone on the phone
They are in Ireland ( kinda cool)
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.
This Crm stands out vs all others in What really counts in Sales making that Key Call or email/text at the right time. Really in my business nothing else more important and OnePageCrm is brilliantly executed to do this in a new and better way than other Crms. GTD is how they will explain it.
Stephen G. Especialidad: Aprendizaje en línea Número de empleados: 2-10 empleados
Excellent, from the product/user experience through to their sales and support.
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.
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.
James M. Especialidad: Software informático Número de empleados: 2-10 empleados
I have had a great experience with Onepage and would recommend this program to any side size operation that wants a very easy to use CRM, at a very low cost.
This CRM is very easy to set up and use. I put this in at an affiliate business and it has been a great success. I also like that they continue to upgrade the features on a consistent basis. I liked the integration with Mailchimp.
Can't think of anything. It may have more API development, I would like it to integrate with Drupal.
Richard A. Especialidad: Materiales de construcción Número de empleados: 2-10 empleados
Easy to use and cost effective. Great support
Easy to use and cost effective. Great support
Email Templates are very difficult to use and needs big upgrade.
Should include recent history list so you dont have to search again.
Streamlined our communications and membership records.
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.
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?
Respuesta: OnePageCRM 2/11/2017
Great to hear you're enjoying using OnePageCRM and that the mobile app is coming in useful.
RE: the invoicing, we're integrated with Xero, but would love to hear your feedback on an auto invoicing feature. I'll drop you an email.
All the best!