Maximize productivity and close more deals with OnePageCRM, the action-focused CRM designed for small businesses. Keep your sales pipeline organized and never miss an important follow-up again.

What is OnePageCRM?

OnePageCRM is a cloud-based customer relationship management (CRM) tool tailored for small businesses. It simplifies sales processes through an action-oriented approach, ensuring timely follow-ups and efficient customer management.

The tool offers a centralized database for storing customer data, interactions, deals, and documents. With features like visual sales pipelines, workflow automation, and mobile access, OnePageCRM helps small businesses manage customer relationships and grow their sales effectively. Its intuitive interface and focus on actionable steps make it a go-to solution for small teams looking to streamline their sales efforts.

The Go-to-Market Challenges OnePageCRM Solves

OnePageCRM addresses several key challenges faced by small businesses in managing customer relationships and sales.

1. Disorganized customer data: Centralized database for all customer information.
2. Lack of follow-up and missed opportunities: "Next Action" focus ensures timely follow-ups.
3. Difficulty tracking sales pipeline: Visual sales pipeline view for easy tracking and forecasting.
4. Time-consuming manual data entry: Workflow automation and web forms reduce manual tasks.
5. Ineffective team collaboration: Shared views and task alignment for better teamwork.
6. Lack of mobility: Mobile app with AI-powered route optimization for on-the-go access.

In summary, OnePageCRM tackles disorganization, inconsistent follow-ups, manual data entry, and lack of visibility. It provides a streamlined, action-oriented approach ideal for small businesses.

The Benefits of OnePageCRM

Improve Sales Team Productivity

• Streamlined contact management, action tracking, and sales pipelines.
• Daily agenda and "Next Action" items keep reps focused.
• Bulk editing and batch actions for quick updates.

Enhance Customer Relationships

• 360-degree customer views with detailed contact profiles.
• Built-in email sync and templates for personalized outreach.
• Mobile app for accessing customer info and logging activities on the go.

Increase Deal Visibility

• Visual sales pipelines to track deal status and value.
• Customizable deal stages aligned with your sales process.
• Forecast reports for revenue insights and identifying at-risk deals.

Simplify Collaboration

• Team Activity view for improved alignment and accountability.
• @mentions for looping teammates into key activities.
• Shared agenda view for easy meeting scheduling and account coordination.

Integrate with Other GTM Tools

• Native integrations with Google Workspace, Mailchimp, Zapier, and more.
• API access for custom integrations with your tech stack.
• Automatic data sync for maintaining a single source of truth.

User Reviews of OnePageCRM

G2 Reviews

Overall Rating: 4.7/5
Top 3 Competitors: Pipedrive, Salesforce Sales Cloud, HubSpot CRM

Positive Quotes

1. "Easy to use, ACTIONABLE" - Calvin V C. (4/5 stars)
2. "OnePage has simplified our sales process and keeps our team on track." - Lauranne K. (5/5 stars)
3. "My favorite CRM" - Verified User (5/5 stars)

Concerns:

• Missing Features
• Integration Issues

General Sentiment: Overall, users appreciate the simplicity and actionable approach of OnePageCRM. However, some note missing features and integration challenges.

Positive Reviews:

• Easy to use interface
• Action-focused design
• Simplifies sales processes

Negative Reviews:

• Limited features
• Some integration issues

Read more on G2

Reddit Reviews

Overall Sentiment: Mixed, with some users praising its simplicity and others pointing out bugs and support issues.

Relevant Reddit Discussions

Integrations and Compatibility

OnePageCRM integrates with various tools to enhance its functionality:

1. Form Builders: Sync customer data from web forms.
2. Email Marketing: Connect with Mailchimp for targeted campaigns.
3. Productivity Methodologies: Employ Getting Things Done (GTD) concepts.
4. Lead Generation: Integrate with lead scraping tools.
5. VoIP: Likely integrates for click-to-call functionality.
6. Zapier: Connect with 1000+ apps for automation.

OnePage CRM FAQ

What does OnePageCRM do?

OnePageCRM is a cloud-based CRM solution for small businesses. It helps streamline sales, boost productivity, and nurture customer relationships through features like contact management, Next Action reminders, visual sales pipelines, email integration, and a mobile app.

How easy is it to set up OnePageCRM?

Setting up OnePageCRM is quick and straightforward. Most users can be up and running in under an hour. The intuitive interface guides you through importing contacts, customizing sales pipelines, and connecting email.

What makes OnePageCRM different from other similar tools?

OnePageCRM's simplicity and action-focused approach set it apart. The Next Action system ensures timely follow-ups, and the 360-degree contact view consolidates all critical information on one page.

Can OnePageCRM integrate with other tools and platforms?

Yes, OnePageCRM offers native integrations with Google Workspace, Microsoft 365, Mailchimp, Zapier, and more. It also provides an open API for custom integrations.

What are the pricing plans for OnePageCRM? Are there any hidden fees?

Pricing starts at $14.95 per user/month. All core features are included, with higher tiers offering additional storage, contacts, and premium support. No hidden fees.

Is there a free trial available, and what features are included?

Yes, a 21-day free trial is available with access to all core features. No credit card is required.

Does OnePageCRM offer customer support?

Customer support is available via email and live chat. The website also hosts an extensive knowledge base. Premium support plans are available on higher-tier plans.

Who is OnePageCRM ideally suited for?

OnePageCRM is perfect for small businesses, startups, consultants, and service providers. It’s ideal for teams of 1-25 people looking for a simple yet effective CRM solution.

By focusing on clear, actionable steps, OnePageCRM helps small businesses streamline their sales processes and grow customer relationships effectively.