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OnePageCRM Overview

OnePageCRM is an action-focused CRM that assists small and medium-sized business sales teams in following up with leads by completing sales actions. The app is based on the Getting Things Done (GTD) productivity principle and features a one-of-a-kind Next Action sales method. It works like this: when you finish a sales action (say, sending an email or forwarding a quote), the system prompts you to start the next one.

This way, a contact remains in the sales cycle until it is completely closed, and nothing falls through the cracks. OnePageCRM keeps the product agile, effective, and efficient by performing a variety of functions ranging from contact management to sales reporting, ensuring that leads and prospects are constantly moved through the sales process for maximum efficiency.

Key Benefits of Using OnePageCRM

Next steps in sales focus

OnePageCRM is primarily concerned with sales activity. The system prompts users to create ‘Next Actions’ for each prospect or customer, determining the best next step to move them closer to a sale. The actions are then prioritized and organized into a color-coded Action Stream list, giving users a clear action plan for the day.

One-click lead capture 

With the OnePageCRM Lead Clipper, you can capture leads from any web page, social media channel, or even email in just one click. When leads are captured, they are automatically added to the CRM as contacts, with a Next Action for timely follow-up.

Sales email hub 

All sales communication is consolidated into a single email tab. Only sales emails are logged in OnePageCRM due to smart AI recognition, allowing you to stay laser-focused. Send personalized emails in bulk, use custom email templates, track email opens, import email history, and much more with the powerful full email sync and integration.

Save time on administration

Save time on administration by using pre-saved action sequences, creating workflows, sending personalized emails in bulk, populating contacts with social data with a single click, and much more! At OnePageCRM, we handle the tedious admin tasks and manual data entry so you can focus on closing!

Simple to-do list

OnePageCRM takes a simple to-do list approach to CRM, with the goal of creating a system that helps users sell more! Action Streams become a to-do list on a daily basis, with contacts arranged in order of priority. When a customer action is marked as complete, it moves down the stream, creating a dynamic cycle in which no customer falls through the cracks.

CRM systems are notoriously difficult to learn and adapt to. What we like about OnePageCRM is that you can get started in minutes.

Indeed, we ranked OnePage CRM as one of the best CRMs for Mac, particularly for beginners.

OnePage CRM is a simple yet powerful CRM that truly assists you in getting things done. If you’re looking for-

If you’re looking for something with a short learning curve at a low cost, OnePage CRM is a great option. Worth investigating further.

OnePageCRM transforms the simple concept of a to-do list into a simple application that facilitates the conversion of leads into customers.

OnePageCRM Features

  • Alerts/Notifications
  • Calendar/Reminder System
  • Call management
  • Campaign management
  • Cataloging/Categorization
  • Commission Management
  • Contact database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer support
  • Data Import/Export
  • Document Storage
  • Email marketing

OnePageCRM Plans & Pricing in 2022

Available on: Free
  • Starting Price: $29.00 /month

  • Pricing Module:
    Professional Plan: $9.95 USD per user/month when billed annually or $15 USD per user/month billed monthly.

    Business Plan: $19.95 USD per user/month when billed annually or $29 USD per user/month billed monthly.

  • Trial Days: 14 days

Alternatives of OnePageCRM

Frequently Asked Questions

OnePageCRM is a cloud-based sales customer relationship management (CRM) solution for small and medium-sized businesses that allows them to automatically schedule follow-ups with leads, generate a dashboard with sales actions for the day, and automate admin to increase efficiency.  OnePageCRM, which was built on the Getting Things Done (GTD) principle and a proprietary Next Action sales method, allows a salesperson to remove the clutter and focus on the task at hand.

OnePageCRM has reduced the complexity of CRM to a to-do list, allowing users to convert leads to customers, meet goals, and grow their businesses. This allows salespeople to focus on what drives sales rather than bloated software with ineffective charts and graphs. The lead clipper feature in OnePageCRM allows for one-click lead capture from various sources such as LinkedIn, Gmail, and Twitter. This software is also compatible with a variety of third-party lead generation, communication, and financial applications. The contact management feature of the system allows for the consolidation of business contacts and the merging of duplicate entries. It is indeed a great tool!

Yes it does provides a free trial for 7 days.

When a new task is assigned, OnePageCRM sends an email to each member of the sales team to keep them informed. OnePageCRM handles everything from contact management to sales reporting, ensuring that leads and prospects are constantly moved through the sales process in order to achieve a successful win. OnePageCRM is also accessible via native mobile apps for Android and iOS devices.

Users from every sector and industry choose OnePageCRM to manage their SMB sales, from marketing agencies and software companies to real estate and law firms, and from financial service providers to manufacturing businesses and medical institutions.

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100+ gorgeous responsive templatesremoveremovecheck
1000+ cutting-edge featuresremoveremovecheck
24x7x365 free technical support by phone, chat, and email.removeremovecheck
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