OnePageCRM

Excellent sales focussed CRM

What do you like best? One Page CRM uses the David Allen Getting things done (GTD) methodology to managing sales contacts. It lets you set the next action against all of your contacts. It splits contacts into a "stream" a list of contact, with the ability to see all of your stream on one side of the screen. The other side of your screen is a contact's details. Contacts are clearly labelled with their next action and due dates that change colour as they come and go. The design ...

A robust tool consisting of a solid team.

PROS & CONS What are the best aspects of this product? Fantastic customer service. Starting the service is surprisingly simple. It's also user-friendly. It comes with a crispy clean UI. What aspects are problematic or could work better? While it's simple enough to explore, it'd be nice to bolster the robustness of its mobile app. The app can't interact with any incoming e-mails, texts, or calls. It'd be a treat to not refreshing things manually. An option should be given to get the ...

User experience has been fantastic. A simplified yet great approach to CRM.

PROS & CONS What are the best aspects of this product? UI is nice to look at. Information being displayed is right up front and center. It's actually showcased in such a way that it makes complete sense for anyone to follow. The primary area of concentration is the Action Stream since it provides a way in showcasing simple to-dos without making things messy. What aspects are problematic or could work better? It's a bit of a challenge to get used to only being allowed to have a ...

The CRM easy to customize!

What do you like best? What I like most about One Page CRM is its integrations with other systems, as well as its clean, friendly and easy to use desire, and its action function that simplifies everything, it is an intelligent tool, it satisfies the needs of our clients, Your mobile application is very good and useful, excellent technical support. What do you dislike? Most of the CRM are complicated and have a high price, One Page CRM is honestly simple and friendly, you can make ...

Good CRM tool

What do you like best? Easy to use, you see actions done by other people in the network What do you dislike? Might be too simple, not as advanced as Salesforce for example Recommendations to others considering the product: Consider what functions you are looking for in the product, might need to consider other CRM tools if need advanced actions in system What problems are you solving with the product? What benefits have you realized? Adding business partners and potential ...

So easy to use!

What do you like best? Simplicity! Onepage is simple and so easy to use. And it does a great job of helping you track your pipeline. What do you dislike? Nothing! Onepage is such a great tool. It is so user friendly and so much more affordable than the “big guys”! What problems are you solving with the product? What benefits have you realized? Tracking current clients, prospects, and deals! It’s a simple CRM that does what you need it to do!

CRM to enhance your sales area

What do you like best? OnePageCRM can be used to boost your number of clients through social networks. It is a good tool to get new contacts and also to know much more your range of proucts and your company is in the spotlight. Recordings of notes or calls and the possibility of sending them to other members of your company is an aspect that does not have many other tools and that should be valued. It is very comfortable to record or write something and then send it to another ...

Very User Friendly

What do you like best? This software is very user friendly. They provide clear and concise training articles for every aspect of the software, but you almost don't need it because its laid out in such an easy to use format. It also keeps you on track for all of your sales calls/tasks by allowing you to set yourself up for your follow up tasks. It keeps you organized and up to date on your tasks. What do you dislike? There is nothing, so far, that I dislike about this software. ...

Great simple personal/trusted shared crm

What do you like best? It behaves like a giant Time Wheel where I feel safe I am not forgetting people What do you dislike? UX a little clunky - can get overwhelming fast Recommendations to others considering the product: if you are not OCD in CRM but want something that works and can trust and rely on its process... it works! What problems are you solving with the product? What benefits have you realized? Keeping up with many contacts

Makes recruiting more efficient

What do you like best? I love that my team can look at all of the people who are applying to work with us across all areas, set tasks for each other, make and share notes about different applicants, and record what interactions we have had. We also use it to easily update our mailing list (both virtual and physical. What do you dislike? Really I have yet to find anything that I dislike about this software. It meets all our needs and they frequently update it with improvements that ...