OnePageCRM

A Great CRM For Small Businesses

PROS & CONS What are the best aspects of this product? OnePage CRM software has all the tools I need to help me manage my customers and our business relationships. The software comes with a plethora of tools and their customer service is quick and reliable. What aspects are problematic or could work better? Nothing we dislike at the moment. That said, we could really use some more features, particularly for business-based appointment and enrollment. What specific problems in your ...

Great CRM Product

PROS & CONS What are the best aspects of this product? The simplicity and effectiveness of the workflow is what I really love about OnePage. I can easilyt think through the steps I need to perform with each contact. I believe the workflow is modeled after David Allen's Getting Things Done principles, which requires you to analyze things way ahead of time and deconstruct subsequent actions to its barest forms. What aspects are problematic or could work better? OnePage can take a ...

Everything that you need for sale.

What do you like best? I can easily transfer contacts and deals with sales. Also, I have the ability to control my projects and invoicing. So now I can be in contact with a lot of solutions. Which is good for my work. What do you dislike? I can't say about cons. As for me, everything works nice. Till now I don't have an issue on which I would like to discuss. And if something is coming I always can take a help from support service. Recommendations to others considering the product I ...

Finally, a simple to use CRM/Sales Software Service!

What do you like best? I love everything about this software. It tracks my contacts, proposals, contracts, reminds me to check in with customers and leads with daily emails, etc. It's super ease to use (unlike SF, in my opinion. What do you dislike? If it combined proposal making software, I would have everything I need in one place, but that might be asking too much. Recommendations to others considering the product Do the free trial, I don't think you'll be disappointed! What ...

Really cuts the fat off.

What do you like best? The "next action" feature of this CRM is the most important. If you aren't prompted in your CRM to figure out what you are doing next, when and how, then things will drop through the cracks. The phone app mimics the desktop very well. What do you dislike? Not much I don't like here. I'm not sure what else I can say to get to the 40 character minimum. There, how's that? What business problems are you solving with the product? What benefits have you realized? ...

Great GTD simple CRM

What do you like best? I love the ability to just focus on the next things that needs to be done. I find myself going through my daily checklist, and advancing each item that is do that day. I really like the recent tracking widget addition to the program. What do you dislike? I wish I could use other teleconference tools than SKYPE to track my phone calls. I utilize google voice, and I hope that a plug into that program can be built into One Page Recommendations to others considering ...

Robust system and back up

What do you like best? Excellent ease of use, very fluid and "sticky". This system keeps all the ducks in order and makes it hard to forget where you are with each stage of the process. Fantastic back up, customer service and technical too. These people react to all bespoke questions in full, with audio/visual help in most cases. They're also open to suggestions regarding functionality and system useability I highly recommend One Page CRM What do you dislike? Difficult to find much ...

OnePageCRM is an effective action layer

What do you like best? OnePageCRM features an action-oriented uncluttered interface, and about a ten minute learning curve for non-techie users. What do you dislike? I'd like to be able to isolate contact views from agent to agent within one account. Everyone can see everyone else's contacts. We deal with sensitive Donor information (income, probable donation capability so it would be nice to be able to create silos of information rather than a barn (so to speak. This may already be ...

Love this CRM!

What do you like best? This is a great CRM for our small company. They have a great Chrome plugin that helps you add contacts while you're browsing online, its easy to assign different tasks and other workflow managements. I like the ability to email the account in OnePage also - it makes the complete communication with a customer a lot easier and helps us provide the best service to them as possible. What do you dislike? I wish that it would only send you one email when you get ...

Solid team. Solid, simple tool.

What do you like best? Great customer service and the service is easy to start and to use. It has a very clean interface for both the desktop and mobile application. There are many video tutorials and a live webinar each week to get to know your way around. Many customization options to the customer profiles, company profiles, and deals. The support team makes an effort to engage not only with the existing tools but with the end users to make you know your questions, issues, and ...