OnePageCRM Reviews in January 2025: User Ratings, Pros & Cons

OnePage Review

What do you like best? The ability to que up all upcoming tasks and bulk move tasks as need (e.g. conference weeks, etc What do you dislike? The basic UX interface - lacks details for our sales ops guy to pull meaningful analytics. Recommendations to others considering the product We ended up converting to Salesforce for deeper analytics and capabilities (e.g. Inbox. What business problems are you solving with the product? What benefits have you realized? tracking our outbound ...

Interesting Concept

What do you like best? This is a pretty interesting concept, however, I'm not sure how useful it is outside of the small business setting. It's nice for small teams, and I do love the minimalist two-tab layout when you first get into the app. The "Action Stream" and "Contacts" make focusing on your deals almost like a task list. What do you dislike? Lacks the robust functionality of major CRMs such as SFDC or Dynamics, and definitely cannot scale beyond a very small organization. ...

"The best sales flow I have tried"

What do you like best about OnePageCRM? What I like best is how simply and effectively it helps you think through what you need to do next with each contact. The workflow appears to be based on the Getting Things Done principles of David Allen, which recommend that you think things through ahead of time and break down your next actions on a project into its simplest elements. What do you dislike about OnePageCRM? Can be slow to load. Its API is not very well written. We have had to ...

"CRM can't get easier than this."

What do you like best about OnePageCRM? Ease of use. Excelletnt interface. Adding contacts & importing from Outlook makes it one of the easiest to use even if you are moving from an existing solution Reporting and Analytics are so easy. What do you dislike about OnePageCRM? If you have a large sales team, it starts to get expensive. Recommendations to others considering OnePageCRM: For pure deal tracking and client follow-up, OnePageCRM makes it the easiest platform. What problems is ...

"Friendly and easy to use CRM"

What do you like best about OnePageCRM? Ability to communicate and schedule with team members and leads. What do you dislike about OnePageCRM? Unable keep calendar in the Onepage CRM. What problems is OnePageCRM solving and how is that benefiting you? Integrating with other CRM tools

"Works beautifully"

What do you like best about OnePageCRM? I love being able to see other platforms contacts are on so I can easily connect with them there. The pipeline management and email templates have been game changers for me and my business. What do you dislike about OnePageCRM? I'd love to be able to filter contacts on the mobile app and remove tags What problems is OnePageCRM solving and how is that benefiting you? It keeps all My deals in one place

"Great little crm"

What do you like best about OnePageCRM? I like the fact that onepagecrm is so easy to use. They layout is simple and adding new people is a breeze What do you dislike about OnePageCRM? I wish there was a way to stop the next action section from starting every time you create a new contact. What problems is OnePageCRM solving and how is that benefiting you? It allows me to create a list of customers and monitor notes on each one. Mobile app is a lifesaver.

"Great way to manage people that you need to contact"

What do you like best about OnePageCRM? Most helpful feature is the next action, and when you complete you need either write a next action, or close the sale. It ensures that I can always follow up with the people i need to follow up with. Its very easy to use and and I use it daily. What do you dislike about OnePageCRM? There is not much to dislike, From my experience it can't be used as a full crm, but for what I use it for it's an amazing product. What problems is OnePageCRM solving and ...

"Great CRM for small business solo consultant"

What do you like best about OnePageCRM? I love that I can use one-page CRM as a todo list for everyone in my network and pipeline. It does the thinking for me of who I should follow-up with. What do you dislike about OnePageCRM? I'd like it to intergrate better with my proposal and invoicing flow with bonsai. However, this isn't my main use case for it. What problems is OnePageCRM solving and how is that benefiting you? To keep in touch with current clients, past clients, and my network.

"Sales Management"

What do you like best about OnePageCRM? The fact that I can see my pipeline business at a glance, and also diarise for follow ups and client interaction. Great management tool. What do you dislike about OnePageCRM? I have not yet experienced anything about the product I dislike. What problems is OnePageCRM solving and how is that benefiting you? Prevents forgetting about pipeline business, and helps with regular follow up and client interaction.