---
title: "OnePageCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is OnePageCRM the right CRM solution for you? Explore 111 verified user reviews from people in industries like yours to make a confident choice."
source_url: "https://www.capterra.com/p/157679/OnePageCRM/reviews/"
page_type: "reviews"
language: "en"
---

OnePageCRM

4.8 (111)

[View alternatives](https://www.capterra.com/p/157679/OnePageCRM/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 12th, 2026

# Reviews of OnePageCRM

Ease of use

4.8

Customer Service

4.8

## Pros and Cons in Reviews

KT

Karen T

Sales DirectorRetail, 2 - 10 employeesUsed the software for: More than 2 years.

“Where do I start, this CRM system helps me on a daily basis reminding me to follow up with customers, make appointments and most of all keep them informed of NEW products and more! “

March 5, 2026

TK

Tamara K

Science Communicator - Business DevelopmentEducation Management, 2 - 10 employeesUsed the software for: 1-2 years.

“I have a current issue were an existing client has sent a request via the portal and even though they are using the same email address, CRM has created a new profile instead of adding the message to their current profile. When I attempted to delete the NEW profile, CRM deleted BOTH profiles.“

January 20, 2026

FC

Fred C

Executive DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years.

“We use it to track our donor and supporter base, stay on top of volunteer engagement, and maintain consistent communication with partner churches and organizations.“

June 5, 2026

KK

Kenny K

Managing DirectorNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 6-12 months.

“Sometimes the system was almost to simple, we had a hard time finding ways to have both individuals and companies that intersected.“

June 9, 2026

Gavin H

DirectorBroadcast Media, 2 - 10 employeesUsed the software for: More than 2 years.

“For the management team, it gives us excellent visibility of activity, conversations and opportunities. Because actions, notes, and follow-ups are tracked naturally within the system, we need very little additional reporting from volunteers.“

May 20, 2026

CC

Carol C

AdministratorReligious Institutions, 2 - 10 employeesUsed the software for: More than 2 years.

“Filtering isn’t always simple but it may be because the correct fields have not been correctly filled in“

March 11, 2026

EA

Esther A

Marketing and Customer ExecutiveEducation Management, 2 - 10 employeesUsed the software for: 1-2 years.

“They provide short tutorial videos and a helpful AI chatbot, so even when you are unsure how to use a particular feature, you can find the answer quickly.“

April 24, 2026

David V

FounderNon-Profit Organization Management, 2 - 10 employeesUsed the software for: More than 2 years.

“For example, we've been using Gravity Forms for probably close to a decade now and there's still no integration.“

April 23, 2026

## Showing most helpful reviews

Showing 1-25 of 111 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Brad A.  
Owner  
Marketing and Advertising  
Used the software for: Less than 6 months

### "The Best CRM You Will Find!"

March 5, 2026

5.0

Excellent software: easy to use, easy to grow with your company, low cost per user, incredible tech support (fast and succinct).

Pros

OnePageCRM is very easy to start using. And it grows with you as you learn more. It has all of the features you need and want, but the value is exceptional. The support feels very personal. This company is exceptional and so is their software. Best Choice you will make today!

Cons

Frankly, I can't think of anything I don't like at this point. And frankly, I don't expect to find any reason not to like it. Literally everything works as you would expect it to. Very intuitive. And they have videos and tech support to help as well.

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Reason for choosing OnePageCRM

Better fit the needs of our marketing and sales department. Much lower cost. Easier to set up and use (we were using it within one day).

Review Source

DP

Darren P.  
Job Coach  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Highly Recommended"

March 5, 2026

5.0

Finally, the support we have received through the Power of Action Programme has been excellent. The team behind OnePage CRM clearly understand how organisations operate in the real world and have been responsive, practical, and encouraging throughout.

Pros

As a charity supporting people to access and sustain employment, having simple, reliable systems to manage relationships and record outcomes is essential. Through the \*\*OnePageCRM Power of Action Programme\*\*, we have been able to implement a CRM system that genuinely supports our work rather than adding another administrative burden. OnePageCRM has been massively beneficial for our organisation. It enables us to keep clear and structured records for our funders, track key performance indicators, and document the outcomes of our work in a way that is transparent and easy to review. For a not-for-profit service where accountability matters, this has been invaluable. The system is particularly powerful in how it helps us manage employer relationships. We can record and share job opportunities across the team, while also maintaining an archive of roles that were won, filled, or lost. Over time this creates a valuable pipeline of leads for future clients and helps us build stronger long-term relationships with employers. The Action-focused approach is where the platform truly stands out. By attaching clear next actions to contacts and opportunities, it ensures that important relationships and tasks don’t remain “in our heads.” Instead, they are captured in a structured way that prompts the right follow-up at the right time. For a busy team working across multiple clients, this gentle spur to action keeps momentum going. Another major strength is its simplicity. OnePageCRM works straight out of the box. It does not require complex configuration to become useful. If a member of staff chooses not to use it fully, it is not because the system is too complicated—it is because the option is there to keep things simple. That flexibility makes it accessible for teams with different levels of technical confidence. For charities, social enterprises, and organisations working in employment support, OnePage CRM provides a practical, action-orientated system that helps turn relationships and opportunities into real outcomes for the people we serve.

Cons

Because it works straight of the box, it doesn't do everything. But that means we did not need to spend thousands getting an over complicated system tailored to our exact needs.

Alternatives considered

[Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)

Reason for choosing OnePageCRM

Cost of implementation was prohibitive to us.

Review Source

HS

Hannah S.  
Recruiting and Team Care  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Wonderful Program!"

July 27, 2026

5.0

Pros

It has been easy to implement across our spectrum of needs and staff comfort levels with technology.

Cons

We use very few of the capabilities of the program, and sometimes our staff get overwhelmed by the options. We'd like to be able to streamline it more to our needs.

Review Source

VR

Verified Reviewer  
Manager  
  
Used the software for: Less than 6 months

### "Didn't care for it"

June 26, 2018

3.0

Pros

The design of the program is pretty neat and the paid features are nice. Not for somebody who wants a free CRM.

Cons

I liked it and probably would have used it had I spend the money after the free trial. If you are willing to pay, then get it.

Review Source

Response from OnePageCRM

October 9, 2018

Hello, Thanks for taking the time to review OnePageCRM. I'm sorry to hear you did not sign up for our CRM but maybe you will consider us in the future may you ever need another CRM. All the best, Evelyn

EA

Esther A.  
Marketing and Customer Executive  
Education Management  
Used the software for: 1-2 years

### "Easy-to-use, visual CRM with responsive support"

April 24, 2026

5.0

Implementing OnePageCRM is straightforward. They provide short tutorial videos and a helpful AI chatbot, so even when you are unsure how to use a particular feature, you can find the answer quickly. The OnePageCRM customer support team is also very responsive and addresses queries promptly.

Pros

OnePageCRM is easy to use and highly visual, enabling the team to quickly see where each customer sits within the pipeline. The forms are also very useful. I can embed them on my website, allowing contacts to be added directly into the CRM.

Cons

I would like to see more native integrations with other apps (e.g. Circle.so). Ideally, the Timeline would include a dedicated events tab that could sync with the platform I use to manage events. This would allow me to see, in one place, which company events my contacts have attended.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

We still use Salesforce to manage events and store historical information. However, we implemented OnePageCRM because it is easier to use throughout the sales process.

Review Source

AS

Adam S.  
CEO  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Best CRM we've ever used!"

January 28, 2026

5.0

Excellent. It makes running our very small not-for-profit educational enterprise so much more efficient.

Pros

I find OnePageCRM really intuitive to use, a view shared by my team. It is a great asset to track tasks and action items - essential for the variety and complexity of our business.

Cons

Hoping one day to be able to use with our MYOB accounting system - if we can tie in our quoting and invoicing it will be wonderful!

Alternatives considered

[Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/)

Reason for choosing OnePageCRM

It was reported to me that OnepageCRM, besides from offering free accounts to not-for-profits would serve our requirements the best.

Switched from

[Claris FileMaker](https://www.capterra.com/p/162784/FileMaker/)

Was too hard to use and implement across the organisation.

Review Source

VR

Verified Reviewer  
Co-Founder  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Easy to adopt and very effective, affordable CRM"

March 30, 2026

5.0

My overall experience with OnePageCRM has been very positive. Getting started was quick and straightforward, and it didn’t take much time to feel comfortable using the system. I'd definitely say it’s a strong and effective CRM for our needs right now and would gladly recommend to anyone, particularly if you're tired of needlessly complex CRM's. Bonus: it provides excellent value too.

Pros

OnePageCRM was extremely easy to setup and begin using, along with a "near zero" learning curve. These are two of the primary reasons we went with OnePageCRM.

Cons

It's a pretty great tool overall for investor/donor and task management, but if I had to choose something I liked least, it'd be that the "lead clipper" tool works inconsistently.

Switched from

[monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)

Less complex while still doing well all "the essentials".

Review Source

JP

Josh P.  
Director of Operations  
Hospital & Health Care  
Used the software for: Less than 6 months

### "The CRM you didn't know you needed!"

November 11, 2025

5.0

Intuitive UI, phenomenal customer service, perfect blend of customer management and actionable insights.

Pros

The action stream is incredible. It forces me to interact and act on my CRM content. It's no longer just a place to house information, but to move opportunities forward. It's the CRM I've been looking for. They've thought through the flow of day-to-day customer interaction - action is needed. I can make calls while driving and I'm immediately prompted to make a note about the call (logging the time in that leads activity). When I complete an action I'm immediately prompted to set the next action (before I forget!) Everything is connected, but I don't have to fill out every field to move forward with my day. I can edit and add as I go - the ultimate flexibility while retaining the critical info I need to close deals.

Cons

The thing I like least is it took me too long to find it and the rest of my team isn't on it yet! For me it has checked every box I was looking for in a CRM, and many I didn't even know I needed, at a price point that is extremely affordable!

Alternatives considered

[Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Pipeline CRM](https://www.capterra.com/p/75608/PipelineDeals/)[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)

Reason for choosing OnePageCRM

action stream is a game changer. forcing me to move leads forward toward closing.

Switched from

[Attio](https://www.capterra.com/p/259360/Attio/)

Needed something more task driven to push me for day to day actionable lead management on the go.

Review Source

CM

Christopher M.  
Associate Director  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Excellent Support, Helpful Connectivity"

March 17, 2026

5.0

Overall, this is a fantastic program that meets our needs in a unique way. It is well supported and links with other programs we use to create a comprehensive system.

Pros

This system is well supported. When we have had questions, they are answered quickly by helpful professionals.

Cons

We have this system connected with our Outlook e-mail for simplified client communications tracking, but sometimes the sync gets disconnected and we have to go back and re-sync the two systems.

Alternatives considered

[Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/)

Reason for choosing OnePageCRM

Cost was lower for OnePage with comparable features that met our needs

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

More features, better integration, filter features.

Review Source

YP

Yitz P.  
Assist. Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "easy to use fast CRM"

August 12, 2026

5.0

I have used this for a number of years now, it keeps all my contacts up to date and helps our sales pipeline. great product

Pros

Simple interface and fast. Simple interface and fast. Simple interface and fast. Simple interface and fast.

Cons

it's a great program the simplicity of it makes it work really well and there is not much to complain about

Review Source

HS

Hannah S.  
Recruiting and Team Care  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Great resource!"

July 3, 2025

5.0

Pros

How easy it is to organize and assign contacts so that our staff can work together seamlessly. It has really streamlined our communication!

Cons

Some of our staff struggle with how to use tags, but the training they offer as a review is very useful.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

It was incredibly difficult to keep updated and share across our staff.

Review Source

VR

Verified Reviewer  
Assessment & Support Executive  
Human Resources  
Used the software for: 6-12 months

### "OnePage CRM review"

July 8, 2021

5.0

This has really helped us to become more efficient and potentially grow our reach.

Pros

This software was so easily customisable and easy to use.

Cons

It would be great if it was integrated not just with whatsapp but also zoom. It would be great if users could email each other (making it easier to communicate as a team and stay on the CRM all day) It would be great if you could ask to remove some fields you do not use.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing OnePageCRM

Great value for money, customisation and ease of use.

Review Source

Response from OnePageCRM

September 29, 2021

Hi there, thanks so much for the great review. I'm so happy to hear that OnePageCRM has helped you become more efficient and grow! I love that your introduction to the CRM was nice and easy. Noted about the integration with Zoom! ~Sarah

FM

Fergus M.  
General Manager  
Construction  
Used the software for: 2+ years

### "Great CRM package for small business!"

September 11, 2020

5.0

Very good. Would highly recommend for any small business starting out, it's invaluble for tracking your leads and keeping on top of follow-ups, etc. Might be a bit limited for larger organisations.

Pros

Easy to use, easy to view information, helpful and reponsive support staff

Cons

Email integration needs some work. Bespoke search feature not powerful enough once you have thousands of contacts

Alternatives considered

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing OnePageCRM

A recommendation from a business aquaintence.

Review Source

Response from OnePageCRM

September 29, 2021

Hi Fergus, thanks so much for the positive review. I'm delighted OnePageCRM is helping you keep on top of follow-ups, that's our goal! We've done more updates to the email integration which I know you'll like, but noted about the search feature! ~Sarah

AH

Andrew H.  
Ministry Director for The Emerging Leaders Program  
Non-Profit Organization Management  
Used the software for: 2+ years

### "A safe, simple and streamlined CRM"

February 19, 2026

4.0

As part of the Power of Action program, we have found OnePageCRM to be an excellent, user-friendly CRM that integrates across a number of platforms.

Pros

Templates, tags, and a centralised secure place where we can have a couple of team members engaging with our CRM have helped manage training and partnerships.

Cons

The pipeline function, although helpful, is focused solely on sales, which makes it a little less user-friendly for us in our context.

Alternatives considered

[Wix](https://www.capterra.com/p/169007/Wix/)[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[Highrise](https://www.capterra.com/p/146703/Highrise/)

Reason for choosing OnePageCRM

simplicity and functionality at the time.

Review Source

JR

James R.  
Manager  
Human Resources  
Used the software for: 2+ years

### "onepagecrm"

November 28, 2025

5.0

It fits perfectly with how Supported Employment and IPS work: fast, relationship-based, action-driven, and dependent on consistent follow-up. OnePageCRM helps staff stay organised, move cases forward, and maintain momentum, all without adding more admin. Because it’s easy to use, our team actually enjoys it — and when staff like a system, they use it properly, which directly improves outcomes.

Pros

The “Next Action” system ensures nothing gets lost, forgotten, or buried — which is essential when our team handles a high volume of small tasks, employer contacts, MDT updates, and rapid follow-ups. It gives structure without over-complicating anything, which suits my preference for straightforward, efficient tools.

Cons

The main drawback for is that OnePageCRM is difficult to customise to the specific operational requirements of our service. While it is excellent for task management and follow-up, it does not easily adapt to the specialist data fields, referral processes, or reporting needs specific to us.

Review Source

CC

Carol C.  
Administrator  
Religious Institutions  
Used the software for: 2+ years

### "Brilliant database tool"

March 11, 2026

5.0

Very satisfied with all our charity requirements. Communication with OnePage has always been so helpful.

Pros

Ease of use. Security is brilliant and gives peace of mind. Extremely easy to navigate and find particular groups of data

Cons

Filtering isn’t always simple but it may be because the correct fields have not been correctly filled in

Review Source

GL

Gia L.  
Learning and Training Coordinator  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Simple, Reliable CRM with Outstanding Support"

June 18, 2026

5.0

Our experience with OnePageCRM has been extremely positive. As a nonprofit we are extremely grateful to access the platform through the Power of Action program. OnePage is extremely practical, user-friendly, and flexible enough to support relationship management at our scale. OnePage has helped us stay organized, improve contact management, and strengthen engagement with partners and clients, while providing excellent customer service whenever we need assistance.

Pros

OnePageCRM is easy to use, highly functional, and keeps our team focused on actions and follow-ups. It has helped us efficiently manage our Community of Practice, partner relationships, and client contacts. The customer support team is responsive, knowledgeable, and always willing to help.

Cons

There can be a learning curve when first setting up customizations such a tags, statuses and overall workflow, but the support team and video resources makes the process straightforward.

Review Source

KK

Kenny K.  
Managing Director  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Thanks looking to continue"

June 9, 2026

5.0

overall was an enjoyable experience we look forward to using it for a longer period and thankful for the team at OnePage CRm

Pros

We enjoyed the ease of use and the welcoming of our small nonprofit organization. Learning curve was small

Cons

Sometimes the system was almost to simple, we had a hard time finding ways to have both individuals and companies that intersected.

Review Source

MR

Miriam R.  
Employment Services  
Non-Profit Organization Management  
Used the software for: I used a free trial

### "Great Product"

May 14, 2026

5.0

Great support and speedy response - The Team love the product and find it enhances their work and has greatly lessened paperwork.

Pros

Easy to use and valuable for a service like ours. It is of excellent assistance for client records and journey with valuable access to reports.

Cons

Nothing - It is very easy to use and is ideal for a service like Employability to support record keeping and necessary reports

Review Source

SSM

Shiv S M.  
Founder  
E-Learning  
Used the software for: Less than 6 months

### "One of the best CRM tools for startups "

September 10, 2024

4.0

Streamlining our sales process, improving customer relationships, and helping us use customer data effectively.

Pros

I started using it recently, and even though I'm still getting the hang of it, I find it really useful and simple to use, especially for a small startup like ours. Since sales are so important for us, it helps store customer contacts, set reminders for follow-ups, and use ready-made email templates. Plus, the pricing is affordable.

Cons

Although I'm still exploring it, I feel that features like email tracking and meeting scheduling could be added.

Review Source

Response from OnePageCRM

September 13, 2024

Hi Shiv, thank you very much for your review! It's great to hear that OnePageCRM is helping your startup with sales—this is what we are here for. :-) We do have an email tracking feature. You can read more about it here: https://help.onepagecrm.com/article/467-how-email-open-tracking-works You can also connect OnePageCRM to Calendly (or another meeting scheduling app) via Zapier: https://zapier.com/apps/calendly/integrations/onepage-crm If you have any questions, you can always reach out to us at support@onepagecrm.com. We're always happy to help! ~ Anastasia

Helene V.  
Director, Content  
Public Relations and Communications  
Used the software for: 6-12 months

### "OnePageCRM, the best tool to close sales"

June 9, 2022

4.0

It is the best software for sales that can exist. It has helped us a lot to close deals and increase the sales of the company. It has a very good system for tracking customers and following up with them in such a way that we can achieve successful sales and satisfied customers.

Pros

It integrates many of the applications that are used daily such as Gmail and Facebook, so we can keep in touch with customers through these platforms. I recommend OnePageCRM to all companies that want to increase their sales and attract new customers, because it is a useful tool, where you can follow clear objectives to meet the goals and not lose contact with regular customers and potential buyers. Everything is in a single software without the need to install any additional application. It is very easy to meet the goals of the sales process, because it has an easy monitoring of the activities that are performed with each client.

Cons

Sometimes it is a bit tedious to search for customer information as they are easily lost. They should use a search system where this problem is solved, especially for salespeople who have large customer portfolios. For new salespeople, it has been a little difficult to use the software, although in a few days, they have already managed to use most of the functions.

Review Source

Response from OnePageCRM

June 28, 2022

Thanks very much for your great comments, Helene! We're delighted to hear that OnePageCRM has been a very useful tool for you and helped you during your sales process. We'd love to get more details on your feedback about our Search functionality and what we could do better to improve this feature based on your needs. Can you please reach out to our support team at support@onepagecrm.com with more details on this? Thanks very much in advance :) Cheers - Larry

CK

Charlotte K.  
Futurist Keynote Speaker  
Events Services  
Used the software for: 2+ years

### "I love this app"

June 19, 2021

5.0

My husband is in the same type of business as I am in and our colleagues often ask us for recommendations for various types of apps. He and I have a little sides argument because I say that OnePageCRM can do all that his more expensive and complex system can do, but he is unwilling to admit he is wrong. At least our colleagues get the benefit of our experience.

Pros

I love the recent upgrade that allows limited template emails to be sent to people on my contact list.

Cons

I would like to be able to edit the types of lead sources

Review Source

Response from OnePageCRM

September 29, 2021

Hi Charlotte, thanks so much for such a positive review. I'm delighted that you enjoy using OnePageCRM, and I'm loving that you're recommending us to your colleagues. Maybe your husband should give OnePageCRM a try, and I'm sure he'll change his mind! You also mentioned that you'd like to edit the Lead Sources, and you can certainly do this by opening the Lead Source tab in the Action and clicking on Manage.~Sarah

Ray P.  
Executive Assistant / Member Relations  
  
Used the software for: 2+ years

### "After testing a number of CRM's, we finally settled on OnePage and haven't looked back!"

November 1, 2017

5.0

Streamlined our communications and membership records.

Pros

I love the flexibility, speed, and ease of use. It just makes sense and is super simple (you put in what you do, and the first thing you see when you log in is the obvious reminder to do it. One of the coolest things is when you use OnePage on your phone, it will track the call automatically, so that's really cool.

Cons

If anything, maybe that it doesn't do any auto invoicing or anything like that. It's a solid CRM, so I can't expect it to do everything, right?

Review Source

Response from OnePageCRM

November 2, 2017

Hi Ray, Great to hear you're enjoying using OnePageCRM and that the mobile app is coming in useful. RE: the invoicing, we're integrated with Xero, but would love to hear your feedback on an auto invoicing feature. I'll drop you an email. All the best! Carmel

Luke S.  
Marketing and Business Development Manager  
Construction  
Used the software for: 6-12 months

### "Next action - so important in CRM!"

December 16, 2018

5.0

Great.

Pros

It has a clean design and it is well laid out, which I like. But what is really great and is lacking in so many CRM softwares is a next action feature. So, you make your phone call, type your notes and hit "save". If the phone rings or someone comes in you've lost your train of thought and that prospect is lost in the ether. With OnePage, it reminds you every time you complete something, "what's your next action?". It is so easy to add your next calendar date or phone call with that simple box. LOVE.

Cons

They are still working out the emailing mirror and you have to use a bcc to get all our correspondence in one place, but that's fine.

Review Source

JP

John P.  
Publisher  
Publishing  
Used the software for: Less than 6 months

### "I love this product. It's easy to create and execute a daily call list from my prospect database."

June 13, 2017

5.0

It was by far the most user friendly CR software I have come across. I like the way it allows me to create an easy to do list each day as well as an easily executable call list. I also really appreciate the integration of the website and the app. I discovered OnePageCRM through a peer who was able to complete their daily prospect calls much faster than I could.

Pros

The most impressive thing about this platform is it's simplicity. It is the first CRM I have encountered that was obviously created with usability in mind. The website and the app perfectly integrate with each other to create the same quality user experience. I love the ease with which I can create a daily call list from my prospects and execute that list easily through the app. Once I make a call, I am immediately given a pulldown menu to log the results of the call. The call counter is a nice touch because it enables me to hold myself accountable to a set number of calls per day.

Cons

I do feel like the system could use a better search function. It has a simple search but I have not found a way to do a more integrated search down to the specific fields. Haven't needed one often, but it would have come in handy a time or two. I also wish the pricing was different to allow for a second user without doubling your cost.

Review Source

Response from OnePageCRM

November 2, 2017

Hi John, Many thank for your kind words. Great to hear you're enjoying using OnePageCRM. With regards the search, using the Advanced search you can run filters on multiple criteria: http://help.onepagecrm.com/article/34-how-to-use-advanced-search. This may come in useful. All the best! Carmel

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