--- title: "OnePageCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is OnePageCRM the right CRM solution for you? Explore 118 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 (118) [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 September 29th, 2026 # Reviews of OnePageCRM Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews 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 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 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 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 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 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 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 ## Showing most helpful reviews Showing 1-25 of 118 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Gavin H. Director Broadcast Media Used the software for: 2+ years ### "Simple, Practical and Easy to Adopt" May 20, 2026 5.0 Pros As a not-for-profit community radio station with a changing team of volunteers, we need a CRM that is simple, reliable and easy the team to use. OnePageCRM has been ideal for us. It allows volunteers to quickly add prospects, record conversations and set follow-ups without creating unnecessary admin. That ease of use has meant very little resistance to adoption, which is often the hardest part of introducing a CRM. 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. Having used many CRMs over the years, OnePageCRM is now my go-to. It is quick, practical and focused on what matters: making sure relationships are followed up properly and nothing gets lost. Cons There are, of course, CRMs with more advanced reporting, more complex automation and deeper customisation options. OnePageCRM is not necessarily the right choice if you want a heavily bespoke enterprise system. But for us, its strength is that it keeps the focus on the most important thing - recording relationships, tracking activity and making sure the next follow-up happens. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OnePageCRM The simplicity of use and speed contacts can be added. Review Source JO Jeff O. Sales Mining & Metals Used the software for: Less than 6 months ### "OnePage, the CRM That Gets Out of Its Own Way" June 26, 2026 5.0 When you find a program that absolutely clicks with what you need from it the daily usage is absolutely fantastic. That is my experience. I consider it an essential part of my work., Pros Everything is intelligently laid out and easily referenced. Customer management isn't buried in useless bloat — and unlike many other CRM programs, that bloat isn't optional, it's just there. OnePageCRM is simple on the surface but robust underneath. For me in sales, it handles everything efficiently: updating contacts, complete interaction history, scheduling calls and emails, and managing quotes and deals through a pipeline. It does everything the big CRM platforms do, but in a more refined, straightforward way — without requiring a two-day class just to find the tools you need. I went through about five other CRM programs before landing on OnePageCRM. The others could do the same things, but navigating them felt like having a cigarette lighter in a new car when you don't smoke — a feature nobody asked for, taking up space. OnePageCRM strips all of that away. The recent addition of Claude AI integration has been remarkable. And having your data stored on their servers? Priceless. I recently lost my SSD and didn't panic for a second. The mobile app is a nice touch as well. Cons My only original hesitation was that it didn't integrate with Claude, my AI assistant of choice. Last week I discovered that had recently changed — Claude and ChatGPT are now both supported, and that was a genuinely exciting moment. There are a couple of key features I'd still like to see Claude handle within OnePageCRM that aren't yet possible, but I've already communicated those to customer service. Larry responded quickly — and not with a template reply. His response made it clear the email was actually read, he agreed the suggestions had merit, and he passed them along to the development team. That kind of responsiveness means a lot. Honestly, it has me excited about where this is going. I've only just begun using Claude alongside OnePageCRM and I don't think I've scratched the surface of what these two will do together. Done right, it could make client management not just easier — but genuinely enjoyable. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Too much unnecessary bloat. The problem being it is thrown in your face. I prefer a more modular approach adding things as needed vs having to chisel it away to necessity. 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 FC Fred C. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "The Perfect CRM for a Small Nonprofit" June 5, 2026 5.0 We've been using OnePageCRM at Vision Fellowship Ministries for over two years, and it has genuinely transformed how we manage relationships. As a small 501(c)(3) with a lean team, we don't have the bandwidth for a bloated CRM system that requires constant configuration and maintenance. OnePageCRM gives us exactly what we need — nothing more, nothing less. Pros The action-focused design is what sets it apart. Every contact has a clear next action attached, which means donor follow-ups, volunteer check-ins, and ministry partner communications don't fall through the cracks. For a ministry context where relationships are everything, that discipline matters. 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. Setup was fast, the learning curve was minimal, and the team was up and running within days. Cons Reporting could be more robust for nonprofit-specific metrics — things like donation tracking and outcome documentation require some creative workarounds. It's also not a full donor management platform, so if you need deep financial integration out of the box, you'll need to pair it with something else. Alternatives considered [Capsule](https://www.capterra.com/p/124041/Capsule/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OnePageCRM The support was far better, and it just seemed to fit our needs more. Review Source 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 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 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 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 AI Work Platform](https://www.capterra.com/p/147657/monday-com/) Less complex while still doing well all "the essentials". 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 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 Joe R. CEO Non-Profit Organization Management Used the software for: 1-2 years ### "Simple tool with superior partnership benefits!" August 14, 2025 5.0 I think the customer service is what really blows me away. They feel like an IT department for my small team, and just seek to make the experience smooth every day. Pros The simplicity of the tool makes work significantly easier. I don't want to think about how to use a tool; I need a tool that does what it needs to and helps me move things forward. OnePageCRM is that tool. It's just... automatic for me. Cons Not much really. I think it'd be nice to have more snippet functionality in the emails, keyboard shortcuts for templates, etc... but those things are just in the "nice to have" bucket for me. Switched from [Freshsales](https://www.capterra.com/p/155563/Freshsales/) My previous tools were complicated and did not easily produce reports. It was also much more expensive. Review Source EA Earl A. Owner Principal Architecture & Planning Used the software for: Less than 6 months ### "PERFECT CRM" February 16, 2026 5.0 OnePageCRM is the best. While other CRM’s keep adding more and more bells and whistles, this sort of philosophy does not improve their product. OnePage CRM is in shape, toned, agile and athletic. It moves quickly and easily. It’s made to stick!! Pros Easy to learn, easy to use. Efficient and simple user interface. Superior customer service! Customer service is off the charts. Cons When I think of something, I’ll let you know. For now, I only have good things to say about One Page CRM. :-) Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reason for choosing OnePageCRM Much easier to use and implement for our firm. Review Source MH Marty H. CEO Luxury Goods & Jewelry Used the software for: 2+ years ### "We Used Many CRM Platform Before Falling in Love w OnePage" October 9, 2020 5.0 Outstanding. I am a CRM fanatic and have used OnePage to build my business for several years now. We went thru many different platforms over our company history, even developing our own CRM software at one point, but we needed cultural acceptance to get our team to buy in. OnePage provided that along with terrific training, ease of use, great customer support, human engagement and a platform that drives sales (as long as you work it every day). Pros Ease of use was critical. CRM is as much about cultural acceptance as tech capability. If the team won't use it and won't learn it, it doesn't matter what it can do. Ease of use of OnePage and the training and customer support that come with it are exceptional and provided quick cultural acceptance from our team. Cons Some functionality is yet to be developed to match their bigger (more expensive/complex) competitors. But this con was relatively easy to accept. The team at OnePage continues to innovate and develop improvements. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing OnePageCRM Ease of use, cultural acceptance, simplicity, functionality, laser focus on the core objectives, outstanding customer service. Review Source Response from OnePageCRM September 29, 2021 Hi Marty, wow what great feedback, thank you! I'm so happy to hear that OnePageCRM is helping you grow your business and that your team is equally as happy with the CRM. We always say that you don't need an IT degree to use a CRM so ease of use is part of our ethos! ~Sarah TF Tracey F. Business Development Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "One Page CRM " June 17, 2021 4.0 Working with the team at OP has been a wonderful experience. Carmel in particular went above and beyond during the onboarding experience and training to ensure we were equipped with the knowledge and tools we needed to begin our CRM journey. The customer support we have received to date has been incredible. The software is so easy to use and manage and is a major asset to our team. Pros A major benefit of One Page CRM is how easy it is to use it. The next action functionality is beyond very beneficial as is the lead capture tool. Cons In order to integrate this solution better in our business, we would love an improved quoting functionality. This would eliminate the need for multiple software. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing OnePageCRM The ease of use and the next action functions. Review Source Response from OnePageCRM September 29, 2021 Hi Tracey, thanks so much for the positive review. I'm part of the Customer Success team, and I'm delighted to hear that you've had such a great experience with us. I love hearing that you've found OnePageCRM easy to use and beneficial (specifically by using the Next Action)! Noted re the quote functionality. ~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 KT Karen T. Sales Director Retail Used the software for: 2+ years ### "Its like having my own personal assistant!" March 5, 2026 5.0 Its like having my own personal assistant. I use it on my desktop and phone and the daily reminders are vital in a busy time. I would be lost without it! Pros 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! I love the traceability of when emails are read and how many times too :-) Allows me to concentrate on those customers who are showing interest. Cons Limited on emails but I have now upgraded to MAX - problem solved. Having to put deals on individual records....now discovered you can import! Review Source Mendel G. Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "One of a kind. Got it right." October 24, 2025 5.0 I haven't found anything like this, where it forces a next action and is about getting you to do as opposed to just storing info. Pros It forces clarity and action. Instead of bloated dashboards or endless pipelines, you get a clean, single-page layout that keeps your team focused on the next step for every contact. Perfect for keeping follow-ups moving and preventing leads from falling through the cracks. Integrations with email and mobile app are simple and reliable no over-engineering, just works. Cons It's focused more on larger deal pipelines and not as well rounded for many contacts. We use it for donor follow up, so it's not always about closing deals. Review Source SP SELÇUK P. Country Manager Computer Software Used the software for: 2+ years ### "OnePageCRM: Our Team’s Collective Memory & Sales Intelligence" November 19, 2025 5.0 OnePageCRM perfectly addresses the needs of field-sales-oriented companies like ours. For over four years, it has been the foundation of all our sales activities, becoming our team’s ultimate ‘collective memory and source of our sales intelligence. Pros OnePageCRM stands out for its simplicity, mobile accessibility, and efficient deal management. Its elegant simplicity makes it the perfect tool for field-sales-oriented companies. Cons Although it has a simple and user-friendly interface, adding a Turkish language option will be a positive step forward for the Turkish market. 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 VK Vijay K. Director Non-Profit Organization Management Used the software for: 1-2 years ### "Great for our small charity" November 12, 2025 5.0 Our overall experience with OnePageCRM has been very positive. It’s affordable, easy to use, and well-suited to our small charity’s needs. It simplifies sales management, helps us access data quickly, and has a smooth learning curve. Pros Great value for money, easy to learn, and ideal for simple sales management. It helps us find data quickly - perfect for a small charity like ours. Cons We need multiple accounts so each team member can access their own data — it would be great if there were a package option to support this. Review Source Josh W. CEO Consumer Services Used the software for: Less than 6 months ### "OnePageCRM is a fantastic CRM. " July 7, 2026 5.0 I have recommended OnePage to multiple people, and I find it to be a remarkably valuable CRM, especially for people looking to build more personal networks or as single-player experiences. Pros It's a remarkably valuable CRM. It's very simple, very focused on action and helping people to move deals forward. I think it is one of the simplest and most useful CRMs I've ever seen. Cons I have very few cons. It's mostly just that I wish it had a deeper API, but I think that they're working on that. 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 AU Andy U. Co-Founder Internet Used the software for: 2+ years ### "Super simple CRM" September 23, 2020 5.0 Again, OnePage is great for many business types. I've never had a reason to move CRMs for my needs. If your business is hugely transactional and you need to manage a large sales team and their productivity, this might not be for you. But if you and your team are pretty self sufficient I think it's a great tool. Pros I've been using OnePage for over 4 years and have always liked it for its simplicity and ease of use. It's not the most feature rich CRM but for many small businesses or sales orgs you don't need all the bells and whistles. The Action page makes tracking your to-do list easy and contact management is intuitive and full of good features like Tags which make sorting via your contacts, your team members or groups really easy. They have solid app connections with other platforms and I've always had quick responses from their customer service teams. Base price includes BCC emailing directly into your contact file which many competitors charge for. Adding/removing users and subscriptions is super simple and the price is great for the value OnePage provides. Cons There are definitely some limitations but it really depends on your business needs. If I had to pick one it's the Action page. As much as I also think this is a great feature of OnePage, it can get a bit unmanageable if you aren't keeping up with it. Many of my BD targets take numerous attempts to reach or there is a big gap between each contact so if you don't update your dates in the Action stream it looks like your entire book of business is behind. Also they have a great Evernote integration but it's really annoying because your formatting is lost from Evernote to OnePage, so a super long set of bullets in Evernote just becomes one long paragraph in OnePage which makes reviewing yours or your colleagues notes very difficult. Review Source Response from OnePageCRM September 29, 2021 Hi Andy, thank you for the positive review! It sounds like you're using OnePageCRM to its full potential and we seem to be a good fit for your business. You're right about the Action Stream, if you don't keep up with the Next Actions, then you'll find some overdue action build-up, and that is as intended because we don't want your leads to falling through the cracks. Also, noted regarding the Evernote integration! ~Sarah Shiv M. Founder E-Learning Used the software for: Less than 6 months ### "It's great for startups like ours because it's cheap and has everything we need" September 8, 2024 4.0 I just started using it, and even though I'm still getting the hang of it, it's already been really helpful and easy to use, especially for our small startup. It helps with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for us. Plus, the price is good. Pros It's helping us with storing customer contacts, setting follow-up reminders, and using email templates, which is great since sales are so important for our startup. Cons Even though I'm still figuring it out, I think features like email tracking and meeting scheduling would be good additions. Review Source Response from OnePageCRM September 12, 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 I've also forwarded your feedback about meeting scheduling to our Product Team. We have a Calendar sync feature which you might find useful for scheduling meetings in the meantime: https://help.onepagecrm.com/article/47-setup-calendar-feed-for-google-calendar If you have any questions, you can always reach out to us at support@onepagecrm.com. We're always happy to help! ~ Anastasia 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.