---
title: "OnePageCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra"
description: "Is OnePageCRM the right CRM solution for you? Explore 114 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

4.9 (114)

[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 26th, 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

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

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

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 114 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

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

HS

Hannah S.  
Recruiter  
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

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

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

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

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

SH

Sarah H.  
Administrator  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Excellent CRM that's flexible yet full of ease!"

January 29, 2026

5.0

It's been an experience of ease! While I feel we're still getting to grips with exactly how to implement OnePage CRM to maximise its usefulness, it's been a simple tool to use. I'm also grateful for the tutorials I've viewed and support we've received along the way.

Pros

There isn't any fluff! Everything included is useful and serves a purpose. There's plenty of flexibility to go as complex or simple with the data, and it syncs with programmes that we already use (e.g. Mailerlite).

Cons

It can be heavy on business jargon. While I understand this is because it is a business-focused CRM, it would be great to see some flexibility in this to make it more appropriate to the non-profit sector.

Switched from

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

While Salesforce could perform most of the functionality that we needed, it was overly complicated and we wanted something more streamline.

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

sG

stephen G.  
CEO  
E-Learning  
Used the software for: 2+ years

### "Hidden Gem"

September 11, 2019

5.0

Excellent, from the product/user experience through to their sales and support.

Pros

Having worked in the CRM sector and having been a user of multiple CRM platforms, I have to say this is a simple, functional and effective tool. They have nailed the features that you actually need and avoided adding a vast array of options that only confuse and often sit dormant as they are 'nice to have' but not really needed. When you do need a specific function, they have add-on features available.

Cons

May appear too basic for some users but i think you need to make sure you are selecting features that are really needed and beneficial.

Alternatives considered

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

Reason for choosing OnePageCRM

I loved the model where I could start simple and add functionality when and if i needed. plus it was great value.

Switched from

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

It was simply to complicated, expensive and despite multiple features.....not flexible enough.

Review Source

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

DK

Dermot K.  
Manager  
Professional Training & Coaching  
Used the software for: 2+ years

### "Carnew Training & Consultancy"

April 29, 2026

5.0

Pros

The OnePageCRM, is a great resource, for small community based social enterprises, with charity status. The OnePageCRM is a powerful marketing tool for our organisation. It improves organisation and customer tracking and it supports team collaboration and efficiency. The OnePageCRM allows us to store client/customer data is a secure location.

Cons

We love using OnePageCRM in our organisation and we have no negative feedback to report. There is some staff training required for new staff and staff need time to learn the system.

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

AI

Aliya I.  
Chief Operating Officer  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Helps give visibility and keep us on task!"

November 12, 2025

5.0

Overall we love the product, it helps the team easily see the communication history and next steps for a particular constituent without needing to consult the team member or search through emails.

Pros

The ability to set up future tasks helps provide an automated daily to-do list that helped keep us on task. We also like the ability to add emails to a constituent's contact so we can see the full communication history.

Cons

Sometimes the e-mail tagging doesn't happen automatically and the email needs to be assigned to the contact.

Review Source

AS

Adam S.  
Sales Manager  
Automotive  
Used the software for: 2+ years

### "OnePage feedback"

September 14, 2025

5.0

Good overall. App needs more of the desktop features and to search to find a contact using the content in any fields

Pros

Great tech support. Allows me to group customers into geographic territories then send target emails to territory customers.

Cons

The driving app doesn't allow me to select customers under the same tag then plan that trip. Have to select them individually from hundreds of contacts

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

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

PH

Philippe H.  
Founder  
Leisure, Travel & Tourism  
Used the software for: 6-12 months

### "Very intuitive and easy to use CRM"

September 29, 2020

5.0

Pros

It is a very user friendly CRM system, allowing to efficiently manage several contacts and audience segments, thanks to the "tags" system. The "actions" functionality is also very useful for follow ups. Very few leads get lost and it is a very useful tool to keep all contacts in one place and manage your audiences. The bulk personalised mailing functionality is very useful to target large audience groups. The individual cards for each contact are very complete. We use a lot the "background" field, together with the "tags" field.

Cons

When using the bulk email functionality, one cannot delete a single email recipient without removing it from the initial list.

Review Source

Response from OnePageCRM

September 29, 2021

Hi Philippe, thank you for the great review. I'm so happy to hear that you're using the Next Actions methodology to keep track of your follow-ups, along with the email functionality! I've noted your comment related to the bulk email feature. ~Sarah

James M.  
President  
Computer Software  
Used the software for: 6-12 months

### "Perfect fit"

February 11, 2020

5.0

I have had a great experience with Onepage and would recommend this program to any side size operation that wants a very easy to use CRM, at a very low cost.

Pros

This CRM is very easy to set up and use. I put this in at an affiliate business and it has been a great success. I also like that they continue to upgrade the features on a consistent basis. I liked the integration with Mailchimp.

Cons

Can't think of anything. It may have more API development, I would like it to integrate with Drupal.

Reason for choosing OnePageCRM

Ease of use for the others in the company that are not that technical inclined.

Review Source

Response from OnePageCRM

September 29, 2021

Hi James, thank you for the great review. I'm delighted to see that using OnePageCRM has been a success! Noted about more API developments and an integration with Drupal. ~Sarah

Dermot L.  
Co-Founder, Head of Sales  
  
Used the software for:

### "OnePageCRM is perfect for small companies who need to focus on sales"

February 27, 2015

5.0

We've used OnePageCRM for over 3 years to help manage our sales process and we love it. We started out with 1 user (me!) and now have 5 people using the tool for everyday sales and customer contacts. It's a perfect system for us. It's simple to set up and easy to use - it takes about about an hour to get a new user fully up to speed. Every day, I can see in 1 screen the very next action I need to take on my contacts that day. When I complete the action, I make and note set a next action and move on. I use the Getting Things Done methodology and Onepage mirrors that really well. The system is designed very well - you get a simple, clean user interface but can drill down to get lots of functionality underneath. Now that our team is growing, I can quickly view our activity and pipeline on an individual and team basis - again in single screen. The support team is excellent and they continue to roll out features and integrations on a regular basis, including some requests that we have asked for over the years.

Pros

Easy to use, very focused tool for sales. The ability to see immediately the next action is genius! It keeps you really focused. It's very cost effective - especially compared to some of the larger CRM systems out there.

Cons

OnePageCRM doesn't have all the bells and whistles of a system like salesforce (but for a company like ours, it is perfect.)

Review Source

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