# Page 2 | OnePageCRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is OnePageCRM the right CRM solution for you? Explore 89 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/157679/OnePageCRM/reviews

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OnePageCRM

4.8 (89)

[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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of OnePageCRM

## Showing most helpful reviews

Showing 26-50 of 89 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

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

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

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

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

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

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

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

DA

Dido A.  
Business Development Manager  
Health, Wellness and Fitness  
Used the software for: 1-2 years

### "Great overview and smart tools that truly boost sales"

October 7, 2025

5.0

Using OnePageCRM has been a game changer for our sales process. It keeps everything organized, helps us prioritize follow-ups, and makes it easy to track progress. The intuitive layout and practical tools save so much time and really keep the team focused on closing deals. It’s simple, action-driven, and genuinely helps turn leads into results — I couldn’t imagine managing sales without it now.

Pros

What I like most about OnePageCRM is the clear overview it gives of all your contacts, deals, and next actions. Everything is organized in such a practical and intuitive way that it really helps you stay on top of your sales pipeline. The platform also comes with so many smart tools and automations that make daily tasks faster and more efficient — you can actually see your sales improving as you use it. It’s simple, effective, and really built to help you take action.

Cons

Sometimes the system doesn’t recognize names if you type a letter incorrectly, which can make searching for contacts a bit tricky.

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

BM

Bogdan M.  
Founder  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Nice system"

February 5, 2026

5.0

Generally, it has been very pleasant throughout the last three or four years, I guess. And now we're also actively using email tracking. So I would say it's very, very nice for our nonprofit.

Pros

Ease of use, simple interface and the general friendliness of the system. This is what helped us to decide.

Cons

The only thing I can think of is that there is no granular control for different actions for sub users.

Switched from

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

Too complex of a system without the need to.

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

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

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

AT

Armen T.  
Pastor  
Non-Profit Organization Management  
Used the software for: 6-12 months

### "Ingenious Next Action System"

July 22, 2025

5.0

Very positive. Any failure is down to me not always being diligent to input records. But the system works well.

Pros

OnePageCRM’s Next Action system (assigning one clear next step per contact) makes it exceptionally suited for arranging and tracking follow up. Hands down this is the best aspect of the software.

Cons

The mobile app could be improved. It feels a little limited compared to the desktop browser website.

Review Source

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

VR

Verified Reviewer  
Client Relationship Manager  
Marketing and Advertising  
Used the software for: I used a free trial

### "Easily to Use, Friendly UI, Vertical Management"

June 24, 2021

5.0

So with $15/ monthly, it fit with self-user like me (

Pros

\+ Pipeline & Goal is visible, you could use easily and custom. It appear front of your eyes. + Like the name, everything show in a page for all (different with other UI as Agile/ Salemate/ Hubspot/ Bitrix...) - kind a classic, I love it after try dozen of 3-column-page of other CRM: messy eyes + CUSTOMER SERVICES: they are a live and help you strongly, friendly also. I love to work with people and OnepageCRM did great for user (I luckily talked with Sarah, Lecetia - both kindness) + Vertical Management as "Status", as you "Category" to work not eye-looking to many column. + Commission rate, we are already to know how we gain after we help our customer solve their problem.

Cons

\- Need more UX, friendly click as "Add a Contact/ Deal/ Company" - Should plus "+" icon somewhere for short-cut add new Contact/ Deal/ Company - Add multiple "Contact" to a "Deal" (B2B normally require more than a person in a purchase)

Alternatives considered

[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[Cogmento CRM](https://www.capterra.com/p/96814/Free-CRM/)

Reason for choosing OnePageCRM

\+ Pipeline & Goal: I could not find these function as the alternative CRM (mentioned above) , it required you x1.5 Price to have "both function", some of they are not friendly interface also and lack of report view + View is easy to see, your eyes not moving so much, focus to one and one only + Customer support to help you whenever you ask - they are friendly, just ask them kindly + Commission rate, I never use the commission sheet anymore

Switched from

[Pipeline Manager](https://www.capterra.com/p/155843/PipelineManager/)[Onpipeline](https://www.capterra.com/p/194459/Onpipeline/)[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/)[Cogmento CRM](https://www.capterra.com/p/96814/Free-CRM/)

Other CRM require x1.5 - x2 for 02 function "Pipeline" & "Forecast" and more money if you want to set "Goals" to track your sales. Lack of UI/ UX, some good at UI and bad of UX, good of UX then bad of UI, good both UX/ UI then bad at Report. Onepage CRM the best fit for my self and my CRM using purposes

Review Source

Response from OnePageCRM

September 29, 2021

Hi there, thanks so much for the positive review. I'm delighted that you enjoy using OnePageCRM. Noted about the UX ! ~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

RM

Rebekah M.  
Owner  
Marketing and Advertising  
Used the software for: 1-2 years

### "Great for small business owners"

July 6, 2021

5.0

This is far and away the cleanest way to both keep a client database and to map out good times to interact with or follow up with each of them to push them down the sales pipeline. There are no more unknowns, or questions about when I should call--I just open the app and see who's on my list for today.

Pros

Besides the initial tour around the program, no training was necessary (although provided in free seminars). It's very intuitive to use, and while it's not a quite one-stop-shop like Hubspot, it's pretty darn close. The best part is the underlying philosophy, where once you act on a client you are encouraged to set the next step or goal for them to keep them moving down the sales pipeline. Nobody gets forgotten, no deadlines passed; it's great!

Cons

Importing mass contacts can be a little difficult, mainly due to the likely ubiquitous issue that import data doesn't often neatly match the software you're using (ex, First Name, Last Name vs Last Name, First Name).

Alternatives considered

[Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)

Reason for choosing OnePageCRM

Price was the initial factor, and then it proved it supplied every other need I had.

Review Source

Response from OnePageCRM

September 29, 2021

Hi Rebekah, thank you so much for such a great and positive review. I love hearing how easy you've adapted to the system, and the fact that no deadline passes and nobody gets forgotten is proof that you're using OnePageCRM to its full potential. Noted about the import! ~Sarah

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

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.

Switched from

[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

Poor cultural acceptance, terrible customer service, too many components to distract from the key functions and needs of our business.

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

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

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

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