OnePageCRM Reviews & Product Details

The customer support is incredibly reliable, helpful, and positive. I love how simple the platform is, there's the perfect level of functionality for a small team to manage its sales processes with, and no unnecessary or confusing features. The 'fetch historic emails' function is a game-changer for organisations that are new to CRM-use, and allows for them to quickly log years of historic interaction in the same place. Review collected by and hosted on G2.com.

The layout of contacts /organisations. I feel this could be presented in a more user-friendly way. I think organising the list by surname then first name could feel more aligned with these being professional contacts. This is a small point. I can't remember how Salesforce do it, but I remember this being something I missed about salesforce when I moved to OnePageCRM. Review collected by and hosted on G2.com.

I have used a LOT of CRMs and the thing I like best about OnePageCRM is the simplicity. It is specifically designed to keep you focus on the ONE next thing you need to do with each contact, even prompting you to enter the next task as soon as you complete one. I also really love the Chrome extension clipper that adds or appends contacts in real-time. The integration with gmail and Evernote is also very helpful. Review collected by and hosted on G2.com.

I would certainly like to see some sort of broadcast email functionality built-in, including support for newsletters. That would put the platform over the top. Review collected by and hosted on G2.com.

To be honest, what I like most about OnePageCRM is just how stripped-back and easy it is for our everyday CX and user engagement work at Pulse Gadget Solutions. I’m the CX Strategy & User Engagement Coordinator here, and our small team simply doesn’t have bandwidth for those bloated, overcomplicated CRMs packed with features we’ll never touch. We support buyers of consumer electronics, running post-purchase check-ins and user engagement programs to refine the customer journey, and OnePageCRM keeps everything neat and viewable at a quick glance.

The standout feature is definitely its single-page layout. Every customer’s contact details, past conversations, follow-up tasks and outreach history sit right on one screen. No digging through endless menus or jumping between tabs just to pull up a user profile, and that saves me hours over the week. A good example is the post-purchase outreach campaign we rolled out a few weeks back for customers who’d just picked up our smart gadgets. We wanted to check how their device setup went and catch any early support headaches.

I imported all the new buyer contacts into OnePageCRM and tagged each person by their device model, then created quick follow-up tasks for every lead. Since purchase records and prior messages are all visible on that single page, I could immediately prioritize users who mentioned setup struggles and loop our support team in quickly. We managed to sort out small frustrations before they turned into bad online reviews, and that really helped lift our overall CX metrics.

I also really like how simple the reminders and task system works. I’m the main person handling our CX strategy, so I’m juggling loads of check-ins, nurture messages and experience improvement tasks all at once. OnePageCRM lets me schedule personalized outreach, keep track of pending user touchpoints, and make sure nothing slips through the cracks. I can update customer notes, shift task due dates, and group users quickly without fighting a confusing setup process.

For our small consumer electronics team, this tool fits really well. It doesn’t bog us down with unnecessary extras. It nails the basics: organizing customer records, smoothing out our user engagement workflows, and cutting down all that tedious admin so I can focus more on our actual CX strategy work. Review collected by and hosted on G2.com.

OnePageCRM works great for our core follow-up tasks, but there are a few gaps that regularly slow me down as the CX Strategy & User Engagement Coordinator at Pulse Gadget Solutions. Our work revolves around consumer electronics buyers, and I often need to slice customer data to run post-purchase engagement campaigns. The biggest limitation I run into is how basic the filtering and segmentation tools are.

A couple of weeks ago, I tried pulling a list of customers who bought our newest smart speaker, opened our setup guide email, but hadn’t booked their optional onboarding call. The system couldn’t handle combining all those conditions together. I could only filter by one or two rules at a time. I ended up exporting the full contact list into Excel, manually removing contacts that didn’t fit, then reimporting the cleaned group. That whole process ate up a couple hours I’d planned to spend refining our CX messaging.

The reporting functionality also feels pretty bare bones. I need to share monthly summaries with our leadership team showing how our post-purchase outreach impacts customer satisfaction. OnePageCRM can track task completion rates, but it doesn’t let me tie those activities directly to customer feedback scores or review sentiment. Every month I have to pull raw data and cross-reference it manually with our user feedback logs. It would save so much time if I could build custom dashboards that connect engagement activity to CX outcomes. Review collected by and hosted on G2.com.

OnePageCRM has most of the features that I want in a CRM for my business at a very affordable price. I can store my contact information, create custom fields, create tasks for me and my team to follow up on, and set up and follow leads. I was able to easily import records from my prior CRM. Perhaps most important to me however is that they have superb customer service. My team and I receive prompt helpful advice and feedback when we need it. Customer service is a major consideration. Review collected by and hosted on G2.com.

It is currently not possible to create repeating tasks. For example, I want to set a task that occurs every two weeks, reminding me to conduct outreach to a set of Prospects. Currently, OPCRM cannot create a repeating task so I have to set a new task two weeks out after I complete one set of emails. Review collected by and hosted on G2.com.

We appreciate that the user interface is very friendly for our diverse set of employees to use effectively. We have made full use of the customization that is possible for new contact entries which has really helped us sub-categorize contacts in a way that is very specific and concrete for our needs. Review collected by and hosted on G2.com.

A suggested improvement is if the backend could be more compatible to link with ERP system. Right now the backend customization doesn't link well to our other system. Review collected by and hosted on G2.com.

The clarity and simplicity of the interface. It keeps me focused on the next action, which is invaluable when juggling multiple initiatives. I particularly appreciate how tasks and follow‑ups are front and center, so nothing gets lost. The tagging system also makes it easy to organize contacts across different projects, and the overall workflow feels streamlined rather than overwhelming. Review collected by and hosted on G2.com.

While the simplicity and focus are strengths, there are a few limitations that affect our workflow. The inability to create multiple pipelines without upgrading is restrictive for charities like ours, where we need to track different initiatives separately. Integration with web forms could also be smoother—automatic capture and tagging of incoming contacts would save time and reduce manual work. These areas feel like missed opportunities to make the CRM even more effective for small organizations. Review collected by and hosted on G2.com.

I use OnePageCRM to manage customer interactions and track sales activities, and I love its simple interface and easy follow-up system that help keep sales tasks organized and manageable. It makes following up with leads straightforward and ensures I don't miss important interactions. The initial setup was quite easy, and I found the interface simple to understand, even for first-time users. I also appreciate that it shifted us from spreadsheets and basic tracking tools to a more effective system, and it works well for managing daily sales activities. I would rate OnePageCRM a 10 out of 10 because it is simple to use, helps manage follow-ups well, and keeps sales activities organized. Review collected by and hosted on G2.com.

Sometimes the reporting features feel limited. The reporting section could offer more customization and detailed insights, which would make tracking team performance and sales progress easier. Review collected by and hosted on G2.com.

Unlike other traditional CRM which act like an database, OnePageCRM is built around to perform the below task in effective way:

Every contact has a clear next action operation

Helps user to stay proactive

Great for the sales and business development people to keep in momentum

This tools is perfect for small teams and individuals who manage the sales and marketing data Review collected by and hosted on G2.com.

Limited advanced features compared to others CRM's like salesforce or HubSpot

Advanced reporting and analytics is not available in this tool

No deep automation workflow is not available Review collected by and hosted on G2.com.

It’s as simple to use as you want it to be, and as complex as you need it to be. Review collected by and hosted on G2.com.

Nothing. I guess if you could make it free it would be better. Review collected by and hosted on G2.com.

I like using OnePageCRM as it serves as our central contact directory for clients and helps us monitor sales efforts and plan meaningful follow-ups. The user-friendly interface is accessible for my entire team, no matter their tech ability, allowing them to manage their own leads effectively. I appreciate the ability to track detailed interactions, which helps us prevent overlapping communications when multiple divisions are involved. The interface also aids in deciding whether a phone call, an email, or no follow-up is appropriate. I value the ease of following the activity stream and the ability for multiple people to schedule different follow-ups. The integration process is smooth, making all our software tools feel cohesive rather than separate. Setting up OnePageCRM was incredibly easy, thanks to the excellent import wizard. Review collected by and hosted on G2.com.

This is more of a nice to have rather than a need to have, but it would be nice if OnePageCRM could connect with Adobe Sign in order to help us manage our agreements or I wish there was a more robust functionality that would allow us to bill and invoice from within OnePageCRM with the same level of flexibility with our current invoices. Review collected by and hosted on G2.com.