OnePageCRM Reviews & Product Details

Primarily it helps us work with our clients and ensure they get the right service.

Thanks to OnePage CRM for making client management manageable! We are a very small business of 3 people and previously we used spreadsheets to keep track of our clients which, obviously, wasn't optimal. OnePage CRM has lifted most of that digital work from us and placed us all on the same page. We can check in at any time with each other to see what we are all doing and ensure each client gets the right support. Furthermore as a person new to sales, it has made acquiring the necessary skills significantly faster. I find CRM intuitive, full of good advice, serves up relevant workshops and the system support has been personalised and on-point. We are honestly really happy and work though our weekly meetings using CRM to prioritise our work." Review collected by and hosted on G2.com.

The email system lacks the functionality I need. Review collected by and hosted on G2.com.

So far, exploring OnePageCRM has shown that it can do everything we need it to, without being overcomplicated. As a small team, we need a CRM that is easy to navigate, intuitive to use and easy to implement in our charity ...and OnePageCRM is just that! The customer support has been excellent too, and the introductory webinar gave us helpful guidance. Thanks to Larry and the team! Review collected by and hosted on G2.com.

So far, there hasn't been anything we dislike about OnePageCRM. I feel confident that if there are any issues, we will get the support we need to put it right. Review collected by and hosted on G2.com.

It's a very easy to use solution. In particular, the visual design of the platform is welcoming and not intimidating. Some other systems are migraine-inducing when viewing and using them, but there is a wonderful practicality and pragmatism to the way OnePageCRM has been put together that encourages interaction and use. So many businesses find it hard for staff to update and maintain CRMs effectively, but OnePageCRM makes it as easy as possible.

I'd also call out their onboarding and customer support as being exceptional. It's table stakes fro any SaaS but very few do it as well as the OnePageCRM team. Review collected by and hosted on G2.com.

Would love to see a native Shopify integration available. Review collected by and hosted on G2.com.

Long time G2 reader, first time poster.

I have been an independent executive recruiter and/or leader of consulting boutiques for most of my career. I’ve been seeking a great cloud CRM forever. I’ve installed and played with the majority of them – Salesforce, Insightly, Zoho, HubSpot, many others. Paid for Pipedrive the past year, though I didn’t actually use it.

Had seen One Page CRM referenced on the web, but frankly, the name made me assume it was too basic for my needs. But last week, I read several reviews that made me think it might be right for me. I signed on and uploaded my contacts.

I am enthralled with my experience so far with One Page CRM! It does everything I need simply and elegantly: The learning curve is incredibly short, importing data took five minutes (!), the contact clipper works seamlessly, the workflow management is excellent. And the pricing is dementedly low.

It’s been less than two weeks. But I can’t recall ever starting with a new software app and it being this elegant and seamless. It is Apple-like in the sense that if you don’t know how to do something, the simplest logical way to do it is likely how the app does it.

The documentation and tutorials are also first rate and easy to use, and the customer support real time and excellent (Thanks Julia!).

I am somewhat mystified why One page CRM doesn’t have much more market share for small firms seeking a great CRM, given that every other one I’ve tried is clunky and difficult to use in some fashion or another. Review collected by and hosted on G2.com.

Obviously there must be some, but I haven't experienced any yet. Review collected by and hosted on G2.com.

What I couldn't accomplish in a week with Salesforce and Zoho I mamage to accomplish in 5 minutes with One Page. I was trying to upload a CSV file with 1500 records, Salesforce and Zoho could not map things properly and I kept getting error after error sfter a week of trying. One page did it 5 minutes. One Page is easy to use, not complex not overwhelming just a really simple CRM that's user-friendly and works! (Mostly) Review collected by and hosted on G2.com.

This issue is enough to make me want to go somehwere else... One Page is not Canadian friendly. In their CRM they have Zip Code and State we are in Canada we have postal code and province. They cannot change these fields to represent Canada and won't, so we have state and province showing up in the CRM as well as Zip and Postal code., this is a mistake/oversight Salesforce would never make. What kind of software company develops a software solution(SaaS) where the USA is represented but not Canada (ie:all of North America) they're really screwing up here, it's a huge blunder and mistake in the SaaS arena. It almost comes across like they are snubbing Canada.. It's just a real dumb move on their part that can hurt their business here in Canada and they need to correct it asap. Review collected by and hosted on G2.com.

It's simple to use out of the box. The customizations allow us to set this up to our unique needs. The customer support team is better than any other CRM tool we've tried (we've tried about 10 different ones in depth). I don't dread getting into the tool every day knowing I only have to do the next action up. Review collected by and hosted on G2.com.

Not having direct marketing integration is kind of annoying, but I understand why they don't have it. We're really happy keeping marketing software in its lane and our CRM (Onepage CRM) in its lane. Review collected by and hosted on G2.com.

The best part is the customer service - always available and responsive to our questions and ideas. The on-line help is easy to understand. The result is a very useful tool that we have grown to enjoy using. Review collected by and hosted on G2.com.

Not specific to this product, as using any CRM is a learning curve (for us). So far, anything we've 'disliked' has been found to have a solution. Review collected by and hosted on G2.com.

I have been using HubSpot for many years in the private sector but for a non-profit organisation, a much more affordable and user friendly platform was required. HubSpot is a giant and can easily overwhelm.

OnePageCRM so far has proven to be the perfect tool for our organisation which is growing rapidly. It was easy to set up and train our users on. The email integration works seamlessly and the simple one line action stream is perfect for uncomplicated updates everyone can benefit from.

It's that si plicity which makes it a welcome platform as we training up users not necessarily familiar with CRM platforms.

We are easy adopters but look forward to incorporating OnePageCRM into our organisation! Review collected by and hosted on G2.com.

It's really too early to say that there is much to dislike. Some might think the UI is too basic but for us, currently we need that uncomplicated workspace. Review collected by and hosted on G2.com.

Like other small non-profits, we benefit from OnePageCRM's affordable system. This CMR offers a simple yet effective setup that works well for our company. I say simple because of the friendly interface, but that in no way reflects the power of this platform.

Being a relatively small non-profit, OnePageCRM has greatly assisted with productive and proactive follow-ups with current and potential client leads. This product was easy to integrate into our workflow, and the action reminders are invaluable. Review collected by and hosted on G2.com.

It would be a stretch to say I have a dislike. More customization options might be a nice touch. Review collected by and hosted on G2.com.

I've used OnePage in the past and found it extremely beneficial for tracking communications within the organisation I used to work for. A few years ago, I was recruited to set up a children's day nursery, and I've been finding it increasingly difficult to keep track of conversations with parents and prospective parents. Then, it suddenly occurred to me how effective OnePage had been in the past at helping me stay organised. Since introducing it to my team, our support for children and their families has become more efficient. We're able to set reminders and tasks for each other, ensuring we provide the care and support our children need. I'm so pleased I remembered OnePage and have embedded it into our nursery. Review collected by and hosted on G2.com.

I can't think of any downfalls. it would be great if OnePage made a platform specifically for nurseries. Review collected by and hosted on G2.com.