OnePageCRM

Vorteile

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.

Nachteile

Even though I'm still figuring it out, I think features like email tracking and meeting scheduling would be good additions.

Vorteile

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.

Nachteile

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.

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Vorteile

Easy to use and cost effective. Great support

Nachteile

Email Templates are very difficult to use and needs big upgrade.
Should include recent history list so you dont have to search again.

Vorteile

I started using it recently, and even though I'm still getting the hang of it, I find it really useful and simple to use, especially for a small startup like ours. Since sales are so important for us, it helps store customer contacts, set reminders for follow-ups, and use ready-made email templates. Plus, the pricing is affordable.

Nachteile

Although I'm still exploring it, I feel that features like email tracking and meeting scheduling could be added.

Vorteile

This software was so easily customisable and easy to use.

Nachteile

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.

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Vorteile

+ 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.

Nachteile

- 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)

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Warum OnePageCRM gewählt wurde

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Vorteile

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!

Nachteile

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).

Vorteile

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.

Nachteile

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.

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Vorteile

I think the live support is one of my favorite things about the company. Especially during setup, when then questions were very important, it was wonderful. They quite literally had our backs..

Nachteile

Not much to complain about, it really keeps us Task orientated.

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Vorteile

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.

Nachteile

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.

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Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
Simple Interface
Skype Caller built in
Call Tracker Built in
Pleasing to the Eye
Descent Customer Support it is possible to get someone on the phone
Tagging
They are in Ireland ( kinda cool)

Nachteile

Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this.

Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time

Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways.

If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.

Vorteile

I love the recent upgrade that allows limited template emails to be sent to people on my contact list.

Nachteile

I would like to be able to edit the types of lead sources

Vorteile

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.

Nachteile

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?

Vorteile

A very intuitive system with minimal onboarding aligned perfectly to self sales management or team sales management

Nachteile

More illustrative reporting might be helpful. with a focus on key client analytics

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Vorteile

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.

Nachteile

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

Vorteile

Easy to use, easy to view information, helpful and reponsive support staff

Nachteile

Email integration needs some work. Bespoke search feature not powerful enough once you have thousands of contacts

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Vorteile

I like the focus on the next action sales aspects, and the simple integration with Skype, Google Apps, and other simple integrations

Nachteile

I wish there were MORE integrations, and that I can more easily update my overdue tasks. I would also like to have mutiple deal flows, or be able to use the Kaban style layout to track existing deals.

Vorteile

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.

Nachteile

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

Vorteile

It has a clean design and it is well laid out, which I like. But what is really great and is lacking in so many CRM softwares is a next action feature. So, you make your phone call, type your notes and hit "save". If the phone rings or someone comes in you've lost your train of thought and that prospect is lost in the ether. With OnePage, it reminds you every time you complete something, "what's your next action?". It is so easy to add your next calendar date or phone call with that simple box. LOVE.

Nachteile

They are still working out the emailing mirror and you have to use a bcc to get all our correspondence in one place, but that's fine.

Vorteile

So many CRM's are very pricey, and often a bit involved to use. OnepageCRM productivity was immediate. I love that when you enter a contact or clear an activity, your next one is called for. It is so simple to use that you can do tweaks and customization easily. Customer service is not just fast--it is almost immediate! For one question I asked, within an hour or so they had made a VIDEO for me showing how I could do something. Incredible service.

Nachteile

Not much. It's been a joy and for the money, haven't heard of a CRM that touches it. It does everything I need and then some.

Vorteile

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.

Nachteile

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

Vorteile

The most impressive thing about this platform is it's simplicity. It is the first CRM I have encountered that was obviously created with usability in mind. The website and the app perfectly integrate with each other to create the same quality user experience. I love the ease with which I can create a daily call list from my prospects and execute that list easily through the app. Once I make a call, I am immediately given a pulldown menu to log the results of the call. The call counter is a nice touch because it enables me to hold myself accountable to a set number of calls per day.

Nachteile

I do feel like the system could use a better search function. It has a simple search but I have not found a way to do a more integrated search down to the specific fields. Haven't needed one often, but it would have come in handy a time or two.

I also wish the pricing was different to allow for a second user without doubling your cost.

Vorteile

Easy access to information on all contacts and follow up required.

Bulk , personalised email system makes it so easy to connect quickly.

Nachteile

There are no negatives with this software that i have experienced.

Vorteile

- Chrome Plugin to import Linkedin and Facebook profiles
- simple and efficient task management with Next Action a la GTD
- APIs and integration with 3rd party services (PieSync, MailChimp, Google Contacts)

Nachteile

- inexistence of a 2-way SaaS sync tool with Google Contacts
- does not integrate with Gmail to import emails sent to Contacts: I have to remember (or automate on my end) BCCing onepagecrm on each and every sent email
- does not allow me to start an email campaign directly from a subset of Contacts (with particular tags, for instance)

Vorteile

Ease of use, simple to adopt, great mobile app, inexpensive compared to more complicated vendors.

Nachteile

Not a perfect pick if you intend to have a robust CRM, but perfect if you want something simple to dump all your notes into and keep abreast of your customer base/prospect base.

Vorteile

Onepage CRM has a low fee and is easy to use. As a small design agency, we have a lot on our plates and no one here really likes selling. But we need to, right?
The OnePage system helps us stay on top of leads and proposals with a few simple clicks. We've tried other CRM's, but this one made it super easy.
Not letting a great lead slip away because you get busy is the strength of this system: it requires you to set up the next step before closing out the window.
Customer support is a 5-star.

Nachteile

The integration with Chrome (auto-filling contact info) got stuck a couple of times. But that could have been on my end!

Vorteile

Onepage CRM is super easy to use and has such a good workflow. We went from excel spreadsheets to this and it has changed are lives. Keeping track of our sales flow as well as sending template emails to clients has been the best.

Nachteile

Keeping track of profit is a little bit confusing on the software. that would be my only complaint everything else is great!

Vorteile

I love the one next step sales philosophy that the software is built around and the action stream which keeps me on top of my pipeline.

Nachteile

There's nothing I don't like. I'd like to see an integration between this and other apps such as acuity scheduling.

Vorteile

Great Customer Support
Integrates with Wufoo forms and Zapier

Nachteile

Getting overloaded with sales actions (but that's kinda my fault)

Vorteile

OnePageCRM has helped us to manage our lead pipeline and to stay focused on following up with prospects each and every day.

Nachteile

I do not have any issues with this software. They provide an excellent user experience and customer support.

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Vorteile

It is easy for us to track our customers and push them to the stages they need to be at throughout the whole roofing process.

Nachteile

The search feature is not the greatest.

Vorteile

I really enjoy the the Action Stream view which helps focus on what needs to get done. Being a 1 man show I dont always need to complexitiy of multiple touch points for the various different stages of the customer cycle; I just need which customer needs what next and the value of each deal. The recent introduction of the email sync just toops off the functionaility nicley and keeps all the communication in one place.

Nachteile

A little on the pricey side compared to other products in the market but if you need a CRM thats easy to use, its great value.

Vorteile

The report features as an administrator are good and the customer support has always been 100% excellent. Fast, helpful and reliable support.

Nachteile

Bulky - for fast use it could be easier.

Vorteile

It's different by design - it forces you too be make this next thing, to be in the flow, to work and to sale. It's a great motivator, while many other software suites are demotivators - they are too complicated and need an administrator to work properly.

Nachteile

I really liked it but it seems that it doesn't suit into our workflow, where people are overmotivated. We also missed some features, like Web forms captures and email tracking that can be found in other solutions.

Vorteile

Helps get organized and increase sales, user-friendly interface, integration with mail & calendar, perfect for service companies, good value for money

Nachteile

They just added the multiuser function, so you can set a user as administrator and invite other members. But basically every user has the same permissions.

Vorteile

Simple and easy solution to track all my client emails. Love that I can track hone calls done from skype.

Nachteile

I really wish I could sort entries by first name. You can only sort by last name. There is no quickbooks integration. I wish I could integrate it with SendPulse (my email client). Mailchimp is the only email client option.

Vorteile

We created zaps in zapier to automatically add contacts from several different triggers. The customers are created and then we just have to assign them to the correct owners. Creating deals is very easy as well.

Nachteile

There is no option to import deals (only contacts). I had to manually enter over 500 of them.

Vorteile

The design of the program is pretty neat and the paid features are nice. Not for somebody who wants a free CRM.

Nachteile

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.

Vorteile

Elegant user interface, simple, clean, uncluttered (okay that last part was redundant). Super responsive customer support which is one of the main reasons I highly recommend this software.

Nachteile

Because OnePageCRM is primarily focused on sales, using it for our nonprofit means some workarounds. It's more like we don't use some of the features as sales tools.

Vorteile

This software is easy to use. It allows you to track deals and contacts - while also being able to add your own custom fields to be filled in. We also use Zapier to automatically add contacts into OnePageCRM.

Nachteile

There are some fields that aren't available with Zapier to automatically be entered into contact and deal fields so we have to manually enter them. We hope they are working on a fix for that so that things can be more automatized.

Vorteile

Great for client management including contact information, sales, projects, invoicing, and solutions.

Nachteile

This software is great! I can't say anything bad. I do wish that it integrated with more programs; for instance, it does not sync with my Microsoft Outlook which would be fantastic!

Vorteile

It doesn't have over the top bells and whistles. Some CRM's assume have way too many options and it requires way too much time to learn how to use them.

Nachteile

I don't have any dislikes about OnePageCRM. It's a great service as is.

Vorteile

This tool is really simple and it’s perfect for small teams who don’t need the complexity of a big CRM tool. We needed a tool to manage our contacts and reminders to follow up. This tool allows for just that and gets out of the way

Nachteile

It’s not possible to sync your gmail contacts automatically. You have to purchase a separate plugin. This is such a basic functionality that I expect for a CRM to have natively