TrustRadius Insights for OnePageCRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
OnePageCRM is a versatile CRM software that has proven to be a valuable tool for businesses of various sizes. Users have found a range of use cases for the software, from estimating the value of future business deals and tracking margins and profit, to keeping customer relationships organized and maintaining a high-quality customer experience. The software simplifies follow-up by allowing users to easily access the history of contact with customers, saving time and improving efficiency. It is particularly effective in managing and tracking leads, providing sales pipeline management that adds strategy and structure to the sales process. Small business owners find it helpful for managing contacts, conversations, and tasks, allowing them to stay organized and focused on client outreach efforts. OnePageCRM also facilitates communication in remote teams, ensuring everyone is in the loop and commissions are properly accounted for. Additionally, the software helps users manage thousands of contacts, leads, clients, and referrers of business through effective communication and actioning marketing plans. With its user-friendly interface and extensive features, OnePageCRM has become a recommended choice for businesses looking to streamline their sales process and improve customer relationship management.
OnePage is currently used across our whole company. The sales team uses it to forecast deals, track communication, schedule calls/follow-ups and more. Our Operations Team uses it to track communication and any new points of contact.
Pros
Track Communication - OnePage makes it easy to track all client communication in one place.
Forecasting Deals - OnePage makes it easy to forecast deals and make detailed notes.
Scheduling Calls/Follow Ups - OnePage lays out daily tasks in an easy-to-read pipeline.
Cons
OnePage does not show an overall "life of the lead" in one place. While it tracks everything, it can be difficult to get a broad overview/timeline of all communication.
Likelihood to Recommend
OnePage is great for any company with a sales team. Onepage is great for lead tracking, and showing all communication in one place. Its timeline is easy to use and understand. OnePage also makes it easy to manage a sales team. Their reporting capabilities are excellent and it is a great way to track deals.
We use OnePageCRM (which we refer to internally as "OP" for short) primarily as a Lead tracking system for timely follow up for sales leads. We have it integrated with Klaviyo, which handles our automated emails. The way we use our various operational platforms, I'm certain we don't make use of all the features OnePage has to offer. Essentially, we use it like a calendar for chasing leads.
Pros
It uses a split screen: one half is your action stream, the other is for a selected contact. This is really helpful.
You can do mass actions-- like rescheduling a group of actions for another day.
"Tags" are a handy feature... it's sophisticated enough to trigger automated follow-ups in our mail service, Klaviyo
Cons
Multiple contacts should automatically merge. Without this, there is a risk of a prospect receiving too many emails from us.
They do regular updates -- seems like almost daily. This requires a refresh, and it just seems too often.
The checkbox system is odd: On the left have of the screen, it functions as a "select" button....but on the right half of the screen, it functions as a "task complete" option. I would move to have two distinct looking items.
Likelihood to Recommend
It's hard to be helpful here: we use OnePage in such a limited way that I'm certain some of the higher level features would really help other organizations, it's just that our activity flow isn't based here. We use our help-desk ("FreshDesk") for the majority of our customer communication, and in fact don't manually communicate from OnePage directly.
I use OnePageCRM whilst sales prospecting. I am the only user in the organisation. Specifically, the CRM program forces you to schedule a next action or the next step. Then, every day, those actions pop up in the work stream.
Pros
Keep tabs on deals in progress
The work stream is great and it's easy to use
Forces next steps to be scheduled. Again, it has an intuitive interface which means that the "getting things done" principals are easy to use
Allows dialing and emailing directly from the software
Cons
The ability to interface with all or many VoIP services would be top of my priority list
Skype is not a favourite of mine, but Google hangouts is which is now included with OnePageCRM
The ability to create email templates would be good. I have a separate app for that, but it would be good to have it on board
Likelihood to Recommend
I have a very simplistic use for CRM and I don't like ones that are complicated or too expensive for a solus user.
OnePageCRM is a GTD (Getting Things Done) system which is intuitive and easy to get started without loads of complicated configuration.