A Detailed OnePageCRM Software Review for 2025
My Verdict
- Scalable
- Accessible plans
- Custom Reporting
- 21-day free trial
- Limited integrations
- Learning Curve
- Not suitable for large companies
Integrations
Recommended by our experts
OnePageCRM is software that oozes simplicity while producing action-driven results. As a result, it’s well-known for its unique follow-up method, sales growth, and shared inbox. Join me as I explore OnePageCRM’s essential features, pricing plans, ease of use, and integrations.
There’s a plethora of CRM options around, and it can be daunting to figure out which to opt for. I’ve done some of the work for you and spent considerable time looking at this particular CRM.
What Does OnePageCRM Do?
OnePageCRM is an action-focused CRM. It was created for small businesses and solopreneurs to grow their firms. It’s specifically built for organizations in the consulting and professional industries, and I found it a pleasure to use. It boasts simplicity, uniqueness, and innovation which suits me perfectly.
The system allows you to create customized follow-ups so users can group contacts by their level of urgency and set reminders. It has a simple and clutter-free user interface with straightforward features. Naturally, the system is constantly refreshed and updated to adapt to the changing market environments.
It has enough features to help small businesses succeed in today’s market. These include contact management, reporting, sales pipeline, workflow automation, and team collaboration tools.
With more action taken by OnePageCRM, your sales and marketing team’s routine work is reduced, and they can focus on more important matters. Through statistics and reports provided by this CRM, you’ll notice an increase in leads generated and deals closed. This is why OnePageCRM software is trusted and used by small firms in over 80 countries.
You can use it across various departments, including field sales because it’s available via the mobile app with an AI route planner feature. The OnePageCRM app allows you to access all features your small business needs on the go.
Key Features of OnePageCRM
Let’s now take a deeper dive into the essential features of the software.
Contact Management
OnePageCRM allows you to keep contacts and their respective emails, notes, deals, and calls on one easily accessible page. You can also attach files and links related to upcoming meetings to them. This information is available to all authorized members of your team, and it syncs across devices. As long as they have an internet connection, everyone’s aware of the work progress in real-time.
The contact management tool allows you to customize customer contacts using filters, tags, and color codes. As the basis for networking, it’s essential to be able to see your whole network of contacts, whether they be prospects, from business associates to friends or friends. OnePageCRM delivers this admirably.
Overall, your customer data is neatly organized, making it quick and easy to identify existing and target customers.
Follow-Up Reminders
The follow-up reminders feature is nice and straightforward to use. It allows you to set reminders on tasks next to the relevant contacts. You can customize and sort them based on their level of urgency, and once you’ve set your reminders, you can leave it to OnePageCRM software to remind you. The most urgent tasks will stay on top.
It also provides email templates for follow-ups, and you can save templates for repetitive tasks. To help you focus on high-priority tasks, you can configure Focus Mode to hold back on less urgent reminders.
CRM Reporting
OnePageCRM allows you to create reports on your team’s progress. These reports give you a sense of how your current strategies are working so that you can adapt them accordingly. When you open the CRM dashboard, you’ll find summarized reports that clearly depict how your business is doing.
You can also track sales in real-time through report updates displayed and recorded as your team works. Other tools you’ll find in the OnePageCRM reporting feature include generating reports in seconds, setting automatic email reports, building sales forecasts, and enabling the Target Widget.
Workflow Automation
I’ve saved lots of time by using Workflow automation. I just let the CRM take over laborious daily tasks that can take hours to complete. OnePageCRM’s Autoflow tool simply takes care of regular, repetitive tasks for me.
You can create a simple workflow by saving input you know you’ll use repeatedly when communicating with customers or completing tasks. You can also generate leads quickly by capturing their details from any app or website, and they’ll be automatically added to your OnePageCRM platform.
You can even create and set a list of commonly bought products for quicker quoting and invoicing. The “email quote” button automatically generates and sends professional-looking quotes. OnePageCRM is so smart, it can even gather lead info from social media platforms.
Sales Pipeline
You can manage sales directly from the OnePageCRM platform. As the sales team sets up and closes deals, you can view their progress in real time. You don’t have to micro-manage them to see this progress; it’ll appear on the screen of your desktop or mobile device.
This feature lets you define your sales process, customize it according to stages, identify bottlenecks, and forecast revenue.
Pricing Plan
OnePageCRM software has two paid plans, Business and Professional, which can be billed monthly or annually. Also, the platform offers free services to NPOs (Non-profit Organizations). Anyone can test the CRM with the 21-day free trial, and currently you can get the first four months free when you opt to be billed annually.
Additionally, the per-user cost is much lower when you pay for your subscription yearly instead of monthly. All OnePageCRM apps and user license fee costs are included in these plans, and you won’t be asked to pay more when downloading one or more of the CRM’s apps.
Business Plan
The Business plan costs $19.95 per user when billed annually, or $29 per user, per month when billed monthly. It allows up to 100 users and is great for larger teams. This is the most popular plan as it has all the Professional plan features and more.
Its features include:
- Email tracking
- 30-day contact and deal restore
- User groups
- Historical emails
- Multiple pipelines
Professional Plan
Subscribing to the Professional plan costs $9.95 per user, per month when billed annually, or $15 per user, per month when billed monthly. This plan is great for small teams and allows up to 25 users.
It features:
- Unlimited contacts
- Bulk emails
- AI-powered route planner
- KPIs dashboard
- Native mobile apps
Is OnePageCRM Easy to Use?
OnePageCRM defines itself as a simple CRM, and I found it to be exactly that. Besides its straightforward interface, all of the features are simply presented and clearly defined. As a new user, it made adoption much easier than some other systems I’ve tested.
There are also features made for learning on the platform. These include a section that states who the OnePageCRM software is for in terms of business size and industry. You’ll also find blog posts, guides, video tutorials, and a sales academy to enhance your CRM knowledge further.
Available Integrations
OnePageCRM software allows a wide range of integrations, including:
- Mailchimp forms
- Xero
- Gmail
- Talkdesk
- Google Drive
Which Companies Work With OnePageCRM
OnePageCRM works with many companies around the world, which include:
- Wave Productivity
- TestReach
- MOTM Events
- Computrek
- Wedding Dates
- Perimeter Commercial Real Estate
Alternatives
If like me, you like to compare several CRMs before picking one, then you can check the OnePageCRM alternatives below:
Nutshell
Nutshell is CRM software designed for small B2B companies. It has excellent CRM features a small organization needs to enhance its sales and grow its business.
Monday.com
Monday.com offers various products, including a sales CRM, to enhance the performance of small and medium-sized businesses. It’s affordable and has features like mass emails, performance tracking, and sales forecasting.
Nimble
Nimble CRM is also excellent for solopreneurs and small businesses. The software focuses on building relationships through social and business data.
Is OnePageCRM a Good Fit For You?
Choose OnePageCRM if:
- You’re a solopreneur, small or medium-sized business
- You’re an NPO looking for free CRM solutions
- You’re looking for a straightforward CRM
- You want to drive productivity in your company
- You want to efficiently build and maintain customer relationships
- You want a CRM that’s scalable
- You’re looking for AI-powered CRM features
Avoid OnePageCRM if:
- You own a large company.
- You’re looking for a free plan for an NPO