Summary

OnePageCRM

OnePageCRM logo

OnePageCRM

What is OnePageCRM?

OnePageCRM is a cloud-based sales CRM system that allows small and medium-sized companies to automate admin and schedule follow-ups with leads. OnePageCRM is a sales tool that uses the Getting Things Done (GTD) concept and a unique Next Action sales approach to help salespeople focus on the work at hand.

OnePageCRM is available through any online browser as well as native iOS and Android applications.

On a single scrollable screen, the system provides complete contact management tools, including the capability to log calls and notes, add deals, assign tasks, and track contact activity.

Users can create customized emails in bulk, build custom email templates, track email openings, send automatically generated email quotations, recover email history, and more with the app’s native email integration and complete email sync.

The Lead Clipper feature of OnePageCRM allows for automated one-click lead capture from any web page or media platform. Custom sales reporting tools are also available in the app to track individual and team goals and give actionable insights.

OnePageCRM offers an API that interfaces with leading lead generating, communication, and financial apps. email, phone, and live chat support are all available.

OnePageCRM Pricing

  • Free Plan: Not Available
  • Free Trial: Available (No Credit Card required)
  • Starting Price: $15.00 per month
  • SMB Plan: $15 USD per user/month or $13.50 USD per user/month billed annually.
  • SMB Plus Plan: $29 USD per user/month or $24 USD per user/month billed annually.
  • Enterprise Plan: $59 USD per user/month billed annually.

View Full Pricing and Plans of OnePageCRM ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, Web-Based, SaaS
  • Desktop – Mac
  • Desktop – Windows
  • Desktop – Linux
  • Desktop – Chromebook
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

TRAINING

  • Live Online
  • Webinars
  • Documentation
  • Videos

OnePageCRM Features

  • Task Management
  • Territory Management
  • Alerts/Notifications
  • Calendar/Reminder System
  • Call Management
  • Campaign Management
  • Cataloging/Categorization
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Support
  • Data Import/Export
  • Document Storage
  • Email Marketing
  • Field Sales Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Sales Forecasting
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Territory Management

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