onepagecrm logo
dot background
OnePageCRM

The first action-focused CRM, OnePageCRM transforms a static database into a dynamic to-do list.

Free: No

Trial: Yes

Min: $9.95/month

Max: $19.95/month

OnePageCRM Review: Top Features, Pricing, Pros & Cons

What is OnePageCRM?

OnePageCRM is the only action-focused Customer Relationship Management (CRM) system in the world. Used by small businesses in almost 80 countries, this simple CRM lets you take full control of your sales process.

OnePageCRM is famous for its unique Action Stream feature. In the Action Stream, all contacts in your database have actions (i.e. tasks or reminders) with due dates and are sorted by urgency. This way, you can focus on the most urgent ones first without using additional productivity tools or spreadsheets.

OnePageCRM has all important CRM features: contact management, sales automation, deal management, multiple sales pipelines, mass email communication, email opens tracking, and many more. It integrates with different business tools, and has unique free lead generation apps, several mobile CRM applications, and a simple interface.

Monday.com Banner
ADVERTISEMENT

Pros of OnePageCRM

  • Very simple to use (no training required)
  • Affordable pricing (incl. 21-day free trial)
  • Action Stream and other unique features
  • Email management (mass email communication, email templates, email opens tracking)
  • Multiple automation features

Cons of OnePageCRM

  • No free version
  • Not suitable for large enterprises 
0%
Ease of Use
0%
Features
0%
Value For Money
0%
Support
0%

We love to hear from you. If you have used this product already, please share your thoughts with our audience.

Top Features of OnePageCRM

01.
  Unique to-do list functionality (Action Stream)
02.
  Proactive contact management
03.
  Sales and workflow automation
04.
  Pipeline and deal management
05.
  Email management (incl. bulk emails, templates, and email opens tracking)
06.
  CRM reporting
07.
  Team collaboration
08.
  Mobile CRM apps (mobile sales CRM, Route Planner, Business Card Scanner)
09.
  Free lead generation apps (Lead Clipper and Web Forms)
10.
  Third-party integrations
Michael FitzGerald CEO OnePageCRM

OnePageCRM: Company Profile

Michael FitzGerald: CEO and Founder of OnePageCRM

Michael FitzGerald is CEO and Founder of OnePageCRM, the award-winning sales tool for small businesses. Founded in 2010, OnePageCRM reinvented the sales function with its unique Next Action sales method.

CEO Name: ​

Michael FitzGerald

Est. Year:

2010

Employees:

20-30

HQ Location:

Ireland

Funding:

NA

Detailed Review of OnePageCRM

Built on Getting Things Done productivity principles, OnePageCRM was designed as a simple CRM tool for small businesses that need to grow fast. 

It is a perfect solution for those who have outgrown spreadsheets or looking for their first CRM. 

OnePageCRM has all the important features of a sales CRM tool without overcomplicated functionality. Its simplicity and clutter-free interface make it easier for small businesses and solopreneurs to get started with using a CRM even if they’ve never used one before. 

Action Stream: Next Action Sales Method

OnePageCRM Review

This is a unique feature developed by OnePageCRM. 

As an action-focused CRM, OnePageCRM encourages users to take action with every contact in their database instead of simply storing them. 

With OnePageCRM, businesses can add tasks and reminders (Next Actions) to every contact and make sure that no customer is ignored and no sales opportunity is missed. 

Customer-Centered Contact Management

OnePageCRM Review

If you’re looking for a customer-centered CRM, this is your go-to tool. 

All contact details, interactions, notes, previous calls, sales deals, and upcoming Next Actions are stored on one scrollable page. 

In OnePageCRM, a contact profile becomes the heart of your sales process. 

Efficient Email Management

OnePageCRM Review

OnePageCRM offers a full email sync with your favorite email clients. You can send and receive emails straight from within OnePageCRM. 

Besides, users can also choose which type of communication they want to sync (for example, you can keep in your CRM only emails from specific people and filter out the rest).

With OnePageCRM, you can send personalized emails in bulk, track email opens, and create multiple email templates with attachments. 

Sales and Workflow Automation

OnePageCRM Review

Depending on your needs, OnePageCRM offers a variety of automation features. 

You can add leads from any page to your CRM in one click with their unique Lead Clipper. It’s also possible to create a sequence of actions that resembles your sales process. They can be added automatically to new leads or customers.

OnePageCRM users can also build and email sales quotes in 30 seconds, set up deals in a few clicks, and automate many repetitive tasks with the Autoflow feature.

Pipeline and Deal Management

OnePageCRM Pipeline and Deal Management

In this sales CRM, you can build deals in a couple of clicks, customize deal stages, and pre-save your most used products and services. There’s no need to do any calculations: OnePageCRM does everything for you. 

OnePageCRM users can switch between the Kanban and Forecast views to get revenue predictions or a quick overview of their deals. If you have several products or services, OnePageCRM lets you build and manage multiple pipelines.

Besides, with OnePageCRM you can identify bottlenecks in your sales processes by seeing how much time is spent on each deal stage. Also, if you lose a deal, OnePageCRM encourages you to record a reason. This way, you can improve your close rate in the future. 

Mobile CRM applications

OnePageCRM Mobile Application

For those companies that do field sales, OnePageCRM developed several mobile applications. 

There’s a sales CRM, which works on smartphones and tablets, both on iOS and Android. You can log calls, and notes, send emails and manage your entire sales process from within this mobile CRM app.

OnePageCRM has also built an AI-powered Route Planner. If you’re planning to visit multiple leads in one day, OnePageCRM will build an optimal route for you considering the traffic and factoring in the average time you plan to spend on each meeting. 

You can also use OnePageCRM’s Speed Dialer to quickly dial your contacts. And if you’re a fan of business cards, OnePageCRM lets you scan hundreds of business cards each month and automatically create new contacts based on business card snapshots.

Team Collaboration and CRM Reporting

OnePageCRM Reporting

As a simple CRM, OnePageCRM is a great tool for solo users. But if you plan to use this CRM with your team, it offers you different collaboration and reporting options.

You can see what’s happening in your team with the real-time Activity feed. On top of that, you can generate custom reports in a few seconds and get them delivered to your inbox on a regular basis.

In OnePageCRM, you can assign deals, contacts, and Next Actions to different team members, leave notes and comments for your colleagues, and tag them to get their attention (they will receive email and in-app notifications).

CRM Integrations

OnePageCRM Integration

OnePageCRM has integrations with different lead generation, marketing and communication, accounting, customer support, and task management tools. 

You can connect this CRM to Mailchimp, Xero, Google apps, WhatsApp, Dropbox, Evernote, and many more. 

You can also connect it to thousands of apps using the Zapier integration or build your own with OnePageCRM’s open API.

How to use OnePageCRM

OnePageCRM is one of the simplest sales tools in the world. It takes just a few minutes to set it up, and you can start using this CRM without any training.

01. Create a Free Trial Account

To get started with OnePageCRM, you need to create a free trial without entering your credit card details or any other obligations. 

The set-up process takes just a few clicks, and the 21-day free trial gives you full access to all OnePageCRM features. 

OnePageCRM Free Trial

02. Explore the Action Stream

After the quick registration, your account will be customized for your industry. You’ll see the Action Stream with a few contacts with dummy data. 

Feel free to play around with these contacts: add notes, log in calls, set Next Actions, and so on, to better understand how an action-focused CRM works.

OnePageCRM Review

03. Add and Edit Contacts in CRM

One of the main OnePageCRM advantages is its contact-centered nature. All contact details and interactions are kept on one scrollable page.

Have a look around this page and understand what type of information is stored there. This will give you a better insight into why small businesses in almost 80 countries prefer this action-focused CRM.

OnePageCRM Review

04. Connect Email Client to CRM

Connect OnePageCRM to your inbox to see how your emails are neatly stored in this CRM. 

If you’re not comfortable with using your real email address, you can create a test inbox and connect it to your trial CRM account.

This will give you an opportunity to test all of OnePageCRM’s email functions: two-way sync, email templates, email opens tracking, and many more.

OnePageCRM Email Client to CRM

05. Customize Your Pipeline

You already have many processes in place. Some of them can be easily visualized with OnePageCRM’s pipeline feature. For example, your sales process.

Configure your CRM pipeline to reflect all the stages of your sales process. You can also add a few deals and give the drag-and-drop functionality a try. 

By the way, in OnePageCRM, each time you win a deal, you’ll see confetti popping out—this is a kind reminder to celebrate every achievement.

OnePageCRM Customize Your Pipeline

06. Add New CRM Users

Once you feel comfortable with OnePageCRM, you can also add new users to your CRM account and let your team members try all features for themselves. 

OnePageCRM Add New CRM Users

07. Import Data to Your CRM Account

You’ll have 21 days to thoroughly test OnePageCRM and see if it is a good fit for your business.

If at some point you want to try this CRM on real data, you can easily import your contacts or deals to OnePageCRM. Besides, this tool has a direct connection with Google Contacts, which makes it easy to import your Google contacts to OnePageCRM without CSV files.  

OnePageCRM Import Data

OnePageCRM Pricing

OnePageCRM has very straightforward and simple pricing plans. There are two subscription types that you can choose from: monthly and annually. When a user subscribes to an annual plan, they get 4 months for free compared to monthly subscriptions.

Professional CRM plan is best for small teams and sales professionals who are starting out with a CRM and have a simple sales process.

Business CRM plan is best for businesses that need to dig deeper into their sales data, manage multiple pipelines, and have better control of their complex sales processes.

  • Professional plan ($9.95 Per Month, Per User and Billed Annually)
  • Business plan ($19.95 Per Month, Per User and Billed Annually)
OnePageCRM Pricing

OnePageCRM Review Competitor Price Comparison

Find the most cost-effective solution for your business. Check the price comparison of all the software that we listed in this category. 

Product Name

Free Plan

Min Price

Max Price

Score

Wrike

Yes

$9.80/month

$24.80/month

91.75%

Bitrix24

Yes

$0

$159

92%

Pipedrive

No

$11 .90/Month

$74.90/Month

92.5%

Podium

No

$249/Month

$599/Month

92%

ActiveCampaign

No

$9/Month

$149/Month

92.5%

Maple CRM

No

INR 600/Month

INR 7K/Month

90.25%

Freshworks CRM

Yes

$15/Month

$69/Month

92.5%

Phonexa

No Free Trial

$100/Month

Custom

92.5%

Sendinblue

Yes

$25 /month

$65 /month

92.5%

Salesforce

Yes

$25 user/month

$300 user/month

92.25%

OnePageCRM FAQs

Q1. What is OnePageCRM? OnePageCRM is the first and only action-focused customer relationship management (CRM) system. It is built on Getting Things Done (GTD) productivity principles. With OnePageCRM, you can turn your customer database into an actionable to-do list and set tasks and reminders next to every contact.
Q2. What are the benefits of an action-focused CRM? Action-focused CRMs are a new type of CRM software built specifically for small businesses. Their main focus is on a proactive approach to managing information rather than simply storing it. Action-focused CRMs have simple functionality and don't require any training.
Q3. What businesses use OnePageCRM? OnePageCRM is popular among small and mid-size businesses, solopreneurs, startups, and non-profit organizations. Companies from various industries have adopted this CRM tool for their processes: manufacturing, real estate, software development, agencies, consulting, IT services, and many others. It is especially popular among companies that value a consistent step-by-step approach and need to grow their business faster and more efficiently.
Q4. Is OnePageCRM free to use? Although OnePageCRM is one of the most affordable CRM solutions, it is free only for non-profit organizations.
Q5. What are the best alternatives of OnePageCRM? Since OnePageCRM is the only action-focused CRM in the world, there’s no other CRM with the same functionality. For example, the Action Stream, Lead Clipper, Quick Quotes and Web Forms are available only in OnePageCRM. If you work for a large enterprise and need an admin-focused CRM with lots of different features, you might want to check out Hubspot or Salesforce.

What Kind of Support OnePageCRM Offers?

OnePageCRM has one of the best customer support teams. You can have a look at their 5-star Google reviews to have a better understanding of what support they are offering.
Email Support
Live Chat
Tutorial Videos & Documentation
Phone

Platforms Supported

OnePageCRM: Alternatives

Wrike Logo for NitDit

91.75%

NitDit Score

Wrike

Free Version

Yes

Min Price

$9.80/month

Max Price

$24.80/month

Wrike is simply amazing! It has to be one of your top choices if you are looking for a complete project management application. This award-winning project management solution integrates several unique features for all kinds of users and organizations. It’s...
Bitrix24 Logo

92%

NitDit Score

Bitrix24

Free Version

Yes

Min Price

$0

Max Price

$159

Bitrix24 can help a business by automating some of the core processes like sales and marketing and make it a lot easier. It is a simple and easy platform to get started. How to Use The Bitrix 24 CRM?  Bitrix...
Pipedrive Logo

92.5%

NitDit Score

Pipedrive

Free Version

No

Min Price

$11 .90/Month

Max Price

$74.90/Month

How Can Pipedrive Help? Pipedrive is a CRM designed by salespeople for salespeople to grow their businesses. Pipedrive uses a signature pipeline sales approach to increase sales. Pipedrive is easy to use and can be learned within a minute. All...

Review Transparency

At NitDit, we try to be as detailed as possible while reviewing any software. Our objective is to help our readers make an informed decision while purchasing software. Here’s how we review a software.

Affiliate Disclosure: NitDit is reader-supported. When you buy through links on our site, we may earn an affiliate commission.

OnePageCRM Reviews

94%
OVERALL

Reviewed by 3 users

  • Easy to Use Platform

    • 2 weeks ago (Edit)

    We have been a user since 2016 and find the platform easy to use and navigate. The Next Action and Action Stream is a great way of keeping track on what needs to be followed up for individual contacts and when. We also use the Add a Deal tab when we have quoted for a job and the Pipeline is a great way of keeping track of sales quotes and targets. The email feature is worth setting up and using, as a copy of the email goes onto the customers timeline and you can also have a copy automatically saved into your Sent Email folder on your computer. Overall a very good user friendly platform for businesses and would definitely recommend.

  • Simple to use, saves a ton of time

    • 1 month ago (Edit)

    I am a SaaS Founder. I have built a B2B SaaS product that automates cloud security. With the product in place, I am actively looking for Head of DevOps, Engineering, and Technical founders to try out my product.

    While prospecting on LinkedIn, I needed a lightweight CRM to keep track of conversations, contacts, leads, and prospects. Initially, I tried using an “enterprise” CRM for this. It just came in my way at each step.

    I came across OnePageCRM while searching for something lightweight and actionable.

    The next action way of working aligns with my work habit. The ease of adding contacts and creating the next action makes the tedious job of tracking leads and prospects enjoyable. My day starts with looking at my action stream (list of next actions against leads sorted by when to take the action) and ends with confirming that all next actions are captured.

    I haven’t tried out the email feature and have barely looked at the pipeline. With actions and contacts, I have managed to do scores of trials and demo calls and kept in touch with my contacts.

    I am using the monthly professional plan and for the time and effort saved, the $15 per month is great value. At this point, I am the only one in my team using this CRM.

  • A very handy CRM solution for businesses of all sizes.

Leave feedback about this

  • Ease of Use
  • Features
  • Value for Money
Michael FitzGerald CEO OnePageCRM

CEO Name: ​

Michael FitzGerald

Co Name: ​

OnePageCRM

Est. Year:

2010

Employees:

20-30

Headquarter:

Ireland

Funding:

NA

Related products

0%

Wrike

91.75 % (NitDit Score)

0%

Bitrix24

92 % (NitDit Score)

0%

Pipedrive

92.5 % (NitDit Score)

All Alternatives..

Recently Added Software

rehub theme logo

REHub Theme

93 % (NitDit Score)

Asana-Logo

Asana

92.5 % (NitDit Score)

Flock Logo

Flock

93 % (NitDit Score)

Get Best Software Deals Right to Your Inbox

newsletter
Kinsta baner
ADVERTISEMENT

Solution used by over 150,000 businesses

Boost your sales & revenue with automation.

monday

Recently Added Software

rehub theme logo

REHub Theme

REHub is a constantly evolving eCommerce WordPress theme that is...
Asana-Logo

Asana

To make the best use of this easy to use...
Flock Logo

Flock

Gone are the days when email was the only solution...
Zoho Cliq Logo

Zoho Cliq

Zoho Cliq has a number of unique communication features; all...
cookie

We use cookies to ensure that we give you the best experience on our website.