OnePageCRM: Review

What is OnePageCRM?

OnePageCRM is a web-based sales automation customer relationship management (CRM) solution that is used by small businesses to automate their sales processes and streamline it. With one-click lead capture from various sources (Gmail, LinkedIn, etc.), you can also integrate with a number of third party lead generation, financial, and communication applications for 100 percent sales automation.

Intended Users

OnePageCRM is a simpler CRM than the huge solutions you can find made for thousands of employees. This CRM was created for catering to small businesses.

Deployment

  • Web / Cloud / SaaS

Platform(s)

  • Windows
  • Mac
  • Linux
  • Web Browser (OS agnostic)
  • Mobile

Features

Users can achieve 100 percent sales automation through the integration of OnePageCRM with a large number of third party lead generation, financial, and communication applications.

The CRM’s system’s contact management feature allows users to consolidate business contacts and merge duplicate entries. The interactive sales pipeline ensures you need only enter minimal data manually when adding new deals, while providing a distinctive view of the sales funnel.

This CRM also enhances sales collaboration by sending notification emails to each member of sales team whenever a new task is assigned.

Sales Management For You and Your Sales Team

The secret to sales is completing sales actions — OnePageCRM will keep you focused on taking action. With Action-oriented software (as opposed to a huge amount of graphs and charts), you don’t need to worry about so much manual data entry and analyses. The simple dashboard is efficient and easy to read and use and is intended to remind you of the next action to take in your Action Stream, so you can take real business action rather than considering a graph for a week without acting on it.

Contact Management for Sales Teams

With all of your business contacts in one location, it is easy to remain organized in this CRM. You can stop having your contacts being trapped in individual cell phones, and email accounts alone will not make your business efficient. With the Contact Management feature, you can have all of your contacts’ information in one place so you and/or your team can be on top of every opportunity.

OnePagCRM also allows you to merge duplicates in the contacts. This means if you had already put a contact’s email address in your contacts but you also have their phone number, you don’t have to erase any — simply select the two contacts and click “merge duplicates.”

Lead Capture

Creating and capturing leads is easier with lead clipper and social media details at-a-glance.

  • Lead Clipper

With this feature you can clip lead details from the web with a single click. This creates what is called “Next Action,” which makes sure that you follow up on it.

  • Email Inbox Lead Clipper

When you receive an email from prospects, you can quickly capture their details from Gmail, Google Apps Mail, and Outlook.com (Hotmail and Office 365).

  • Other Social Sites

You may also grab a new lead’s details from their social media site (like Facebook, Twitter, XING) and profiles and send them to the OnePageCRM.

Image result for onepagecrm lead clipper

Sales Team Collaboration

Closed-loop sales and collaboration are important to winning more deals. OnePageCRM’s Sales Team Collaboration feature is a way of making it simpler for your team to collaborate: they can share actions, delegate tasks, notify others when important notes are stored, and more. This is especially important when there is a team trying to sell to multiple people on the client side.

Integrations with your Business Systems

Integrations are a huge part of whether your CRM succeeds or not. Every business needs to integrate with some sort of third party application whether this is an accounting software, web forms, email campaign apps, video conferencing, email platforms, or automated workflows.

OnePageCRM allows you to connect your CRM to your crucial and favorite business systems and applications. This will continue to simplify your sales by being able to have your business systems “talk” to each other, from marketing, invoicing, project management, and so forth.

Sales Forecasting

Not all deal pipelines are made the same. While OnePageCRM does not offer a huge breadth of analytical options, it does offer an interactive pipeline that will give you a very unique view of your sales. By helping you to predict, motivate, and close more deals, you can view your deal stages funnel and see how you are performing.

You can add deals, too. Data entry and management is kept to a minimum and all you need a few details.

Mobile CRM Apps for Android and iOS

As with any CRM worth its salt, OnePageCRM offers mobile CRM applications for both iOS and Android. It is important to have your important information on hand at all times in the world of business. The simple and effective mobile CRM apps means that your sales team can stay on communication and workflow no matter where they are.

GTD-based Design

GTD stands for “Getting Things Done,” for better focus and productivity. This is an organizational method that was created by David Allen and his productivity principles to sales are applied to this CRM through the design.

  • Capture and Organize

Using the Lead Clipper, you will collect contacts that require your attention. Organize your contacts with statuses, tags, and set a “Next Action” for each contact.

  • Mind Clarity and Focus

You can use the CRM application as a trusted system to remind you at the right time of important actions you must take. This way, you can focus your attention on more important things without worrying about missing anything you have to do later in the day or week.

  • Productivity

Stress-free sales productivity can be difficult, but you can help yourself achieve it by continuously deciding what action to take next as soon as you complete an action — this way, you’ll never stay stagnant. You will always be moving.

Negatives

One negative of OnePageCRM is that it is a bit light on its reporting abilities. This means you may have to export into Excel in order to perform any detailed analysis. However, if you have chosen this CRM to use, it’s titled should have prepared you for a lighter software with more simple features.

Plans & Pricing

Pricing is simple. There is one plan to choose from.

Price: $12 / user / month (or $11 / user / month — 1 month is free with annual payment)

  • Unlimited: Contacts
  • Unlimited: Notes
  • Unlimited: Deals
  • 1 GB of File Storage
  • Reporting on Sales Pipeline, Activity, and Marketing
  • Customize Contacts and Sales Process to fit your business
  • Mobile and Tablet Applications for Android and iOS
  • World class training and support
  • Easy setup and very low maintenance

If you are a non profit organization, check out the link below — you can get the Power of Action Program (a OnePageCRM initiative) for FREE.

Non Profits: https://www.onepagecrm.com/power-of-action

Free Trial

OnePageCRM does offer a 21-day free trial.

Free Trial: https://app.onepagecrm.com/register

Customer Support / Training

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