OnePageCRM

• OnePageCRM is just that
• a simple, effective CRM that allows you to see your business on one page, and to focus only on your next task
• The Lead Clipper is a gamechanger and saves hours of time every month adding contact info to our database

• Easy to use and flexible settings configuration
• Unlike most products managing contact records, OnePageCRM provides many tools to update and maintain company/organization information for all contacts in a company, sync tags and status changes, and tie multiple contacts to multiple deals
• You also have the ability to customize fields add categorize contact records
• The Mobile Application provides just the right contact information on a small device and allows me to update records across the organization

It is easy for us to track our customers and push them to the stages they need to be at throughout the whole roofing process

• The action stream is incredible
• It forces me to interact and act on my CRM content
• It's no longer just a place to house information, but to move opportunities forward
• It's the CRM I've been looking for
• They've thought through the flow of day-to-day customer interaction - action is needed
• I can make calls while driving and I'm immediately prompted to make a note about the call (logging the time in that leads activity)
• When I complete an action I'm immediately prompted to set the next action (before I forget
• ) Everything is connected, but I don't have to fill out every field to move forward with my day
• I can edit and add as I go - the ultimate flexibility while retaining the critical info I need to close deals

• OnePage CRM allows me to track all of our existing relationships in one platform
• It is a central repository for contacts, task management, and pipeline

• All members of the staff are great
• customer service, training, and management, including the president [sensitive content hidden]
• I recommend OnePage to all of my startup company clients

• It forces clarity and action
• Instead of bloated dashboards or endless pipelines, you get a clean, single-page layout that keeps your team focused on the next step for every contact
• Perfect for keeping follow-ups moving and preventing leads from falling through the cracks
• Integrations with email and mobile app are simple and reliable no over-engineering, just works

• What I like most about OnePageCRM is the clear overview it gives of all your contacts, deals, and next actions
• Everything is organized in such a practical and intuitive way that it really helps you stay on top of your sales pipeline
• The platform also comes with so many smart tools and automations that make daily tasks faster and more efficient — you can actually see your sales improving as you use it
• It’s simple, effective, and really built to help you take action

• The ability to set up future tasks helps provide an automated daily to-do list that helped keep us on task
• We also like the ability to add emails to a constituent's contact so we can see the full communication history

• Great value for money, easy to learn, and ideal for simple sales management
• It helps us find data quickly - perfect for a small charity like ours