OnePageCRM: At a Glance
- OnePageCRM is a simple CRM geared toward meeting the needs of sales professionals who want an easier way to manage and follow up with leads―without all the bells and whistles of a full-fledged all-in-one CRM.
- It stands out for its approach to action-based selling where it offers the key features a sales team needs to keep in touch with leads and contacts, such as follow-up notifications, automatic email follow-up, a dynamic task list that is sorted by priority level and the ability to send bulk emails.
- OnePageCRM is one of the most competitively priced CRMs on the market with plans as low as $9.95 per user, per month, when billed annually or $15 per month with monthly billing.
- Forbes Advisor rated OnePageCRM as one of the top simple CRMs―especially for its versatility and feature set.
Pros
The main advantage of OnePageCRM is its efficiency due to its simplicity. It’s a streamlined solution that provides users with the must-have features to manage contacts and deals more effortlessly. On top of that, all plans include unlimited contacts, deals, notes and tasks, making it a good value at $9.95 per user, per month―especially for those with large contact lists. It also has a user-friendly kanban-style deals pipeline, mobile apps (iOS and Android) and automated workflows.
Cons
On the other hand, OnePageCRM is not without its disadvantages. While the interface is simple and indeed clutter-free as advertised, that doesn’t necessarily mean it is the most intuitive, so the learning curve is not completely absent. While it’s competitively priced, it does not offer a free plan like many of the leading CRMs―only a free trial. On top of that, it’s not feature-rich, so it’s not for the user who seeks a comprehensive CRM that can do seemingly anything and everything.
Featured Partners
1
monday sales CRM
Free; $9 per user per month for basic features
14 days
Yes
2
Salesforce
$25 per month per user for basic features
30 days
Yes
3
HubSpot
Free; $15 per user per month (billed annually)
14 days
Yes
4
Pipedrive
$14 per user per month (billed annually)
14 days
Yes
How OnePageCRM Works
OnePageCRM is a simple CRM platform designed to help sales professionals manage leads and contacts more efficiently and effortlessly. It achieves this through its action-based features such as Action Stream, which serves as a dynamic task management tool, follow-up notifications to ensure communication is never dropped, workflow automations, bulk email and more. Its dashboard centers around the Action Stream, which shows all upcoming to-do list items to help keep users organized and on top of their work. It utilizes a simple kanban-style sales pipeline where users move contacts through the process by checking a box on the contact card to indicate that stage has been completed.
OnePageCRM Core Features
Although OnePageCRM is considered a simple platform in the world of increasingly complex CRMs, it still offers a wide array of features. Not only does it have a comprehensive contact management system, which makes it easy to keep track of leads and contacts with notes, tasks and automations, but it also has its Action Stream, which is its version of task management, sales pipelines, bulk email, automations, reporting and various integrations for further versatility.
Action Stream
At the heart of OnePageCRM is its Action Stream. This is essentially its task management where you see your to-do list, which is sorted dynamically based on deadlines and urgency. To use this feature, simply select a contact and click the option to “Add a note.” In doing so, you can input the next task as well as the due date, which will determine the order of your tasks in your action stream. I find this to be a very easy system that works well for those who prefer to work with a to-do list but want the convenience and accessibility of an online task management tool.
Contact Management
OnePageCRM has a simplistic contact management dashboard where users can search for leads, contacts and organizations. Users can add contacts to deals, which is a nice feature, and add actions, notes, calls or meetings. I really like that actions serve as tasks, so each contact has a to-do list within the contact card. This makes it easier to stay on top of everything.
Deals Pipeline
To help users manage deals, OnePageCRM offers customizable kanban-style sales, sometimes known as deals pipeline, with drag-and-drop functionality. Although it’s not the most visually appealing sales pipeline in the CRM industry, it does offer a couple of unique features. Each stage (or column) shows the number of deals in that stage and the revenue potential based on the likelihood of closing a deal. For example, if a new lead with a total value of $8,600 has a 10% chance of converting into a sale, OnePageCRM values it at $860. While this aspect of its deals pipeline isn’t useful to every sales team, it will be helpful for some.
Automations
OnePageCRM has a variety of workflow automation tools to automate the sales process and save you and your team time. It helps eliminate repetitive tasks, although it has a simple workflow structure that can be customized to suit many needs. For example, you could create a workflow to send a follow-up email automatically when a deal is moved from one stage in the pipeline to the next. Alternatively, when a new deal is created, you can set up an action automatically. While its workflow automation options may not be as robust as some CRMs, it is very user-friendly and does offer significant assistance in avoiding tedious and time-consuming tasks.
What Sets OnePageCRM Apart
OnePageCRM stands out for its simplicity. While it doesn’t do everything, what it does do, it does very well. In my opinion, it is one of the most streamlined and user-friendly CRMs in the market, with ease of use at the forefront of its features, such as its contact cards, workflow creation or connecting your email, which takes only three steps. It eliminates the noise that clutters many of the all-in-one CRMs, making it a solid solution for busy sales professionals who want a simple but powerful tool to organize contacts, foster contacts and manage deals more efficiently.
OnePageCRM Pricing and Plans
| Professional | Business | |
|---|---|---|
|
Price With Annual Billing
|
$9.95 per month
|
$19.95 per month
|
|
Price With Monthly Billing
|
$15 per month
|
$29 per month
|
|
Unlimited Contacts, Deals and Tasks
|
Yes
|
Yes
|
|
Contact Management
|
Yes
|
Yes
|
|
Task Management
|
Yes
|
Yes
|
|
Workflow Automations
|
Yes
|
Yes
|
|
Customizable Deals Pipeline
|
Yes, one
|
Yes, multiple
|
|
Email Sync
|
Yes
|
Yes
|
|
Bulk Email
|
Yes
|
Yes
|
|
Custom Reporting
|
Yes
|
Yes
|
|
Email Tracking
|
No
|
Yes
|
|
Fetch Historical Emails
|
No
|
Yes
|
|
Required Fields
|
No
|
Yes
|
|
Customer Support
|
Email and phone
|
Email and phone
|
Professional
The OnePageCRM Professional plan costs $9.95 per month with annual billing or $15 per month with month-to-month billing, making it a low-cost CRM solution with the option to be commitment-free. This plan includes full access to the core features of OnePageCRM, such as contact management, task management (or “Action Stream”), one customizable deals pipeline, workflow automations, customizable reports, email sync and bulk email sends. It’s best suited for individual sales professionals looking for a better way of organizing contacts and managing deals easily.
Business
OnePageCRM’s Business plan starts at $19.95 per month when billed annually or $29 per month without a contract. It comes with everything from the Professional plan, such as complete access to contact management, task management, workflow automations and customizable reports. However, it also includes multiple deal pipelines (unlike the Professional plan which is limited to one), the ability to track emails, create user groups, required fields on contact cards and fetch historical emails. It’s geared toward sales teams as opposed to individual sales professionals; however, it is also suitable for those who need to manage more than one deals pipeline.
OnePageCRM Setup
The process of setting up OnePageCRM is straightforward. To start, complete the new user registration. From there, you will be asked what your role is in your company, how many people work there, your experience level with CRMs and, finally, how you heard about OnePageCRM. You will then be directed to your new user dashboard, where it provides a one-minute welcome video to help get you started with OnePageCRM.
In my opinion, the video is helpful in terms of showing new users how the sales pipeline works, given that it does not function like your average CRM―and thus not how you might expect. However, it does not walk you through how to import contacts, navigate the interface or sync email as many of the top CRMs do.
Ease of Use
In terms of ease of use, OnePageCRM is very beginner-friendly. In my opinion, it is quick to learn how to use it, but the most time-consuming aspect is that it can take a minute to figure out how to customize features first. Granted, this is the result of its interface being so streamlined that features may initially feel a bit hidden. However, it doesn’t take long to get set up and familiarized with the user dashboard.
Security
OnePageCRM has all the necessary security measures to help users ensure their data is protected. For example, all traffic is encrypted via HTTPS, passwords included. It also gives users the option to enable two-factor authentication (2FA) and the ability to add new users with custom permissions, such as the ability to delete accounts and deals, export contacts, edit workflows, create and edit reports and more, which is a nice feature that is not standard in the CRM industry.
Customer Service and Support
When it comes to support, OnePageCRM has room for improvement. Support is available by email―despite that it appears to have live chat support. This is because chat support is a contact form that users can submit to receive a response via email. To make matters worse, its response time is “within a few hours” and it does not offer 24/7 support, which is disappointing for a paid CRM.
OnePageCRM Alternatives and How They Compare
| OnePageCRM | NoCRM | Less Annoying CRM | Zoho CRM | |
|---|---|---|---|---|
|
Starting Price
|
$9.95 per user, per month (billed annually)
|
$23 per user, per month (billed annually)
|
$15 per user, per month (billed monthly)
|
Free; $14 per user, per month (billed annually)
|
|
Free Trial
|
21 days
|
15 days
|
30 days
|
15 days
|
|
Contact Management
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Task Management
|
Yes
|
Yes
|
Yes
|
Yes, via Zoho Projects
|
|
Sales Pipeline
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Project Management
|
No
|
No
|
No
|
Yes, via Zoho Projects
|
|
Invoicing
|
No
|
No
|
No
|
Yes
|
|
Workflow Automations
|
Yes
|
Yes, via Zapier integrations
|
No
|
Yes
|
|
Drip Campaigns
|
No
|
No
|
No
|
Yes, via Zoho Campaigns
|
|
Inventory Management
|
No
|
No
|
No
|
Yes
|
|
Lead Generation Tools
|
No
|
Yes, although limited
|
No
|
Yes
|
|
Reporting
|
Yes
|
Yes
|
Yes
|
Yes
|
|
Customer Support
|
Phone and email
|
Phone, email and live chat
|
Phone, email and help center
|
Phone, email and help center
|
|
Learn More
|
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|
Read Reviews
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OnePageCRM vs. NoCRM
NoCRM and OnePageCRM are two leading simple CRMs that prioritize building a streamlined solution with the must-have features for managing leads and contacts. However, OnePageCRM is more competitively priced, with plans starting at $9.95 per user, per month with annual billing―less than half the price of NoCRM. On top of that, I find OnePageCRM to be more user-friendly than NoCRM. Meanwhile, NoCRM has a more modern design and more features that are geared toward teams, making OnePageCRM the better choice for individual sales professionals and NoCRM the better choice for sales teams.
OnePageCRM vs. Less Annoying CRM
Less Annoying CRM and OnePageCRM are both designed to be user-friendly solutions for managing contacts. However, between the two, I find OnePageCRM to be far more user-friendly and with a much easier learning curve. Beyond ease of use, OnePageCRM is more affordable than Less Annoying CRM, with plans starting at $9.95 per user, per month (billed annually), compared to $15 per user, per month, though Less Annoying CRM bills monthly without a yearly commitment. Both offer unlimited contacts, leads and deals with all plans and OnePageCRM stands out from Less Annoying CRM for its inclusion of workflow automations. In short, OnePageCRM is the better choice for budget-conscious sales professionals looking to streamline contact deal management.
OnePageCRM vs. Zoho CRM
In a battle between OnePageCRM and Zoho CRM, the two are both very user-friendly and yet offer very different feature sets. While OnePageCRM is very streamlined and simplistic, offering the core features of a CRM, Zoho CRM is very comprehensive, offering a wide array of features, making it far more powerful and versatile for larger teams and growing businesses. That said, OnePageCRM is the better choice for those who want an easier way to manage contacts. Zoho CRM is the better choice for those interested in a more comprehensive, all-in-one CRM that can supercharge their efforts across numerous sales and marketing functions.
Featured Partners
1
monday sales CRM
Free; $9 per user per month for basic features
14 days
Yes
2
Salesforce
$25 per month per user for basic features
30 days
Yes
3
HubSpot
Free; $15 per user per month (billed annually)
14 days
Yes
4
Pipedrive
$14 per user per month (billed annually)
14 days
Yes
Who Is OnePageCRM Best For?
OnePageCRM is best for busy sales professionals who want a simple way to organize contacts, manage deals and stay on top of upcoming tasks and to-dos without any hassle. All plans include unlimited contacts, deals and tasks, as well as workflow automations to help users save time and a mobile app for professionals on the go.
Conclusion
Although OnePageCRM has many selling points, it is not the ideal solution for every sales professional or team. While its plans are affordably priced at $9.95 per user, per month with annual billing, it does not offer a free plan and it lacks many of the bells and whistles of the leading all-in-one CRM solutions, such as Zoho CRM, Salesforce or HubSpot. Granted, it is a solid choice for those who want to avoid the learning curve and clutter of the more feature-rich CRMs since it is easy to learn and use.
Frequently Asked Questions (FAQs)
Does OnePageCRM offer a free plan?
OnePageCRM does not offer a free plan. Instead, it offers a free 21-day trial to enable new users to test it out. Upon completion of the free trial, plans start at $9.95 per user, per month with annual billing, making it one of the more affordable paid CRM solutions.
What are the best alternatives to OnePageCRM?
The best alternatives to OnePageCRM include Zoho CRM as the overall best alternative, Freshsales as the best alternative for sales teams, NoCRM for those who want a more modern interface and Insightly for businesses with multiple departments that need to use a CRM. For more information, check out our guide to the best simple CRMs.
What are the best free CRMs?
Many high-quality CRMs offer free forever plans. Zoho CRM is rated as the best overall free CRM. However, monday.com is best for customizations, Insightly is best for opportunity management, HubSpot is best for automations and Bitrix24 is the best free plan with unlimited users. To decide which is best for you, get the full breakdown of the best free CRMs.
