OnePageCRM Review

  SmallBizCRM Top CRM and Highly Recommended

Product
OnePageCRM
Type
CRM
Product Author
OnePageCRM
Reviewed by

on February 22, 2016
Rating
Though we were already flabbergasted by the amalgam of simplicity and high-tech functionality, considering the new features as well as numerous updated ones, OnePageCRM has now become even more impressive – read our comprehensive OnePageCRM review to find out the details.

While most CRM’s place emphasis on contact management, OnePageCRM pays more attention to lead follow ups in order to boost your sales.It simply converts the complexity of CRM into a to-do list.

Built using GTD (Getting Things Done by David Allen) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales teams are organised and empowered to move a deal forward. This eliminates admin and keeps you on the ball.

Recent updates have included a superb lead generation clipper which allows you create contacts from LinkedIn, Twitter, Gmail and Outlook in just one click. The uncluttered interface, offers a combination of sales methodologies and CRM components, which helps increase productivity for any small – medium sized business.

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Quick Facts
Overall rating:
Free Trial: 21 day free trial
Ideal for: SMB’s – Consultants / Creative agencies / Web /  Software / Media sales
Training required: basic – weekly webinars offered
Multi user: Yes – unlimited
Mass import / export: Yes
Email marketing: Mass email marketing via Mailchimp
Social Media capture: LinkedIn & Twitter Clippers
Mobile Apps: iOS and Android native apps
Lead Capture: Webforms / Gmail / Outlook

Getting Started
Setting up a trial is easy as they just request your name and email address. No credit card is required. You can chose to upgrade after the trial if you wish. Import your contacts in bulk using a .CSV file or add manually.

Workspace / User Interface

This is where OnePageCRM keeps it particularly simple. You work from the one dashboard – your Action Stream. This combines your contacts and next actions into one main area. How it works is that contacts float to the top of the Action Stream as they fall due, keeping your mind focused on what needs to be done now. The interface is uncluttered and highly responsive which gives you a more streamlined approach. Minimal setup actually helps you to sell as oppose to just keeping your contacts up to date.

At a glance you can easily view the contact / company along with the action and date, the number of people in the company and what stage they’re at in your sales funnel.

There’s also built-in sales targets and a deal pipeline, ideal to to help you forecast and manage
your sales goals in addition to keeping up with your contacts. Best of all, there’s a morning reminder email that will give you a heads-up for the day ahead.

OnePageCRM - Action Stream

OnePageCRM – Action Stream

Price
OnePageCRM offer a very simple pricing plan – standard plan is $12 USD per user/ month.
A premium plan is in progress and will be available later in 2016 with more advanced features.

Customization
The main layout in OnePageCRM cannot be customized, however should you require some additional fields outside of the default ones, you can add custom fields (unlimited). You can also ‘manage’ the field headings for lead source, status and add as many tags as you wish.

Mobile Support
OnePageCRM have native iOS and Android app’s which have all the core functionality of the main application with some limitations. Performance and response time is fast. Note: You must have internet connection inorder for the app to update.

OnePageCRM - Mobile

Social Integration & Integration with other apps
To complement OnePageCRM, they’ve integrated with other cloud based systems and created an ecosystem in the cloud.

They’ve really up’ed their game when it comes to social – releasing a Lead Clipper in 2015 which allows you to create leads from LinkedIn, Twitter, Gmail and Outlook online in just one click. Plans to release a Facebook version is on the cards for later in 2016.

Other popular integrations include; Wufoo (webform manager), MailChimp forms (webform manager), Unbounce (landing page), MailChimp (mass email marketing), Help Scout (customer support), Skype (telephony), Panda Doc (Proposals), Xero (Invoicing), Dropbox and Google – Drive, email, contacts, Gcal.

Another notable app that integrates with OnePageCRM is Zapier – the data synchronizer. It opens a gateway to push data between OnePageCRM and 60+ other business apps, quickly and securely.

OnePageCRM - Integration with other Apps

Backup and security
OnePageCRM uses a reliable cloud hosting company Amazon (AWS), and backs up your data every night. Their servers have Thawte issued security certificates, so the information flowing between you and the server is encrypted. You can also choose which data centre to store your attachments from on the Settings page.

Customer Support
OnePageCRM’s support is highly responsive and usually answer within a couple of hours, with limited support even available on weekends. They also offer weekly training sessions in the form of Introductory webinars – https://www.onepagecrm.com/webinars. You can get in touch via live chat, over the phone and of course email. You can contact support easily from with the app.

Who is it for?
OnePageCRM is designed with the salesperson in mind. Ideal for business owners / sales managers and sales reps alike. Main target market is small – medium sized businesses. Typically suited to service industries like Marketing Agencies, Web / IT based Companies, Consultants, Lawyers, Real Estate and any other B2B.

Who is it not for?
OnePageCRM is not suitable for large teams over 50 users as it’s a shared database. Also, would not recommend for companies with complex long sales processes as may need multiple pipelines.

OnePageCRM features
The features are exclusively fabricated for small business service providers with sales teams that need to focus on closing deals without wasting time on overcomplicated features.

Sales Management
The secret to sales is not charts and graphs, it is completing sales actions. The idea behind the Action Stream is to help you manage tasks and stay on top of sales. OnePageCRM focuses you 100% on taking action and making upfront decisions. For too long we have suffered data entry and administration. No more! Just think about the Next Action. All of this on a simple and intuitive dashboard. Why would you want it any other way?

OnePageCRM - Action Stream 2

Contact Management
Get organized with all of your business contacts in one place. Unlike most other CRMs that are a dead contact list, OnePageCRM offers a dynamic list that prioritizes your time. All your contacts can be sorted alphabetically as well as according to their associated sales actions. Sorting your contacts according to associated actions ensures your customers don’t fall between the cracks. You can also search and add new contacts.

OnePageCRM - Contact Management

Company Management

Whilst OnePageCRM is very much a contact focused CRM, you can easily connect contacts within the same company in what they call an “Account View”. A “people” icon shows you the number of people in that company and in one click you can see all the previous notes, calls, deals, emails associated with all contacts ensuring you’re getting a clear picture of what’s happening company-wide.

Email Management

OnePageCRM provides you with your own unique email email dropbox address which is auto BCC’d on outgoing emails. You can also use this address for saving incoming replies to the CRM. This works with all email clients; Gmail, Outlook, Mac Mail, Apple Mail etc. If you’re a Gmail user, you can connect your email account and connect to Gmail / Google conversations. Email templates and auto email sync are planned upcoming features for 2016.

For mass email marketing, OnePageCRM integrates nicely with MailChimp ensuring you don’t need to keep 2 lists up to date. OnePageCRM automatically syncs with your MailChimp account. You can also create email campaigns from right within the CRM.

Calendar management

OnePageCRM do not have a built in calendar tab as such, however the Action Stream serves as a linear to-do list. In addition, you can push important actions to your calendar whether you’re Gcal, Outlook or Apple Calendar. Additionally, you can choose to sync your Action Stream with your calendar so that all of your actions are updated in your own personal calendar.

OnePageCRM - Calendar Feed

Deal Pipeline
Your pipeline is a great forecasting tool. By displaying your deals in an “expected close date by deal stage” chart, OnePageCRM creates an interactive pipeline that gives you a unique view of your sales, helping you predict, motivate and close more deals than ever before.

OnePageCRM - Deal Pipeline

Activity Reporting

The Activity Report is a history of all the latest activities completed in the CRM. This gives you the opportunity to measure your team’s performance from different angles including notes, calls, deals, actions, and updates. Can also be viewed by team member for a selected timeframe.

OnePageCRM - Activity Reporting

Other Features

Status labels
You can customise your status labels based on your companies sales process. See your leads progress from being leads to customers.

Tags and Custom fields
Tags and custom fields are a superb way to segment your contacts. Tags are automatically filtered on the left hand panel and are easily retrievable. Custom fields have several options including an anniversary reminder which gives you an email reminder up to 4 weeks before a date, giving you time to schedule a follow up.

Lead Source
The lead source is a valuable addition which allows you to record where you’re getting your contacts. Default options include; email / web, network and referral. You can customise as you wish.

Bulk Actions
This latest addition allows you to delete, update actions, tags, statuses and owner in bulk. From this toolbar, you can also do a quick export and merge duplicates.

Private Contacts
Private contacts are purposed to create a separate group of non sales-related contacts that you may wish to keep completely separate from the rest of your sales team. Only you can view these contacts. Again, using your CRM to keep all of your contacts in one place.

Search and Advanced Search
The “simple” search in OnePageCRM allows you to search for first name, last name, email address, company name and phone number. Whilst a more Advanced search allows you to find results based on multiple criteria – select “all / any”. You also have the option to save these filters and they update in real time.

Pro’s
Easy sign up, affordable prices.
Uncluttered focus on prospects ensures quick follow up for maximum sales efficiency Innovative, dynamic contact List .
Capture leads from contact’s email / social profile  directly, with complete info including the Next Action .
For enhanced accessibility, each and every detail about your contacts (including the associated tasks and deals) is on one screen.
Sensational, highly-customizable sales funnel reveals all you need to know about your actions, goals and deals.
The Morning reminder email is the tap on the shoulder you need to kick start your day.
Integrates to dozens of other business apps. This not only centralizes your data but also lets you control all your activities from one screen.
Mobile app’s are fast and responsive.
User-friendly and speedy interface – no long server-side refreshes Data integrity is ensured with SSL encryption and daily backups

Con’s / weaknesses
Though OnePageCRM is one of the best applications for sales teams of small businesses, it probably doesn’t offer enough customization for big companies.
No built in calendar, however you can sync it with your own.
You cannot create groups with the CRM which may be a limitation for some sales centric companies (planned for 2016).
Whilst there is some reporting functions available, larger sales teams may need more.
One thing which we really missed in OnePageCRM, and which could really make it a perfect sales-driven CRM, is more thorough automation of the sales process.

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