OnePageCRM

OnePageCRM Overview & Product Info

What’s OnePageCRM?

OnePageCRM is a cloud-based platform designed for small-sized companies. It claims to be the world’s first action-based CRM. Moreover, because the title suggests, the device supplies a single dashboard to run a bunch of CRM features. 

The software program is designed on the productiveness rules talked about by David Allen within the guide “Getting Issues Executed”. The device helps you manage your workflows and streamline completely different gross sales processes. 

OnePageCRM has all of the options your gross sales groups would require to handle and work together with potential and new prospects. The dashboard supplies all of the necessary data you could perceive the place your purchasers are within the gross sales funnel. Take motion to transform results in gross sales and simplify your CRM actions like by no means earlier than. 

Kind your contact record, manage your schedule, handle your prospects, and smash your gross sales targets with ease. Since all the data is on the market from a single dashboard, the CRM answer ensures that you’ve got a transparent thought about what must be finished subsequent. 

Vendor Info

• Firm: OnePageCRM
• Web site: https://www.onepagecrm.com/
• Based in 2010
• Nation of origin: Eire

OnePageCRM Options Overview

• Gross sales motion

The gross sales motion options guarantee you’re in control of your gross sales processes. When you full a gross sales motion, bounce on the subsequent one with none confusion. Full duties in hand and reduce your dependency on cluttered databases. 

• Contact administration

The contact administration device allows you to deal with purchasers who really matter. Save notes and log each name to make sure you get one step nearer to closing a deal. Customise the best way you work together with completely different contacts primarily based in your previous interactions and observe your progress.

• E mail

You would not have to toggle between completely different platforms to handle your gross sales and emails. Sync your e mail service with OnePageCRM to remain on high of your interactions with completely different prospects. Learn and reply to emails immediately from the CRM, and save treasured time. 

If it’s a must to ship the identical emails at completely different levels of gross sales, you need to use e mail templates as an alternative of ranging from scratch. Create and ship customized emails in bulk and in addition observe in case your emails had been opened or not. 

• Automation

Don’t waste time on redundant and mundane admin work. The gross sales automation options enable you to save time. The lead clipper allows you to seize leads from all internet pages in only a single click on. Speed up workflows with pre-built actions. Automate repetitive duties and nurture your relationships along with your purchasers.

• Pipeline

Carry out gross sales pipeline administration like by no means earlier than. Select from Kanban to Forecast views to navigate by means of your gross sales pipelines. Customise completely different levels of your CRM pipeline seamlessly and take your gross sales actions to a complete new stage. 

• Reporting

Preserve observe of various gross sales actions in real-time utilizing the reporting options. Each replace is displayed in real-time, permitting you to make well timed knowledgeable selections. It’s also possible to generate customized stories primarily based on the parameters you select to trace. 

OnePageCRM Options Overview

• Alerts/notifications
• Marketing campaign administration
• Name administration
• Calendar System
• Fee administration
• Contact administration
• Buyer database
• Buyer assist
• E mail advertising and marketing
• Discipline gross sales administration
• Lead administration
• Reside chat
• Advertising and marketing automation
• Lead distribution
• Cellular entry
• Gross sales forecasting
• Referral monitoring
• Gross sales pipeline administration
• Supply monitoring
• Territory administration
• Shared contacts
• Segmentation
• Search/filter

OnePageCRM Pricing

The seller provides two major pricing plans that include a special set of options. Take a look at all of the OnePage CRM pricing plans and select the perfect for your online business. 

Skilled

Worth: $9.95/consumer/month

Options:

• Full e mail sync
• Limitless contacts, offers, notes
• Kanban deal managementent
• AI-powered route planner
• Internet varieties
• Buyer exercise stories
• Enterprise card scanner
• Bulk e mail ship

Enterprise

Worth: $19.95/consumer/month

Options:

• Bulk e mail ship
• Internet varieties
• Highly effective integrations
• Customized exercise stories
• Kanban deal administration
• Bulk e mail ship
• Enterprise card scanner
• Deal velocity
• Fetch historic emails
• A number of pipelines
• Person teams and centered customers

OnePageCRM Professionals and Cons

OnePage CRM Integrations

• Wufoo Internet Types
• Mailchimp Internet Types
• Outlook Lead Clipper
• Unbounce Touchdown Pages
• Xero
• Evernote
• Zapier Automated Workflows
• Skype Telephony

OnePage CRM Specs

Free Trial – Sure

Free Model – No

Deployment

• Cloud-based, SaaS, Internet

Gadgets supported

• Home windows
• Mac
• Internet-based

Coaching

• Reside on-line
• Webinars
• Documentation
• Movies

OnePage CRM pricing

• Skilled: $9.95/consumer/month
• Enterprise: $19.95/consumer/month

Typical prospects

• Small companies
• Medium-sized enterprise
• Giant companies

Languages supported

• English

OnePage CRM assist

• E mail
• FAQs
• Cellphone assist
• Chat
• Information base

OnePage CRM Options

• VipeCloud
• Salesforce Sales Cloud
• Zoho CRM
• HubSpot CRM
• EngageBay
• SalesNexus
• Begin
• Odoo
• Zendesk Promote
• Really Simple Systems CRM
• Capsule
• amoCRM
• Ricochet360
• BenchmarkONE
• ClickUp

We hope you loved studying this OnePageCRM evaluate. We’d love to listen to from you about your expertise whereas utilizing the device.