OnePageCRM
OnePageCRM is a customer relationship management (CRM) software designed for small businesses. It allows users to store all customer information in one place, track deals and sales pipelines, communicate with customers, and more.
OnePageCRM: Customer Relationship Management Software for Small Businesses
A CRM software designed for small businesses, allowing users to store customer info in one place, track sales pipelines, and communicate with customers.
What is OnePageCRM?
OnePageCRM is a cloud-based customer relationship management (CRM) platform designed for small and medium-sized businesses. It provides an intuitive interface to help teams manage contacts, track deals and sales pipelines, store notes and documents, automate tasks and workflows, and more.
Key features of OnePageCRM include:
- Contact Management - Store all contact details including emails, phone numbers, addresses, and custom fields in one centralized database. Contacts can be organized with tags and groups.
- Deal Tracking - Track deals through customizable sales pipelines. Add estimated close dates, deal values, contact names, notes and more.
- Communication Tools - OnePageCRM integrates with email, allowing users to send emails directly within the platform and attach email conversations to deals and contacts.
- Notes & Files - Upload any files or add textual notes to contacts, deals or entire companies for context.
- Task Assignment - Assign tasks to individuals or teams and track them through to completion within the platform.
- Calendaring - Sync calendar apps to view tasks and events without toggling between apps.
- Custom Fields - Adapt OnePageCRM to your sales process by adding unlimited custom fields for contacts, deals and other records.
- Reporting & Dashboards - View real-time reports on pipeline, activities, contact engagement and more. Customize dashboards.
- API & Integrations - Connect OnePageCRM to hundreds of business apps with Zapier. Use the OnePageCRM API for custom integrations.
- Access & Security - Manage team access down to granular record level permissions. Encrypt data in transit and at rest.
OnePageCRM aims to provide an intuitive, user-friendly platform so companies can focus on selling rather than managing complex CRM software. It's designed for small teams who want CRM that's easy to use yet powerful enough to scale growth.
OnePageCRM Features
Features
- Contact Management
- Lead Tracking
- Deal Pipeline
- Email Integration
- Calendar Sync
- Mobile Apps
Pricing
- Freemium
Pros
Easy to use interface
Affordable pricing
Good for small businesses
Integrates with Gmail and Office 365
Cons
Limited customization options
Lacks some advanced CRM features
Official Links
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