OnePageCRM Reviews

Onepagecrm.com offers two main pricing plans for their CRM services. The Professional plan is priced at $9.95 per user per month, providing features such as unlimited contacts, notes, deals, as well as a products & services catalog, full email sync, and bulk email send. The Business plan, at $19.95 per user per month, includes all the features of the Professional plan plus additional capabilities like AI-powered route planner, native mobile apps, KPIs dashboard, and multiple pipelines. Both plans come with a 21-day free trial and the option to subscribe annually, which offers four months free. These plans are designed to cater to the needs of small businesses, with a maximum of 100 users for the Business plan and 20 users for the Professional plan.

Onepagecrm.com is renowned for its action-focused CRM tailored for small businesses, emphasizing a unique follow-up method at its core. The platform's popular products and services include lead capture and management, sales pipeline management, task management, and collaboration tools. It also boasts a CRM Catalog, which organizes services and products into a centralized database, facilitating streamlined invoicing and quoting processes. The CRM system is equipped with workflow automation and network visualization, enhancing client communication management. Moreover, Onepagecrm.com offers a suite of integrations with third-party tools like Mailchimp, Zapier, and Google Apps, expanding its functionality and adaptability to various business needs.

Onepagecrm.com offers a subscription-based payment model where customers can choose to pay yearly or monthly. To subscribe, users must review their billing information, add their card details, and agree to the terms of service. The platform requires Strong Customer Authentication (SCA) as part of the Payment Services Directive (PSD2) for EU customers or those with banks based in the EU. This involves additional security steps during the subscription process, such as set up intent authentication and payment intent authentication. Users are prompted to complete authentication when their trial ends or when they make changes to their subscription, like adding users. Only the Account Owner can authenticate payments. For non-EU customers, the authentication requirements may differ. The platform also offers a 21-day free trial without the need for a credit card.

Onepagecrm.com offers two main pricing plans. The Professional Plan is priced at $9.95 per user/month when billed annually, or $15 per user/month when billed monthly. The Business Plan costs $19.95 per user/month when billed annually, or $29 per user/month when billed monthly. Both plans include features such as unlimited contacts, notes, deals, full email sync, bulk email send, and Kanban deal management. Additional features like AI-powered route planner, native mobile apps, and powerful integrations are also part of the package. Subscribing to an annual plan provides a cost benefit equivalent to four months free. A 21-day free trial is available, with no credit card required for sign-up.

Onepagecrm.com is designed with a Next Action™ philosophy, making it an action-focused CRM. Key features include follow-up reminders, contact management on a single scrollable page, email send & receive with two-way sync, workflow automation to save time on admin tasks, and a sales pipeline with Kanban and Forecast views. It also offers CRM reporting for team progress, team collaboration tools, a mobile CRM for on-the-go management, and CRM Integrations with various business apps. The system is built to help businesses grow by improving communication and building long-lasting relationships with clients. It emphasizes task prioritization and allows users to manage client communication directly from the CRM.

Yes, Onepagecrm.com provides a mobile CRM app available for both iOS and Android devices. Users can manage their Action Stream, Contact View, and Sales Pipeline with all deals directly from the app. It is designed to be easy-to-use and syncs perfectly with the web version. The app also includes features like call logging, email sending, and a business card scanner. Additionally, there is an AI-powered Route Planner that builds optimal routes for sales meetings, and a Speed Dialer for quick access to contacts. The mobile app allows for team collaboration on the go, with the ability to @mention team members in notes for instant notifications. The app is available for download on the App Store and Google Play.