OnePageCRM Reviews & Pricing

Key Features

• Contact Management:  Users can stay on top of their contacts and activities related to each. OnePageCRM stores valuable information like contact details, associated deals, communication history, notes and next actions are available on a single scrollable page. 
• Lead Clipper Chrome Extension:  The lead clipper extension allows users to source leads from the Internet with one click. It also prompts users to take the follow-up action right away so that the database remains fresh and engaged. 
• Lead Management:  With OnePageCRM, users can actively capture, segment and nurture leads to maximize performance and conversion rate. Each lead is automatically updated with associated deals, its sale cycle stage and the next action relevant to the lead. 
• Opportunity Management:  The software identifies and sources leads from various channels, organizes them by deal size and type while further engaging them with communication and quotes. 
• Pipeline Management:  OnePageCRM lets users set up a deal quickly with automated items and a drag-and-drop feature to move deals across the stages of the sales cycle. 
• Workflow Automation:  Users can automate repetitive actions and set reminders for manual intervention across their sales processes using workflow automation. This also helps them cut down on guesswork and standardize the sales process. 
• Quote Management:  OnePageCRM gathers deal info, generates a quote and creates a pre-set email with all required information, which users can further customize or send as is. 
• Interaction Tracking:  Users can maintain a communication history of each contact, including call logs, meeting notes and immediate follow-up actions on a scrollable single-screen interface. 
• Email Integration and Templates:  It integrates with popular email services and provides two-way sync, customizable templates for different stages of customer lifecycle journey and bulk-mailing capabilities. 
• Call Management:  Users can build a customizable list of their leads and contact them using speed dialing from the mobile app. It also maintains call logs and notes for users to stay updated on progress. 
• Activity Tracking:  OnePageCRM is built on the Next ActionTM philosophy, which connects each contact and user to the next sequence of actions for maximum efficiency. Managers can also track individual team member activities for performance review as well as group sales forecasts. 
• Calendar Management:  It integrates with Google and iCalendar to send meetings, calls and appointment reminders in a timely manner. 
• Collaboration Management:  Managers can assign deals and contacts to team members on rule-based engines, leave notes and comments and tag individuals for push notifications for better collaboration and efficient team performance. 
• Reports:  All key metrics are shown in real-time under the Activity tab. Users can set up customized Sales and CRM reports to track progress and have reports emailed periodically to themselves or stakeholders. 

Limitations

•  The automated dialer is not integrated 
•  Email templates are outdated 
•  Deals cannot be imported 
•  Campaigns are not tracked 
•  Does not have many integrations 
•  Lead quality cannot be tracked. 

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