OnePageCRM - Simple CRM System

OnePageCRM

About this app

OnePageCRM is a unique combination of a simple CRM app and a productivity tool with follow-up reminders next to every contact. It helps you keep in touch with clients, prospects, and partners, and nurture business relationships.

Built for consulting and professional services businesses, OnePageCRM adjusts to your needs and works as both—a personal CRM and a team collaboration tool.

⚫ Set reminders to follow up and stay in touch
— Add follow-up reminders next to any contact
— Create a reusable list of consecutive actions
— Dial contacts straight from within your CRM

⚫ Keep complete client information within CRM
— Previous email conversations
— Call and meeting notes (with file attachments)
— Upcoming interactions, sales deals, and more

⚫ Call clients in just one click
— Connect your CRM to WhatsApp, Skype, Viber, FaceTime, etc.
— Speed dial any contact from within your mobile CRM
— Add call results and notes with the voice-to-text feature

⚫ Send and store client emails
— Send emails without leaving OnePageCRM
— Automatically save a copy of these emails in your CRM
— See all previous email communication

⚫ Grow sales in a proactive way
— Manage your sales pipeline on the go
— Create and update deals in a few clicks
— Add notes and attachments to any deal

⚫ Keep the whole team aligned
— Assign contacts to other team members
— @mention your teammates and notify them about changes
— Integrate with other business apps

CONTACT US
To use OnePageCRM on your mobile device, you need to create a OnePageCRM account first. Please go to www.onepagecrm.com for more information.

If you have any questions or comments, please contact us at [e-mail]. We’re always happy to help.

Ratings and reviews

So far uninstalled and reinstalled multiple times...app still crashing when clicking on actions. It's crucial for this app to work to stay on task when I'm away from the office in traveling. Don't rely on this app to help you stay mobile. The computer version is amazing and I love it, but very disappointed that I can work on the go.

good app. 6mos user i cant fully let go of my excell lists though. there is alot of functionality missing. this wasted space in the online version. that said there us so much potential here a great app. id like to see the UI be customizable so we can actually move feilds around. having to actually have to type the slashes in date of birth box is a hassle. the form field should know if i type in 8 digit date of birth where to where to put the slashes in ##/##/####

I have tried many CRM's with all kinds of functionalities but found this one to be easily the most practical. The desktop and mobile version serve to complement each other for day to day work. Contacts are populated automatically - and the calendar updates work well. The inbuilt card scanner is a great idea too! The app takes care of most things needed to record sales cycles and all that goes on into the future. The historical email finder is another feature that's quite unique and useful!

What's new

- OnePageCRM now has an External ID custom field, making it easier for you to match data from third-party apps with data in OnePageCRM. 🙌
- This release also includes general performance improvements.

Keep up the great work and grow your sales one action at a time!