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OnePageCRM

Vendor: OnePageCRM

OnePageCRM is a sales CRM for small businesses that organizes follow-up, contacts, deals, pipelines, and sales activity around Next Actions.

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email Small sales teams Individual sales professionals Users seeking simplified task-based workflows Small businesses needing account management Teams requiring visual pipeline management #sales-management #task-management #lead-tracking #pipeline-management #deal-management #sales-automation #crm-reporting #small-business-crm

Overview

OnePageCRM is a sales CRM for small businesses that centers daily follow-up around its Next Action methodology. Teams can manage contacts, deals, pipelines, email activity, tasks, reporting, quotes, and sales automation from a streamlined workspace.

Key Features

Single-Page Interface

A streamlined UI designed to reduce navigation time and focus on immediate sales actions (Action Stream).

Task Management

Integrated to-do lists and task tracking to manage daily sales activities and follow-ups with Next Action methodology.

Pipeline Tracking

Visual Kanban board for tracking deals through customizable stages with drag-and-drop functionality.

Email Integration

Connects with email services (Gmail, Outlook) to streamline communication and activity logging.

Automation Tools

Workflow automation including Autoflow for custom triggers, Saved Actions for templates, and data entry automation.

Deal Management

Track deals through stages, build custom deal fields, generate sales quotes, and manage won deals as projects.

Custom Fields

Create free custom fields for deals with various field types (checkboxes, drop-down lists) and build filters/segments.

Sales Quotes

Free add-on to auto-generate quotes from deal data and send to prospects in one click.

Multiple Pipelines

Create multiple sales and delivery pipelines with tailored stages for different products/services.

Autoflow Automation

Custom automation engine to trigger emails, align contact statuses/deal stages, and add reminders for data changes.

Lead Clipper

Browser extension to capture leads from any webpage, social media, or selected text directly into CRM with Next Actions.

Speed Dialer

Integrated calling feature to keep top leads at fingertips and boost call efficiency.

Dynamic Dashboard

Interactive CRM dashboard with real-time charts breakable by team or member for business overview.

Target Widget

KPI visualization tool showing progress toward targets on Contact View and Action Stream.

Real-time Activity Feed

Live activity stream displaying all CRM updates to monitor team rhythm and progress.

Team Performance Monitoring

User Groups feature to create teams and monitor performance across different groups.

Saved Actions

Pre-saved action sequences/templates for bulk insertion to speed up repetitive workflows.

Data Entry Automation

Automated contact creation from web forms, browser extension, and email to eliminate manual typing.

Forecasting

Sales forecasting with pipeline value tracking and revenue prediction capabilities.

Reporting

Custom CRM reports with automatic email scheduling, interactive dashboard, and real-time updates.

Pros & Strengths

  • ✓
    User Simplicity: The single-page design and Next Action methodology make it easy for new users to adopt quickly.
  • ✓
    Cost-Effective: Affordable entry-level pricing at $9/user/month suitable for small business budgets.
  • ✓
    Mobile Accessibility: Functional mobile application for iOS and Android to manage CRM tasks on the go.
  • ✓
    Proven Results: Customers report 30% increase in monthly leads and high team adoption rates.
  • ✓
    Top Customer Support: Consistently praised for exceptional customer support experience.
  • ✓
    Cross-Platform: Works on any platform and device (Web, iOS, Android).

Cons & Tradeoffs

  • ⚠
    Limited Advanced Functionality: Lacks deep feature sets and complex customization options found in enterprise-grade CRMs.
  • ⚠
    No Marketing Automation: Does not include marketing automation features like email campaigns, lead scoring, or landing pages.
  • ⚠
    Limited Third-Party Integrations: Offers fewer native integrations (40+) compared to larger competitors with hundreds of connectors.
  • ⚠
    Learning Curve for Advanced Features: Autoflow and custom automation setup may require technical understanding for complex workflows.
  • ⚠
    Basic Analytics: Reporting and data analytics capabilities less comprehensive than specialized BI tools.

Known Limitations

  • • Limited customization options for complex business processes
  • • Less comprehensive reporting and analytics
  • • No built-in marketing automation capabilities
  • • Integration ecosystem smaller than major competitors
  • • Advanced automation (Autoflow) requires configuration expertise

Pricing & Plans

Model: subscription
USD9.95 /month

OnePageCRM plans start at $9.95 per user/month when billed annually ($15 monthly) for Professional. Business is $19.95 annually ($29 monthly), and Max is $29.95 annually ($45 monthly). A 21-day free trial is available without a credit card.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-09-02

Editorial Info

Last Reviewed: 2026-09-02

Verified Sources & Research

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