Team collaboration made simple
Delegate the work, share what you know, and tell each other when something changes.
Align your team for better collaboration
Monitor team activities
The Activity page lists what the team has already done, newest first: notes, calls, meetings, deals, actions, and emails. Filter it to one person, or to one kind of update.
Adjust user permissions
Four roles, from Account Owner down. An Administrator can do everything except delete the account, and a plain User gets whatever permissions you switch on, one by one.
Focused Users see only the contacts assigned to them.
Comments and mentions
Tag a colleague in a note and they get an email about it. @all reaches everyone.
Contact ownership
Hand a contact to a teammate and their Next Actions go across too. You both get an email.
User Groups
Split the team into groups by function, branch, or location, and track each one’s numbers separately.
Private contacts
Mark a contact private and only its owner sees it. It works on its own, outside the shared database.
Documents
A shared area in your CRM for the pitch decks and price lists the whole team keeps reaching for.
Shared notes
Notes, call notes, and meeting notes sit on the contact, so whoever picks it up next can read them.
What others say
“…I tried about 10 other CRM systems before I found OnePageCRM. I love the simplicity and the fact that the rest of my team has embraced it, this is hugely important…”
Marty Hurwitz · Owner & Founder of THE MVEye
“…As soon as one action is complete, we set the next one, and it creates a seamless line of sales actions that ultimately leads to us getting paid…”
Bruce HenryManaging Director at MOTM Events“OnePageCRM is like having an assistant I don’t have that gets our sales on a priority list, reminds me of what I need to do daily…”
Geoff FlynnCreative and Operations Director at Brand Blue“…If my team haven’t logged in a note or a call with a client, I consider it to not have happened…”
Ciara CrossanFounder and CEO at Wedding Dates“I find OnePageCRM to be far more user-friendly and with a much easier learning curve.”
Kelly MainForbes Advisor“The customer support provided by the OnePageCRM team is unparalleled!”
Jennifer WaldenGoogle review“…nothing can come close to its compact and client-centric way of data presentation!”
Magiting MagatGoogle review“OnePageCRM stands above many others due to ease of use, value, short learning curve…”
Bill GluthGoogle review“It’s near impossible to let any relationship fall through the cracks.”
Lauren AyersGoogle review“With OnePageCRM, I know what I need to do next with my leads or existing customers.”
Petter Frøshaug VasholmenGoogle review“…the best balance of cost and functionality goes to OnePageCRM.”
Ross GolenGoogle review“…for its dedicated purpose, it’s perfect without a lot of bloat.”
Melody JacksonGoogle review“OnePageCRM is terrific for our little business.”
Greg HoldawayGoogle review“…the focus on Next Action is exactly what our small business needs.”
HowardGoogle review“I particularly like the full Outlook email integration, especially the open tracking feature.”
Phil KGoogle review“It offers everything I was looking for to help organize my contacts and build a usable database…”
Joseph CascianiGoogle reviewThe best CRM for team collaboration
21-day free trial • No credit card required • Simple setup
Frequent questions
OnePageCRM is a collaborative CRM built with small businesses in mind. Whether you have a small consultancy or a business in the professional services industry, OnePageCRM can help you improve team communication.
This CRM is simple and clutter-free and has powerful task management functionality that will help everyone on the team to be on the same page and stay productive.
- Keep the team aligned.
- Improve company-wide communication.
- Ensure that everyone has the latest information about clients and leads.
- Connect with team members in real-time.
- Pull all client-related emails and notes into one place.
- Get a complete profile on every client and lead.
- Use the Activity tab and the CRM dashboard to see if your team is on track.
- Assign tasks, deals, contacts to team members.
- Create User Groups to divide KPIs between different teams (say, marketing and sales).
- Add Focused Users with limited permission (for example, if you have external contractors helping you for a few months).