Action-Focused CRM for Small Business

Action Stream is a dynamic to-do list where contacts have tasks with due dates.
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Why small businesses choose OnePageCRM

Most CRM systems are very complex and built for storing information rather than actively managing customer relationships. That’s why an increasing number of small businesses are adopting action-focused CRMs.

CRM helps businesses organize contacts and turn leads into long-term customers

More powerful than a usual CRM

  • Assign tasks and reminders to every contact to actively manage information instead of simply storing it.
  • Stay agile and focused on what needs to be done next with the unique Action Stream feature.
  • Ensure that no contact in your database is forgotten.

Simpler than a spreadsheet

  • Avoid all the usual problems of a spreadsheet. 
  • Organize your database by contact name, company name or task urgency.
  • Boost your productivity with the Next Action sales principle.
in OnePageCRM users can add tasks next to every contact
different CRM features for small businesses

Features that small businesses need

  • Send personalized emails in bulk.
  • Call and text clients and leads straight from within CRM.
  • Attach files to contact to keep everything in one place.

Free automation for better workflow

  • Capture contact details from any web page with Lead Clipper.
  • Add new contacts to your CRM in one click. No more copy-paste!
  • Use pre-built sequences of tasks to avoid manual work. 
Lead Clipper captures contact details from any web page
OnePageCRM connects with a calendar app and email client

Integrations with your favorite tools

  • Enable a two-way sync with your email client to keep all business communication in one place.
  • Create invoices straight from within your CRM with Sage and Xero.
  • Connect web forms to your CRM to grow your database quicker.

The best customer support

  • Make the most of OnePageCRM with 5-star customer support.
  • Find answers in the Knowledge Base if you don’t feel like chatting.
  • Choose a communication channel that works best for you: send us a message via online chat, social media, email, or just give us a call.
OnePageCRM's review badges from GetApp, Capterra, Google with high ratings

OnePageCRM for Small Businesses
Success Stories

Digital marketing agency with small business CRM

Growing a Successful Digital Marketing Agency with OnePageCRM

Paul Trilk from Success Local was looking for a CRM that would help his marketing agency grow and not overcomplicate things.

Here’s how OnePageCRM helped them double their productivity, anchor the business, and take it to the next level!

Read more

Sutherland Black chooses OnePageCRM

Sutherland Black: Bringing Order to Financial Sales with OnePageCRM

John McLaughlin was looking for an easy-to-use CRM that would help his accounting firm focus on building client relationships rather than admin.

Here’s how OnePageCRM has enabled Sutherland Black to create an organized, simple, and bespoke sales process tailored to financial services!

Read more

Ex Ordo grows sales with OnePageCRM

Ex Ordo Ramps Up Sales by 40% Using OnePageCRM

With a growing customer base, Ex Ordo knew they had an opportunity to increase sales by converting more of their web traffic to leads through timely follow ups.  

OnePageCRM has enabled them to implement a better sales process, become more organized, pro-active and, as a result, increase sales by 40%!

Read more

Or Call Sales (646) 762 1303