Add the fields you need to contacts, organizations, and deals to capture and store the unique information relevant to your business.
Merge duplicate contacts
Restore contacts and deals
30 Days
1 Day
Documents areaNEW
Business card scannerNEW
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Focus
Business
Professional
Action-based sales
Each contact is assigned a Next Action, so nothing slips through the cracks. The contacts are then arranged into the Action Stream based on the due date of their Next Action. This way, you follow up with every lead and always know what needs to be done next.
Focus mode
Remove distractions and focus only on the tasks at hand.
Split-pane view
Ideal for lightning-fast lead qualification.
Unlimited filters
Slice and dice the data to pull up the information you need when you need it.
Last activity filter
Target widget
Display your conversions, calls, or revenue targets and track your progress in real time.
Communicate
Business
Professional
Full (two-way) email syncNEW
Send emails in bulk
450/day
250/day
Store emails by forwarding
If you choose not to log all emails for a contact using the full email sync, you can still store outgoing emails and create contacts by forwarding your messages to a generated Email Capture Address. This can be enabled automatically.
Shared email templates
Save time by using customizable email templates, shared across the team for consistency.
Merge fields
Automatically personalize your emails by inserting variables like First Name, Organization, and more.
Integrated sales proposals
Automatically generate a sales quote from the deal's details and insert it into an email in a click.
Log call results
Safely store the outputs of all your conversations in your CRM.
Click-to-call integrations
Select your preferred calling method from a number of protocols and syntaxes and call straight from the CRM.
Track email opensNEW
×
Retrieve email historyNEW
Retrieve the contact's email history from your email client in a click (available for up to 1,000 contacts per user per 31 days)
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Close
Business
Professional
Drag-n-drop deal management
Advance deals through the sales cycle with a simple drag-and-drop.
Deal commissions and margins
Automatically calculate your commission and deal margin.
Customizable deal stages
Weighted & unweighted pipeline
Social networks search
Multiple pipelinesNEW
Create up to 10 pipelines to accommodate several sales processes or multiple products with different sales cycles.
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Deal velocityNEW
Easily identify and address bottlenecks in your sales process by seeing the time spent on each deal stage.
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Report and Manage
Business
Professional
Custom reports
Generate custom reports in a couple of clicks and get them automatically emailed to you on a regular basis.
Team activity logs
Print contact / download vCard
Account switcher
Effortlessly switch between multiple OnePageCRM accounts in just a click.
Mandatory fieldsNEW
×
Focused usersNEW
This type of user doesn't have access to the Team stream and can see only their contacts, deals, and activity. Ideal for working with external collaborators.
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User groupsNEW
Divide your salespeople into groups and review their performance on a team basis. Especially useful if you have several sales teams, locations, or branches.
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Deal loss reasons
Add a reason the deal was lost to learn and improve future performance.
KPIs dashboard
Coming Soon
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Automate
Business
Professional
Lead clipper
Automatically capture leads from any web page and add them to OnePageCRM as contacts in just a click.
Integrated sales proposals
Automatically generate a sales quote from the deal's details and add it to an email in a click.
Saved actions
Reduce admin by saving your most frequently used sales actions and then adding them with an auto-fill or a click.
Deal items
Save time and reduce admin by saving your most frequently used products and services and adding them to a deal in a couple of clicks.
Contact enhance
Automatically detect and populate a contact with all available social data.
Calendar feed
Seamless integrations
In-app automation
Coming 2021
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Go mobile
Business
Professional
Android & iOS apps
Native mobile apps to get all your sales done on the go.
Import phone contacts
Import contact's from your phone's address book.
Speed dialer
Keep your top contacts at your fingertips. Star them and start dialing!
Sales action notifications
Business card scannerNEW
Take a photo of a lead's business card and automatically add them as a OnePageCRM contact, ready to be actioned.
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Route plannerNEW
World-class support
Business
Professional
API access / webhook support
Sales Academy
Expand your knowledge, level up your professional skills and get certified in the top sales areas.
“OnePageCRM is just super clean and deceivingly simple, but with a lot of horsepower under the hood. Fabulous system. Just about all of the other small business CRM systems are missing key parts. These guys nailed it.”
OnePageCRM is pay-as-you-go with no long-term contract. You can choose to cancel at any time directly from within your OnePageCRM account.
How do I get billed?
Before your trial expires, you will be prompted to sign up to a monthly or yearly subscription. We will not charge you until your trial ends.
Once subscribed, you will be charged monthly or yearly thereafter (depending on your preference), and we’ll email you a receipt every time your card is charged. You can also access all of your receipts from your OnePageCRM account. We accept Mastercard, Visa and American Express credit and debit cards.
Is my data safe?
Yes. We take your privacy, security and back up very seriously. Your data is stored on a banking-level secure server with daily backup and 256-bit encrypted connection. You can export and delete your account at any stage.
Can I add other team members during the trial?
Yes, you can add them on the Users and Billing Page of your account.
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