Are we a match? Are we a match

Best CRM for account management

OnePageCRM helps businesses manage their customer's account information in a simple and intuitive CRM. Efficient account management goes hand in hand with sales and business growth.


Why choose OnePageCRM for account management

follow up reminders
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your accounts and sort them by urgency.
simple crm
Simplicity & zero admin
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free CRM.
task management
Proactive approach
Put your account management strategy into action, make the best of every opportunity, and nurturing client relationships.

How account management works with OnePageCRM

OnePageCRM lets you easily manage accounts, identify new sales opportunities, and build long-term relationships with any account.
account management

Get a complete view of every account

View all account information from a single page, including upcoming tasks, previous email conversations, pending and closed deals, associated contacts, and much more.
Learn more more
all client info on one page
client relationships
relationship management

Define relationships between contacts

Account managers often have to build relationships with different individuals across one account. That's why it's important to understand the relationships between contacts inside your CRM. OnePageCRM helps you do that.
Learn more more
task management

Follow up and check in with every account

Not all accounts are created equal.

While some of your clients are VIP and require regular check-ins, you also have smaller accounts that might not need the same attention. With OnePageCRM's Next Action feature, you can make sure that no one is left behind.
Learn more more
prioritized list of tasks

What our users say about OnePageCRM

pipeline stages in CRM
increased sales revenue

Improve your upselling and cross-selling

Account managers work hard on retaining clients and nurturing existing relationships.

This requires a rigorous routine and deliberate action. With its sales and pipeline features, OnePageCRM helps you stay focused and make sure that you're on track with your goals.
Learn more more
crm automation

Automate repetitive tasks

... and focus on nurturing relationships with your accounts instead.

Do you have a step-by-step process that you follow? Add these workflows to your accounts in just one click.

You can also trigger automatic emails to contacts after you make some changes in their accounts.
Learn more more
presaved tasks

Mobile CRM for account management

OnePageCRM works on any platform and any device.
mobile crm
Send and log emails directly from your mobile CRM.
Use voice-to-text notes to save notes in your CRM.
speed dialer
Speed Dialer
Keep top leads at your fingertips with our Speed Dialer.
Starred Contacts
Star your VIP contacts to easily call them straight from your CRM.
crm dashboard
account analytics

Get analytics across different accounts

With OnePageCRM, you can also dig deeper into your accounts. Build interactive dashboard to understand what's working and what can be improved.
Learn more more

Connect OnePageCRM to your favorite apps

Perfect for account management, this CRM integrates with several apps to make sure that you have everything you need to help your business grow.
See all integrations more

OnePageCRM is the top-rated CRM for nurturing relationships

L&J Tax is a team of experienced tax advisors to entrepreneurs, their businesses, and their families. L&J Tax supports their clients by providing practical solutions to complex issues and end-to-end project implementation.

L&J Tax is one of those companies that put their clients at the heart of everything they do. For them, it’s important to empathize with clients, understand where they are coming from, and find the best solution to their problems.

"We have regular check-ins with our clients. If I finish a project — for example, if we implement a structure for a client — I set a Next Action for myself to get in touch with them in 6 months to find out how it’s working for them and if anything could be done better or needs adjustment.”

Laura Lynch
Laura Lynch

Partner at L&J Tax

Key features of OnePageCRM

crm with tasks and reminders
Follow-up reminders
Actively manage business relationships and stay focused on your goals.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to tap into more growth opportunities.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your efforts and grow faster.
See all features

The CRM you’ve been looking for

This account management CRM makes your follow-up process easy and helps you build long-term relationships. Simple and action-focused.
Try Free
No credit card required • 21-day free trial