Best simple CRM
for agencies
Stay organized, bring all your contact details to one place and collaborate with your team, preferably on the go. The best simple CRM system built for agencies.
4.7 (265+ reviews)
Google security assessedWhy agencies choose OnePageCRM
Let’s admit it, day-to-day work at creative agencies can be hectic. Several projects to manage at a time, multiple clients to keep updated and a team to keep on the same page with dynamic and constant updates. Here’s why OnePageCRM works so well for agencies of different sizes.
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your contacts and sort them by urgency.
Simplicity & zero admin
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free interface.
Proactive sales
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.
Set up your CRM in a few minutes
When implementing a new CRM, the last thing an agency needs is to waste time (and resources) on lengthy onboarding. With OnePageCRM, onboarding can be done in exactly 3 steps.
1. Import your contacts with a click,
2. Set Next Actions with due dates,
3. Start from the contact on top of your Action Stream and get closing.
Get support with any CRM-related questions
Our customer success team always goes the extra thousand miles when it comes to supporting our customers. We call where others would email. We jump on a webinar where others would send a link to a help article.
In other words, whatever issue your agency faces, our CRM support team is there to help.
Keep team always in sync
Multiple clients, multiple projects. It’s often hard to ensure people across the agency are up-to-date with the deal’s or contact’s status.
With OnePageCRM, all the relevant contact details, including status updates, relevant calls and notes and associated deals, are kept on one scrollable contact page. No duplicated documents, no lost communication. And leaving a note with a handy @mention allows you to instantly notify a team member of an update.
Level up your email communication
Most agency communication and work go through email. Be it sending cold emails to leads, following up with prospects, or building relationships with clients.
In OnePageCRM, you can send emails straight from the CRM, create and use custom templates and send emails in bulk. No more hopping between the tabs or trying to pick up the thread of conversation on a project — it’s all logged in.
Automate repetitive tasks
Repetitive tasks are tedious. They take time. Wouldn’t you rather spend it on getting new clients, delivering projects or brainstorming with your team?
OnePageCRM allows you to build deals and send sales quotes in seconds, automate your sales process with Saved Actions and add social data to your contacts in a click.
Continue building connections on the go
How often in your agency’s day-to-day do you need to pop over to a (potential) client for a pitch, negotiation or a presentation?
OnePageCRM offers native iOS and Android mobile apps, so you can keep your top contacts on Speed Dial, get to your meeting faster with integrated Maps, log calls and add quick notes before you forget them and update your agency’s team on the go.
The best CRM for your team
Agencies run on teamwork, and OnePageCRM is built for it. Everyone works from one shared email inbox, notes on a client are visible to the whole team, and tasks or deals can be passed to whoever is free.
Owners get a clear view of KPIs and the pipeline without asking around.
Connect OnePageCRM to
your favorite apps
Whatever tools you need in a CRM for your agency’s success, OnePageCRM brings them all together.
GmailStore emails in your CRM, send and track emails in bulk, create templates, and more.
OutlookUse custom templates, send emails in bulk, track email opens, and much more.
MailchimpGenerate leads, sync contacts, and track email campaigns from one place.
WufooMake sure each lead collected through the forms is actioned in your CRM.
XeroSend invoices and quotes straight from your CRM and align your sales and accounting.
QuickBooksCreate invoices and estimates in a few clicks and see QuickBooks history in your CRM.
Quick QuotesCreate and email sales quotes in a flash from your CRM for free.
Lead ClipperAdd contacts from any webpage to your CRM in just a few clicks.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
ZapierConnect your CRM with thousands of apps and automate your work.What agencies say about OnePageCRM
2×
productivity
“I realized quite early on that you can get easily distracted by shiny CRMs with lots of features. But they will take you down the wrong path. Finding OnePageCRM really helped us anchor our business.”
Paul TrilkManaging Director at Success Local“OnePageCRM was awesome right from the get-go. Just from seeing the tutorial videos, I said to myself, ‘Man, that is something I can use right away and it will help me manage my customer base and grow my business.’”
Don SnyderTruVoice Studio Founder and Voiceover Professional“We use Wufoo for lead generation, OnePageCRM for follow-up and Mailchimp for our re-marketing. OnePageCRM gives us the platform to incorporate all those tools into one.”
Bruce HenryManaging Director at MOTM Events“I love, love, LOVE the fact that OnePageCRM is mobile, and I use the app all the time.”
Quint BoaMD & Sales Director at Shoot You ProductionsFAQ on Agency CRM
The best CRM allows your agency to focus on a task at hand, build trust with your customers with consistent follow-ups and, ultimately, boost your sales (let’s be honest, at the end of the day, that’s what you need).
OnePageCRM is the only CRM focused on taking sales actions rather than maintaining a ‘dead’ database. The moment you complete a sales action (make a phone call, send a proposal, schedule a meeting, etc.), we push you to set the next one. This unique Next Action system ensures you always follow-up and never drop the ball.
We integrate with Mailchimp, Wufoo, Xero, QuickBooks, Gmail, Outlook, Zapier, and many more. Our free browser extension allows to capture contact details in a click from any web page and auto-fill your CRM with new contacts.
The agency CRM
you’ve been looking for
The CRM that is built with small businesses in mind. It makes your follow-up process easy, helps you generate sales, and build long-term relationships. Simple and action-focused.
21-day free trial • No credit card required • Simple setup