Best CRM for
service-based businesses
OnePageCRM turns your client database into a powerful to-do list. It helps your service-based businesses and service companies provide the best client experience and continuously exceed your sales targets.
4.7 (265+ reviews)
Google security assessedWhy service-based businesses choose OnePageCRM
While others are selling products, your business is providing services. That’s why your CRM needs to help you understand your clients better and build long-term client relationships. OnePageCRM can help you do that.
Effective follow-ups
Use our bullet-proof follow-up system to add reminders with due dates to contacts in your CRM.
Simple interface
Prioritize tasks, tune down the noise, and improve your business processes with our clutter-free interface.
Proactive sales
Put your sales strategy into action, make the best of every sales deal, and easily convert leads into paying clients.
Add follow-up reminders and check-ins
Client relationships are at the heart of your service-based business.
OnePageCRM lets you add a sequence of reminders and tasks next to any contact in your CRM.
Sealed the deal? Add a reminder to check in with the new client in a couple of months and see if they are happy with the provided services or have any feedback.
Make the most out of every CRM contact
For service businesses, every CRM contact is an opportunity: it might be a new lead, an old client, or a freshly converted prospect.
With OnePageCRM, you can turn your list of contacts into a dynamic productivity tool and move your client relationships forward.
Email straight from your CRM
Emails are still a go-to tool for promoting your services or keeping your clients up-to-date about any new offers.
With OnePageCRM, you can send and receive emails from your CRM, use your own email alias, create custom templates, send emails in bulk to hundreds of contacts—and even see when and how many times a contact opened your email.
Boost your sales service with a simple pipeline
Create a catalog with your services and easily create sales deals.
You can use the Kanban view (similar to Trello) to drag and drop them from one stage to another until you deliver and sell the service to your clients.
OnePageCRM also flags any bottlenecks in your process so you can optimize it further.
Add your team to CRM for better collaboration
Monitor your team activities, assign tasks to different people, and leave notes for your team members—all without leaving your CRM.
Any freelancers on your team? Give them a limited access to your client database with the Focused User permission settings.
OnePageCRM has all the essential features to make your team work as smooth as possible.
Reduce manual work with automations
Providing services also comes with a lot of repetitive tasks. OnePageCRM lets you automate them.
You can create custom workflows to speed up your daily operations.
Besides, if you found a perfect sequence of tasks that help you provide a consistently high-quality services, you can add this magic formula to your CRM and apply it to any contacts in one click.
The best CRM for your team
Your whole team works from one place in OnePageCRM: a shared inbox, notes on every client, and tasks or deals that can be handed to a colleague. Managers can watch KPIs and the pipeline.
Mobile CRM for service-based businesses
OnePageCRM lets you sell your services around the clock from anywhere.
Mobile CRM
Sell your services from anywhere. The free iOS and Android apps let you call a client, log the call, set the next follow-up, and more.
Route Planner
Client visits are easier with the free On the Road app. It picks the best order for your stops, shows each drive time, and can call the next client for you.
Connect your CRM to
your favorite apps
As a service-based business, you use a lot of business apps. OnePageCRM integrates with several tools to make sure that you have everything you need to grow your business.
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.
Quick QuotesCreate and email sales quotes in a flash from your CRM for free.
QuickBooksCreate invoices and estimates in a few clicks and see QuickBooks history in your CRM.
XeroSend invoices and quotes straight from your CRM and align your sales and accounting.
CalendarSync your CRM with Google, Outlook, or Apple Calendars.
WhatsAppConnect WhatsApp to your CRM for easier calls and messaging.
MailchimpGenerate leads, sync contacts, and track email campaigns from one place.
Web FormsBuild online forms and make every new web form submission actionable.
ZapierConnect your CRM with thousands of apps and automate your work.Why other service-based businesses use OnePageCRM
100%
follow-up rate
“OnePageCRM is our planning mechanism. We had used Trello before as a business planner. And then I went like: you know what, OnePageCRM is just as functional, plus I get to stay in contact with my clients and assign information to a specific customer rather than switching back and forth between applications, which was driving me crazy.”
Barry MarstonMarKee Partners Co-Founder“OnePageCRM creates a sales process, and all we have to do for our success is to follow it. Last year, we expanded our business and doubled our sales to €250,000, and it would not have been possible without the help of this CRM software.”
Bruce HenryManaging Director at MOTM Events“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.”
Lan MerrillDirector at Worship Technologies“OnePageCRM’s orientation to focusing on the next step in the sales process is brilliant. It simplifies what we often over-complicate and lets me focus on what’s most important.”
Jeff AdelungSenior Director at MJ Recruiting.net.FAQ about CRM for Service Businesses
A CRM, or Customer Relationship Management system for service-based businesses, is a tool for managing customer interactions.
Such CRMs help nurture and build business relationships with clients, improve customer retention, and drive sales revenue for a service-based company.
In the service industry, CRM (Customer Relationship Management) systems play a crucial role in improving the quality of services offered.
CRM tools allow service businesses to store and keep track of client information, including their preferences and history of interactions. This information can be used to provide personalized services, improving client satisfaction, loyalty, and retention.
CRM systems help service businesses identify potential sales opportunities.
CRM systems offer a range of advantages for service businesses and service companies:
— Smooth business operations. Service CRMs centralize all client interactions, making it easier to manage and process client requests.
— Proactive service offering. CRM analytics can uncover patterns in client behavior, allowing businesses to adjust their services.
— Improved client retention. By tracking client communication, service businesses can ensure no request or issue goes unnoticed.
— Workflow automations. CRM systems automate repetitive tasks, freeing up time for your team to focus on more complex customer needs.
— Better team communication. CRM system provides shared access to client and services data. This helps improve your internal communication and team collaboration.
— More sales. By having a complete picture of every client, you can upsell and cross-sell more services.
The CRM
your service-based business needs
Service businesses operate in a dynamic and competitive environment. OnePageCRM makes your follow-up process easy, helps you increase sales, and build long-term relationships with clients and prospects.
21-day free trial • No credit card required • Simple setup