Best Simple CRM for Service-Based Businesses

Why service-based businesses choose OnePageCRM

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.

Follow-up Reminders

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.

Learn more more

Email management

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.

Learn more more

The best CRM for your team

Shared inbox
Tasks, notes and reminders

Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.
Tasks, notes and reminders

Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.

Learn more

Why other service-based businesses use OnePageCRM

Bruce Henry Managing Director at MOTM Events

“OnePageCRM creates a sales process, and all we have to do for our success is to follow it. 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.”

Lan Merrill Director at Worship Technologies

“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.”

Jeff Adelung Senior Director at MJ Recruiting.net.

“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.”

Sales pipeline

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.

Learn more more

team management

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.

Learn more more

Mobile CRM for service-based businesses

OnePageCRM lets you sell your services around the clock from anywhere.

Emails

Send and log emails directly from your mobile CRM.

Notes

Use voice-to-text notes to save notes in your CRM.

Speed Dialer

Keep top leads at your fingertips with our Speed Dialer.

Starred Contacts

Star your VIP clients to easily call them straight from your CRM.

See all mobile apps

CRM automations

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.

Learn more more

OnePageCRM is the top-rated CRM for service businesses and companies

MarKee Partners is a consulting business with a proven track record in commercializing medical devices in new and existing markets.

To help their clients commercialize products, MarKee Partners needs to be aware of the recent market trends, reach out to different investors, provide personalized recommendations, and also use an effective follow-up system.

“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 Marston

Co-Founder of MarKee Partners

Read the case study View all customer stories

Key features of the best CRM for your service-based business

Follow-up reminders

Actively manage relationships with clients and focus on growth.

Simple interface

We keep it simple. No need to pay for hundreds of features you’ll never need.

Mobile apps

Use OnePageCRM’s mobile apps to grow your service business on the go.

Top customer support

We support your service business and help you make the most of your CRM.

21-day free trial

No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.

CRM integrations

Connect OnePageCRM with your favorite apps to boost your sales and grow faster.

See all features

FAQ about CRM for Service Businesses

What is a CRM for service-based 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.
How CRM is used in the service industry?

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.
How does CRM help in the service industry?

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.

See OnePageCRM in action

Earn with OnePageCRM

Best CRM for service-based businesses

OnePageCRM is the #1 CRM for service-based businesses

Why service-based businesses choose OnePageCRM