Are we a match? Are we a match

Best CRM for your service business

OnePageCRM turns your client database into a powerful to-do list. It helps your service businesses and service companies provide the best client experience and continuously exceed your sales targets.


Why service businesses choose OnePageCRM

follow up reminders
Effective follow-ups
Use our bullet-proof follow-up system to add reminders with due dates to contacts in your CRM.
simple crm
Simple interface
Prioritize tasks, tune down the noise, and improve your business processes with our clutter-free interface.
task management
Proactive sales
Put your sales strategy into action, make the best of every sales deal, and easily convert leads into paying clients.

Growing your service business with 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.
Follow-up Reminders

Add follow-up reminders and check-ins

Client relationships are at the heart of your service 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
multiple follow up reminders
prioritized list of tasks
Contact management

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.
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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.
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free email templates

The best CRM for your team

  • email

    Shared inbox

    Connect individual inboxes to one shared inbox in your CRM. Even if someone goes on holiday, keep the conversations going.

  • Client Profile

    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.

  • Saved Actions

    Tasks, notes and reminders

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

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best crm for teams

Why other service businesses use OnePageCRM

sales pipeline
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.
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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.
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user permissions

Mobile CRM for service businesses

OnePageCRM lets you sell your services around the clock from anywhere.
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 clients to easily call them straight from your CRM.
presaved tasks
Service 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.
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Connect your CRM to your favorite apps

As a service 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.
See all integrations 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 of MarKee Partners
Barry Marston

Co-Founder of MarKee Partners

Key features of the best CRM for your service business

crm with tasks and reminders
Follow-up reminders
Actively manage relationships with clients and focus on growth.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Mobile apps
Use OnePageCRM’s mobile apps to grow your service business on the go.
customer support
Top customer support
We support your service business 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 sales and grow faster.
See all features

your service 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.
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No credit card required • 21-day free trial

FAQ about CRM for Service Businesses

  • What is a service CRM?

    A Service CRM, or Customer Relationship Management system for service businesses, is a tool for managing customer interactions.

    Service CRM helps nurture and build business relationships with clients, improve customer retention, and drive sales revenue for a service business.
  • 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.