Are we a match? Are we a match

Best CRM for Customer Service

With its unique Next Action functionality, OnePageCRM makes it easy to check in with customers. It also integrates with Help Scout and Talkdesk, elevating your customer service to the next level.

features

Why choose OnePageCRM for customer service

follow up reminders
Follow-up reminders
Use our bullet-proof follow-up system to add reminders with due dates to your customers and sort them by urgency.
simple crm
Simple interface
Prioritize tasks, tune down the noise, and automate workflows with our straight-forward features and clutter-free CRM.
task management
Proactive customer service
Instill proactive customer service in your business, make every customer interaction count, and nurture client relationships.

How customer service excels with OnePageCRM

OnePageCRM lets you build meaningful customer relationships and wow your customers with an exceptional level of service and attention to detail.
customer relationship management

Personalize your customer interactions

Everything you need to know about your customer is right in front of you: previous calls, meeting notes, email threads, and any other information you need.

Before calling or emailing your customer, you can see what was discussed and how to personalize your interaction further.
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all client info on one page
client relationships
Business relationships

Visualize connections in your customer base

OnePageCRM doesn’t simply store customer data.

It’s a tool for actively building, managing, and nurturing business relationships.

If you are interacting with different people from the same organization, easily keep track of is all the associated parties and their connection to each other.
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Customer email management

Save time with custom templates

Keep custom email templates in your CRM to quickly communicate with your clients.

Add attachments to email templates and set variables to keep your templates personal.
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free email templates

Why businesses use OnePageCRM for customer service

user groups
Team alignment

Align different teams in your company

Ideally, you want your CRM to be embraced by different teams.

This way, you ensure that all customer-related information is stored in one tool.

OnePageCRM gives you that: you can create different User Groups. For example, one for Sales, another one for Marketing, and another one for Customer Support.
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Exceptional customer service

Do regular check-ins with customers

Once you have a happy customer, customer service shouldn't end.

Add a reminder to your CRM to check in with the customer in a few months or weeks.

This will keep you at the top of their mind—and show that you genuinely care.
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multiple follow up reminders

Mobile CRM for customer service

OnePageCRM works on any platform and any device so you can keep in touch with customers from anywhere.
mobile crm
email
Emails
Send and log customer emails directly from mobile CRM.
notes
Notes
Use voice-to-text notes to save customer notes in CRM.
speed dialer
Speed Dialer
Keep customers at your fingertips with our Speed Dialer.
priority
Starred Contacts
Star your VIP customers to easily call them straight from your CRM.
focus mode
Focus Mode

Focus on the most urgent tasks

Working in customer service is very dynamic.

OnePageCRM lets you remove distractions in one click.

Turn on the Focus Mode to hide contacts with too-distant-future or overdue tasks and concentrate only on those customer-related tasks that need your attention today.
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Connect OnePageCRM to your favorite apps

OnePageCRM integrates with several apps to make sure that you have everything you need to build long-lasting relationships with your customers and provide them with exceptional service.
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    connect_list
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OnePageCRM is the top-rated CRM for customer service

L&J Tax is a team of experienced tax advisors to entrepreneurs, their businesses, and their families.

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 the best customer service CRM

crm with tasks and reminders
Follow-up reminders
Actively manage relationships with customers.
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 keep in touch with customers even on the go.
customer support
Top customer support
We support your 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 grow your business faster.
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The customer service CRM
you’ve been looking for

This CRM is built for building and nurturing relationships with your customers. It makes your follow-up process easy, helps you increase sales, and build long-term relationships.
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No credit card required • 21-day free trial
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