Best customer tracking software
Keep track of clients, get reminders to reach out, and store documents in one place with OnePageCRM.
4.7 (265+ reviews)
Google security assessedTop customer tracking tools
Track customer interactions
OnePageCRM helps you keep an eye on every customer. Get reminders to reach out to clients, record what you need to follow up on, and mark calls or meetings as complete.
Centralize customer data
Build profiles for every client. Upload documents, contracts, and files to customer pages, keep all customer information in one place, and track business-specific data with custom fields.
Email sync
Send and receive emails in your CRM, and track opens.
Deal stages
See where each customer sits in your funnel, and drag deals along.
Reports
Count calls and meetings with the Targets Widget, and read the Dashboard.
Mobile app
Log interactions on the road, and plan visits with the AI Route Planner.
Daily agenda
See your reminders and meetings for the day in Calendar view.
Web Forms
Take inquiries from your site and create contacts automatically.
What others say
“OnePageCRM has been a game changer for our sales team. The Next Action sales method and Action Stream ensure we stay on track with leads, actions, and follow-ups. It’s simple and intuitive interface makes it one of the best CRM systems for SMB’s.”
Martin Leuschen · President & CEO at Computrek
“It’s near impossible to let any relationship fall through the cracks.”
Lauren AyersGoogle review“It offers everything I was looking for to help organize my contacts and build a usable database…”
Joseph CascianiGoogle review“…this simple extremely effective CRM tool to get organized and free up your brain space.”
Sally EltzerothGoogle review“Probably the best CRM available for ease of use and, more importantly, ROI.”
Steve ElliottOwner at Thrifty Sites“…nothing can come close to its compact and client-centric way of data presentation!”
Magiting MagatGoogle review“…the focus on Next Action is exactly what our small business needs.”
HowardGoogle review“This without doubt the easiest, most intuitive CRM I’ve ever used.”
Mike ShivleyGoogle review“The ability to complete, track, schedule and make sense of calls, emails and interactions makes thinking about selling more productive and profitable…”
John KlymshynGoogle review“I find OnePageCRM to be far more user-friendly and with a much easier learning curve.”
Kelly MainForbes Advisor“…for its dedicated purpose, it’s perfect without a lot of bloat.”
Melody JacksonGoogle review“OnePageCRM is just so trim and usable - it’s a breath of fresh air, without the feature bloat that plagues most programs.”
Paul Johan StokstadGoogle review“It is clean, and easy to use. It seamlessly syncs across my laptop, tablet, and phone.”
Justin FuglioGoogle review“OnePageCRM is like having an assistant I don’t have that gets our sales on a priority list, reminds me of what I need to do daily…”
Geoff FlynnCreative and Operations Director at Brand Blue“With OnePageCRM, I know what I need to do next with my leads or existing customers.”
Petter Frøshaug VasholmenGoogle review“…everyone on our team can pick up where any of us left a conversation because of the ability to keep detailed notes in OnePageCRM.”
Bret BicoyGoogle reviewThe best customer tracking software
21-day free trial • No credit card required • Simple setup
Frequent questions
It’s an app to keep tabs on who your customers are, what you’ve talked about, and what you need to do next. The app tracks and centralizes all of this information so you don't have to rely on memory.
Customer tracking requires you to diligently log every interaction, add follow-up reminders for next steps, and update customer data as things change.
The best customer tracking software depends on your needs. A notepad works… until it doesn’t. Spreadsheets are fine for lists, but it won’t remind you to follow up. A simple CRM centralizes all data and reminds you to reach out.
The answer depends on what data you need and for what purpose. For personalized outreach or account management, you can start with tracking the most up-to-date contact details and past conversations.
Tracking more data doesn't mean better results. Focus only on what matters and helps you make decisions.