Getting Started

A CRM demo is usually a recording of a walkthrough of a CRM system. It is an overview of a CRM system. You can find demos for any tools existing out there: a HubSpot demo, a Salesforce demo, and so on.

A demo gives you a glimpse into how the software works without you needing to register for it. It is usually accompanied by explanations.

Besides video recordings, sometimes demos can also be interactive and simplified interfaces with pre-populated data and replicating the real CRM system.

Yes, you can request a demo of OnePageCRM by reaching out to us via support@onepagecrm.com.

We also hold regular live demos, which you can attend by registering for one of them in advance.

You can either visit a CRM website and look for a free demo there, or you can also use YouTube. Sometimes on YouTube, you can find demos recorded not only by the companies themselves but also by other users or product affiliates.

Depending on its length and quality, a CRM system demo provides you with a good understanding of the most important features of this system. It can also help you assess how approachable their Customer Support team is.

A CRM system demo should be free and easily accessible. You don’t want to fill out lengthy application forms or subscribe to unwanted promotional emails.

A CRM system demo should be available online and have an educational flare to it, not a promotional one. The main purpose of a good CRM demo is to show you how the system works in detail rather than to sell you the system.

A CRM demo is either a recording or an interactive walkthrough of the system. It can be pretty engaging, but in no way is it as immersive as a free trial. With a free trial, you can interact with the CRM system directly, configure it, and update it.

It depends on your personal preferences and needs. For some people, a pre-recorded demo is enough to get a taste of the CRM system. Others prefer to ask questions during a Q&A session and to interact with real customer support agents. So there’s no right or wrong answer—whatever works for you.

A CRM demo usually includes a quick summary of the most used CRM features of the system. A CRM system is a comprehensive tool, so a demo—even a good one—cannot and shouldn’t cover every single aspect of the system. It usually gives you a good introduction to how the CRM system works and lets you easily get started.

You don’t need to prepare for a CRM system demo, but if you’ve already created a trial and better understand your current and most immediate needs, you can ask about how to configure the CRM system best. It’s not possible to find a system that will be perfect in every single aspect.

So sometimes, after the CRM system demo, you can also get workarounds and hacks that you might not have been able to find out by yourself.

There’s no one-size-fits-all answer.

We extensively cover OnePageCRM’s functionality in many of our demos, ranging from 1 to 30 minutes.

CRM stands for Customer Relationship Management.

A CRM system is a tool. It is a central database for all types of business contacts: leads, customers, partners, suppliers, and other stakeholders.

A CRM system helps store contact information and also use it to build and nurture business relationships.

OnePageCRM is the only action-focused CRM in the world.

Built for small businesses, it transforms a static A-to-Z database into a color-coded to-do list. You can assign tasks and follow-up reminders next to any contact in your CRM and OnePageCRM will automatically sort them by urgency and remind you when it’s time to take action.

It is also one of the simplest CRMs available on the market. Its clutter-free interface and straightforward functionality makes it one of the popular choices for small businesses around the world.