OnePageCRM is a cloud-based customer relationship management (CRM) software designed to help small businesses manage their sales processes more efficiently. The CRM software is focused on providing a simple, intuitive user interface that streamlines the sales process, from lead capture to closing deals.
OnePageCRM’s philosophy is to strip away all the mundane admin tasks so that sales reps can focus on closing deals. The development team has created a CRM designed for “teams who want to sell,” not for people counting down the last remaining minutes of a work day.
Let’s look at what this platform has to offer.
Features of OnePageCRM
Some of the key features of OnePageCRM include lead capture and management, sales pipeline management, task management, collaboration, and reporting/analytics. The software also offers integrations with popular third-party tools like Mailchimp, Zapier, and Google Apps.
With OnePageCRM, you can see all lead information on a single page. This helps you see high-ticket clients right away.
Your sales reps can also see the touch points each contact has gone through with your company (e.g., emails, call logs, discounts, and packages offered). This facilitates a more consistent and engaging lead nurturing process.
As a result, you prevent awkward and unprofessional scenarios like sending the same email or sending multiple emails to a contact before they open the first one. With contact management, you can see when your leads have opened your emails, allowing you to act accordingly.
Your sales reps can also add their custom notes for each contact. All this information—contact details, sales activity, conversations, and notes—can be seen on one streamlined page.
Time is of the essence when it comes to sales. Every hour there’s a delay in the next sales step, there’s a higher chance the lead is already considering other options.
OnePageCRM provides sales automation at every step of the sales funnel, from lead capturing to lead nurturing. If you’re a software company, these automation features will streamline your SaaS marketing strategy to ensure no leads fall through the cracks.
Sales reps typically scour the web for a lead’s contact details. Your reps won’t have to do any of that anymore. OnePageCRM allows you to refine your lead profiles with accurate data from within the platform. Just add the contact’s name and valid email address. An “Enhance” button will appear. Click on it, and it’ll browse the web to refine your contact’s profile with publicly-available data like their social profiles, job title, etc.
This feature will save your sales reps a ton of time.
The lead nurturing process is automated, too. OnePageCRM offers “saved actions,” which helps you save the processes involved in lead nurturing.
Essentially, you won’t have to add “Call,” “Send Email,” and “Follow-Up” reminders every time you get a new lead. You can save these actions to reduce time wastage on repetitive lead nurturing tasks.
OnePageCRM also automates other sales tasks. Suppose a lead shows interest in your services. Your sales rep might tag that contact as a “warm lead.” Once that tag is applied, certain sales actions may automatically follow, such as the appearance of a reminder to call or the sending of an email invite to a demo.
OnePage’s CRM software gives your team a complete view of the sales pipeline.
At a glance, sales reps and executives can see where leads are in the sales pipeline. This is displayed in the form of a Kanban board. Each contact card can be dragged and dropped to the next stage.
You can make changes to the pipeline, too. Edit how many stages the pipeline has, from when leads enter your funnel to when they become customers and brand advocates.
You can also set up multiple pipelines. Your customer service team may use a customer support pipeline to organize open, pending, and closed tickets. The same goes for your customer success team.
Whether you have two, ten, or a hundred sales reps, it’s imperative that they’re on the same page. That’s where OnePage’s collaborative tools become useful.
With OnePageCRM, you can assign contacts to different sales reps. So, if you want your best guys on a high-ticket client, you can make that happen.
The same applies to sales processes. You can assign different people to do a particular sales action. So, someone can do the initial sales call, and then someone else can present the demo.
Your team can also see important notes and information attached to a client profile.
Mobile Compatibility and Features
Not all sales activities take place in the office. Sometimes your reps need to hit the road to talk to leads. OnePageCRM has a mobile app that allows your team to take the CRM with them wherever they go.
In addition to the CRM, OnePage also offers other useful tools.
The route planner, for example, is an AI tool that tells sales reps the quickest possible route to the destination. It functions a lot like Waze, factoring in real-time traffic data to determine the fastest, most fuel-efficient route.
OnePage also has a business card scanner. It scans the details on a card and immediately creates a lead profile out of it.
Pricing of OnePageCRM
OnePageCRM has only two pricing options, Professional and Business.
The Professional package costs $15 per user per month when billed monthly but $9.95 per month when billed annually.
The package includes just about everything a small business, or SME, needs in a CRM. You can have unlimited contacts, notes, deals, and everything else mentioned in this guide.
The Business package costs $29 per user per month when billed monthly but $19.95 per month when billed annually.
The key features that the Business package has that the Professional package don’t have include:
- The setting up of up to 10 pipelines
- See the amount of time leads spend on each stage of the pipeline.
- Admins can divide users into groups. This can be useful when you have different departments that need to use a CRM (e.g., Marketing, Customer Service, Customer Success, etc.)
- More email automation features, such as an email tracker
- Priority customer support.
OnePageCRM has no free forever version. However, they provide a 21-day free trial. No credit card information is required.
OnePageCRM: Pros and Cons
- Easy, intuitive interface
- Focuses on being a sales acceleration software
- Huge annual-term discounts
- No free forever version
- Bigger companies may want more scalable, feature-packed options, such as Salesmate and Hubspot.
- Reporting might be overly simple for the likes of data analysts and sales forecasters.
Overall, OnePageCRM is a solid CRM solution. It has everything you need to streamline the sales process and improve customer relationships. Just determine your business needs to know which package is better for your business. Don’t forget to avail of the free trial so you’ll know where the tool fits in your current sales process.
Once it becomes a permanent component in your business arsenal, you’ll reap the best results.