Tous les avis sur OnePageCRM Appliquer les filtres
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Tous les avis sur OnePageCRM Appliquer les filtres
- Secteur d'activité : Services et technologies de l'information
- Taille de l'entreprise : 1 001–5 000 employés
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Provenance de l'avis
Simple and affordable CRM
I have used OnePage for the last 6 months, and it has turned into an invaluable tool in my Saas toolkit.
Its web platform, integrations with Mailchimp, chrome plugin to import FB or Linkedin Contacts, Next Action approach and easy sync with Google Contacts (via PieSync or Zapier) allow me to save tons of time in my day to day sales and mkt activities.
Avantages
- Chrome Plugin to import Linkedin and Facebook profiles
- simple and efficient task management with Next Action a la GTD
- APIs and integration with 3rd party services (PieSync, MailChimp, Google Contacts)
Inconvénients
- inexistence of a 2-way SaaS sync tool with Google Contacts
- does not integrate with Gmail to import emails sent to Contacts: I have to remember (or automate on my end) BCCing onepagecrm on each and every sent email
- does not allow me to start an email campaign directly from a subset of Contacts (with particular tags, for instance)
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
Simple, streamlined, effective follow up assistance
I am a Real Estate Broker and tried this CRM application for a month. My agents also tried it, but this is set up for single users more than team use. I was trying to solve the issue of tracking my leads and being able to forward the leads to my agents, but at that time, I could have used a little training on tags and how to properly use them. After trying a more robust system, I came to realize that OnePageCRM has so much merit if you just use it as a smart, simple tool to keep your customer's needs right in front of your face. I love it and the customer service reps are awesome! The billing, if you use a credit card, might get an international upcharge if you are in the US, but it's not much more than a buck a month. Changes are slated for 2017 to allow for a group/team format, but I just love it for what it is - far superior to my desk full of sticky notes. It has a mobile application so you always have it with you when you are on the road - IN ONE PAGE - which keeps it very simple to use while on the move.
Avantages
Ease of use, simple to adopt, great mobile app, inexpensive compared to more complicated vendors.
Inconvénients
Not a perfect pick if you intend to have a robust CRM, but perfect if you want something simple to dump all your notes into and keep abreast of your customer base/prospect base.
- Secteur d'activité : Design graphique
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
Great for small business!
Avantages
Onepage CRM has a low fee and is easy to use. As a small design agency, we have a lot on our plates and no one here really likes selling. But we need to, right?
The OnePage system helps us stay on top of leads and proposals with a few simple clicks. We've tried other CRM's, but this one made it super easy.
Not letting a great lead slip away because you get busy is the strength of this system: it requires you to set up the next step before closing out the window.
Customer support is a 5-star.
Inconvénients
The integration with Chrome (auto-filling contact info) got stuck a couple of times. But that could have been on my end!
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Onepage CRM is amazing
Our overall experience has been great. I would recommend to anyone!
Avantages
Onepage CRM is super easy to use and has such a good workflow. We went from excel spreadsheets to this and it has changed are lives. Keeping track of our sales flow as well as sending template emails to clients has been the best.
Inconvénients
Keeping track of profit is a little bit confusing on the software. that would be my only complaint everything else is great!
Réponse de OnePageCRM
Hi Kade, thank you for the great review, I'm so happy to hear OnePageCRM has helped you track your sales along with your follow-ups! ~Sarah
- Secteur d'activité : Recrutement
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Fantastic functionality and easy to use. As a solopreneur this has transformed my sales admin!
Avantages
I love the one next step sales philosophy that the software is built around and the action stream which keeps me on top of my pipeline.
Inconvénients
There's nothing I don't like. I'd like to see an integration between this and other apps such as acuity scheduling.
Réponse de OnePageCRM
Hi Louise, Many thanks for your kind words! Great to hear OnePageCRM is helping you stay on top of your pipeline! I'll be sure to make a note of your feedback re: acuity scheduling. In the meantime, perhaps Zapier would be a good option to connect the two. Keep in touch! ^Carmel
- Secteur d'activité : Produits alimentaires
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant plus d'un an
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Provenance de l'avis
Be Realistic, sell things
This has forced us to really be more realistic about how much we can bite off every day and helps with prioritization. Tags are great for doing in depth client research later.
Avantages
Great Customer Support
Integrates with Wufoo forms and Zapier
Inconvénients
Getting overloaded with sales actions (but that's kinda my fault)
Réponse de OnePageCRM
Hi David,
Thanks for a great review! Great to hear the simplicity of the Action Stream has helped improve your focus!
Laura
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Solid shout for a startup
OnePageCRM is easy-to-use and very user friendly. It plays really nice with Gmail for managing contacts.
Avantages
OnePageCRM has helped us to manage our lead pipeline and to stay focused on following up with prospects each and every day.
Inconvénients
I do not have any issues with this software. They provide an excellent user experience and customer support.
Alternatives envisagées
Pipedrive- Secteur d'activité : Construction
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
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Provenance de l'avis
Easy to Use
Avantages
It is easy for us to track our customers and push them to the stages they need to be at throughout the whole roofing process.
Inconvénients
The search feature is not the greatest.
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Provenance de l'avis
Cool approach to CRM, and great support to go with it.
I don't like the bigger, more clunky CRM options out there, so was thrilled to find OnePage CRM. It's super customizable so we can use it for our membership organization to track everything from membership to events and sponsors. The "Next Action" feature is the best in the industry, and downloading to spreadsheets happens in seconds, so we can do everything we need to do.
I gave 4 stars because I'd really like to see a bulk-communications feature, where I could communicate with 75 advertisers at the same time, etc (instead of one at a time). I know the theory is to promote real communication with people, but in practice it really slows down some of the tasks we need to complete, like quick updates to projects to a group of people.
That being said, there's no perfect system, but OnePage gets closer than other solutions we've tried. Way to go!
Réponse de OnePageCRM
Hi Ray,
Thanks for recommending us! Appreciate your feedback. :)
Did you know that OnePageCRM is integrated with MailChimp for mass email marketing. You could perhaps set up a next action "send email" and mark complete in bulk once you send the campaign: http://help.onepagecrm.com/article/208-how-assign-actions-to-multiple-contacts
Would this help you guys out?
Keep in touch!
Carmel
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Making CRM easy for small business
Avantages
I really enjoy the the Action Stream view which helps focus on what needs to get done. Being a 1 man show I dont always need to complexitiy of multiple touch points for the various different stages of the customer cycle; I just need which customer needs what next and the value of each deal. The recent introduction of the email sync just toops off the functionaility nicley and keeps all the communication in one place.
Inconvénients
A little on the pricey side compared to other products in the market but if you need a CRM thats easy to use, its great value.
Réponse de OnePageCRM
Hi Nigel.
Apologies for the dealy. Thanks for taking the time to review OnePageCRM. It's great to hear the Action Stream is doing its job and keeping you focused on your daily tasks. Nice to hear email sync has got the thumbs up too!
Stay in touch. Evelyn
- Secteur d'activité : Produits laitiers
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé toutes les semaines pendant plus de deux ans
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Provenance de l'avis
CRM
Good in general. Customer support is excellent.
Avantages
The report features as an administrator are good and the customer support has always been 100% excellent. Fast, helpful and reliable support.
Inconvénients
Bulky - for fast use it could be easier.
Réponse de OnePageCRM
Hi Kelly, thanks so much for the positive review. I'm part of the Customer Success team and I'm so happy to hear you've had a great experience with us. ~Sarah
- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
I've used a free trial of this software and I really liked it!
Forces you to get things done!
Avantages
It's different by design - it forces you too be make this next thing, to be in the flow, to work and to sale. It's a great motivator, while many other software suites are demotivators - they are too complicated and need an administrator to work properly.
Inconvénients
I really liked it but it seems that it doesn't suit into our workflow, where people are overmotivated. We also missed some features, like Web forms captures and email tracking that can be found in other solutions.
Réponse de OnePageCRM
Hello Yan. Thanks for your kind words. As users of OnePageCRM ourselves we agree when you say it's a great motivator! Happy selling ^Evelyn
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Provenance de l'avis
OnePage drives my interest in selling
The greatest thing about OnePage is that I open it and I get to work. I used to force myself into a weekly discipline of reviewing an excel spreadsheet and outlook contact base. OnePage CRM has changed my attitude and approach. It's easy to access, engaging and it drives your interest in selling and business development.
The interface is intuitive and simple, all the while OnePage offers powerful features. The dashboard gives you a list of tasks (they call them sales actions), prioritized by time. It makes me actually focus on what's the most important - my sales activity. There is a contact list, list of tasks, contact's profile with all the history. You can add notes, deals, tags, filter your contacts and tasks, track deals through pipeline, add users... That's an amazing functionality I think for the price they require.
Avantages
Helps get organized and increase sales, user-friendly interface, integration with mail & calendar, perfect for service companies, good value for money
Inconvénients
They just added the multiuser function, so you can set a user as administrator and invite other members. But basically every user has the same permissions.
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Provenance de l'avis
- Secteur d'activité : Internet
- Taille de l'entreprise : 11–50 employés
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Provenance de l'avis
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Provenance de l'avis
OnePageCRM is an excellent fit for our uses
We were using Salesforce. It seemed complicated for our use. We sell one time and if the prospect becomes a customer that is it, at least that is how we imagined it would be - we have expanded our use considerably now that we have discovered the power of OnePageCRM'S multi-layered filtering system.
We probably would not have discovered all the ways we could use the filtering system without OnePageCRM's excellent customer service staff. We are in the process of putting all pre-existing customers on OnePageCRM. We will be able to track them much better.
Exporting data from Salesforce and importing it to OnePageCRM was easy. Before or after we created all our special fields unique to our business and we filter on some of those. The fact that you can save an name filters is great.
We are also putting all our customer service staff as users on OnePageCRM. The pricing makes that very affordabe.
Réponse de OnePageCRM
Hi Phil,
Thanks for your generous review of OnePageCRM! Great to hear you were able to customize the CRM to suit your business needs using our Tags and Custom Fields features!
Laura
- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Just what I needed
For the price, Onepage CRM was the perferct solution for my business at the time I found it. It has saved me money and time so I don't have to enter a new client's info twice.
Avantages
Simple and easy solution to track all my client emails. Love that I can track hone calls done from skype.
Inconvénients
I really wish I could sort entries by first name. You can only sort by last name. There is no quickbooks integration. I wish I could integrate it with SendPulse (my email client). Mailchimp is the only email client option.
- Secteur d'activité : Construction
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Import Options
We haven't been using it for long, but so far it's been working well. However, it's like any change - you have to get accustomed to it.
Avantages
We created zaps in zapier to automatically add contacts from several different triggers. The customers are created and then we just have to assign them to the correct owners. Creating deals is very easy as well.
Inconvénients
There is no option to import deals (only contacts). I had to manually enter over 500 of them.
- Logiciel utilisé Autre pendant 1 à 5 mois
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Provenance de l'avis
Didn't care for it
Avantages
The design of the program is pretty neat and the paid features are nice. Not for somebody who wants a free CRM.
Inconvénients
I liked it and probably would have used it had I spend the money after the free trial. If you are willing to pay, then get it.
Réponse de OnePageCRM
Hello,
Thanks for taking the time to review OnePageCRM. I'm sorry to hear you did not sign up for our CRM but maybe you will consider us in the future may you ever need another CRM.
All the best, Evelyn
- Secteur d'activité : Philanthropie
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Amazingly easy-to-use CRM
I am so glad that I discovered OnePageCRM. Our nonprofit has virtually no budget so it was nice to find one that was priced fairly. We could never afford the high-end CRM's. But this one, is a near-perfect fit. Great design, remarkable attention to details/features, and superb customer support. Bar none.
Avantages
Elegant user interface, simple, clean, uncluttered (okay that last part was redundant). Super responsive customer support which is one of the main reasons I highly recommend this software.
Inconvénients
Because OnePageCRM is primarily focused on sales, using it for our nonprofit means some workarounds. It's more like we don't use some of the features as sales tools.
- Secteur d'activité : Conseil en gestion
- Taille de l'entreprise : 2–10 employés
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Provenance de l'avis
- Secteur d'activité : Construction
- Taille de l'entreprise : 11–50 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Easy to Use
We've been using it for about a month now and so far it's going great. Everyone is easily getting the hang of it.
Avantages
This software is easy to use. It allows you to track deals and contacts - while also being able to add your own custom fields to be filled in. We also use Zapier to automatically add contacts into OnePageCRM.
Inconvénients
There are some fields that aren't available with Zapier to automatically be entered into contact and deal fields so we have to manually enter them. We hope they are working on a fix for that so that things can be more automatized.
- Secteur d'activité : Services juridiques
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Great CRM Software!
Avantages
Great for client management including contact information, sales, projects, invoicing, and solutions.
Inconvénients
This software is great! I can't say anything bad. I do wish that it integrated with more programs; for instance, it does not sync with my Microsoft Outlook which would be fantastic!
- Secteur d'activité : Médias de diffusion
- Taille de l'entreprise : Auto-entrepreneur
- Logiciel utilisé tous les jours pendant Essai gratuit
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Provenance de l'avis
Uncluttered, Simple but Sophisticated CRM
Customer service is absolutely fantastic. Very prompt, courteous and helpful.
Avantages
It doesn't have over the top bells and whistles. Some CRM's assume have way too many options and it requires way too much time to learn how to use them.
Inconvénients
I don't have any dislikes about OnePageCRM. It's a great service as is.
- Secteur d'activité : Logiciels
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Excellent for first time CRM users
Keep up the great work.
Avantages
This tool is really simple and it’s perfect for small teams who don’t need the complexity of a big CRM tool. We needed a tool to manage our contacts and reminders to follow up. This tool allows for just that and gets out of the way
Inconvénients
It’s not possible to sync your gmail contacts automatically. You have to purchase a separate plugin. This is such a basic functionality that I expect for a CRM to have natively
- Secteur d'activité : Transport routier/ferroviaire
- Taille de l'entreprise : 2–10 employés
- Logiciel utilisé tous les jours pendant 1 à 5 mois
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Provenance de l'avis
Simple and effective
Avantages
Easy to use, great for personal use. It more than does what I need it to. The revolving follow up feature is great for easily seeing my overdue and daily tasks at a glance
Inconvénients
There is currently limited customisability, although this works for me as I prefer using something simple. I can though see how it might have limited effectiveness with a large business who needs to have multiple departments and features.
- Taille de l'entreprise : 201–500 employés
- Logiciel utilisé toutes les semaines pendant 1 à 5 mois
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Provenance de l'avis
OnepageCRM: The Name Says It All
Avantages
What I really like about OnepageCRM is the ease of use. That may be an over-simplification, but it's very intuitive. The workflow is straightforward, guiding even the newest user in a logical workflow to make sure all the critical information is recorded. You're also not bogged down in the non-essentials. If you don't need to use it, you're not forced to click through it. It's a very click-efficient app.
Inconvénients
Honestly, nothing really stands out. I could complain that I don't like the color scheme for some of the dashboards, but that would just be petty of me.
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Provenance de l'avis
Amazing product
OnePage is an affordable, straightforward and sleek product which has completely changed the way I do business forever. The thing that really separates OnePage from all the other CRM products I've used is its clear, simple and concise layout. Gone are all the cluttered tabs and annoying, messy interfaces, replaced with an easy to use and ergonomic platform. It also features a wide array of optional integrations with a variety of financial, communication and lead generation services which really help my workflow to run smoothly. The customer support team is friendly and helpful, they provide free webinars, videos and were always open to any feedback or suggestions I had. I honestly can't recommend this product enough, for 11 a month, you really can't get any better.
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Simpler, but still fully-featured alternative to Salesforce
Great tool for sales forecasting and business planning overall
Avantages
Interface is great, and it's really easy to add new projects and timelines for team collaboration. Way easier to navigate than Salesforce's complicated interface
Inconvénients
No major cons. We've really enjoyed the functionality. Perhaps better exportable reporting into PDFs or something similar, or more dynamic email reminders
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Provenance de l'avis
Different and better in so many ways
After using Salesforce.com for many many years, and then trying out several different CRMs, I found OnePageCRM. What an eye-opening, refreshing experience. Actions clearly mapped out. Easy tagging of tasks and contacts. Adding Deals - no problem. And just the right amount of reporting and tracking. Seriously - this got me out of the "business" of feeding my CRM to the business of selling my services and servicing my customers. The support has been second to none also. ALWAYS a quick reply with helpful meaningful information. If you need fast, light, effective, and effective, OnePageCRM is the way to go.
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Provenance de l'avis
OnePageCRM is our favorite CRM Software to use hands down!
We've utilized and set up numerous CRM's for clients and have remained faithful to OnePageCRM since we discovered them in 2014. Their customer service can't be beat and the ease of integration of other applications makes our job that much easier. Training sessions are vital in our daily routines, which is something OnePage provides, so that we have more time to work on other tasks while our clients get hands-on guidance, directly from the source. It's been a treat getting to know the team at OnePage and I'm happy to give them a great recommendation!
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Provenance de l'avis
OnePageCRM has been easy to use and effective in capturing the information I need to make a...
With CRMs I've tried them all, some had too much or too little of what I needed, sometimes the learning curve on those CRMs was ridiculous. OnePageCRM was so easy to use and get started. I love that I can quickly add a contact from LinkedIn to OnePageCRM.
In the first two months of using it I found an increase in sales and bookings. Having been a GTD fan for a long time, OnePage fits the way I work.
There are some features I would like OnePage to have but they are all minor. OnePage gets the job done.
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Provenance de l'avis
Super Software for Sales and growing your business.
OnePage is an essential piece of software for our business. We have thousands of international contacts and OnePage facilitates us to organise them effortlessly. We have a very busy workload and OnePage ensures that nothing slips between the cracks. It allows us to measure our activities for our clients, saving us valuable time with reporting. It clearly sets out our employees' tasks for the day, improving our time management. We would highly recommend OnePage for any business.
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Provenance de l'avis
A CRM the way it should be!
We love using One Page CRM because it is clean and simple. Easy to use and highly efficient. We love the next action feature. Makes things so much easier to manage.
Réponse de OnePageCRM
Hi Steven,
Thanks for reviewing OnePageCRM. Great to hear our simple, Next Action approach to sales is helping you Get Things Done!
Laura
- Secteur d'activité : Rédaction et correction
- Taille de l'entreprise : Auto-entrepreneur
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Provenance de l'avis
- Secteur d'activité : Santé, bien-être et fitness
- Taille de l'entreprise : 10 000+ employés
- Logiciel utilisé tous les mois pendant Essai gratuit
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Provenance de l'avis
Great organizational tool for prospecting!
OnePageCRM has helped me to keep up with my business prospects and follow up with my current customers. I've found it to be wonderful software!
Avantages
I loved how I could keep up with my customer prospecting and organization with this software! The reminders I could set helped me keep up with tasks to follow up with prospects!
Inconvénients
While this software is very helpful, I also found that I could do the same organizing in a Google sheet. This does have the reminders and many other helpful features though.
- Secteur d'activité : Logiciels
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Provenance de l'avis
Using OnePageCRM for SME to organise Customer information.
Avantages
I like the out of the box up and running experience you get. The video tutorials showed us how to import customers and get the most out of the CRM. The pricing is good and meets the budget for SME companies.
Inconvénients
A little to light on the reporting which requires exporting into excel to preform any detailed analysis.
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Provenance de l'avis
Impressive!
OnePageCRM is a very impressive tool with a perfect overview and constant reminders for the next actions to be taken!
I strongly recommend it.
