OnePageCRM Overview

OnePageCRM is the first action-focused CRM. It transforms a database into a dynamic to-do list called the Action Stream. In OnePageCRM, you can set tasks and reminders next to every contact and sort them by alphabet, company name, or the task’s urgency.

Built on productivity principles, OnePageCRM is famous for its simple interface. It is popular among growing companies and solopreneurs who want to be more efficient, stay focused, and nurture relationships with customers, leads, suppliers, and other business stakeholders.

Key Features of OnePageCRM

• Contact and task management (Action Stream and seamless team collaboration).
• Email management and sync (open tracking and personalized bulk emails).
• Lead management and capture (including Lead Clipper and Smart Web Forms).
• Sales pipelines (multiple pipeline functionality and sales forecasts).
• Sales automation and reporting (real-time updates, generates in seconds).
• Mobile CRM and AI-powered route planner (Apps built for iOS and Android).
• Integrations with many business apps (Sales, marketing, finance, productivity).

Small businesses in 80+ countries use OnePageCRM to:

• Generate leads in a few clicks and automatically add them to their CRM.
• Regularly follow up with prospects and close more deals.
• Consolidate contact data on one page (associated deals, calls, notes, emails).
• Segment their databases with custom tags, statuses and sort by filters.
• Automate different aspects of their sales process.
• Accelerate lead qualification with the unique Split-Pane view.