AI TOOL PROFILE
OnePageCRM: CRM Software for Small Business
Pricing
Pricing starts at $9.95 per user per month for the Professional plan. Annual billing includes 4 months free.
At a glance
- Best for
- Small business owners, Solopreneurs, Consultants, Startups
- Key use cases
- Lead and Contact Management, Sales Pipeline Tracking, Automating Outreach, Field Sales Planning
- Integrations
- Gmail, Outlook, ActiveCampaign, Mailchimp, Apollo.io
- Official website
- Visit OnePageCRM official website
How AI is used
OnePageCRM is a lightweight CRM system based on a "next action" sales methodology. It provides a workspace where users can store unlimited contacts and track progress through custom sales pipelines using Kanban and Forecast views.
The tool is designed for small businesses, solopreneurs, and professional services firms. It supports the sales cycle, from lead capture via web forms or a browser extension to managing won deals through a delivery pipeline.
Functionality includes two-way email synchronization, which allows users to send and receive emails directly within the CRM and track email opens. It also includes AI features such as contact page summaries and a route planner for field visits.
Buyers should confirm their specific needs for automation and reporting, as these features vary across the Professional, Business, and MAX plans. Users should verify which plan supports the required number of email accounts and automation triggers.
Key Features
Two-way Email Sync
Connects with email providers to send, receive, and store communications on contact pages with open tracking.
Action Stream
A follow-up system that helps users set reminders and prioritize tasks for each contact.
Kanban Deal Tracking
Visual sales pipelines that support moving deals through custom stages and forecasting revenue.
Lead Clipper
A browser extension designed to capture contact details from web pages and social profiles.
AI-Powered Route Planner
Calculates optimized travel routes for users visiting multiple contacts in the field.
Automated Email Sequences
Supports triggering a series of scheduled emails for lead nurturing and outreach.
Use Cases
Lead and Contact Management
Organizing a database of unlimited contacts with custom fields and tags to segment leads.
Sales Pipeline Tracking
Using Kanban boards to visualize the sales process and monitor deal velocity.
Automating Outreach
Setting up email sequences to maintain regular contact with prospects.
Field Sales Planning
Planning customer visits using the mobile app's route optimization tool.
Integrations
- Gmail
- Outlook
- ActiveCampaign
- Mailchimp
- Apollo.io
- Lusha
FAQ
Who is OnePageCRM designed for?
- It is designed for small businesses, solopreneurs, and consultants who need a tool to track leads and manage follow-ups.
Does OnePageCRM offer a free trial?
- Yes, a 21-day free trial is available, and the provided evidence states that no credit card is required to start.
What is the difference between the pricing plans?
- All plans include unlimited contacts, but the Business and MAX tiers offer more workflow automations, a higher number of connected email accounts, and additional reporting and user permissions.
Source category: Sales
Source subcategory: CRM
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