OnePageCRM
The simple CRM for sales teams.
Overview
OnePageCRM is built around a simple principle: every contact should have a 'Next Action' associated with it. This action-oriented approach helps consultants ensure that no lead or client falls through the cracks, making it a highly effective tool for managing follow-ups and driving sales.
✨ Key Features
- Next Action Sales Method
- Contact Management
- Visual Deal Pipeline
- Email Sync and Templates
- Lead Capture
- Mobile Apps
🎯 Key Differentiators
- Unique 'Next Action' methodology ensures proactive follow-up
- Simplicity and focus on action over data storage
- Converts contacts into a simple, actionable to-do list
Unique Value: Transforms contact management from a passive database into an active, productivity-driving to-do list, ensuring no lead is ever forgotten.
🎯 Use Cases (4)
✅ Best For
- Action-based selling for independent consultants
- Simple contact management and follow-up
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams that need complex workflow automation
- Firms requiring deep marketing automation or project management features
🏆 Alternatives
Its core workflow is fundamentally different, forcing a proactive sales approach rather than simply storing information like traditional CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 21-day free trial
🔄 Similar Tools in Consultant CRM
HubSpot CRM
A popular CRM platform that includes marketing, sales, customer service, and content management soft...
Salesforce Sales Cloud
A powerful and highly customizable CRM for managing sales, marketing, and customer service....
Zoho CRM
A versatile and affordable CRM that caters to businesses of all sizes, including consulting firms....
Pipedrive
A user-friendly, sales-focused CRM known for its visual pipeline management....
Insightly
A unified CRM platform that combines sales, marketing, and project management....
Capsule CRM
A simple, flexible, and easy-to-use CRM for managing contacts, sales pipelines, and tasks....