OnePageCRM

onepagecrm.com ↗

A sales CRM organized around the next customer follow-up

SI Score
75/100
Pricing
Free Trial AI reading, not confirmed
Free plan
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the OnePageCRM homepage

What it does

OnePageCRM organizes contact records and sales around the next follow-up. Its Action Stream prioritizes work by due date, while sales and delivery pipelines track deals and the work sold. All plans include unlimited contacts and deals, with a 21-day trial that needs no credit card.

Start with the next follow-up

The Action Stream uses red for overdue or urgent work, orange for today and gray for later dates. Focus Mode hides work that is not due and items already closed, without changing a colleague's view. A contact also shows the total value of its open deals before a call.

In the pipeline, add or remove stages, assign probabilities and drag deals between them. On Business and Max, a won deal can move into a Delivery Pipeline, such as Started, Feedback and Completed.

Plans and capacity

Plan Pipelines Personalized bulk email allowance
Professional 1 250 per day
Business 10 450 per day
Max Unlimited 1,000 per day

Plans charge per user, with monthly or annual payment. The 21-day free offer is a trial. Create an account through Try Free to begin. Contact and deal imports and exports are included in every plan.

Strengths

  • Due-date ordering and personal Focus Mode
  • Business and Max carry won deals into delivery pipelines

Watch out for

  • Professional has one pipeline and no Delivery Pipeline
  • Bulk email sending has a daily plan allowance

Best for

  • Small teams managing sales through regular follow-ups

Sources