It helps to organise the deal sizes, profits, margins, cost to estimate the true value of business in piepeline
The notificaiton system can be improved, sometimes the amount of emails you get from the system is overwhelming.
OnePageCRM helps to not only provide a follow-up on your business pipeline, but also helps to estimate the value the business will bring. It made estimating margins and profit of future business deals easy.
I like the tag filtering option, with all the tags (and their frequency) listed in a column on the left side, and a working screen with the associated contacts on the right side. This allows me to peddle through each contact individually, without having to open any additional tabs.
Everytime I go into my pipeline, click on a deal and return back to it, I am redirected to the action stream page and not the pipeline one. I would also like to see an average deal value based on all the leads in the pipeline. Right now I can only see an average deal value/stage funnel. Granular indeed, but having a bird-eye view is imperative.
We needed a tool to keep track of our inbound leads, one that wouldn't add up extra work. That's why the idea of a checklist for task and account management appealead to us. So far the app has helped us to match prospects with future product releases that they've required, and keep them updated based on their release status.
It was great for our team at the time. Flexible on users. Easy to tag different sales funnels. Super easy to use - by far the easiest CRM I've ever used. I would definitely use this service again.
The big challenge was the price per user. We switched to a system that was free for the size of our team. It also had a lot of training modules that added value to a young sales and marketing team.
OnePage was our attempt to professionalize our sales and marketing team. Measuring sales and marketing outreach. Building sales funnels. Adding strategy and structure to our sales outreach and followup.
The price point is incredible for the services included. The product if straight forward and makes the basics of CRM easy. There is a nice assortment of advanced features for the sales process that can help you with "closing" the sale.
Lead clipper is chrome only and in practice is not great. They are great at constantly improving features and I'm sure it will get better over time.
Getting all our leads into one place without having to pay huge monthly fees common in "larger" solutions.
I have used many CRM systems and was recommended OnePageCRM by a trusted colleague. Following some investigation I was hooked and purchased OnePageCRM straight away. The action based process, along with the customisation and training and it is perfect for my services business. Value for money and for scaling it is the best! Also importantly, I use it on my phone and desktop, and it reliable.
The training sessions are in Dublin time. A little more communication on how to access and engage the training and system would be good
The management of thousands of contacts being leads, clients and referrer of business and effectively communicating with them as I action my marketing plan via OnePageCRM
I like the design and interface and the breadth of functionality. However, it's still "too much" for me. I found OPCRM under the keywords "easiest CRM for small business."
When I entertain purchasing a software, I have to be able to grasp the workflow within a few short minutes, otherwise, my ADD just bails on it. While I understood the workflow, it was still just not completely intuitive. I have found my solution and I so sincerely appreciate the opportunity to kick the tires on OPCRM. As well, I thank you for allowing me to give you some honest feedback.
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This software is intuitive, easy to use, and effective. My office has many people who are not very tech-savvy, but they were all able to pick up on how to use the program with very little training. The "to-do list" format simplifies the CRM process into discrete tasks that make it easy to keep up with multiple leads. I spent a lot of time researching CRM systems and they were all more expensive and harder to use. Our team quickly adapted to the software and the price is so reasonable. We saw ROI almost immediately. The live chat support is very helpful and responds quickly. Their road map also shows they're always creating new helpful features.
It seems like it's designed more for B2B sales rather than B2C, and assumes that each user will be independently working on leads. I was able to adapt the program to our needs as a B2C company that uses a collaborative sales process, but it took some adjusting. The pipeline feature is not really relevant to us in its current format and can't really be adjusted.
Consistently follow up with customers and moving from a paper system to an online system. We are contacting customers more often and getting more sales.
These guys are *awesome*. I began using ACT!® in 1988 and built a multi-million dollar company off of it. I have done Salesforce® installations as well as SF customizations. FOR THE PRICE, this is hands down the best CRM I have ever used. Tech support is responsive. They are continuously improving the product which is very impressive.
Can't think of a think. It's not Salesforce®, but it's not DESIGNED to be that type of tool.
Contact management