Un CRM simple pour les commerciaux qui souhaitent réaliser davantage de vente4.8/5 (42 avis)
OnePageCRM est un CRM simple pour les commerciaux travaillant dans de petites entreprises qui convertit la complexité des ventes en une simple liste de tâches. Conçue selon les principes de productivité GTD (Getting Things Done), la solution propose une approche simplifiée qui aide les utilisateurs à convertir des leads en clients, à atteindre leurs objectifs et à développer leur activité.
La méthode de vente Next Action d'OnePageCRM encourage les utilisateurs à définir une action de suivi pour chaque contact, en veillant à ce qu'ils ne laissent jamais tomber une vente. Le flux d'actions trie les contacts en fonction de leurs actions commerciales, créant une liste de tâches dynamique qui fait gagner du temps aux utilisateurs. L'écran principal aide les utilisateurs à savoir quelles actions doivent être entreprises immédiatement ou à l'avenir pour convertir les prospects en acheteurs. OnePageCRM couvre une gamme de fonctions allant de la gestion des contacts au reporting des ventes, en veillant à ce que les leads et les prospects progressent constamment dans le processus de vente.
I really took 3 weeks off recently and decided to move from the Outlook Desktop world to all online and based around Google Apps. I needed A Crm that focused on follow up and keeping good notes and also keeping track of my calls and actions. I Checked out dozens of other Crms on the free trial basis and most are the same. They keep track of notes and calls, and put your next actions into a to do list or task. They have various levels of success integrating with Google. As soon as I tried OnePage I noticed a key difference. The Action Stream of telling you what to do next front and center. If you are in a business where making calls to contacts, sending emails and building relationships like Real Estate or other small business this is the Crm for you! Is it Perfect? No will go into this in the pros and cons. I chose this over Well Knowns like Insightly, Prosperworks, Contactually, and many more as the Bells and Whistles I wanted were the most well done in One Page.
Action Stream, Action Stream, Action Stream better than any to do list or task manager I have seen.
Skype Caller built in
Call Tracker Built in
Pleasing to the Eye
Descent Customer Support it is possible to get someone on the phone
They are in Ireland ( kinda cool)
Google Contact Integration by Pie Sync, Does not bring Picture or Address over and slow to sync to Google Contacts, sometimes does not show up for a long time and I always have to check to make sure it made it over, then manually add photo and address if important to me. This alone is very bothersome to me and if I left would be for this.
Have to add +1 in front of phone number to work with Skype, not a deal breaker but more time
Emails not really connected to Client unless you send from Crm or use the Bcc for one Page Address. Not a deal killer cuz just go to gmail and enter email and get all the emails anyways.
If the Google Sync was direct not relying on Pie Sync and brought over Photos and all other Info this would be as close to a 10 out of 10 that there is.. I have to give it overall an 8. Maybe Pie Sync will improve or Zapier will work one day.
Get to work the way I want to. It fits me, not me it. And I know that any questions I have will be answered as if they're important and very quickly.
So many CRM's are very pricey, and often a bit involved to use. OnepageCRM productivity was immediate. I love that when you enter a contact or clear an activity, your next one is called for. It is so simple to use that you can do tweaks and customization easily. Customer service is not just fast--it is almost immediate! For one question I asked, within an hour or so they had made a VIDEO for me showing how I could do something. Incredible service.
Not much. It's been a joy and for the money, haven't heard of a CRM that touches it. It does everything I need and then some.
Hello Chuck. Thank you very much for your kind review. It's great to hear OnePageCRM and the 'Next Action' feature is helping you and your business! I will be sure to share with the team and of course our customer support team! ^Evelyn
It was by far the most user friendly CR software I have come across. I like the way it allows me to create an easy to do list each day as well as an easily executable call list. I also really appreciate the integration of the website and the app. I discovered OnePageCRM through a peer who was able to complete their daily prospect calls much faster than I could.
The most impressive thing about this platform is it's simplicity. It is the first CRM I have encountered that was obviously created with usability in mind. The website and the app perfectly integrate with each other to create the same quality user experience. I love the ease with which I can create a daily call list from my prospects and execute that list easily through the app. Once I make a call, I am immediately given a pulldown menu to log the results of the call. The call counter is a nice touch because it enables me to hold myself accountable to a set number of calls per day.
I do feel like the system could use a better search function. It has a simple search but I have not found a way to do a more integrated search down to the specific fields. Haven't needed one often, but it would have come in handy a time or two.
I also wish the pricing was different to allow for a second user without doubling your cost.
Many thank for your kind words. Great to hear you're enjoying using OnePageCRM.
With regards the search, using the Advanced search you can run filters on multiple criteria: http://help.onepagecrm.com/article/34-how-to-use-advanced-search. This may come in useful. All the best!
Streamlined our communications and membership records.
I love the flexibility, speed, and ease of use. It just makes sense and is super simple (you put in what you do, and the first thing you see when you log in is the obvious reminder to do it. One of the coolest things is when you use OnePage on your phone, it will track the call automatically, so that's really cool.
If anything, maybe that it doesn't do any auto invoicing or anything like that. It's a solid CRM, so I can't expect it to do everything, right?
Great to hear you're enjoying using OnePageCRM and that the mobile app is coming in useful.
RE: the invoicing, we're integrated with Xero, but would love to hear your feedback on an auto invoicing feature. I'll drop you an email.
All the best!
I like the focus on the next action sales aspects, and the simple integration with Skype, Google Apps, and other simple integrations
I wish there were MORE integrations, and that I can more easily update my overdue tasks. I would also like to have mutiple deal flows, or be able to use the Kaban style layout to track existing deals.
Thanks for getting in touch and sorry about the delay in responding. Staying focused on your sales actions is what OnePageCRM is all about. I would be keen to hear what other integrations you would be referring too?
Kind regards, Evelyn
Voici quelques-unes des questions fréquentes sur OnePageCRM.
Types de licences disponibles pour OnePageCRM :
À partir de: 12,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de OnePageCRM.
Utilisateurs habituels du logiciel OnePageCRM :
Auto-entrepreneurs, Entreprises de taille moyenne, Non Profit, Administration publique, PME
Langues dans lesquelles OnePageCRM est disponible :
Types de licences disponibles pour OnePageCRM:
Appareils pris en charge par OnePageCRM :
Android, iPhone, iPad
Applications s'intégrant à OnePageCRM :
ActiveCampaign, Bitium, Help Scout, Mailchimp, Mailjet, PieSync, SimplyCast, Talkdesk, Wishpond, Xero
Ressources d'aide disponibles pour OnePageCRM :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo