OnePageCRM Reviews & Ratings

OnePageCRM

4.9 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 26 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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What is RateOptics?

Innovative pricing software is created to assist your team in removing inefficiencies and boosting revenue generation. Free your sales staff from monotonous pricing duties while still allowing them to make essential decisions. Sales teams cannot afford to squander precious time adjusting prices in documents. Relying purely on instinct for pricing decisions is an unsustainable approach to achieving success. Our software streamlines the pricing process, enabling your team to concentrate on their core competency—selling. Envision the difference closing just one or two extra sales calls each week could make. No longer will your national sales team need to engage in a barrage of calls and emails to figure out rates and availability whenever they chase a profitable opportunity. With our solution, market-specific pricing insights are easily accessible, allowing you to close deals more swiftly and effectively. Our software presents optimized pricing strategies that are not only appealing but also engineered to capture every potential premium opportunity, ensuring you maximize your sales potential. The straightforward access to precise pricing information empowers your sales team to excel in a competitive market. Ultimately, this innovative approach not only improves efficiency but also significantly enhances the overall sales performance of your organization.

What is OnePageCRM?

OnePageCRM stands out as the pioneering sales CRM designed with an emphasis on action, empowering small and medium-sized enterprises to manage their sales processes effectively. Key features include: - Action-oriented sales approach: Every lead is transformed into actionable steps. - Comprehensive logging: Keep track of calls, notes, and deals all on a single, easy-to-navigate page, streamlining the deal-closing process. - Email integration: Effortlessly send customized emails in bulk, utilize tailored templates, monitor email engagement, and oversee all sales communications from one convenient location. - Deal management: Organize deals through pipelines and generate quotes in mere seconds. - Time-saving automation: Leverage intelligent sales automation tools to enhance productivity. - Lead capture tools: Utilize our Browser Extension and Web Forms for efficient lead acquisition. - Detailed analytics: Access custom reports and a real-time KPIs Dashboard for actionable insights. - Mobile accessibility: Available on native iOS and Android apps for on-the-go management. - App connectivity: Seamlessly integrate with popular applications such as Gmail, Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and many others. - Exceptional customer support: Get assistance via email, phone, or chat, ensuring help is always within reach. This comprehensive suite of features is designed to help users maximize their sales potential and improve overall efficiency.

Media

Media

Integrations Supported

Chat Agents
Evernote
Formstack Documents
Gmail
Google Contacts
Hipsocial
HubSpot Data Hub
Integrately
Mailjet
Microsoft Outlook
Nekton.ai
Peaka
Shift
Talkdesk
Teamstack
VirtlX
WiserNotify
Wufoo
Xero
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$9.95 per user/month
Professional Plan

$15 per user/month
or
$9.95 per user/month in the annual plan (4 MONTHS FREE)

Business Plan

$ 29 per user/month
or
$19.95 per user/month in the annual plan (4 MONTHS FREE)
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Revenue Analytics

Date Founded

2005

Company Location

United States

Company Website

www.RevenueAnalytics.com

Company Facts

Organization Name

OnePageCRM

Date Founded

2010

Company Location

Ireland

Company Website

www.onepagecrm.com

Categories and Features

Pricing Optimization

Forecasting
Market Analysis
Multi-Store Management
Price List Management
Price Optimization Automation
Pricing Analytics

Sales Enablement

Collaboration

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales

Not specified

Sales Enablement

Collaboration
Contact Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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