Top-rated CRM for Consulting and Professional Services

About OnePageCRM

OnePageCRM is a simple CRM system designed to help small businesses, consulting, and professional services firms grow by streamlining their sales processes and improving client interactions. The system is action-focused, emphasizing proactive sales strategies and efficient follow-up methods. With a bullet-proof follow-up system, zero admin clutter, and prioritized task management, OnePageCRM aims to boost productivity and conversion rates for its users.

• Follow-up Reminders

  Add follow-up reminders to contacts, prioritize tasks, use pre-saved checklists, and create a distraction-free workspace.

• Contact Management

  Keep all client information on one scrollable page: from contact details and meeting notes to email history and more.

• Email Send & Tracking

  Enable two-way sync between your email client and CRM. Filter out non-sales emails. Track email opens and use free templates.

• Workflow Automation

  Save time on repetitive admin tasks, use pre-built task sequences, easily capture lead contact details from any web page.

• Sales Pipeline

  Set up sales deals in a click, switch between Kanban and Forecast views, customize deal stages to fit your sales process.