Software Alternatives & Reviews

OnePageCRM VS PandaDoc

Compare OnePageCRM VS PandaDoc and see what are their differences

OnePageCRM logo OnePageCRM

OnePageCRM is a powerful contact management system for small businesses. With this CRM, you can easily focus on what needs to be done next, follow up with every lead and client, keep the team on the same page, and close more deals.

PandaDoc logo PandaDoc

Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.
  • OnePageCRM Landing page
    Landing page //
    2022-11-09

OnePageCRM is the world’s first action-focused CRM software. You can use it to add tasks with due dates next to every contact in your database and receive reminders straight to your inbox.

Main CRM features:

Contact management: Have all important information about previous and upcoming interactions on one scrollable page, from call details to notes, deals, and tasks. Share only specific contacts with external collaborators (e.g. freelancers), and visualize relationships between contacts (e.g. who's a decision maker, and so on).

Action-based selling: Assign tasks/reminders next to every contact. We'll send automatic reminders when the time comes to work on this lead. No more Excel formulas and bulky spreadsheets!

Pipeline & deal management: Create deals in a couple of clicks, drag and drop them from one stage to another, automatically predict sales revenue, switch between Kanban and Forecast views, and monitor your performance against targets.

Email management: Send emails in bulk, track email opens, sync your email client with your CRM account, add free templates, and much more.

Lead generation: You can capture contact details and automatically add new contacts to your CRM with Lead Clipper. You can also build free Web Forms with unlimited submissions.

More CRM features:

Sales & workflow automation (incl. the Autoflow feature)

Mobile CRM apps

CRM reporting and team collaboration

CRM integrations

  • PandaDoc Landing page
    Landing page //
    2023-08-25

OnePageCRM

$ Details
paid Free Trial $9.95 / Monthly (per user, paid annually)
Platforms
Windows Android iOS Mac OSX Chrome OS Browser Firefox Google Chrome Safari Internet Explorer Cross Platform
Release Date
2010 March

OnePageCRM features and specs

  • Free Trial: Free 21-day trial
  • Simplicity: No onboarding needed
  • Contact Management: Yes
  • Merge Duplicate Contacts: Yes
  • Sales Management: Yes
  • Lead Generation: Yes
  • Lead Capture: Yes (see Lead Clipper)
  • Mobile CRM Apps: Yes
  • Email Integration: Yes
  • Email Bulk Send: Yes
  • Email Templates: Yes
  • Email Open Tracking: Yes
  • Full Two-Way Email Sync: Yes (with your email client)
  • Pipeline Management: Yes
  • Deal Management: Yes
  • Drag-and-Drop Sales Pipeline: Yes
  • Deals Import & Export: Yes
  • Relationship Management: Yes
  • Quotation Tool: Yes
  • Quotes Management : Yes
  • File/Document Storage: Yes
  • Sales Reports: Yes
  • Custom Dashboards: Yes
  • Sales Automation: Yes
  • User Roles & Permissions: Yes
  • Contact Import & Export: Yes
  • Team collaboration: Yes
  • Email Notifications & Reminders: Yes
  • Workflow Automation: Yes
  • Google CRM Integrations: Yes: Gmail, Google Calendar, Google Contacts, Google Drive
  • CRM Integrations: Yes
  • Click-To-Call CRM Integrations: Yes
  • Xero CRM Integration: Yes
  • Mailchimp CRM Integration: Yes
  • WhatsApp Integration: Yes
  • Free Web Forms: Yes
  • Task Management: Yes (see Action Stream)
  • Calendar View: Yes
  • Customer Service: Yes: World-class customer support
  • Email Support: Yes
  • Chat Support: Yes
  • API Access / Webhooks Support: Yes
  • Two-Factor Authentication: Yes
  • Security: Your data is stored on a banking-level secure server with daily backup and 256-bit encrypted connection.

PandaDoc features and specs

No features have been listed yet.

OnePageCRM videos

OnePageCRM | Make Every Customer Count

More videos:

  • Review - OnePageCRM Success Stories
  • Tutorial - Introduction to CRM | OnePageCRM Getting Started Webinar | 2022
  • Demo - Action-Focused CRM

PandaDoc videos

Review: PandaDoc vs DocuSign

More videos:

  • Review - PandaDoc | HubSpot | HubDo - Streamlining Your Proposal Process

Category Popularity

0-100% (relative to OnePageCRM and PandaDoc)
CRM
100 100%
0% 0
Document Automation
0 0%
100% 100
Sales
100 100%
0% 0
Document Management
0 0%
100% 100

Questions and Answers

As answered by people managing OnePageCRM and PandaDoc.

What makes your product unique?

OnePageCRM's answer

OnePageCRM is the first action-focused CRM in the world. This simple CRM is built for small businesses and has a powerful task management functionality. OnePageCRM doesn't only sort contacts from A to Z but also has a unique Action Stream feature. In the Action Stream, all contacts are sorted by the urgency of their assigned task or follow-up reminder. This way, you have both a central contact management system and a dynamic to-do list in one app.

How would you describe your primary audience?

OnePageCRM's answer

OnePageCRM is built for small businesses. It works very well for small businesses in the professional services and consulting industry.

Why should a person choose your product over its competitors?

OnePageCRM's answer

  • OnePageCRM is well-known for its simplicity. It has a clutter-free interface and straightforward functionality.
  • The product team carefully listens to users and doesn't add any features that can slow down a small business.
  • Besides, every contact in OnePageCRM is treated like an asset. You can add reminders next to any lead or client and never forget to get back to them even if the next catch-up is due in a few months.
  • On top of that, the pricing is also straightforward. It starts from only $9.95 per month.

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare OnePageCRM and PandaDoc

OnePageCRM Reviews

  1. An absolute GEM of a CRM

    I have been using OnePageCRM for almost 4 years now, and I can never understand why it doesn't come up in the top 10 lists on Google. It deserves to be at the top!! I cannot recommend OnePageCRM enough. I have implemented it across two businesses now simply because of how simple and action oriented it is designed to be. Both businesses are in the consulting space, and the Action Stream just leaves it to the system to prompt us when to follow up with our clients and stay in touch - especially with so much other stuff in our heads! OnePageCRM is super user friendly, integrating with all the main apps we use, and really easy to share activities across a contact from within our team. At this price point as well, its a no-brainer. Oh, and the customer support is extremely responsive.

    👍 Pros:    Affordable price|Easy user interface|User-friendly|Action focused|Great customer support
    👎 Cons:    Customised fields can't be moved around
  2. Easiest CRM I've ever used

    I switched from SalesForce to OnePageCRM about 10 years ago and I have never looked back. It is so easy to use and a great tool for a sales focused organisation with a clear "to do" list every day to move deals along. One of the key things that has kept me with them though is their customer support - they are always so quick to respond to any queries and taken on board feature requests and suggestions which then go into their development roadmap. I am always happy to recommended OnePageCRM to other sales focused SMEs.

    🏁 Competitors: Salesforce, SugarCRM
  3. Best CRM if you want simple and powerful!

    We are a small business that wanted a CRM that focused on lead management. We tested 10 different CRM's, and when we found OnePage we stopped searching! We love it. It has made our salespeople SO much more efficient! And then there is the price! WOW! Reports, call to actions, reminders, all kinds of integration, etc etc.

    Really the only complaint is we need an option to have a tad more cloud storage, and to have more contacts. We haven't run out yet, but will have to cover that bridge at some point.

    🏁 Competitors: Salesforce, Zoho CRM
    👍 Pros:    Easy to use|Easy user interface|Third party service integration|Action focused|Simple|Great value for the money
    👎 Cons:    Need more storage|Cloud storage

9 Cheap Salesforce Alternatives that Make CRM as Simple as Amazon.com
I have been a great fan of OnePageCRM which I use in my micro business, it really keeps me on top of the next actions for all my customers. But I am now in a corporate role in a medium size company and want to introduce something that is still cheap and easy but better handles more complex sales where there are multiple relationships between my organisation and our client...

PandaDoc Reviews

5 Popular Ways to Sign Forms Online
PandaDoc offers a limited feature free account service, an Essentials account for $19 per month with access to templates and live support and a Business level account with access to PandaDoc’s content library and integration connectors.
12 Best Contract Management Software 2022
PandaDoc is an all-in-one contract and document management software with customizable functions to suit all types of businesses. The software hosts a plethora of documents and e-signatures. It also has a self-service portal that allows contractual parties to access all the information in a contract. This encourages team collaboration and easier communication.
Looking for an alternative to HelloSign?
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute...

Social recommendations and mentions

Based on our record, PandaDoc should be more popular than OnePageCRM. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

OnePageCRM mentions (1)

  • CRM for Sole Trader
    My favourite out of all I've trialed is https://onepagecrm.com but not a fan of the outdated look. Source: about 2 years ago

PandaDoc mentions (3)

  • Is there a web based tool that can save handwritten signatures a la how Preview does it?
    IF they have an iPhone, they can scan their handwriting via notes > camera > scan document. Maybe using Yousign.com or pandadoc.com could help? Source: over 1 year ago
  • Are Virtual Signatures valid for NDA & Agreements?
    I own a start-up in India and we sign NDA and Service Level agreements (physical copies) over courier. I'm looking for digital signature service with leegality.com, signdesk.com, eversign.com, pandadoc.com & DocuSign.com and found the conventional way of signing the agreement is of the following. Source: almost 2 years ago
  • Business aspect of making an independent film- daunting!
    If you start an LLC, you're going to be applying for an EIN anyway. You'll definitely need an accountant. Probably could find lots of templates and documents online for free (lawdepot.com, pandadoc.com, eforms.com, docracy.com, usefyi.com) And yes your crew would probably be 1099. Source: over 2 years ago

What are some alternatives?

When comparing OnePageCRM and PandaDoc, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature service.

Salesflare - Simply powerful CRM. Automates your data to build better relationships and make more sales.

Qwilr - Turn your quotes, proposals and presentations into interactive and mobile-friendly webpages that...

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

Proposify - A simpler way to deliver winning proposals to clients.