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.
— 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.
— Sales & workflow automation (incl. the Autoflow feature)
— Mobile CRM apps
— CRM reporting and team collaboration
— CRM integrations
Approve documents 2,5x faster from any device using email or Slack notifications. Streamline approval workflow by adding as many steps as you need and assigning specific roles for colleagues.
Save up to 19% of your purchasing budget. Track discounts and never spend more than planned. Increase cash flow transparency by monitoring corporate expenses (including reimbursements). Get clear analytics and insightful reports to plan your procurement strategy more thoughtfully.
Reduce manual data entry. Create, approve and track POs just in a few clicks or transfer your orders from Amazon Business via Punch-in. Manage suppliers, item catalogs, inventory, and more within one platform.
Connect Precoro with your ERP and other business tools using ready-made integrations (NetSuite, QuickBooks, Xero) or a free API. Forget about duplicated payments and manual document matching.
Keep all your data secure with SSO and reliable 2-factor authentication.
Precoro's user-friendly interface lets you forget about complex onboarding and long-lasting training. You'll get advisory and support from your CSM anytime you need it. Precoro grants you access to all features and updates regularly. Sign up for a 14-days free trial to feel all benefits firsthand.
Sincerely yours, Precoro team
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Website | onepagecrm.com |
Pricing URL | Official OnePageCRM Pricing |
Details $ | paid Free Trial $9.95 / Monthly (per user, paid annually) |
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Release Date | 2010-03-22 |
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Website | precoro.com |
Pricing URL | Official Precoro Pricing |
Details $ | paid Free Trial $39.0 / Monthly (per user) |
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Release Date | 2015-01-01 |
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.
OnePageCRM's answer
OnePageCRM is built for small businesses. It works very well for small businesses in the professional services and consulting industry.
OnePageCRM's answer
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.
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.
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.
We can track each purchase order, who created it, and why. They are no longer lost, and we can always see the history. The dashboard allows us to monitor information about all essential documents and at what stage they are now and keep track of which invoices have not yet been paid or partially paid. By setting up budgets for each department, we can effectively plan the allocation and prevent overspending. The system is very flexible and convenient. I can't imagine my work without it.
I easily plan budgets for each project, promptly track spending, and create custom reports. Precoro allows doing this in 2 clicks. All suppliers and items are in one place, so purchase requests and orders are quickly created without errors. Precoro is a cloud-based tool, so I can use it from any device as long as I have internet. This greatly speeds up approval time and helps me keep everything under control no matter where I am.
Each employee has access to Precoro at least for purchase requisition creation. This is very convenient because the budgets of each department are visible to their employees. Attachments and comments can be added to the requisitions, and items are added directly from the loaded catalog. All subsequent docs (from purchase order to receipt) are created automatically, significantly saving time. All statuses can be tracked in real-time and are always correct. The approval process is customizable; creating 1 or more stages to comply with the company's rules is possible.
Based on our record, OnePageCRM seems to be more popular. It has been mentiond 1 time 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.
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
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