OnePage: Stripped Down Cloud CRM

• August 26, 2013 • Comments (0)

OnePageCRM – or OnePage for short – boasts an easy route to ‘zero admin’ sales. The company is based in Ireland and hopes to dramatically cut the amount of time you spend chasing a sale.

Effectively, OnePage is built around to-do lists. It’s deliberately designed to be very simple. The to-do lists stack up into workflows, and by completing a task in the list, the automated logic kicks in and progresses the workflow. Data can be filtered, to a point, and OnePage will give you a breakdown of performance via email or web.

As a concept, OnePage refers to its workflow concept as an Action Stream. And in theory, this automated, sequential assignment of tasks means everything ticks along without any intervention or management. That’s the idea: admin free, hassle free sales for small business.

OnePage Pricing

OnePageCRM is initially offered as a 30-day free trial. When your 30 days is up, you can choose whether you want to pay for the application.

The free account gives you a single user, up to 50 contact records and/or five deals. You’re also given up to 50 MB of built-in file storage.

The paid plans are as follows

  • Solo costs $15 per month and includes one user, 5,000 contacts and 1 GB storage per user.
  • Growing costs $30 per month and includes three user logins, unlimited contacts and 1 GB storage per user.
  • Team costs $90 per month and includes 10 user logins, unlimited contacts and 1 GB storage per user.

The other features are fairly standard across the board.

Clearly, if you want to do anything other than trial the software, you’ll need a paid account. The free account isn’t powerful enough to support the size of business that would need to use OnePage in the first place.

Learning Your Way Around OnePage

OnePage is built for the service industry and, in particular, sales departments within those companies. It’s assumed that the sales department is fairly small and has straightforward requirements.

In order to add a contact to the CRM, the OnePage user only needs to know the person’s contact information. You can add notes about them, but OnePage almost prohibits you from getting bogged down in the details. There’s space for social media information, and you can choose to add extras, such as a Skype account.

So let’s cover the application interface first.

To set up a new OnePage account, you specify a company name and your localisation information. You’re then taken to the Dashboard.

OnePage1

 

I must admit: at first, I had no idea what to do here. There’s no tour to rely on, so it’s hard to get your bearings if you’re not used to using a CRM. But here’s how it works:

The default view is my Action Stream. This is where my tasks appear. When I click on an item in the list, it opens in the right hand pane and I can check it off, write a note, add a deal and so on. Once I’ve completed the action, I add the next action and the item goes back into the list with the due date I specify.

(I couldn’t figure out how to reassign tasks to other people. I’m guessing that isn’t possible; if it is, it isn’t very clear.)

OnePage2

 

In the Pipeline screen, you can see overall team progress and a sales projection table. This table can be adapted to show individual sales team members’ figures, and it can be filtered by customisable tags, such as ‘VIP’.

OnePage3

The Activity tab shows activity for the entire organisation. Again, you can filter this list. It’s straightforward, so we’re not going to go into too much detail.

In the Apps tab, there are a number of interesting integrations. We always like to see plenty of integrations with other cloud tools, so I was particularly keen to see what’s on offer here. It’s all good: there’s integration with MailChimp, Google Drive, Jabber, Google Drive and a few other services, and you also get the chance to vote on future integrations. (Zendesk, Evernote, Olark, Harvest and Freshbooks are on the list of potential additions).

OnePage4

 

Sometimes, integrations are a second thought: here, it’s clear integrations are valued and used as an integral part of the application, and that’s good to see.

Looking across to the left hand sidebar, you’ll see a range of tags and filters that help you to quickly filter out content. This isn’t a particularly attractive way to display the information, but it’s quick and simple, and I imagine regular users find it really speedy.

OnePage5

In addition, users can set sales targets, generate revenue reports, send out automated daily emails about sales activity and integrate with various Gmail or Google Apps features. The latter will be of interest to any companies looking to migrate existing conversations and contacts from their email account over to OnePage.

Mobile Use

There are no mobile apps for OnePage, which is a massive downside when you compare it to its competitors.

On the web, the tool’s layout isn’t responsive, although it looks like it could easily be adapted for efficient mobile use. It would be nice to see this added in a future update. The company says it’s working on a beta version of a mobile site for iOS and Android 4.0 (Ice Cream Sandwich), but this is still a work in progress.

Is OnePage the CRM For You?

It’s good to see a product that kicks back against baffling, overly complex layouts in SaaS products, and we have to give OnePage credit for trying to do the opposite. On the OnePage website, there’s an assertion that many cloud CRMs are overkill, and we’d agree. OnePage is clearly aimed at small businesses that would rather get something done quickly and without an unnecessary learning curve, but that means that it’s inherently quite sparse.

Is that a good thing? Yes and no. It inspires focus, but I also feel the product is quite expensive for what it is. Many cloud project management tools could be set up to achieve something similar. And though OnePage isn’t out to win any design awards, it could be more attractive. For example, the shaded divider inexplicably appears and disappears from screen to screen.

The integrations are really the thing I liked most about OnePage, as it gives it the potential to grow without losing its core selling point: simplicity and clarity. As an idea, I really like it, and I can see that it has its niche.

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Category: Initial Reviews

About the Author

Claire Broadley is a technical author and SEO copywriter. She reviews cloud applications and SaaS products for Rated Cloud.

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