OnePageCRM
onepagecrm.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
Simple CRM. Clean & affordable. Set up in 4 minutes.
How to Replace OnePageCRMOverview
Features
86 features across 22 categories
Account Management(1)
Switch between multiple OnePageCRM accounts with one click
Analytics(7)
Track and analyze reasons for lost deals
Track time spent on each deal stage to identify bottlenecks
Track email opens, notifications, and engagement metrics
Display conversion, call, or revenue targets and track progress in real-time
Get insights from Dashboard and custom reports with automatic email delivery
Predict sales revenues and review team performance against targets
Monitor key sales performance indicators in interactive dashboard
Automation(5)
Create pre-saved checklists for routine step-by-step processes
Automatically populate contact with publicly available social media data
Trigger a series of automated emails for outreach
Save most frequent sales actions and add them with a click
Build workflows and enrich contacts in one click with custom automations
Collaboration(3)
Assign contacts, deals, accounts, and tasks to team members
Mention team members and add comments to contacts, tasks, and deals
Track and monitor team member activities within CRM
Communication(4)
Safely store outputs of all conversations in CRM
Make calls, speed dial, and log notes directly from CRM
Make calls directly from CRM interface
Dial contacts with one click from mobile CRM
Contact Management(17)
Manage B2B sales and define relationships between contacts
Create unlimited filters to slice and dice sales data
Import contacts from other systems or export contact data
Print contact details directly from CRM
Star high-priority contacts and add them to a Star filter
Download and share contact information as electronic business cards
Add unlimited custom fields to contacts, organizations, and deals
Restore deleted contacts within 30 days (Business) or 1 day (Professional)
Identify and merge duplicate contacts to keep database clean
Organize custom fields into groups for better organization
Filter contacts by last activity for easy searching
Make custom fields mandatory to ensure data completeness
Define and visualize connections between contacts
Import phone contacts directly into CRM from mobile device
Define and visualize connections between contacts in database
Create unlimited tags and statuses to segment and filter database
Store unlimited contacts, fields, notes, and more
Content Management(2)
Keep important company documents accessible within CRM
20GB per user (Business) or 10GB per user (Professional) storage
Email Management(5)
Send personalized bulk emails to multiple contacts
Retrieve contact's email history from email client automatically
Two-way sync between email client and CRM with open tracking and scheduling
Build unlimited custom email templates with variables and attachments
Sync and schedule emails, track email opens from central inbox
Integration(3)
Develop custom integrations and automate workflows via API
Automatically add Next Actions to calendar for schedule overview
Set up webhooks for custom event-based integrations
Lead Capture(1)
Take a photo of a business card and automatically add as a contact
Lead Generation(3)
Create contacts from social profiles in one click
Browser extension to capture leads from any web page and social media platform
Create online forms synced with your CRM to capture leads
Lead Management(1)
Manage leads from a central workspace with task prioritization
Mobile(5)
Select contacts you want to visit and calculates the most optimized route
Send and log emails directly from mobile CRM
Download a mobile CRM for iOS and Android with AI Route Planner
Star VIP contacts for quick access and calling from mobile
Use voice recording to add notes in mobile CRM
Product Management(1)
Keep a catalog of your services and products with pricing
Project Management(1)
Manage won sales deals on Delivery pipeline for post-sales operations
Sales Management(9)
Automatically calculate deal commissions and margins
Import deals from other systems or export deal data
Move deals between stages on a Kanban board
Restore deleted deals within 30 days (Business) or 1 day (Professional)
Visualize deals and tasks on an interactive Kanban board view
Create up to 10 custom pipelines for different sales processes
Build pipelines, create forecasts, and manage sales process
Auto-generate sales quotes from deal details and send via email
Filter, sort and display deals in sales pipeline with probability weighting
Security(4)
Military-grade encryption for data security
365 daily automatic backups of CRM data
Enable 2FA for enhanced account security
Control team member access and create Focused Users for external collaborators
Support(6)
Attend scheduled live product demonstrations
Real-time chat support for CRM users
Comprehensive help documentation and self-service resources
Phone support available for all users
Get support through screensharing with support team
In-app video tutorials for feature guidance
Task Management(5)
Visualize workload over time and re-arrange Next Actions
Receive daily reminder emails summarizing outstanding tasks
Remove distractions and focus only on most urgent tasks
Prioritize interactions in a color-coded list with due dates and notifications
Assign Next Actions to contacts and turn database into dynamic Action Stream
Team Management(1)
Divide sales team into groups and review performance on team basis
Training(1)
Free online courses to expand sales knowledge and get certified
UI/UX(1)
Quickly go through leads and set Next Actions without losing full picture
Pricing
Professional
- ✓Unlimited Records & 3 Web Forms
- ✓Unlimited Email Templates
- ✓Full Email Sync (send & receive)
- ✓Automations (up to 15)
- ✓Bulk Email Send (250/day)
- ✓Pipeline (only 1)
- ✓Mobile Apps, incl. AI Route Planner
- ✓AI Biz Card Scanner (100/month)
- ✓Email Tracking & Notifications
- ✓Email Scheduling
- ✓Email History Fetching
- ✓Light Project Management
- ✓Advanced User Permissions
- ✓Required/Mandatory Custom Fields
- ✓Unlimited contacts
- ✓Import / export contacts
- ✓Restore deleted contacts (1 Day)
- ✓Unlimited tags and statuses
- ✓Unlimited Custom fields
- ✓Mandatory Custom fields
- ✓Section Dividers for Custom Fields
- ✓Merge duplicate contacts
- ✓Unlimited filters
- ✓Last activity filter
- ✓Contact prioritization
- ✓Relationship management
- ✓Merge Import
- ✓Documents area
- ✓10GB/user File storage
- ✓Print contact / download vCard
- ✓Task management (Action Stream)
- ✓Reminder notifications
- ✓Focus mode
- ✓Split-pane view
- ✓Motivational target widget
- ✓Calendar view
- ✓Full (two-way) email sync
- ✓Send personalized emails in bulk (250/day)
- ✓Store emails by forwarding
- ✓Custom email templates
- ✓Email variables
- ✓Sales quote management
- ✓Log call results
- ✓Retrieve email history
- ✓Sales pipeline (Kanban view)
- ✓Customizable deal stages & pipelines
- ✓Weighted & unweighted pipeline
- ✓Delivery pipeline
- ✓Import / export deals
- ✓Restore deleted deals (1 Day)
- ✓Deal loss reasons
- ✓Free Web Forms (3)
- ✓Custom reports
- ✓Team activity logs
- ✓Mentions and comments
- ✓Assign contacts, tasks and deals
- ✓Account Switcher
- ✓User groups
- ✓Sales KPIs dashboard
- ✓Lead Clipper
- ✓Saved Actions
- ✓Products & Services Catalog
- ✓Contact Enhance
- ✓Calendar Feed integration
- ✓Workflow automation (up to 15)
- ✓Native Android & iOS apps
- ✓Import phone contacts
- ✓Speed Dialer
- ✓Mobile notifications
- ✓Business Card Scanner (100 cards/month)
- ✓Al-Powered Route Planner
- ✓API access / Webhooks support
- ✓Sales Academy free courses
- ✓Online knowledge base (Help Site)
- ✓Bi-weekly live demos
- ✓Online chat support
- ✓Video tooltips
- ✓Screenshare support
- ✓User permissions
- ✓Two-factor authentication
- ✓AES-256 encryption
Business
Popular- ✓Unlimited Records & Web Forms
- ✓Unlimited Email Templates
- ✓Full Email Sync (send & receive)
- ✓Unlimited Automations
- ✓Bulk Email Send (450/day)
- ✓Multiple Pipelines
- ✓Mobile Apps, incl. AI Route Planner
- ✓AI Biz Card Scanner (500/month)
- ✓Email Tracking & Notifications
- ✓Email Scheduling
- ✓Email History Fetching
- ✓Light Project Management
- ✓Advanced User Permissions
- ✓Required/Mandatory Custom Fields
- ✓Unlimited contacts
- ✓Import / export contacts
- ✓Restore deleted contacts (30 Days)
- ✓Unlimited tags and statuses
- ✓Unlimited Custom fields
- ✓Mandatory Custom fields
- ✓Section Dividers for Custom Fields
- ✓Merge duplicate contacts
- ✓Unlimited filters
- ✓Last activity filter
- ✓Contact prioritization
- ✓Relationship management
- ✓Merge Import
- ✓Documents area
- ✓20GB/user File storage
- ✓Print contact / download vCard
- ✓Task management (Action Stream)
- ✓Reminder notifications
- ✓Focus mode
- ✓Split-pane view
- ✓Motivational target widget
- ✓Calendar view
- ✓Full (two-way) email sync
- ✓Send personalized emails in bulk (450/day)
- ✓Store emails by forwarding
- ✓Custom email templates
- ✓Email variables
- ✓Sales quote management
- ✓Log call results
- ✓Retrieve email history
- ✓Sales pipeline (Kanban view)
- ✓Commissions & margins calculations
- ✓Customizable deal stages & pipelines
- ✓Sales Forecast View
- ✓Weighted & unweighted pipeline
- ✓Delivery pipeline
- ✓Multiple pipelines (up to 10)
- ✓Deal velocity
- ✓Import / export deals
- ✓Restore deleted deals (30 Days)
- ✓Deal loss reasons
- ✓Free Web Forms (Unlimited)
- ✓Custom reports
- ✓Team activity logs
- ✓Mentions and comments
- ✓Assign contacts, tasks and deals
- ✓Account Switcher
- ✓User groups
- ✓Sales KPIs dashboard
- ✓Lead Clipper
- ✓Saved Actions
- ✓Products & Services Catalog
- ✓Contact Enhance
- ✓Calendar Feed integration
- ✓Workflow automation (Unlimited)
- ✓Native Android & iOS apps
- ✓Import phone contacts
- ✓Speed Dialer
- ✓Mobile notifications
- ✓Business Card Scanner (500 cards/month)
- ✓Al-Powered Route Planner
- ✓API access / Webhooks support
- ✓Sales Academy free courses
- ✓Online knowledge base (Help Site)
- ✓Bi-weekly live demos
- ✓Online chat support
- ✓Phone support
- ✓Video tooltips
- ✓Screenshare support
- ✓User permissions
- ✓Two-factor authentication
- ✓AES-256 encryption
Cost Calculator
Keep Paying OnePageCRM
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 86 features at easy complexity.
Build vs Buy
Should you build a OnePageCRM alternative or buy the subscription? Estimate based on 86 features.
Buy OnePageCRM
Better ValueBuild Your Own
Buying OnePageCRM saves ~$107,298 over 3 years vs building.
Estimates based on 86 features and a BuildScore of 4/5. Actual costs vary.
Integrations
5 known integrations