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OnePageCRM

Simple & Easy-to-Use CRM for Small Business·onepagecrm.com

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OnePageCRM is a cloud-based CRM system built for small businesses, centered on a follow-up-driven sales process (the 'Next Action' feature). It provides contact management, a Kanban-style deal/sales pipeline, email sync, workflow automation, and reporting. It also bundles free tools such as a Lead Clipper browser extension, Web Forms, a Business Card Scanner, and a mobile app with an AI Route Planner. The product also offers a REST API, webhooks, and an MCP connector for AI agents like Claude and ChatGPT.

What it's for

Tracking leads and follow-upsManaging sales deals through a Kanban pipelineOrganizing and enriching contactsSyncing and tracking email communicationAutomating repetitive sales tasksCapturing leads from web pages and social profilesManaging post-sale project deliveryGenerating sales quotesPlanning field sales visits with a route plannerConnecting CRM data to AI agents for admin automation

Features 20

  • Account/relationship management for B2B
  • Action Stream lead/task management
  • Business Card Scanner
  • Calls and meetings logging with speed dial
  • Custom reporting and dashboard
  • Delivery pipeline for post-sale project tracking
  • Email sequences for outreach automation
  • Follow-up reminders with due dates
  • Instant lead capture from social profiles
  • Kanban-based deal tracking
  • Lead Clipper browser extension
  • Mobile CRM apps with AI Route Planner
  • Products and services catalog
  • REST API, webhooks, and MCP connector for AI agents
  • Sales pipeline and forecasting
  • Sales quote generation
  • Two-way email sync with open tracking
  • Unlimited contacts, fields, and tags
  • Web forms for lead capture
  • Workflow automation

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forsmall businesses, solopreneurs, sales teams
CompanyOnePageCRM

Integrations

ClaudeChatGPTApollo.ioLushaWhatsAppGmailOutlook

Complianceself-reported

GDPR

Resources

Pricing

Professional $9.95, Business $19.95, Max $29.95 per user/month USD; EUR pricing varies by location (€8.95/€13.50, €17.95/€26, €25.95/€39 per user/month). EU customers are charged VAT in addition to listed prices.

Professional$9.95/user/mo

Entry-level plan; 4 months free with annual billing.

10GB/user storage; 1 pipeline; 5 free web forms; 15 workflow automations; 100 business card scans/month; 10 route planner stops; 1 connected email account; up to 250 emails/day bulk send

Business$19.95/user/mo

Marked 'Most Popular'; 4 months free with annual billing.

20GB/user storage; up to 10 pipelines; 20 free web forms; 30 workflow automations; 500 business card scans/month; 15 route planner stops; 1 connected email account; up to 450 emails/day bulk send

Max$29.95/user/mo

Top plan; 4 months free with annual billing.

30GB/user storage; unlimited pipelines; unlimited free web forms; unlimited workflow automation; 1,000 business card scans/month; 20 route planner stops; 2 connected email accounts; up to 1,000 emails/day bulk send

Last checked 29 days ago·