OnePageCRM

OnePageCRM converts sales leads into actionable to-do lists.

OnePageCRM is a simple, action-focused CRM (Customer Relationship Management) tool designed for sales teams and small businesses that want to manage leads without complexity. Instead of overwhelming dashboards, it focuses on one core idea: always know your next action.

What Is OnePageCRM?

OnePageCRM is a lightweight CRM platform built for sales productivity and follow-ups. It helps teams manage contacts, track deals, and stay organized using a task-driven system called the Action Stream.

It’s especially popular among:

• Small businesses
• Freelancers and consultants
• Sales teams that prefer simplicity over complex systems

1. Action Stream (Task Management)

A dynamic to-do list tied to each contact

Automatically prioritizes tasks based on deadlines

Keeps sales teams focused on next steps

👉 This is the core feature that makes the CRM “action-based.”

2. Contact & Lead Management

Store contacts, notes, and communication history

Add tasks directly to each contact

Track relationships and interactions easily

3. Sales Pipeline (Kanban Style)

Visual drag-and-drop deal tracking

See deal stages and progress at a glance

Includes revenue forecasting based on deal probability

4. Workflow Automation

Automate repetitive sales tasks

Trigger actions (like follow-up emails) when deals move stages

Saves time and reduces manual work

5. Email Integration & Bulk Email

Sync emails with contacts

Send bulk emails to leads

Automatic follow-up reminders

6. Mobile App

Available for iOS and Android

Manage contacts and deals on the go

7. Unlimited Contacts & Deals

All plans include unlimited:

Contacts

Deals

Notes

Tasks

8. Centralized Workspace

Manage your entire sales process on one page

Simple, clutter-free interface