What do you like best?
Nice clean user interface. Information is upfront and center and displayed in a way that makes sense and simple to follow. The Action Stream is the main focus and offers a refreshing way to display simple "to dos" with minimal clutter. Useful selections are available on the left to further refine the stream. It also plays well with others. I use OnePageCRM along with Zapier and Active Campaign (and Gmail). It took a bit of figuring out but once it's set up, it's great. I use ActiveCampaign to capture data (via forms) on my websites. I have several automation processes set-up inside ActiveCampaign so they run automatically once a lead is captured (auto responder, etc.).. Zapier then creates a contact in OnePageCRM as well as an action. As soon as the lead is qualified and is getting warmer, I use OnePageCRM to drive the sales process from start to finish using their pipeline and predefined action steps. OnePageCRM is my primary window that is open the entire day.
What do you dislike?
It's pretty hard to get used to only being allowed ONE action step at a time for a contact. You can set-up queued items but they aren't activated until the primary action is completed. Further, you can't actually "complete" a queued task; there is no check box for any other associated task that is not the main action task. I just don't understand this. This is my biggest frustration as often times there may be more than one task that needs to be completed within a sales process for a customer. Most (all?) other CRM's allow multiple tasks (there may be a check list with multiple to do's or tasks; after a task is completed it's checked and it's added to the activity stream). With OnePageCRM, you can only set-up a single "Next Action" (e.g. Send Proposal). You can then add additional tasks (click the + button) and these are "queued" underneath. They do not, however, show up on your action stream and you can't check a box to complete a queued task? You must complete the primary task and then manually add a queued task to the Next Action. I find myself completing a queued task before the main task which leads to some head scratching on how to record it. It's not a deal breaker, it's just different to what I have used in the past and differs to most other CRM apps.
Recommendations to others considering the product
OnePageCRM is definitely worth a trial (30 days for free I believe). It's inexpensive but very powerful.
What business problems are you solving with the product? What benefits have you realized?
OnePageCRM is really very good (despite my personal frustration with only being allowed one primary task). It's super clean, looks impressive and is very user friendly. As mentioned above, OnePageCRM plays well with others; it's an important cog in my sales/marketing system. I use it to store communications, activities and notes. The Gmail icon on the activity feed is great (one click and a new Gmail window appears with all email correspondence for that customer). OnePageCRM is NOT trying to be all things to all people - and that works very well for me. It's a very solid, yet brilliantly basic and robust CRM.