OnePageCrm One of the Best!

By
Real Estate Agent with RE/MAX SL 3397530

 

 

I specialize in Selling Multi Family Properties in South Florida and Residential so what I look for in a CRM

must be able to track thousands of Property Owners and be able to find certain ones as well.

Ultimately I keep coming back to OnePageCrm for the following reasons.

 

1. Price 12 bucs yet has more features than any other Crm

2. Design simple all in one page ( does not get carried away with useless features, the undoing of most Crm products)

3. The best Google Contact integration, you want to add someone to your phone or google contacts book, push a button and done, keep the rest in your crm

4. Format your notes!!

5. Call Counter, keeps track of how many calls you making ( this is simply Awesome if you prospect or have a set amount you want to call per day)

6. Email Merge up to 200 at a time

7. Great sorting of Tags ( many Crms fall short on this)

8. Skpe click to dial integration

9. Best Support, phone, email, chat and also they physically helped me with my import!! Involved splitting excel imports and saved me some major hassles

10. Notes and Calls organized in one section

11. Mail Chimp List integrated and synced natively

12. Drag Pdf files directly into Notes!! ( this one saves me time!!!)

13. Action Stream a novel way of displaying your to do list like GTD style and can put tasks there too, you know what you have to do at all times!

14 Custom Fields

15. Social Media simple integration

 

Check out the Contact Page

 

 

 

 

 

The Integrations are Really Nice especially at this price point... Here is the ones I have selected including Skype, Google Contacts, Mail Chimp, Email, Chrome Extension

 

 

 

 

rr

 

 

 

Cons

Ok nothing is perfect!

 

1. One Page Crm does not have Universal Searching, I would have to say this is the biggest missing feature.

NitPicking here 

2. Would be nice to have a separate location for File Attatchments vs within the Notes Also to be able to label the Notes after you attach them

 

Overall this is the most accomplished, functional, affordable Crm I have tested suitable for a Real Estate Agent or other Sales Person especially involved in Outreach and Building Relationships.  8.5 out of 10!

 

 

 

 

Here is the Unique Actions Stream Page

 

 

https://activerain.com/blogsview/5257236/contactually-as-real-estate-crm    See my Contactually for Real Estate  Review

https://activerain.com/blogsview/5039512/pipedrive-as-real-estate-crm    See my Pipedrive for Real Estate Review

 

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Rainmaker
3,171,186
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Thanks Ron for your interesting blog, lots to take away from it.  Make it a great day!

 

Aug 12, 2018 11:42 AM #1
Rainmaker
129,473
Tricia La Motte, CRS
661-212-2896 eXp Realty of California, Inc. - Santa Clarita, CA
Santa Clarita Real Estate - Guiding the Way Home!

Hey Ron, thanks for your article about OnePageCRM. I was just looking for a solution to use with ActiveCampaign and found your article.
Are you still using it? Thanks!

Jun 19, 2019 01:07 PM #2
Rainer
25,792
Ron McCord
RE/MAX - Fort Lauderdale, FL
Residential/Multi Family Sales S. Florida

Hi Tricia,  Active Campaign has its own Crm............ Yes you could use OnePageCrm with it or better and cheaper way to Use Mail Chimp which automatically syncs to OnePage. I also like Pipedrive, Less Annoying Crm and You dont need a Crm as my other go to Crm options for Real Estate, email me direct if you have any more questions 

Jun 19, 2019 07:54 PM #3
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Rainer
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Ron McCord

Residential/Multi Family Sales S. Florida
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