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Dynamic contact management

Keep all client information easily accessible on one scrollable page: from contact details to emails, deals, calls, and notes. No need to hop between pages.

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contact management

Organize and grow your client list

Client-centric interface

Keep all contact information on one page

Make calls, send emails, add meeting notes, attach files, and much more straight from within your CRM.

We also sync data between your devices so that you and your team are always on the same page.
all client info on one page

OnePageCRM has a mobile CRM app that works on your phone and tablet. This way, you can run your business even when you are not in the office. If you’re planning customer visits, you can also use our AI-powered Route Planner and Business Card Scanner.

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contact segmentation
Smart segmentation

Segment, tag, and filter

Long gone are the days of the traditional A-to-Z databases.

In OnePageCRM, you can build custom filters and add tags to sort clients by industry, location, role, and any other criteria.

You can also use color codes to differentiate between contact types (clients, leads, partners, sponsors, etc.).
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business relationships

Visualize relationships between contacts

OnePageCRM doesn’t simply store data: it’s a central tool for actively building, managing, and nurturing business relationships.

If you are interacting with different people from the same organization, easily keep track of is all the associated parties and their connection to each other.
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client relationships
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See how it works

Have a look at how OnePageCRM makes contact management so effective.
crm with custom fields
Reliable data

Keep data clean and organized

Add custom fields to adjust OnePageCRM to your business needs.

You can also edit contacts in bulk, merge duplicates, and restore deleted data in just a few clicks.
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lead capture

Identify and target new clients

With our unique Lead Clipper, adding new contacts to OnePageCRM takes just a few clicks.

Lead Clipper is a free browser extension for capturing contact details from any web page and automatically creating new contacts in your CRM.
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lead capture
CRM automation
CRM automation

Forget about manual data entry

OnePageCRM has several automation features. You can enhance contact profiles with information from social media or trigger automatic updates if a contact changes in some way.

For example, with Autoflow, each time a specific tag is added to a contact, you can trigger an automatic email to be sent to them.
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Connect OnePageCRM to your favorite apps

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    crm integrations
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Why businesses use OnePageCRM for contact management

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The centerpiece of your business

Besides its follow-up functionality, this simple CRM has everything your business needs, so you don’t have to switch between different apps.
contact profile
Contact Details
Keep information about clients, partners, and all other contacts in a central database.
kanban sales pipeline
Deals & Pipeline
Manage sales deals, build pipelines, and send quotes without leaving your CRM.
email inbox
Email Inbox
Enable a two-way sync with your email client, track email opens, and create custom templates.
product catalog
Products & Services
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.

Browse more CRM features for contact management

Use Toggle Split View

Use Toggle Split View

Keep the Action Stream in sight while working on updating new leads within their individual Contact Pages.
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Easily modify data

Easily modify data

With Merge Import, you can quickly change the type of any field and bulk update thousands of records in one go.
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Visualize connections

Visualize connections

Keep track of associated parties and their connection to each other. Define and display relationships between contacts.
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Pin files to contacts

Pin files to contacts

Your whole team can instantly access the most important company files from within your CRM.
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Use advanced search

Use advanced search

Use advanced search to quickly cross-reference and pull up the data you need from your contact management system.
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Save most used searches

Save most used searches

Save the most common searches as filters to access the needed contacts in just a click.
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Pull up social media data

Pull up social media data

Click on the Enhance button, and we’ll automatically populate the contact with available social media information.
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Organize meeting notes

Organize meeting notes

Differentiate between different types of notes in your CRM: general notes, call notes, meeting notes.
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The best CRM for contact management

We’ve built a CRM that helps you build and nurture relationships instead of simply storing and organizing contact information.
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Simple Contact Management

  • What is so simple about OnePageCRM?

    OnePageCRM has a very straightforward functionality and a clutter-free interface. Even if you're used to using spreadsheets as your client database, you'll set OnePageCRM up and running in no time.

  • Why is OnePageCRM the best CRM for contact management?

    With OnePageCRM, you swap contact management for contact actioning. This CRM is not yet another “dead” database. It’s a system for business people who believe that sales are done by taking action.

    Every contact in OnePageCRM can have a task or a follow-up reminder. This way, no clients or leads will be left idle in your database.

    Need to follow up with a client in 6 months? Just add a Next Action to this client, and OnePageCRM will remind you when it's time to reach out.

    Tired of looking through different email threads to catch up on where you left? Enable a two-way sync between OnePageCRM and your email client and keep all client-related emails on their individual Contact Pages.

    Want to have a complete client profile? Keep meeting notes, contact details, emails, and upcoming interactions inside OnePageCRM.

    It's called One-Page-CRM for a reason!

  • What is so powerful about the action-focused approach?

    OnePageCRM is the only action-focused CRM in the world. It transforms a static A-to-Z database into a dynamic to-do list (a.k.a. the Action Stream).

    With the action-focused approach to contact management, you stop simply updating your contact management system and start actioning every lead by assigning specific actions with due dates next to every record in your CRM system.

    This way, a CRM becomes an intrinsic productivity and relationship management tool in your business instead of being a simple contact database.

  • How can I create comprehensive client profiles in my CRM?

    In OnePageCRM, everything you need to know about your client or lead—from their contact information to associated deals, logged calls, emails, and latest Activity—is on one scrollable page.

    We call it the Contact Page.

  • How can I use OnePageCRM to manage my sales cycle?

    Use customizable statuses (like Lead, Prospect, or Customer) to reflect your sales cycle and tag your contacts for quick grouping and easy sorting.

  • Why is OnePageCRM good for building client relationships?

    Everything in this CRM revolves around contacts. They are one of the most important of your business assets.

    In OnePageCRM, all essential information about your client or lead is displayed on their dedicated Contact Page. No more switching between different apps.

    OnePageCRM encourages you to stay in touch with your database and regularly engage with clients and leads. This CRM system will remind you to set a Next Action for every contact in the database so you can always rest assured that no one is left behind.

    Besides, you can define and visualize relationships between your contacts. This is especially useful for some businesses: for example, if you need to know whether two contacts are partners or if Client A referred to you Client B, and so on.
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