OnePageCRM works well as a powered-up address book with all your contacts saved, tagged and ready to keep in touch with. Add custom fields to keep track of additional contact details and see which contact you should get in contact with next in their simple list-format view.
Building a Personal CRM with OnePageCRM
Why Use OnePageCRM for a Personal CRM?
OnePageCRM is a top-rated online sales CRM designed for small businesses. It’s simple, efficient, and more importantly, it helps your business grow. Here’s why you should consider using OnePageCRM for your personal CRM:
- Action-Based System: OnePageCRM is designed around a unique follow-up method. Each contact in OnePageCRM has a Next Action, which can be a task or a follow-up reminder with a due date. This encourages proactive engagement and ensures nothing falls through the cracks.
- Simplicity & Zero Admin: With its straightforward features and clutter-free interface, OnePageCRM helps you prioritize tasks, reduce noise, and automate workflows. This simplicity makes it an ideal choice for personal CRM.
- All-in-One Place: OnePageCRM provides a 360-degree view of your clients and leads. All client interactions, including meeting notes, emails, documents, and calls, are available on their individual Contact Pages. This makes it easy to keep track of your interactions and manage relationships.
- Built-In Tools for Growth: OnePageCRM comes with a suite of built-in tools that help you grow. These include email sync and tracking, lead generation tools, workflow automation, reminders, web forms, sales quotes, and custom reports.
Steps to Building Your Personal CRM in OnePageCRM
Building your personal CRM in OnePageCRM involves several steps:
- Sign Up: Start by signing up for a 21-day free trial on the OnePageCRM website.
- Add Contacts: Once you’ve signed up, you can start adding your contacts. For each contact, you can add a Next Action, which can be a task or a follow-up reminder with a due date.
- Organize Contacts: You can organize your contacts using tags, categories, or custom fields. This will make it easier to find and manage your contacts.
- Set Up Email Sync: OnePageCRM allows you to sync your email account, so you can send and receive emails directly from the CRM. You can also track email opens and create email templates.
- Use Built-In Tools: Make use of the built-in tools to automate workflows, generate leads, send bulk emails, create web forms, and more.
- Monitor Progress: Use the custom reports and interactive dashboard to monitor your progress and track your sales.
OnePageCRM Pricing
OnePageCRM offers two pricing plans:
- Business Plan: This plan costs $19.95 per user per month when billed annually. It includes unlimited contacts, notes, deals, full email sync, bulk email send, email templates and sales quotes, custom activity reports, powerful integrations, native iOS and Android mobile apps, and world-class support.
- Professional Plan: This plan costs $9.95 per user per month when billed annually. It includes the same features as the Business Plan.
By subscribing to an Annual plan, you get 4 months for free. There’s also a 21-day free trial available, with no credit card required.
Can You Create a Free Personal CRM in OnePageCRM?
OnePageCRM does not offer a free plan. However, they do offer a 21-day free trial that allows you to test out the system before committing to a paid plan.
What Personal CRM Features Are Missing When You Use OnePageCRM
While OnePageCRM is a robust CRM solution, it may lack some features that are specific to personal CRM. These could include personal budgeting tools, personal goal tracking, or personal habit tracking. It’s also worth noting that OnePageCRM is primarily designed for small businesses, so some of its features may be more than what an individual needs for personal CRM. However, its simplicity, ease of use, and focus on action-based selling make it a viable option for individuals looking for a personal CRM solution.
