# OnePageCRM

> OnePageCRM is a sales CRM organised around a Next Action for every contact, which turns the database into a prioritised action stream instead of a list of records to maintain; built in Galway, Ireland since 2010 and bootstrapped, it is sold self-serve on three per-seat tiers from $8.95 to $25.95 per user per month on annual billing, with unlimited contacts on every plan and email, automation, and multiple pipelines gated by tier.

- Category: Sales CRM (https://saastracker.org/categories/crm)
- Website: https://www.onepagecrm.com
- Starting price: $8.95 per user per month on annual billing (Professional)
- Free plan: No
- Free trial: Free trial on all plans with no credit card required up front
- Founded: 2010, HQ: Galway, Ireland, Ownership: Founder-led and effectively bootstrapped
- Profile last reviewed: 2026-08-22
- Canonical profile: https://saastracker.org/products/onepagecrm

## Overview

OnePageCRM's founding observation is the one every CRM vendor knows and most ignore: salespeople do not want to maintain a database, they want to know who to call next. So the product borrows the Getting Things Done method and applies it to selling. Every contact must carry a Next Action with a date, and the main screen is not a pipeline or a table but an Action Stream, a single sorted list of what to do today. Close an action, and the software immediately asks what the next one is. It is a small mechanic and it changes behaviour more than most feature lists do.

The company has been in Galway since 2010, run by founder Michael FitzGerald, with additional presence in the United States and Poland. It took modest early backing from Enterprise Ireland and investors in 2013 but has otherwise grown without venture money, which shows in the product: incremental, stable, and free of the packaging churn that follows a private-equity deal. If you value a vendor that will still be selling the same product in five years at roughly the same price, this is one of the safer bets in the category.

Pricing is where it gets genuinely competitive. Professional at $8.95 per user per month on annual billing includes unlimited contacts, the Action Stream, a pipeline with forecast view, email templates, and the mobile app with a business-card scanner. What it withholds is the working-team machinery: email scheduling and open tracking, email history fetching, mandatory custom fields, and automation sequences all start on Business at $17.95. Multiple pipelines, unlimited sequences, and deal velocity tracking only appear on MAX at $25.95.

The honest limitation is scope. OnePageCRM is a follow-up engine, not a platform. There is no marketing automation, no landing pages, no help desk, and the data model is contacts, deals, and pipelines rather than an object designer. For a small B2B team that sells by conversation and keeps losing deals to forgotten follow-up, that focus is the point. For a company that wants one system covering marketing, support, and delivery, it is the wrong shape and Bitrix24, Vtiger, or Flowlu will suit better.

## How it works

1. You import contacts from a spreadsheet, Gmail, Outlook, or another CRM, and OnePageCRM insists on one thing during setup: every contact gets a Next Action with a due date. Contacts without one are surfaced as needing attention rather than quietly sitting inert.

2. The Action Stream becomes the daily working screen. It is a single prioritised list, sorted by date, of the calls, emails, and follow-ups due now, with asap, today, tomorrow, and future queues. Completing an action prompts immediately for the next one, which is what keeps the database current without anyone being nagged by a manager.

3. Deals attach to contacts and move through a kanban pipeline with a forecast view. On the MAX tier you can run multiple pipelines, including a delivery pipeline for work after the sale, and track deal velocity through the stages.

4. Email is where the tiers separate. All plans send from within the CRM with templates and merge fields. Business adds scheduling, open tracking, email history fetching, and automation sequences (capped at five), and MAX makes sequences unlimited, allows multiple mailboxes per user, and pulls leads in from prospecting tools such as Apollo and Lusha. A REST API, Zapier, and a mobile app with a business-card scanner cover the edges.

## Best for

Small B2B sales teams of one to about twenty people who sell through conversations and follow-up rather than through marketing funnels, and who need a CRM that tells them who to contact today instead of asking them to maintain records.

## Not the right fit for

- Marketing-led companies that want campaigns, landing pages, forms, and nurture flows in the CRM subscription; there is no marketing engine here at all.
- Companies with a complex or unusual data model that need custom objects and relations; OnePageCRM gives you contacts, deals, and pipelines, and Twenty or Attio give you a schema designer.
- Phone-heavy inside sales floors that need a power dialer, local presence, and call recording in the seat price; calling is click-to-dial through integrations, not a native dialer.
- Teams evaluating on the $8.95 sticker price alone, because email tracking, sequences, and required custom fields are not on that tier and a working sales team needs them.
- Larger sales organisations wanting territory management, sophisticated forecasting, and multi-level approval workflows; this is deliberately a small-team product.

## Features

### Action Stream and follow-up

The mechanic the whole product is built around.

- **Next Action on every contact**: Each contact carries one required next step with a date, which converts a static database into a queue of work and is why records stay current.
- **The Action Stream**: A single prioritised daily list sorted into asap, today, tomorrow, and future queues, which replaces the dashboard as the working screen.
- **Prompt for the next step**: Completing an action immediately asks what follows, so nothing falls out of the process at the moment it is most likely to.
- **Contacts without a next action flagged**: The system surfaces neglected relationships rather than letting them quietly age out of anyone's attention.
- **Speed dial and click-to-call**: Call lists can be worked straight from the Action Stream, with click-to-dial through Skype, VoIP integrations, and mobile.

### Contacts and deals

A simple data model, competently executed.

- **Unlimited contacts on every plan**: No contact ceiling at any tier, which is unusual at this price and means database growth never forces an upgrade.
- **Kanban pipeline with forecast view**: Deals as cards in stages you define, with a weighted forecast view included from the entry tier.
- **Multiple pipelines**: MAX only. Lower tiers run a single pipeline, which is a real constraint for teams selling more than one product line.
- **Delivery pipeline**: A separate MAX-tier pipeline for post-sale work, so onboarding and fulfilment do not clutter the sales board.
- **Deal velocity tracking**: MAX-tier reporting on how long deals sit in each stage, which is where stalled-pipeline problems become visible.
- **Custom fields, including mandatory fields**: Custom fields exist across tiers; the ability to make them mandatory (the mechanism for enforcing data hygiene) starts on Business.

### Email and sequences

The clearest tier ladder in the product.

- **Send from inside the CRM**: Emails go out from the contact record with reusable templates and merge fields on every plan.
- **Email scheduling and open tracking**: Business tier and above; the entry Professional plan has neither, which is the single biggest reason to skip it.
- **Email history fetching**: Pulls prior correspondence with a contact into the record rather than starting the history from the day you connect. Business and above.
- **Automation sequences**: Multi-step follow-up sequences, capped at five on Business and unlimited on MAX.
- **Multiple email accounts per user**: MAX only, which matters for people selling under more than one brand or domain.
- **Bulk send with merge fields**: Personalised group sends off live CRM segments rather than an exported list.

### Capture, mobile, and lead sources

Getting data in without typing it.

- **Business card scanner**: The mobile app scans cards into contacts with an AI reader, with a monthly allowance that scales by tier up to 1,000 scans a month on MAX.
- **iOS and Android apps**: Full Action Stream, contacts, and deals on mobile, built for people who sell on the road rather than as a cut-down companion.
- **Lead capture from web forms**: Web form and email-parsing capture routes inbound enquiries into contacts with a next action already attached.
- **Lead import from prospecting tools**: MAX tier pulls leads directly from outreach platforms including Apollo and Lusha.
- **Browser extension**: Capture contacts and log activity from LinkedIn and the web without leaving the page.

### Reporting, integrations, and administration

Sufficient rather than deep, which is consistent with the product's ambitions.

- **Sales and activity reporting**: Team and individual performance, activity volume, and pipeline reports, with the richer velocity analysis on MAX.
- **Quotes and invoices**: Generate quotes and send invoices from a deal, with integrations into accounting tools for the rest of the process.
- **REST API and webhooks**: A public API for custom integration, available across paid tiers.
- **Zapier and native integrations**: Gmail, Outlook, Google Calendar, Mailchimp, Xero, QuickBooks, Stripe, and Zapier for the rest.
- **Storage per user**: File storage scales by tier, published at up to 30GB per user on MAX.

## Use cases

- **Consultant or solo founder selling by relationship**: Deals are lost not to competitors but to forgotten follow-up, and a pipeline board does not help because the problem is memory rather than visibility. Outcome: Every contact carries a dated next action and the Action Stream produces a daily call list, so nothing goes quiet by accident. Professional at $8.95 with unlimited contacts covers it.
- **Six-person B2B sales team**: Reps update the CRM at the end of the week if at all, so the manager cannot tell which deals are moving and which have stalled. Outcome: Business tier makes key custom fields mandatory, adds open tracking and email history fetching, and runs five automation sequences, so the record stays current as a by-product of doing the work.
- **Field sales rep working conferences and site visits**: A stack of business cards and a notebook come back from every event, and half of them are never entered anywhere. Outcome: The mobile app scans cards straight into contacts with a next action attached, and the follow-up sequence starts before the rep is home.
- **Agency running sales and delivery on one system**: Won work disappears into email until someone remembers to start it, and the sales pipeline is cluttered with projects that are already closed. Outcome: MAX-tier multiple pipelines separate the sales board from a delivery pipeline, and deal velocity reporting shows where work is sitting too long.

## Pricing

Per-seat subscription on three tiers, billed monthly or annually, with unlimited contacts on every plan and email, automation, and pipeline features gated by tier.

- **Professional**: $8.95 per user per month billed annually ($13.50 billed monthly). Unlimited contacts and the Action Stream; Single pipeline with forecast view; Email templates and sending from the CRM; Mobile apps with AI business-card scanner; Excludes email scheduling, open tracking, and sequences. A genuinely good solo plan, and a poor team plan, because tracking and sequences are missing.
- **Business**: $17.95 per user per month billed annually ($26 billed monthly). Email scheduling and open tracking; Email history fetching onto contact records; Mandatory custom fields for data hygiene; Up to 5 automation sequences; Light project management. The real operating floor for a working sales team; the sequence cap of five is the thing to check against your process.
- **MAX**: $25.95 per user per month billed annually ($39 billed monthly). Unlimited email sequences and multiple pipelines; Delivery pipeline and deal velocity tracking; Multiple email accounts per user; Lead capture from Apollo, Lusha, and other prospecting tools; 30GB storage per user and 1,000 card scans per month.

Billing notes:

- Annual billing is advertised as four months free versus monthly, which works out to roughly a 33 percent discount and is one of the steeper annual discounts in the category.
- Contacts are unlimited on every tier, so unlike monday CRM or Bigin your database size never forces an upgrade; features do.
- The sequence cap on Business is five, which is generous for a small team running a handful of plays and restrictive if you segment heavily.
- Business-card scan allowances and per-user storage both scale by tier, which rarely changes a buying decision but is worth knowing for field teams.
- There is no free plan; the trial is the evaluation path.

Value assessment: Business at $17.95 annually is the fair comparison point, and against Pipedrive Growth at $39 or HubSpot Sales Hub Professional at $90 it is very good value for a team whose problem is follow-up discipline rather than process complexity. Professional at $8.95 is excellent for a solo seller and misleading for a team, because email tracking and sequences sit one tier up. What you do not get at any price is marketing automation, custom objects, or native telephony, so compare it against focused CRMs rather than platforms. Judged on the narrow job of making sure nobody is forgotten, the price-to-outcome ratio is among the best here.

## Strengths

- The Next Action mechanic genuinely changes rep behaviour, which is the single hardest thing for a CRM to do and the reason adoption is high.
- Unlimited contacts on every tier including the $8.95 entry plan, so database growth never triggers a forced upgrade.
- Bootstrapped and stable since 2010, with none of the packaging churn that follows private-equity ownership elsewhere in the category.
- A genuinely good mobile experience, including AI business-card scanning, which makes it one of the better options for field sales.
- Annual billing at four months free is a steep, clearly stated discount rather than a marketing asterisk.
- Fast to set up and easy to teach: reps understand the Action Stream in one sitting because it looks like a to-do list.

## Limitations

- The entry tier is missing email scheduling, open tracking, history fetching, and sequences, which makes the headline price unrepresentative for teams.
- One pipeline until the MAX tier, which is a hard constraint for businesses selling more than one product line.
- No marketing automation, landing pages, or forms beyond basic lead capture, so a marketing-led company needs a second platform.
- The data model is contacts, deals, and pipelines with custom fields, not custom objects, so unusual businesses will hit its edges.
- No native dialer or call recording; telephony is click-to-dial through integrations.
- The integration ecosystem is respectable but far smaller than Pipedrive's or HubSpot's, and much of the long tail runs through Zapier.

## Comparisons

- **OnePageCRM vs noCRM.io**: The two closest philosophical cousins in this directory: both reject the maintain-the-database model in favour of driving the next step. noCRM organises around leads and a mandatory next action, OnePageCRM around contacts and an Action Stream. noCRM starts higher (about €12 a user annually) but includes prospecting lists and a sales script generator; OnePageCRM starts at $8.95 with unlimited contacts and a better mobile app. Either will fix follow-up discipline; pick on interface preference after a trial of both.
- **OnePageCRM vs Bigin by Zoho CRM**: Bigin gives you more platform for less money ($7 a user annually) with telephony, WhatsApp, and the Zoho ecosystem behind it, but caps records at 50,000 and custom fields at ten per module on Express. OnePageCRM has unlimited contacts, a sharper follow-up mechanic, and no ecosystem to learn. Take Bigin if you want breadth and are open to the wider Zoho suite; take OnePageCRM if the problem is that your team does not follow up.
- **OnePageCRM vs Pipedrive**: Pipedrive is the more complete sales system with deeper automation, a big app marketplace, and add-on modules for lead generation and campaigns, but the working tier is $39 a seat. OnePageCRM Business at $17.95 does the follow-up job better per dollar and does everything else less. Teams that need workflow depth and reporting go Pipedrive; teams whose only real problem is that deals go quiet go OnePageCRM.
- **OnePageCRM vs Less Annoying CRM**: Both are deliberately simple, small-team CRMs with a reputation for straight dealing. Less Annoying charges one flat per-user rate with everything included, which removes tier anxiety entirely. OnePageCRM tiers its email tracking and sequences but adds a stronger action-driven workflow, better mobile capture, and multiple pipelines at the top. Choose Less Annoying for simplicity and a single price; choose OnePageCRM if you want the follow-up engine.
- **OnePageCRM vs Capsule CRM**: Capsule has a free tier and a similarly gentle learning curve, with projects and a tidy contact model. OnePageCRM is more opinionated about what you should do next and better suited to outbound-flavoured selling; Capsule is the calmer general-purpose contact manager. Teams that want a light CRM without a behavioural mechanic lean Capsule; teams that need chasing enforced lean OnePageCRM.
- **OnePageCRM vs Close**: Close builds the CRM around the phone, with a power dialer, native calling and SMS, and call recording in the seat price at a much higher cost per user. OnePageCRM has no native dialer and costs a fraction as much. If your team makes dozens of dials a day, Close pays for itself; if selling happens over email and meetings with follow-up as the failure point, OnePageCRM is the better-shaped tool.

## Implementation

- Setup time: Under an hour to a working system: import contacts, define pipeline stages, and assign next actions. The discipline of assigning a next action to every existing contact is the only laborious part of the first day.
- Learning curve: The lowest in this batch. The Action Stream is a to-do list, so reps need one short walkthrough. Administration is light because there is little to configure beyond fields, stages, and sequences.
- Onboarding: Fully self-serve with a free trial on every plan, plus onboarding calls, an extensive help centre, and email support. Nothing is gated behind a mandatory paid implementation.
- Migration: CSV import with field mapping plus guided importers from Gmail, Outlook, and common CRMs. On Business and above, email history fetching backfills prior correspondence onto contacts, which is better than the usual start-from-today behaviour. Export is complete: contacts, deals, notes, and custom fields all come out as CSV, and the REST API reads the same data, so leaving is straightforward.

## Platform, API & security

- Platforms: Web, iOS, Android, Browser extension, Gmail and Outlook add-ins
- API: Public REST API with webhooks, available across paid tiers, plus Zapier for the wider connector long tail.
- Compliance: GDPR, EU-based data processing with a published data processing agreement
- Data residency: Data is processed in line with the company's EU base in Ireland; confirm specific hosting regions with the vendor if you have a hard requirement.
- SSO: Google and Microsoft sign-in; enterprise SAML is not a headline feature of this product.
- Security notes: Encryption in transit and at rest, role-based permissions, and two-factor authentication. As an Irish company selling largely into Europe, GDPR posture is a first-class concern rather than an afterthought.

## Support

- Channels: Email support, Live chat, Onboarding and training calls, Phone support
- Documentation: Detailed help centre with setup guides, integration documentation, API reference, and a long-running sales blog.
- Community: No large public forum; support is direct and the company is known for responsive, human replies.

## Company

- Founded: 2010
- Founders: Michael FitzGerald
- Headquarters: Galway, Ireland
- Ownership: Founder-led and effectively bootstrapped
- Employees: Small team, with additional presence in the United States and Poland
- Funding: Largely bootstrapped, with roughly €575,000 raised in 2013 from Enterprise Ireland and private investors.

Funding history:

- Seed (2013): About €575,000. Enterprise Ireland and private investors; no significant outside capital since.

Timeline:

- 2010: Founded in Galway by Michael FitzGerald, applying Getting Things Done principles to sales with the Next Action mechanic.
- 2011: FitzGerald closes his client services business to focus on OnePageCRM full time.
- 2013: Raises roughly €575,000 from Enterprise Ireland and private investors, the company's only meaningful outside funding.
- 2019: Adds deal management, forecasting, and a rebuilt mobile experience including business-card scanning.
- 2024: Introduces AI-assisted card scanning, automation sequences, and quotes and invoicing from the deal record.
- 2026: MAX tier adds lead capture from prospecting platforms such as Apollo and Lusha, multiple mailboxes per user, and deal velocity reporting.

## Integrations

Gmail and Google Workspace, Outlook and Microsoft 365, Google Calendar, Mailchimp, Xero and QuickBooks, Stripe and PayPal, Skype and VoIP click-to-dial, Apollo and Lusha lead capture (MAX), Zapier, REST API and webhooks

## FAQ

### What is OnePageCRM?

OnePageCRM is a sales CRM built around a Next Action for every contact. Instead of a database you maintain, it presents an Action Stream: a single prioritised daily list of who to contact and what to do. It has been built in Galway, Ireland since 2010 and is sold self-serve from $8.95 per user per month on annual billing.

### How much does OnePageCRM cost?

Three tiers, billed annually: Professional at $8.95, Business at $17.95, and MAX at $25.95 per user per month. Billed monthly the same plans are $13.50, $26, and $39. Annual billing is advertised as four months free, roughly a 33 percent discount, which is one of the steeper annual discounts in this category.

### What does the entry tier withhold?

Professional includes unlimited contacts, the Action Stream, one pipeline with a forecast view, email templates, and the mobile app. It does not include email scheduling, open tracking, email history fetching, mandatory custom fields, or automation sequences. Those start on Business at $17.95, which is the realistic floor for a team rather than a solo seller.

### Are there contact or record limits?

No. Contacts are unlimited on every plan including the $8.95 entry tier. What scales by tier is file storage (up to 30GB per user on MAX) and the monthly business-card scan allowance (up to 1,000 on MAX). Database growth will never force you to upgrade.

### Does OnePageCRM include email sending and sequences?

Sending with templates and merge fields is included everywhere. Scheduling, open tracking, and history fetching start on Business, which also includes up to five automation sequences. Unlimited sequences and multiple email accounts per user are MAX features. None of this is sold as a separate add-on.

### Can I run more than one pipeline?

Only on MAX. Professional and Business give you a single pipeline. If you sell more than one product line, or want a separate delivery pipeline for post-sale work, that is a $25.95 per user per month decision rather than a configuration choice.

### Does OnePageCRM support custom objects?

No. You get contacts, deals, and pipelines with custom fields, and mandatory fields on Business and above for data hygiene. If your business needs new object types with their own relations, Twenty or Attio are the right places to look; this is deliberately a simpler model.

### Does it have native calling?

Not as a built-in dialer. You can click to call through Skype, VoIP integrations, and the mobile app, and calls log against the contact, but there is no power dialer, local presence, or native call recording. Phone-first teams should compare against Close or Freshsales.

### How good is the reporting?

Adequate for a small team: activity volume, individual and team performance, pipeline and forecast views on every tier, and deal velocity analysis on MAX. It is not a business intelligence layer, and managers who want pipeline coverage modelling and multi-dimensional forecasting will find it light.

### Can I get my data out?

Yes, completely. Contacts, deals, notes, activities, and custom fields all export to CSV from the interface, and the public REST API reads the same data with webhooks for ongoing sync. There is no export gate or paid data-extraction step.

### What size of team is OnePageCRM genuinely built for?

One to about twenty people. It is excellent for solo sellers and small B2B teams whose deals are lost to forgotten follow-up. Above twenty, the single-pipeline constraint below MAX, the absence of territory management, and the light reporting start to show, and a larger organisation will be better served by Pipedrive or Zoho.

## Editorial verdict

OnePageCRM has spent fifteen years being good at one thing, and that thing is the thing most small sales teams actually fail at: contacting people when they said they would. The Action Stream is not a gimmick, it is a behavioural design that keeps a database current without a manager enforcing it, and unlimited contacts on every tier plus a four-months-free annual discount make the pricing honest. Buy Business at $17.95 if you are a team, not Professional at $8.95, because tracking and sequences live there. Do not buy it if you need marketing automation, custom objects, a native dialer, or more than one pipeline for under $26 a seat. Within its scope it is one of the most quietly reliable products in this category, and the bootstrapped Galway ownership makes it a low-risk fifteen-year bet.

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Source: SaaSTracker (https://saastracker.org), an independent editorial project. This profile is compiled from public information, carries no peer reviews or paid placement, and was last reviewed 2026-08-22. Awards are judged on published criteria: https://saastracker.org/methodology