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OnePageCRM

SaaS

Action-focused CRM for small businesses that turns each contact into a clear next-step list, with email, calls and AI connections.

onepagecrm.com
OnePageCRM homepage screenshot

About OnePageCRM

OnePageCRM is a small business CRM built around next actions. Every contact is tied to a follow-up step, so users get an action-focused to-do list instead of a database they have to review, which is meant to keep deals from stalling.

The product brings together an inbox for sending and receiving email, calls with logged notes, a mobile app and deal tracking that can turn into projects. It integrates with Gmail, Outlook, calendars, WhatsApp, Mailchimp, ActiveCampaign, QuickBooks and Xero, and it can be queried by AI tools such as Claude and ChatGPT through the MCP standard. The vendor also offers a free CRM course and demos. OnePageCRM is proprietary and delivered as a hosted service. Visitors can try it free, and pricing is on the vendor's pricing section along with a testimonials page.

Key features

  • Next-step action list per contact
  • Email inbox inside the CRM
  • Call logging and notes
  • Deal tracking and projects
  • Integrations with Gmail, QuickBooks and Xero
  • Connections to AI tools via MCP

Good fit for

  • →Small teams keeping follow-ups on schedule
  • →Sales owners who want a simple daily to-do list
Tags
crm
small-business
follow-ups
sales
email
mcp
saas

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