OnePageCRM review

OnePageCRM is a contact and deal manager built around follow-ups. Its Action Stream sorts work by deadline, putting the next urgent task in view rather than treating contacts as a static address book. Focus Mode narrows the list to tasks due and hides closed items.

You can manage contacts, track deals, see a contact’s total open-deal value, send and receive email, schedule messages, make calls and log notes. Email templates and scheduled emails or sequences are available on paid plans, according to the published product details. OnePageCRM also works with Claude, ChatGPT and other AI tools that support MCP.

That makes it a fit to consider if your sales process depends on consistent follow-up. It is less useful to judge by the feature list alone: the pricing page separates capacity across three plans, so check whether the limits match your contact volume and workflow.

The clearest strength is its follow-up-first workflow. The Action Stream prioritizes tasks by deadline, while Focus Mode removes closed items and shows only work due. That gives users a defined place to start the day, rather than relying only on memory or a broad contact list.

Deal tracking adds useful context: the CRM tracks deals and shows the total value of open deals for each contact. Email, calls and notes keep common sales activity alongside contact records. Paid plans add email templates, scheduling and sequences, according to the published product details. The CRM also connects with Claude, ChatGPT and other MCP-compatible AI tools, though the published material does not specify particular agent tasks or limits.

The pricing page says included apps have no extra subscription. Its plan progression is also concrete: Professional includes one pipeline, Business includes 10, and Max includes unlimited pipelines. One Reddit commenter, recalling use from years earlier, praised the customer service and said contact details could trigger web-sourced information. That is an old individual report, not a current feature guarantee.

The plan caps matter, and the listed prices are per user per month: €8.95 for Professional, €17.95 for Business and €25.95 for Max, according to the pricing information checked November 6, 2026. It shows a monthly/annual toggle and says annual billing is paid yearly with four months free, but the displayed prices’ billing mode is unclear. Confirm the amount and billing term before switching. The trial is 21 days; there is no free plan.

Professional is limited to one pipeline, 10 GB storage per user, 250 bulk emails a day and 15 workflow automations. Business raises those caps to 10 pipelines, 20 GB, 450 emails a day and 30 automations, and includes 500 business card scans a month. Max has unlimited pipelines and automations, 30 GB storage, 1,000 bulk emails a day and 1,000 card scans a month. If you need higher limits, you have to price up; the published pricing details list no paid add-ons. The sources do not establish how well the AI tools handle specific sales work.

The pricing page lists three plans per user/month: Professional at €8.95, Business at €17.95 and Max at €25.95. The displayed prices’ billing mode is unclear, so confirm the amount and billing period before you commit. The page says annual billing is paid yearly and includes four months free; it also shows a monthly/annual toggle.

Professional is the entry tier: it includes one pipeline, 10 GB of storage per user, 250 bulk emails a day and 15 workflow automations. Business costs €9 more per user/month at the listed rate, and raises the limits to 10 pipelines, 20 GB, 450 bulk emails a day and 30 automations. It also includes 500 business card scans a month. Max is another €8 per user/month, with unlimited pipelines and workflow automations, 30 GB, 1,000 bulk emails a day and 1,000 card scans a month.

There’s a 21-day free trial, but no free plan. No paid add-ons are listed; the page says included apps have no extra subscription. Check the billing terms and pipeline cap before switching.

The published information doesn’t specify migration tools, supported import formats, data-export options or how much setup a move requires. We’d confirm those points with OnePageCRM before transferring contacts, deal records, notes or email history. In particular, ask what you can export if you later leave; the available sources don’t establish the export format or whether every record type is included.

Plan fit is an obvious switching consideration. Professional includes one pipeline, so teams that need several must move to Business, which lists 10. Business and Max also set different limits for storage, bulk emails, automations and card scans. Check those caps against your current workflow, not just the headline price. The listed prices’ billing mode is unclear, and annual billing is paid yearly, so verify the charge before signing up.

We don’t have Reddit posts or comments in the published material, so we can’t responsibly say what users there report as reasons for leaving. For now, treat migration effort, data portability and any Reddit-reported complaints as open questions to research before switching.