Infusionsoft vs OnePageCRM

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Our analysts compared Infusionsoft vs OnePageCRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infusionsoft Software Tool

Product Basics

Infusionsoft was rebranded as Keap in 2019. Learn more about Keap.

It's a comprehensive software platform designed to help small businesses save time and grow revenue. Rated as a top sales product for SMBs in 2019, this vendor brings automation and organization to sales and marketing activities.

The available toolkit allows small businesses to gain extensive control over their efforts to help form personal, lasting connections with their customers. This product is suitable for individual business owners or small teams looking to scale and handle an increasing task load. The implementation includes a required kickstart package (available in three different price tiers) that helps users get set up with the program and positions them for success.
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OnePageCRM provides cloud-based customer relationship management (CRM) software designed to streamline sales, marketing, and customer service operations. Its user-friendly interface and affordability make it a popular choice among small businesses and startups seeking efficient CRM solutions. Key benefits include ease of use, cost-effectiveness, and a comprehensive suite of features such as contact management, lead tracking, opportunity management, email marketing, and reporting tools. Users appreciate its intuitive design and focus on action-oriented sales processes.

Built on Getting Things Done productivity principles, and focused on small businesses, it allows users to streamline sales workflows, convert more prospects, achieve sales targets, build better customer relationships and grow their business.

Pricing for OnePageCRM typically falls within a moderate range for CRM software, often billed on a per-user, per-month basis. While some users find alternative CRM solutions offer more extensive customization or industry-specific features, OnePageCRM remains a compelling option for businesses prioritizing simplicity and value.

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$159 Monthly
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$9.95/User, Monthly
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Product Assistance

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Product Insights

  • Free Up More Time: Infusionsoft simplifies and streamlines time-consuming tasks such as following up after a lead enters the pipeline or staying in touch to reduce churn. 
  • Monitor Your Business's Health: Reports help you stay on top of key metrics. Marketing reports share campaign performance, conversions and other data, while admin reports capture the big picture. With over 20 included reports for orders and billing, you can track income, spot unpaid invoices, determine customer lifetime value and more. Sales reports bring together key points from a set of data, including projected revenue, sales rep performance, revenue by criteria and other sources. 
  • Capture More Leads: You can embed web forms in a number of places to increase visibility and win more leads. Forms are easy to configure using the WYSIWYG editor, which allows you to change elements such as the layout, fields and the follow-up "Thank You" page. 
  • Send Targeted Messages: Ensure leads and customers only receive relevant content by creating different lists based on a range of factors. Because Infusionsoft also captures and stores personal details, you can automatically personalize emails (e.g., using a contact’s first name). 
  • Customize the Customer Experience: Unlimited landing pages and custom domains let you sell targeted offers. Configure the links, checkout pages and email campaigns for each segment of your audience. 
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  • Next ActionTM Philosophy:  OnePageCRM is built on the Next ActionTM Philosophy, meaning each contact is assigned follow-up actions so that the leads are actively engaged, and users can work to their maximum efficiency in a highly productive action-oriented manner. 
  • Data Backup and Security:  This cloud-hosted software suite ensures that all user data is encrypted and secured with advanced firewalls. It also helps users with data backup stored in remote servers in case of disaster recovery. 
  • Reliable Customer Support:  With 24/7 support staff spread across three countries, users can expect quick resolutions to their queries and concerns. 
  • Mobile Apps:  Android and iOS apps let users work on-the-go and never miss an update or deadline. 
  • Integrations:  With over 20 pre-built integrations and an open API, users can easily sync OnePageCRM with other apps for seamless operations. 
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  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 
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  • Contact Management:  Users can stay on top of their contacts and activities related to each. OnePageCRM stores valuable information like contact details, associated deals, communication history, notes and next actions are available on a single scrollable page. 
  • Lead Clipper Chrome Extension:  The lead clipper extension allows users to source leads from the Internet with one click. It also prompts users to take the follow-up action right away so that the database remains fresh and engaged. 
  • Lead Management:  With OnePageCRM, users can actively capture, segment and nurture leads to maximize performance and conversion rate. Each lead is automatically updated with associated deals, its sale cycle stage and the next action relevant to the lead. 
  • Opportunity Management:  The software identifies and sources leads from various channels, organizes them by deal size and type while further engaging them with communication and quotes. 
  • Pipeline Management:  OnePageCRM lets users set up a deal quickly with automated items and a drag-and-drop feature to move deals across the stages of the sales cycle. 
  • Workflow Automation:  Users can automate repetitive actions and set reminders for manual intervention across their sales processes using workflow automation. This also helps them cut down on guesswork and standardize the sales process. 
  • Quote Management:  OnePageCRM gathers deal info, generates a quote and creates a pre-set email with all required information, which users can further customize or send as is. 
  • Interaction Tracking:  Users can maintain a communication history of each contact, including call logs, meeting notes and immediate follow-up actions on a scrollable single-screen interface. 
  • Email Integration and Templates:  It integrates with popular email services and provides two-way sync, customizable templates for different stages of customer lifecycle journey and bulk-mailing capabilities. 
  • Call Management:  Users can build a customizable list of their leads and contact them using speed dialing from the mobile app. It also maintains call logs and notes for users to stay updated on progress. 
  • Activity Tracking:  OnePageCRM is built on the Next ActionTM philosophy, which connects each contact and user to the next sequence of actions for maximum efficiency. Managers can also track individual team member activities for performance review as well as group sales forecasts. 
  • Calendar Management:  It integrates with Google and iCalendar to send meetings, calls and appointment reminders in a timely manner. 
  • Collaboration Management:  Managers can assign deals and contacts to team members on rule-based engines, leave notes and comments and tag individuals for push notifications for better collaboration and efficient team performance. 
  • Reports:  All key metrics are shown in real-time under the Activity tab. Users can set up customized Sales and CRM reports to track progress and have reports emailed periodically to themselves or stakeholders. 
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Product Ranking

#3

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CRM Software

#81

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CRM Software

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User Sentiment Summary

Great User Sentiment 2245 reviews
Excellent User Sentiment 152 reviews
82%
of users recommend this product

Infusionsoft has a 'great' User Satisfaction Rating of 82% when considering 2245 user reviews from 5 recognized software review sites.

96%
of users recommend this product

OnePageCRM has a 'excellent' User Satisfaction Rating of 96% when considering 152 user reviews from 4 recognized software review sites.

5.0 (20)
5.0 (9)
4.1 (930)
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4.77 (61)
4.1 (1061)
4.8 (61)
4.3 (15)
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3.8 (219)
4.9 (21)

Awards

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OnePageCRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
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Action-Oriented Interface: The system is designed to keep sales teams focused on taking action and closing deals, rather than getting bogged down in data entry and administrative tasks. Its Next Action Sales methodology guides users through a streamlined workflow, ensuring no lead falls through the cracks.
Contact Management: OnePageCRM offers robust contact management features, allowing users to store all relevant information about leads and customers in one central location. This includes contact details, communication history, notes, and any associated deals or projects.
Sales Pipeline Management: The platform provides a clear visual representation of the sales pipeline, enabling users to track the progress of deals from initial contact to close. This helps sales teams identify bottlenecks, prioritize leads, and forecast future revenue.
Integrations: OnePageCRM integrates with a variety of popular business tools, such as email clients, calendar apps, and marketing automation platforms. This allows users to streamline their workflows and avoid switching between multiple applications.
Mobile App: The mobile app allows users to access their CRM data and take action on deals from anywhere, at any time. This is essential for sales teams who are constantly on the go.
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Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.
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Limited Customization: The platform's strength in simplicity can also be a drawback for users who require more complex workflows or in-depth customization options. For example, users may find it challenging to tailor the system to accommodate unique sales processes or industry-specific needs.
Reporting Capabilities: While OnePageCRM offers basic reporting features, some users may find them insufficient for comprehensive data analysis and generating detailed insights. The platform may not provide the level of granularity or flexibility required for advanced reporting and business intelligence needs.
Integrations: Although OnePageCRM integrates with popular tools like Gmail and Mailchimp, the range of available integrations may be limited compared to other CRM solutions. Users who rely on specific third-party applications or have complex integration requirements may find the options insufficient.
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Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

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OnePageCRM seems to have carved out a niche for itself as a CRM that's all about simplicity and action. Users consistently praise its ease of use, especially for those who are new to the CRM game or who find other platforms too clunky. The "Next Action" feature is a big hit, helping users stay focused on what needs to be done next to keep deals moving forward. Affordability is another plus, with pricing plans that cater to businesses of all sizes. However, some users point out that OnePageCRM might be *too* simple for those with complex sales processes or who need advanced reporting and automation features. Integrations with other tools are also somewhat limited compared to bigger players like Salesforce or HubSpot. So, who's the ideal candidate for OnePageCRM? It's perfect for solopreneurs, small businesses, and sales teams who value a straightforward, action-oriented approach to managing their customer relationships. If you're looking for a CRM that helps you stay on top of your tasks and close deals without getting bogged down in complexity, OnePageCRM might just be your new best friend. But if you need a CRM powerhouse with all the bells and whistles, you might want to explore other options.

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