OnePageCRM vs Pega CRM

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

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Product Basics

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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Pega CRM is the customer relationship management suite offering from global provider Pegasystems. The Customer Decision Hub acts as the platform’s foundation and leverages predictive analytics and AI to drive immediate actions grounded in intelligent data.

Furthermore, the platform is built using Pega’s Situational Layer Cake™, enabling agility and tailored experiences. Every element from processes to data models is organized into layers, making it easier to support multi-dimensional efforts. Based on model-driven architecture, the system doesn’t require any coding knowledge. And organizations have the option to run the software on Pega’s cloud, their own cloud or a third-party cloud.
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$9.95/User, Monthly
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$45/User, Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • 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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  • View Real-Time Insights: The system processes a range of data such as churn risk, lead scoring and more, allowing users to see up-to-date information in each customer’s profile. Your organization can also transform big data into actionable insights. 
  • Engage Customers: Use models that continually learn to anticipate customer needs and surpass their expectations. Users can also create and manage engagement strategies to deliver relevant interactions across customer touchpoints. 
  • Control AI Deployment: Blindly using AI can open the door for regulatory violations and major liabilities. Using Pega T-Switch™, organizations can deploy AI based on transparency thresholds to ensure compliance and reduce risks. 
  • Go Mobile: The Pega CRM mobile app allows managers and sales reps to take their work anywhere. Users can view critical info such as leads, opportunities and accounts. The platform includes notifications, alerts, geolocation, voice-to-text and more. 
  • Increase Revenue: With predictive forecasting features, Pega CRM helps sales teams work smarter. Use the insights to bring in more repeat purchases, take advantage of cross-sell and upsell opportunities, and boost customer retention. 
  • Optimize Campaigns: Fueled by AI, the system is always learning. This translates to more accurate campaign offers sent at the best time. It also maximizes paid search efforts to broaden brand reach and target the right people with the appropriate message. 
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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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  • One-to-One Marketing: Using a toolkit supported by AI, the solution enables companies to engage at a personalized level. Users can visually depict each customer’s journey, build rules that govern AI actions, view next-best-action suggestions, monitor efforts via dashboards and more. 
  • Sales Automation: This feature supports data-driven sales processes through AI-guided automation. The platform can identify revenue opportunities as well as streamline and simplify tasks for sales reps. Additionally, managers can gain insights into sales rep performance, forecasts, accounts and other metrics. 
  • Customer Service Tools: The system uses data automation to eliminate silos and leverages omni-channel AI in real time to solve customer issues. It also contains a self-service platform that guides customers to resolutions immediately, instead of waiting for a service rep. 
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Product Ranking

#81

among all
CRM Software

#49

among all
CRM Software

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User Sentiment Summary

Excellent User Sentiment 152 reviews
Great User Sentiment 23 reviews
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.

81%
of users recommend this product

Pega CRM has a 'great' User Satisfaction Rating of 81% when considering 23 user reviews from 4 recognized software review sites.

5.0 (9)
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4.77 (61)
3.6 (1)
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3.6 (1)
4.8 (61)
3.6 (7)
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4.3 (14)
4.9 (21)
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Awards

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

User Favorite Award

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Synopsis of User Ratings and Reviews

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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Low-code Platform: Pega's visual-based approach empowers both developers and citizen developers to build applications and automate processes without extensive coding knowledge, promoting collaboration and agility within organizations.
End-to-End Automation: Pega's capabilities extend beyond front-office functions to encompass back-office processes and legacy system integration, providing a comprehensive solution for streamlining operations and breaking down silos.
AI-Powered Decisioning: Pega's AI engine, known as Next-Best-Action, analyzes data and recommends optimal actions in real-time, enabling businesses to personalize customer interactions and optimize outcomes.
Scalability and Flexibility: Pega's architecture is designed to accommodate growth and changing business needs, allowing organizations to adapt and scale their CRM solutions as required.
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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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Steep Learning Curve: Pega's interface can be overwhelming for new users due to its complexity and extensive features, requiring significant time investment to learn and navigate effectively.
Customization Challenges: While Pega offers extensive customization options, implementing and maintaining these customizations often demands specialized skills and resources, potentially increasing costs and complexity for businesses.
Cost Considerations: Pega's pricing structure, which may involve licensing, implementation, and ongoing maintenance fees, can be a significant investment for organizations, particularly smaller businesses with budget constraints.
Performance Concerns: Some users have reported performance issues with Pega, including slow loading times and occasional system glitches, which can impact user productivity and overall efficiency.
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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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Pega CRM receives praise for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a customizable solution. Its scalability allows it to grow alongside a business, accommodating increasing demands. The software's customer service garners positive feedback for its responsiveness and helpfulness. However, some users note the cost can be a barrier, particularly for smaller businesses. Implementation can also pose challenges due to the platform's complexity. Compared to competitors like Salesforce and Microsoft Dynamics 365, Pega CRM stands out with its robust automation capabilities and focus on artificial intelligence. These features enable businesses to streamline processes and gain valuable insights into customer behavior. The platform's ability to unify systems and break down data silos is another advantage, fostering greater collaboration and efficiency. While Salesforce offers a wider range of integrations and Microsoft Dynamics 365 boasts tighter integration with Microsoft products, Pega CRM's strengths lie in its process automation and AI-driven insights. Pega CRM is best suited for larger enterprises with complex needs and a desire for extensive customization. Its ability to handle intricate workflows and automate tasks makes it ideal for organizations seeking to optimize operations and enhance customer engagement. The platform's scalability ensures it can support growth and evolving requirements. However, businesses with limited budgets or simpler CRM needs may find more cost-effective and user-friendly options available.

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