OnePageCRM
Action-focused CRM for solo sellers — a fast, cheap setup project that upsells well
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What OnePageCRM is
OnePageCRM is a simple action-focused CRM built around the 'Next Action' method: every contact always has a follow-up task attached, so nothing falls through the cracks. It targets solopreneurs and small teams who need a sales to-do list more than an enterprise database. All plans include unlimited contacts, deals, and custom fields.
Key features
- Next Action selling: every contact carries a mandatory follow-up task
- Unlimited contacts, deals, custom fields, and tags on all plans
- One-page contact view with full timeline and email sync
- Kanban deal pipeline with sales forecasting
- Lead Clipper browser extension turns web pages into contacts
- Integrations with Gmail, Outlook, Mailchimp, and Zapier
💰 Sell it as a service
The offer
A follow-up system install for solo consultants and small service firms: migrate contacts, configure the Next Action workflow, connect email, and build a simple weekly pipeline-review routine the owner sticks to.
What to charge
$500–$1,000 flat setup. Use it as a low-friction front-end offer; the natural upsell is automation work (Zapier flows, lead capture) at $150/hr or a $300/mo ops retainer.
How it gets delivered
One discovery call, then 2–4 hours of build: CSV import, custom statuses, email integration, saved views per segment. Train via a 45-minute screen-share and a Loom library.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
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Ready to build with OnePageCRM?
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