# Novus Via Limited t/a OnePageCRM
*Also known as OnePageCRM*

- Website: https://www.onepagecrm.com
- Location: Galway, Galway, Ireland
- Agent profile: https://directory.haycion.ai/agents/onepagecrm-com

> A lightweight, action-oriented CRM platform helping small businesses manage client relationships and drive growth.

Novus Via Limited, trading as OnePageCRM, provides a customer relationship management platform focused on simplicity and action. The company serves small businesses, solopreneurs, startups, coaches, consultants, and service-oriented firms seeking to organize client data, streamline outreach, and drive growth. The platform centers on a single, searchable contact database and enables proactive engagement through reminders, next-step tasks, and cross-team collaboration. Core capabilities include contact and account management, activity tracking, email integration, workflow automation, customizable fields for customers, organizations, and deals, and reporting that highlights team performance and sales progress. The organization emphasizes privacy, security, and reliability, and positions its solution as a lightweight, easy-to-adopt tool designed to reduce administrative overhead while improving follow-up and revenue opportunities across diverse industries such as real estate, professional services, events, and services. Through a focus on timely follow-ups and a color-coded task system, it aims to help teams stay aligned on the next best step for each relationship, ensuring timely engagement and consistent progress. The mission centers on empowering small teams to manage relationships effectively, close more opportunities, and deliver value to clients with a simple, scalable toolset.

**Mission:** To empower small teams to build lasting client relationships by providing a simple, secure CRM that streamlines data, automates routine tasks, and supports timely, data-driven engagement.

## Products & Services

### [OnePageCRM](https://www.onepagecrm.com/)
*Platform*
OnePageCRM helps small businesses manage contacts and sales actions effectively with simple, actionable features.

- **Contact and account management** — Manage Unlimited Contacts
- **Follow-up reminders and task management** — Never Miss A Follow-Up
- **CRM-linked campaigns** — Enhance Email Campaign Tracking
- **Invoices and quotes synchronization** — Sends Invoices & Quotes Seamlessly
- **Automation and workflows** — Streamline Processes
- **Lead and deal management** — Optimize Sales Tracking
- **Email templates and bulk sending** — Streamline Email Outreach
- **Email integration and tracking** — Enhance Communication
- **Email Opens Tracking** — Monitor Email Engagement
- **Marketplace integrations** — Extend CRM Functionality
- **Reporting and dashboards** — Gain Business Insights
- **Mobile app** — Access CRM On-The-Go
- **Product and service catalog** — Showcase Offerings
- **Web forms integration** — Capture Leads Efficiently

## Market Segments

- **CRM for small businesses**: Centralized contact and account management, deal and pipeline tracking, activity logging and dashboards tailored to small teams, solopreneurs and service businesses to manage relationships and drive sales.
- **Sales engagement and email tracking**: Email integration, templates, bulk sending, CRM-linked campaigns and open/open tracking to manage outreach, measure engagement and prioritize follow‑up.
- **Lead capture and web forms**: Instant lead capture from web forms and browser clipping that funnels prospects into the CRM for immediate next‑step actions and pipeline creation.
- **Quote and invoicing integration for small businesses**: Create quotes, maintain a product/service catalog and sync invoices and quotes with accounting systems to streamline quote‑to‑cash for small firms.

## Ideal Customer Profiles

### Solopreneurs And Small Service Teams
Small teams and solopreneurs needing a simple, action-focused CRM to organize contacts and follow-ups.
- Industry: Professional services, coaching, consulting
- Geography: Global
- Pain points: Disorganized contact data, missed follow-ups, high admin overhead
- Business goals: Increase client conversions, faster onboarding, scalable processes
- Positioning: A lightweight, action-oriented CRM that centralizes contacts and automates next steps to help small teams grow.

#### Persona: Solopreneur Coach
- Needs: Easy onboarding, quick wins, clear next steps
- Goals: Grow client base, improve outreach efficiency
- Challenges: Balancing coaching with admin, inconsistent follow-up
- Pain points: Manual data entry, lost opportunities due to messy systems
- Solution: Centralizes client data, reminders, and workflows to speed up follow-ups and conversions.

#### Persona: Small Service Firm Owner
- Needs: Central client database, pipeline visibility, automation
- Goals: Scale service delivery, increase repeat business
- Challenges: Juggling multiple clients and projects
- Pain points: Data silos, missed follow-ups, repetitive admin
- Solution: Provides a single contact database, automated tasks, and quotes to streamline growth.

#### Persona: Operations Lead At A Small Firm
- Needs: Team-wide visibility, cross-team tasks, reporting
- Goals: Improve throughput, align team on next steps
- Challenges: Disparate tools, fragmented processes
- Pain points: Manual handoffs, late follow-ups
- Solution: Coordinates contacts, tasks, and campaigns to keep everyone aligned.

### Real Estate Professionals And Agencies
Real estate teams needing organized leads and fast follow-ups.
- Industry: Real Estate
- Geography: Global
- Pain points: Leads slipping through cracks, inefficient follow-ups, scattered property data
- Business goals: Increase closing ratio, shorten sales cycle, improve client experience
- Positioning: A lightweight CRM that centralizes property leads, communications, and deals to accelerate closings.

#### Persona: Real Estate Agent
- Needs: Lead management, deal tracking, mobile access
- Goals: Close more property deals, grow network
- Challenges: High volume of inquiries, inconsistent follow-ups
- Pain points: Missed client contacts, inefficient data entry
- Solution: Consolidates contacts, tasks, and email sync to boost follow-ups and conversions.

#### Persona: Broker / Team Lead
- Needs: Team visibility, shared pipeline, reporting
- Goals: Scale team, improve win rate
- Challenges: Data silos among agents, uneven processes
- Pain points: Manual pipeline management, delayed decisions
- Solution: Supports shared contact database, workflows, and dashboards to empower the team.

#### Persona: Property Manager
- Needs: Tenant and owner communications, project notes
- Goals: Efficiently manage multiple properties and tenants
- Challenges: Fragmented tenant data, time-consuming admin
- Pain points: Scattered emails and documents
- Solution: Centralizes tenant contacts, tasks, and communications.

### Event Planners And Service Providers
Event-focused teams needing fast lead capture and client follow-ups.
- Industry: Event planning, catering, and service providers
- Geography: Global
- Pain points: Missed inquiries, coordinating multiple vendors, manual follow-up
- Business goals: Increase event bookings, shorten sales cycle
- Positioning: A lightweight CRM that captures inquiries, tracks engagements, and automates next steps for event professionals.

#### Persona: Event Planner
- Needs: Lead capture, client communications, proposals
- Goals: Close more event bookings, maintain client relationships
- Challenges: Managing high inquiry volume, last-minute changes
- Pain points: Manual follow-ups, disorganized inquiries
- Solution: Centralizes inquiries, reminders, and quotes to speed bookings.

#### Persona: Vendor Coordinator
- Needs: Vendor communications, project tasking
- Goals: Deliver events on time, maintain vendor relationships
- Challenges: Coordination across vendors, status tracking
- Pain points: Fragmented vendor data, missed deadlines
- Solution: Coordinates contacts and tasks across vendors.

#### Persona: Catering Manager
- Needs: Menu and client communications, event notes
- Goals: Ensure flawless service, maximize client satisfaction
- Challenges: Last-minute changes, supplier coordination
- Pain points: Disparate data, time-consuming admin
- Solution: Centralizes client data, tasks, and communications.

### Small Law Firms And Accounting Practices
Small firms needing centralized client data and workflow automation.
- Industry: Legal, Accounting, Professional Services
- Geography: Global
- Pain points: Client data fragmentation, time-consuming admin, compliance tracking
- Business goals: Improve efficiency, shorten response times, grow client base
- Positioning: A simple CRM that unifies client data and automates routine tasks for small professional firms.

#### Persona: Small Law Firm Partner
- Needs: Case and client management, document workflow
- Goals: Improve turnaround, comply with regulations
- Challenges: Billable-hour pressure, admin overhead
- Pain points: Fragmented client data, manual calendaring
- Solution: Centralizes contacts, tasks, and communications to boost efficiency.

#### Persona: Accounting Firm Manager
- Needs: Client records, engagement tracking, invoicing integration
- Goals: Improve client service, scale practice
- Challenges: Disparate systems, compliance overhead
- Pain points: Manual data entry, lost follow-ups
- Solution: Centralized client data, reminders, and quotes automation.