Enterprise DNA

Instead of OnePageCRM

Stop renting OnePageCRM. Own your follow-up list.

Enterprise DNA sets up a CRM around the way your team chases leads and closes work, moves your OnePageCRM contacts, deals and notes across, and keeps it running. Adding a person to the team adds nothing to the bill.

OnePageCRM lists Professional at $9.95, Business at $19.95 and Max at $29.95 per user a month, before VAT, with four months free if you pay for the year.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

How OnePageCRM charges

The price looks small until you count the users and the caps

Every OnePageCRM plan is charged per user, and each plan is mostly the same product with a different ceiling. The ceiling you hit decides the plan the whole team pays for.

paid

Each login is a line on the invoice

Professional is $9.95 per user a month. The office manager who checks one contact a week costs the same as your busiest salesperson.

account_tree

One pipeline on the entry plan

Professional allows one pipeline, Business ten, and only Max is unlimited. A second line of work, such as renewals or a delivery pipeline, means moving up.

settings_suggest

Automation counted out by plan

Autoflows are capped at 15 on Professional and 30 on Business. Email sequences appear only on Max, at $29.95 per user a month.

mail

Email features rationed

Connecting your mailbox by IMAP, scheduling emails and tracking opens start at Business. Retrieving old email history is not on Professional at all.

groups

Permissions cost a tier

User groups and user permissions start at Business, so deciding who sees what is a $19.95 per user decision across the team.

lock

Some of it does not come with you

OnePageCRM's help centre says emails and attachments stored in the CRM cannot be exported. Contacts, notes, calls and deals can.

What you get instead

Next steps you ask for, not a plan you climb

Next steps

Today's calls, in one answer

Every contact and deal can carry its next step and a date. Ask what is due and it lists what is due and what is overdue.

  • check Due today, overdue and coming up this week, by person
  • check Contacts nobody has spoken to in a month, flagged so nobody falls through
  • check A short note on each from the last call logged
  • check Ask in plain words, such as who in Auckland have we not called since August

Pipelines

As many pipelines as you run

New sales, repeat work and delivery can each have their own stages. There is no count to stay under and no tier to unlock the next one.

  • check Value at each stage, plain and weighted
  • check Deals that have not moved in two weeks
  • check Win rate and days to close by source or owner
  • check A delivery pipeline beside sales, at no extra cost

Drafting

Follow-up emails written from the history

Ask for a follow-up and it drafts one from that contact's notes, calls and deal. You read it, change it and send it yourself.

  • check Drafts written from every note on the record
  • check No daily cap on how many you prepare
  • check Your tone, your sign-off
  • check Nothing goes out until you send it

Ownership

Your records, in your database

Contacts, deals, calls and notes sit in plain records your business owns. Any tool can read them, and leaving is not a project.

  • check The whole team on one shared database, no per-user fee
  • check Fields and stages named the way you talk
  • check MIT licence, no annual commitment
  • check Works with Claude Code

Make it yours

Design your own OnePageCRM replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from OnePageCRM. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your OnePageCRM replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your OnePageCRM data across and run it for you.

Switching

How to switch from OnePageCRM

The move involves exporting the records OnePageCRM allows, mapping its columns to the new CRM, checking the loaded data, then running both systems side by side before you switch.

  1. 1

    Export your records

    In OnePageCRM, use Import and Export to download contacts as CSV or Excel, including notes and calls if you want them. Export deals separately for each pipeline, choosing pending or closed deals. OnePageCRM says emails and attachments stored in the CRM cannot be exported, so keep those in your mailbox. Check with OnePageCRM if your account does not show these export options.

  2. 2

    Map and load the data

    The free importer is built for a Pipedrive export, and OnePageCRM uses different column names. Before loading everything, ask Claude Code to map the OnePageCRM columns to the fields the CRM expects, or have Enterprise DNA do the mapping. Bring across the contacts and deals you exported, along with the notes and calls you chose to include.

  3. 3

    Check the import results

    Review any warnings, unmatched records or other issues the import reports. Compare the contact and deal totals with your OnePageCRM exports, and check a few records against the originals, including their notes and calls. Fix mapping problems and load the corrected data before relying on the new CRM.

  4. 4

    Run both systems briefly

    Keep OnePageCRM available while you use the new CRM for a short period. Check that your team can find the right contacts and deals, see the history you brought across and work from dated next steps. Note any missing fields or rules you still depend on, then resolve those before making the new CRM your main system.

  5. 5

    Switch off OnePageCRM

    Once the records and day-to-day work check out, tell your team to use the new CRM and stop adding activity to OnePageCRM. Keep any emails and attachments you need in your mailbox, since OnePageCRM does not export them. Cancel or close your OnePageCRM account only after you have confirmed you no longer need access to its records.

construction

Where the real effort goes

The export itself is usually the straightforward part. Most of the work is mapping OnePageCRM’s column names to the new CRM, matching the fields and rules your team relies on, and deciding how much history to bring across. Notes and calls can be exported with contacts, but stored emails and attachments cannot. When Enterprise DNA runs the migration, they handle the mapping and check the totals.

Not ready for a call?

Get your OnePageCRM switch plan by email

We will send you the step-by-step plan for moving your business off OnePageCRM, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Two ways to switch

Try the free version, or have Enterprise DNA build yours

Open source

Run it yourself

Free

  1. 1 Download CRM for Claude Code from GitHub
  2. 2 Load the sample data and open the folder in Claude Code
  3. 3 Ask which follow-ups are due today
  4. 4 Export your OnePageCRM contacts and deals to CSV and ask Claude Code to map the columns onto the import
Get it on GitHub

Omni by Enterprise DNA

Have Enterprise DNA build and run it

One setup fee, then a monthly retainer

  • check Your OnePageCRM contacts, deals, notes and calls brought across, with the counts checked
  • check Dated next steps set on the right contacts
  • check Your inbox and calendar connected so calls and meetings log themselves
  • check Run inside Omni, our managed Command Center
Book a discovery call

Questions

Instead of OnePageCRM, answered

OnePageCRM is cheap per person. Is switching worth it? expand_more

For two people on Professional, maybe not. It changes when you need a second pipeline, more Autoflows, email sequences or permissions, because those sit on Business or Max and the whole team moves up. Owning the system costs the same whether three people use it or thirty.

Do we lose the Next Action way of working? expand_more

No. Every contact and deal keeps a dated next step, and asking what is due today gives you the same list your team works from now, with the history beside each name.

How do we get our records out of OnePageCRM? expand_more

From Import and Export you can download contacts as CSV or Excel, including notes and calls, and deals per pipeline, pending or closed. OnePageCRM's help centre says emails and attachments stored in the CRM cannot be exported, so keep those in your mailbox.

Will the export load into the free version as it is? expand_more

Not straight away. The free version reads a Pipedrive export, and OnePageCRM names its columns differently. Ask Claude Code to map them, or Enterprise DNA does the mapping and checks the totals when we build your version.

Our team uses the mobile app on the road. What then? expand_more

The free version has no phone app. It runs wherever Claude Code runs.

Keep the next step, own the list behind it

30 minutes with Sam. We look at your OnePageCRM plan, how many users and pipelines you pay for, and which limits your team keeps running into. If your own version fits, we build it and move your contacts and deals across. If it does not, the free version is yours to run.

Book a discovery call Get the free version

CRM for Claude Code is free and open source, published by Enterprise DNA.

Done paying for OnePageCRM?

Get your version built