OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.
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List of your custom filters
Helper function to prefill a list of tags which can be applied to a contact or company.
Triggers when a new pending deal is created.
Triggers when a new contact is created.
Get status list
Triggers when a deal is won.
Triggers when a new next action is set
Adds a new Note for previously found contact, using Contact ID from Search Contact action
Creates a new contact in OnePageCRM.