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- New ContactTriggers when a new contact is created.Trigger
- New Won DealTriggers when a deal is won.Trigger
- New Next ActionTriggers when a new next action is set.Trigger
- New Pending DealTriggers when a new pending deal is created.Trigger
- Create NoteAdds a new Note for previously found contact, using Contact ID from Search Contact action.Action
- Create ContactCreates a new contact in OnePageCRM.Action
- Find ContactFind a contact in OnepageCRM.Action
- Find or Create a contactFinds or creates a specific find contact.Action
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.