A good part of any sale happens outside the CRM.
You pursue open invoices in your accounting app, contracts go out through your e-signature tool, you look up new leads in whatever tool you use for research, and so on.
Custom Buttons let you run these workflows right from OnePageCRM.
How it works
Let's say you have a call coming up with a new lead, and you'd like to know a bit about them and their company first.
You could open ChatGPT, type in their name and company, and ask it to look them up. Or you could add a Custom Button to OnePageCRM and do it in one click.
Click the button on the lead's page, and ChatGPT opens in a new tab and starts the research for you. All that's left is to read what it finds.
Every Custom Button works this way. It takes the details from the contact you're on and uses them in another app, so you don't have to type them in again or leave OnePageCRM to get the job done.
Other workflows you can automate
Researching a lead is one of the simpler jobs a Custom Button can do. We've tested a lot more, and each one is in the blog post with the steps for setting it up yourself:
- create a meeting invite in Google Calendar or Outlook,
- text a customer from their contact page,
- send a contract out for signature through DocuSign,
- email a customer a payment link from PayPal or Stripe,
- send a summary of a won deal to your team on Slack,
- chase an unpaid invoice.