Marketplace

PayPal

PayPal is one of the most widely used ways to send and receive money online. For a lot of small businesses, it also handles the invoicing.

The PayPal CRM integration displays the invoices connected to each client right on their page in OnePageCRM, with the status and the amount of every one.

Need to set it up? See our Help Docs.

Display PayPal invoices in your CRM

Using PayPal for invoicing is handy. Connecting it to your CRM makes it handier.

The PayPal widget on a client's page lists every invoice recorded for them: the date, the invoice number (which links straight to PayPal), its status, and the amount.

About CRM widgets

The PayPal widget on a OnePageCRM contact page, listing invoices with their numbers and amounts.

Email your clients straight from your CRM

Invoicing is an important part of your business, but so is the email around it. With OnePageCRM's two-way email sync for Gmail and Outlook, you can handle both in one window.

Have a quick look at a client's PayPal invoices, then send the follow-up reminder or the thank-you note without leaving your CRM.

About email features

An email drafted in OnePageCRM with template variables, synced with Gmail and Outlook.

Set reminders and tasks

You don't need an extra to-do list. Set a task next to any contact, and OnePageCRM sorts your tasks by urgency, color-codes them, and reminds you when it's time to reach out.

So an unpaid invoice gets a follow-up date the moment you spot it.

More about follow-up reminders

Contacts in OnePageCRM with invoice follow-ups set next to them, sorted by urgency.

Questions

Because invoices and client conversations usually end up in separate tabs. With the two connected, you can check an invoice's status on the same page where you call, email, and set follow-ups for that client.

Every invoice recorded for that contact: the date, the invoice number (which links straight to PayPal), the status, and the amount with its currency.

Install PayPal under Apps and Integrations in OnePageCRM, click Connect to PayPal, and log in to your PayPal account to allow the connection. Only the account owner or an admin can set it up.