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Accounting & Invoicing

PayPal invoices in your CRM

Connect your PayPal account to OnePageCRM to avoid switching between two apps. All of the PayPal invoices associated with your clients will be displayed on their Contact pages.

PayPal CRM integration

Here’s what you can do with this CRM integration

PayPal CRM integration
CONTACT MANAGEMENT

Display PayPal invoices in your CRM

Using PayPal for invoicing is handy.

By connecting PayPal to OnePageCRM, you can get both: a simple invoicing process and a powerful CRM system at your fingertips.

Every Contact Page inside your CRM account has all the information you need: phone numbers, emails, meeting notes, calls, and also PayPal invoices!

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powerful email sync

Email your clients straight from CRM

Invoicing is an important part of your business processes but so is email communication.

Instead of having several tabs opened, you can do everything from OnePageCRM.

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

We have a two-way sync with both Gmail and Outlook.

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PayPal CRM integration
PayPal CRM integration
FOLLOW-UP REMINDERS

Set reminders and tasks

Following up is easy with OnePageCRM!

You don’t need an extra to-do list. You can set tasks next to any contact in your CRM—we’ll automatically sort them by urgency, color-code them, and also remind you when it’s time to reach out to a client or a lead.

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Integrate PayPal with an action-focused CRM

OnePageCRM is the only action-focused CRM in the world. Built for small businesses, it transforms your customer database into a simple to-do list (we call it Action Stream).
reminders
Set follow-up reminders next to contacts.
tasks
See a prioritized list of tasks for today.
target
Stay motivated with the Target Widget.
profile
Keep all client info on one scrollable page.
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Connect PayPal to your CRM

Discover the full potential of this simple CRM by integrating it with PayPal. Keeping everything in one place has never been easier!
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