Keep all customer-related contracts in your CRM to ensure consistency, keep everyone on the same page, and avoid the risks of discrepancies.
You don’t need to switch between the two apps.
By integrating OnePageCRM with Oneflow, you’ll be able to see all associated contracts for your customers and prospects on their individual pages, including their statuses.
In this case, if something is pending, you know that the Next Action is needed!
Having disjointed information across different apps makes it more difficult to manage contracts and issue timely invoices.
OnePageCRM is your single source of truth. Every Contact Page has all the data you need: contracts from Oneflow, previous calls, email threads, meeting notes, invoices as well as pending deals and upcoming tasks.
Sometimes it takes time to finalize a contract, so OnePageCRM gives you an opportunity to set and manage reminders next to every contact in the system.
We’ll remind you when it’s time to reconnect with a customer and ask about the status of your contract if there are some hiccups along the way.
Connect Oneflow to your CRM