OnePageCRM

app.onepagecrm.com
Commerce CRM Business management

OnePageCRM is a sales CRM built to help small teams stay focused on pipeline health. It centralizes deals and contacts so you can track relationships, manage stages, and keep information up to date. With an emphasis on keeping workflows simple and data current, OnePageCRM supports everyday sales follow-ups and helps teams avoid missed opportunities due to stale or duplicate records.

Connecting OnePageCRM enables BOBs to keep your CRM “live” by updating deal details, creating new contacts, and managing data hygiene. Instead of manual copy-paste, BOBs can react to key moments in your pipeline—like a deal closing or a new contact coming in—then coordinate the next steps across your other business tools.

This unlocks use cases such as automated post-close workflows (notifications, task creation, and handoffs), real-time lead intake (creating contacts as they appear), and ongoing CRM maintenance (removing or reducing clutter by deleting outdated contacts and staying duplication-aware). The result: fewer missed follow-ups, cleaner records, and a pipeline that reflects the current state of your business.

Available actions and events:
- Actions: Update Deal, Create Contact, Delete Contact
- Events: New Deal Closed, New Contact Created

What can BOBs do with OnePageCRM?

Perform actions

  • Create Contact
  • Delete Contact
  • List Company ID Options
  • List Contact ID Options
  • List Deal ID Options
  • List Lead Source ID Options
  • List Pipeline ID Options
  • List User ID Options
  • Update Deal

Listen to real-time events

  • New Contact Created
  • New Deal Closed