Overview

Easily keep track of your contracts directly in action-based CRM, OnePageCRM. OnePageCRM gives you easy access to Oneflow documents and allows you to add follow-up reminders next to any sales opportunities and records in your CRM system. With Oneflow contracts in OnePageCRM, you’ll always have a full picture of each client profile and a clear plan of action.

Key capabilities

• See all associated contracts from Oneflow in OnePageCRM, ensuring you stay on top of your proposals in the place you work.
• Find all contract-related information without the need to switch between tabs.
• Improve communication between your financial and sales department and eliminate the need for unnecessary back-and-forth messages.
• Make it easy for your prospects to sign with smooth e-signatures and dynamic contracts that work across multiple devices.
• Securely store all of your contracts in Oneflow’s searchable archive and set up automated reminders as soon as it’s time for renewal.