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Automated workflows and daily tasks

Save time on the tasks that take you hours to complete. Let us take care of admin work so you can focus on growing your business further.

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crm automation

Automate and speed up processes

autoflow

Automate repetitive tasks

If there are any tasks do regularly, you don’t need to do them manually anymore.

With Autoflow, you can reduce CRM admin work and focus on building business relationships instead.
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CRM automation
presaved tasks
task sequences

Create a simple workflow

If you found a perfect sequence of actions that works for you, you don’t need to input them over and over again.

This is what CRM automation is for: just save these actions and use them as presets next time.
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lead clipper

Generate leads in a click

Capture lead details from any web page—and social media platform—in just a click.

They’ll be automatically added as contacts to your CRM account with a reminder next to them.
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lead capture
crm automation video
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See how it works

Have a look at how OnePageCRM automates routine workflow, processes, and repetitive tasks.
product catalog
deal management

Set up sales deals faster

If you use similar offerings for different clients, you can create a preset list of the most commonly used products or services.

Then you can add them automatically to invoices and quotes without having to manually re-enter details and calculate cost.
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quote management

Send quotes in 30 seconds

OnePageCRM generates professional-looking quotes from the deal’s details.

These details are automatically inserted into an email the moment you hit ‘Email quote’.
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quoting software
social media integration
enhance button

Pull data from social media

Life is too short for gathering contact info across all social media channels.

It takes just one click for OnePageCRM to automatically populate a contact with social data and fill out the missing details.
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Connect OnePageCRM to your favorite apps

crm integrations
    crm integrations
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Why businesses use OnePageCRM for sales automation

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The centerpiece of your business

Besides its follow-up functionality, this simple CRM has everything your business needs, so you don’t have to switch between different apps.
contact profile
Contact Details
Keep information about clients, partners, and all other contacts in a central database.
kanban sales pipeline
Deals & Pipeline
Manage sales deals, build pipelines, and send quotes without leaving your CRM.
email inbox
Email Inbox
Enable a two-way sync with your email client, track email opens, and create custom templates.
product catalog
Products & Services
Put your sales strategy into action, make the best of every opportunity, and convert more leads into paying clients.

Browse more tools for CRM automation

Auto-promote tasks

Auto-promote tasks

If you forget to set a date for your scheduled
task, we'll to it for you once the current task is completed.
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Boost calls with Speed Dialer

Boost calls with Speed Dialer

Make calls to your contacts with ease. Quickly dial starred contacts that have a phone number in your CRM.
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Align data across CRM

Align data across CRM

Update the Status or Tags of one contact in a given company and have all of their colleagues’ details updated automatically.
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Auto-calculate commissions

Auto-calculate commissions

Automatically calculate margins for deals or set a fixed commission. No need to do any manual calculations.
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Scrape contact info from web

Scrape contact info from web

Scrape contact details from any web page and auto-fill your CRM with new contacts in one click.
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The best CRM
with sales automation

We’ve built a CRM that helps you actively build and nurture business relationships instead of dealing with admin work and routine tasks.
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No credit card required • 21-free day trial
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FAQ about CRM automation

  • What is CRM automation?

    There are different types of CRM automation features.

    — The most common one is data entry automation. The majority of CRM systems have it. By enabling a data entry automation, small businesses can avoid manual typing and copy-pasting of CRM data.

    — Workflow automation helps CRM users automate some processes and trigger automatic events when something is changed in the CRM. For example, if a user adds a call note, an automatic follow-up email to the associated contact can be triggered.

  • How сan CRM help reduce admin and save time?

    You can use different CRM automation features: pre-saved action sequences or custom Autoflows. Besides, CRM is also a central database for your business where all important client and lead-related information is stored.

  • Why use CRM if I have a standard or predictable sales process?

    Then you can use our Saved Actions to streamline your sales teams workflow. Saved Actions can speed up your workflow. Easily create templates, group and insert them individually or in bulk in just one click. You can also simply start typing in the Next Action field—and your saved actions will appear.
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