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.

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Here’s what you can do with this 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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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).