Lead Clipper for Outlook is OnePageCRM's own add-in for the Outlook app, free with every account.
When someone emails you, Lead Clipper can turn them into a CRM contact from inside Outlook. You open the add-in on their email, and their details go into OnePageCRM.
Use the Lead Clipper to add leads to your CRM from the Outlook app.
Add new contacts to your CRM in just a few clicks.
Get the full picture by fetching historical emails.
Contact details missing? Click the enhance icon to gather more information.
Keep the momentum by setting up a Next Action.
Always know your next step
Set a Next Action for the new contact straight from the add-in, so every captured lead comes with a follow-up.
You can use it on existing contacts too: open it on their email, and you'll see their details and your Next Action for them. And when a timed Next Action comes due, you get a desktop notification.
It's the same clipper in a different spot. The browser extension does its clipping on web pages and social profiles, while this one lives inside Outlook and works on your emails. A lot of people run both.
Anything useful it can find: name, job title, organization, phone numbers, email addresses, social links, and even the profile picture. If something's missing, the enhance icon goes looking for more.
You can, yes. While you're saving a new contact, give them a Next Action in the same step. That way, the lead lands in OnePageCRM with a follow-up already waiting.
A couple more, actually. You can sync your Outlook 365 mail, so emails with your contacts get saved to their pages. And your Next Actions can be pushed into your Outlook Calendar. The setup guide covers all three.
Completely. It comes with every OnePageCRM account, whatever the plan, and the free trial has it too.
