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CRM Integration - OnePageCRM

OnePageCRM is a CRM built to get more sales closed.

Integrating your OnePageCRM with WhatConverts gives you a better understanding of your incoming leads. Typically, a lead can be manually entered into your CRM software.
OnePageCRM Actions
With WhatConverts your phone calls, form submissions and web chats automatically added to your CRM. You get that information and more all sent directly into your OnePageCRM to give you the information of what page the customer was on when they submitted a lead, what marketing brought them to you and view chat transcripts and call recordings. This not only helps you manage your incoming leads, but also gives you the information at hand for the product or service the customer was viewing on your site and what marketing materials prompted them to reach out.
OnePageCRM example

WhatConverts can update sales value information from your leads in OnePageCRM to give you a clear picture of how your marketing efforts are performing and which channels could use some help.

WhatConverts answers your conversion questions including:

  • What marketing inspired a customer to reach out?
  • Are the leads coming into my business leading to sales?
  • When a customer fills out a form or calls, is that a “good” lead?

With WhatConverts, you have the tools to see what marketing converts, whether they call, chat or begin the sales journey with a form submission; we track those conversions and sales back to the marketing responsible, giving you the complete marketing picture.

Create New Contacts or Deals In OnePageCRM from leads received from:

  • Phone Calls
  • Web Form Submissions
  • Web Chat

Update your Marketing Leads from OnePageCRM in WhatConverts:

  • Quote (Deal) value
  • Sales (Deal) value

See Marketing Source and Medium Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

See Marketing Campaign and Keyword Reports by :

  • Total Leads
  • Quotable Leads
  • Total Quoted Value
  • Total Sales Value

More information on how to integrate with OnePageCRM.

OnePageCRM Integration