Turn ChatGPT into your CRM assistant. It can summarize your Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.
How to use
- 1Add it in ChatGPT
Open OnePageCRM in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick OnePageCRM, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Disconnect
- 1Disconnect it in ChatGPT
Open Settings, then Apps or Plugins (the label depends on your rollout), select OnePageCRM and choose Disconnect. ChatGPT stops acting through your account; past conversations aren't deleted.