Scriptera
Google Drive + OkoCrm scenarios — Sales & Leads
Ready-made scenarios where Google Drive and OkoCrm work together: pick one — a copy appears in your account and runs on its own.
16 scenarios
- New client onboarding — folder, email and team, automatically
- Client onboarding: folder, record and team alert, automatically
- Contacts from business cards into a spreadsheet — by photo
- Compare each proposal against your winners and find the gaps
- Client onboarding from a single form: folder, contact, channel, tasks
- Onboard a new client in one move
- A card photo becomes a contact in your sheet
- Sales call breakdown: transcript, lead status, task
- Client onboarding after a won deal
- Client onboarding from a single form: project, tasks, contract, channel
- A personal opening line for every lead on your list
- Client brief breakdowns, done for you with industry research
- A personal opening line for every contact
- Lead qualification and client document collection — automated
- Kick off a client project the moment they pay
- Client onboarding from documents — the record fills itself in
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.