Build relationships. Close deals. Grow your business.
Managing leads, clients, and tasks shouldn't be complicated. With OneOffice CRM, you get a single cloud-based platform that centralizes your customer data, keeps your team aligned, and helps you close deals faster.
Everything you need
to manage your business
Whether you're a small business, sales team, or freelancer, OneOffice CRM is built to keep your pipeline flowing and your clients engaged.
Centralized Dashboard
See leads, clients, and tasks all in one clean, organized view.
To-Do & Task Management
Plan, assign, and track your daily work. Add deadlines, reminders, and follow-up actions.
Lead Management
Create new leads, update status, and track every opportunity until it closes.
Lead-to-Client Conversion
Turn opportunities into long-term customers with just one click.
Client Profiles
Manage client details, contacts, addresses, and attachments in one place.
Deal Tracking
Monitor open, won, and lost deals to keep your pipeline transparent.
Reminders & Notifications
Get notified of deadlines and follow-ups — never miss a deal again.
Direct Calls & Logs
Call clients directly from the app and log notes instantly.
Attachments & Files
Upload proposals, agreements, and related files under each client profile.
Work Together, Stay in Control
OneOffice is built for collaboration. Teams work in shared dashboards, while admins define visibility and control.
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Create or update records in real time.
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Assign tasks, leads, or clients without overlap.
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Monitor progress from a centralized view.
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Secure role-based access keeps data protected.
In their Own Words
Words from teams who finally brought finance, CRM, and operations under one roof.
“OneOffice CRM keeps all our customer data organized and accessible. Following up has never been this simple.”
Rozario Gomes
— Owner, Gomes & Co.
“Managing client relationships is easier with OneOffice. Everything I need is in one place, saving me time every day.”
Abdul Karim Beg
— Owner, Wegrow Limited
OneOffice Ecosystem
Seamlessly connected with invoicing, inventory, projects, and accounting. Your business data flows across all modules, giving you one connected source of truth.
Invoicing
Generate invoices from deals
Inventory
Track products & services
Projects
Convert deals to workflows
Accounting
Sync financial data
Ready to transform your business management?
Join thousands of businesses that trust OneOffice CRM to streamline their operations and accelerate growth.
