Stay on Top of Every Relationship
From the first handshake to the final deal, OneOffice CRM gives you a clear view of your customers and opportunities. Leads, clients, contacts, and deals stay organized—crafted into one seamless flow.
Organize Your To-Do List
Craft your day with focus. The built-in task manager ensures you never miss a follow-up or let opportunities slip away.
Prioritize what matters
Highlight tasks: mark as High, Medium, or Low priority to focus on what matters most.
Keep organized: structure your to-do list to maintain momentum in sales.
Stay consistent: move conversations forward steadily for progress.
Follow-up your way
Reach out: Choose how you reach out—Call, Email, or Meeting.
Status at a glance
Status: Mark tasks as Open, Done, or set as a Pending Task for later.
Lead Management That Converts
Every sale starts with a lead. OneOffice CRM lets you tailor the journey from prospect to paying client with clear visibility.
Manage Lead Status
Assign stages like New, Contacted, Negotiating, or Ready to Close with visual indicators.
Convert Leads
Turn leads into clients with a single action, ensuring no opportunity is missed.
Team Collaboration
Assign leads to team members, track follow-ups, and maintain accountability across your sales team with real-time updates.
Centralized Lead Tracking
Capture every lead in a single dashboard to keep your sales pipeline organized. Monitor progress, assign stages, and never lose track of potential opportunities.
Clients at Your Fingertips
Build long-lasting relationships with organized client records. With OneOffice CRM, you don't just store information—you dress it with context.
Record Key Details
Save essential information like Name, Contact Info, and Address for every client with complete accuracy and organization.
Assign a Contact Person
Designate someone responsible to ensure clear, consistent communication with every client interaction.
Ensure Accountability
Add an Account Owner so every client has a dedicated person managing the relationship. Your clients become more than data points—they form a tracked, connected network of real relationships.
Contacts That Keep You Connected
Every conversation counts. OneOffice CRM keeps your contacts styled for quick reference and easy management.
Capture Contact Details
Record Store Name, Email, and Phone Number with complete accuracy for every contact.
Connect to Customer Records
Link each contact directly to the corresponding customer profile for complete clarity.
Assign Responsibility
Add a Contact Owner so every connection has a clear point of accountability.
Deals You Can Close
OneOffice CRM is built for teams. Whether you're adding new leads, following up on tasks, or closing deals, your entire team can work in one shared system — with admin visibility and control at every step.
Track Every Deal
Monitor stages like Open, Won, Closed, Lost, or Cancelled to see where each opportunity stands.
Visualize Movements
Follow deals across the pipeline to understand where progress happens—or where it stalls.
Refine Your Strategy
Analyze outcomes and adjust tactics, creating a measured, tracked, and optimized path from prospect to closed deal.
Work Together, Stay in Control
OneOffice CRM is built for teams. Whether you're adding new leads, following up on tasks, or closing deals, your entire team can work in one shared system — with admin visibility and control at every step.
Create or Add Leads
Any team member can add new leads and update their progress in real time.
Centralized Oversight
Admins can monitor all leads, tasks, and activities from a single dashboard.
Assign with Ease
Add team members, assign work, and track responsibility.
Linked to Deals
Allocate leads, clients, or follow-up tasks to specific team members — no confusion, no overlap.
Controlled Access
Keep data organized with admin-defined visibility and permissions.
