Bring Your B2B Sales Pipeline,
CRM & Projects Together
B2B service providers manage sales pipelines, client relationships, projects, marketing, invoices, and employee responsibilities. OneOffice connects CRM, marketing, project management, invoicing, accounting, inventory, and HRM capabilities to help service businesses organise operations and maintain visibility into client work.
Manage B2B Leads, Deals & Client Relationships
Organise your sales pipeline with OneOffice CRM. Maintain visibility into prospective clients, business opportunities, customer information, and follow-up activities.
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Lead Management
Record and organise incoming business enquiries.
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Client Records
Maintain customer details and relevant business information.
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Deal Tracking
Monitor sales opportunities and their progress.
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Sales Activities
Assign tasks and manage follow-up responsibilities.
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Customer History
Keep relevant client information accessible to authorised team members.
Marketing Campaign Management
Organise campaigns for services and business offerings.
Contact Segmentation
Group contacts using available CRM information.
Lead Follow-ups
Coordinate tasks associated with marketing-generated enquiries.
Campaign Coordination
Maintain organised marketing activities and responsibilities.
Multi-Branch Marketing
Coordinate relevant campaigns across supported locations.
Coordinate Client Projects & Team Tasks
Manage client assignments, internal projects, and work responsibilities through OneOffice project management tools.
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Project Organisation
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Task Assignment
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Progress Tracking
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Team Coordination
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Production Management
Create Quotations, Convert Them to Invoices & Manage Accounts
Prepare quotations for service packages, consulting engagements, and other B2B transactions. Convert an approved quotation into an invoice in one click, or create an invoice directly for transactions that do not require a quotation.
Quotation Creation
Prepare quotations for products and services.
One-Click Invoice Conversion
Convert an existing quotation into an invoice in one click.
Direct Invoice Creation
Create invoices without preparing a quotation first.
Quotation & Invoice Records
Maintain transaction documents for reference and follow-up.
Expense Management
Record operating expenses and related transactions.
Accounting Management
Maintain accounts, journal entries, and financial records.
Financial Reporting
Review available financial reports to monitor business performance.
Manage Inventory, Suppliers & Custom Units
For B2B businesses that purchase, store, distribute, or consume products and materials, OneOffice provides inventory and purchasing tools.
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Inventory Management
Maintain product details and stock records.
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Custom Unit Creation
Define measurement units for products, supplies, and materials.
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Stock Monitoring
Review inventory information and available low-stock alerts.
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Vendor Management
Maintain supplier information for business reference.
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Purchase Management
Organise purchasing activities alongside inventory records.
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Multi-Branch Inventory
Manage relevant stock information across multiple locations through supported workflows.
Manage Multiple Branches & Business Locations
Coordinate operations across offices, service locations, and other business branches.
Multi-Branch Management
Organise supported business activities across multiple locations.
Centralised Records
Maintain relevant client, financial, and operational information.
Branch-Level Oversight
Review available information across locations.
Role-Based Permissions
Control access to business records according to employee roles.
Operational Coordination
Organise responsibilities across branch teams.
Manage Employee Records & Workforce Administration
Keep employee administration organised with TruPeople HRM integration while controlling access to business information.
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Role-Based Access Control
Configure employee permissions according to assigned roles and responsibilities.
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Employee Profiles
Maintain employee details and organisational records.
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Attendance Management
Record employee attendance through supported workflows.
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Shift & Leave Management
Organise employee schedules and leave records.
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Payroll Management
Manage payroll activities through the connected HRM workflow.
