Organise Your Non-profit's
People, Projects & Resources
Non-profit organisations coordinate teams, stakeholders, programmes, administrative activities, and financial responsibilities. OneOffice brings CRM, project management, marketing, invoicing, accounting, and workforce administration together to help organisations maintain structured records and coordinate their day-to-day operations.
Organise Stakeholder & Contact Information
Maintain organised records for partners, sponsors, suppliers, service recipients, and other relevant contacts. Use OneOffice CRM to manage contact information and follow-up activities.
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Contact Management
Maintain contact details and relevant organisational information.
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Lead & Relationship Tracking
Organise incoming enquiries and ongoing discussions.
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Contact Segmentation
Group contacts using available information to support outreach.
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Follow-up Tasks
Assign responsibilities and track outstanding activities.
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Access-Controlled Records
Keep relevant contact information available to authorized team members.
Coordinate Projects, Programmes & Activities
Organise community initiatives, internal projects, and administrative assignments through OneOffice project management tools.
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Project Organisation
Maintain project information and related activities.
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Task Assignment
Allocate responsibilities to team members.
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Progress Tracking
Review task status and outstanding work.
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Team Coordination
Organise activities across teams.
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Production Management
Use the production module where relevant to the organisation's operations.
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Operational Records
Maintain project-related information alongside other business records.
Coordinate Marketing & Outreach Activities
Organise awareness campaigns, outreach initiatives, event promotions, and other communication activities using available marketing tools.
Campaign Planning
Organise marketing activities and communication initiatives.
Contact Segmentation
Group relevant contacts using available CRM information.
Campaign Coordination
Maintain organised campaign tasks and responsibilities.
Follow-up Management
Coordinate activities associated with outreach enquiries.
Multi-Branch Coordination
Organise relevant activities across locations where supported.
Manage Quotations, Invoices & Accounting Records
Maintain organised financial documents for services, purchases, administrative expenses, and other applicable transactions. OneOffice supports quotation creation, one-click quotation-to-invoice conversion, direct invoicing, and accounting management.
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Quotation Creation
Prepare quotations for relevant services or business transactions.
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One-Click Invoice Conversion
Convert an existing quotation into an invoice in one click.
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Direct Invoice Creation
Create invoices without preparing a quotation first.
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Expense Tracking
Record organisational expenses and related transactions.
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Accounting Management
Maintain accounts, journal entries, and financial records.
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Financial Reporting
Review available financial reports for administrative oversight.
Manage Teams, Roles & Employee Records
Organise workforce administration and control access to organisational information through role-based permissions and TruPeople HRM integration.
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Role-Based Access Control
Assign permissions according to staff roles and responsibilities.
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Employee Profiles
Maintain employee information and organisational records.
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Attendance Management
Maintain attendance records through supported workflows.
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Shift & Leave Management
Organise employee schedules and leave administration.
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Payroll Management
Manage payroll activities through the connected HRM workflow.
Coordinate Operations Across Multiple Locations
For organisations operating across multiple offices, centres, or branches, OneOffice provides multi-branch management capabilities to support operational coordination.
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Multi-Branch Management
Organise supported operations across multiple locations.
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Location-Based Records
Maintain relevant information for different locations.
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Access Permissions
Control employee access according to assigned roles.
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Centralised Oversight
Review available organisational information through supported reporting workflows.
