Concept

Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.

Technology

Easily tailor your CRM without any development help. Edit deal stages, integrate with your favorite tools, manage multiple pipelines, and run it all with no-code automations.

Projects

Manage & Invoice projects with the powerful Project Managment Features. Track time spent on tasks and bill your customers. Multiple staff members on task and track time per assigned staff. 

Key Features

Explore the awesome ONO CRM features that will help you get your business to the next level.

PROJECT MANAGEMENT TOOL

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.


ONE CLICK INVOICE CREATION

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.


CREATE ESTIMATES

Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.


CREATE SMART LOOKING PROPOSALS

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube vides with the powerful editor. Proposals comments allowed for further discussion with the customer.

LEADS MANAGEMENT

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.


RECORD EXPENSES

Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.


RECORD PAYMENTS

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto generated PDF after each recorded payment.

AWESOME SUPPORT SYSTEM

Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

KNOWLEDGE BASE FOR CUSTOMERS AND STAFF MEMBERS

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

BUILT IN STAFF TASKS

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

MANAGE CONTRACTS

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.

SEND SURVEYS TO LEADS AND CUSTOMERS

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

DETAILED CALENDAR

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date

COMPANY NEWSFEED

Share great company events, upload documents, easy employees communications.

GOALS TRACKING

Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

CREATE ADDITIONAL CUSTOM FIELDS

Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc...

SIMPLE REPORTS FOR QUICK OVERVIEW

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)

SURVEY REPORTS

Generate powerful survey reports

AUTO DOCUMENT SHARING

Share your Full document and Status to your Suppliers, Agents, Partners and Law Firms.

STAFF MANAGEMENT

Staff Clock In and Clock out with Hrs rate and over time Report , Auto Generate Payslip etc.

DEAL OVERVIEW

Complete overview or your Deal.

1. The Internet

The Internet of Things has long been talked about amongst tech insiders as the next big innovation in home technology. 

2. Automation

While large-scale innovation in automation has traditionally been limited to the production side of society

3. Cryptocurrency

After Bitcoin’s meteoric price jump in 2017, major tech players have begun to take cryptocurrencies seriously.

4. Blockchain

Blockchain, the decentralized ledger that holds together cryptocurrencies, has applications reaching

5. AI

Artificial intelligence is seeing the light and applications of the technology are already being worked on