Apps / CRM
CRM
Lead to cash, in one pipeline
Track leads, deals, and customer conversations from first contact through to the invoice — connected to the same customer and order records as the rest of OneBook.
No credit card required
[01] What it does
Everything CRM handles
Lead to cash, in one pipeline
Lead & deal pipeline
Visual pipeline from first contact to won or lost.
Contact & company records
Every interaction logged against the account, not an inbox.
Email & call logging
Communication history stays with the deal, not with one person's inbox.
Sync with Selling
A won deal becomes a sales order without re-entry.
WhatsApp & Meta lead capture
Leads from WhatsApp, Instagram, and Facebook land in the pipeline automatically.
Workflow automation
Assign leads, trigger follow-up tasks, and move deals through stages on rules you set.
Custom pipelines & stages
Model the sales process you actually run, not a generic template.
Reports & forecasting
Pipeline value, win rate, and forecast — built from the same live deal data.
Mobile access
Full pipeline and contact access from the field, not just the desktop.
[02] Who it's for
What changes when you switch
Get your pipeline out of a spreadsheet
Sales teams currently running pipeline in a spreadsheet nobody trusts is up to date get one live, shared source of truth.
One customer record, from lead to invoice
CRM and invoicing share the same customer record — no re-entering the same company twice.
[03] Compare
See how CRM stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedPricing
Flat tier, unlimited users
Order/invoice tie-in
Won deal becomes a sales order automatically
WhatsApp/Meta lead capture
Built in
Data model
Same database as accounting and inventory
Zoho CRM
Pricing
Priced per user, per month
Order/invoice tie-in
Needs Zoho Books integration, separate subscription
WhatsApp/Meta lead capture
Available via marketplace extension
Data model
Separate app, syncs via integration
[04] Integrations
CRM works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON CRM IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[06] Modules
Everything inside CRM
Explore each CRM module in detail — what it does, and how it fits into the rest of OneBook.
specialized Features
A visual pipeline from first contact to won or lost
Visual kanban pipeline
Custom pipeline stages
Contact & company records
Deal scoring
Duplicate detection
Deal-to-order conversion
Multiple pipelines
Activity timeline
Lost-reason tracking
What people say
“Our team went from dreading month-end to closing it without confusion. That's how you know you picked the right tool”
Suraj
Managing Director, AFA
[07] Apps
One platform, every app
ERPNext
The core operating system for your business
HRMS
HR and payroll without a separate system
CRM
Lead to cash, in one pipeline
Helpdesk
Support tickets, without a separate tool
Insights
Dashboards without waiting on a report
Raven
Team chat, built into the same platform
ERPNext
The core operating system for your business
HRMS
HR and payroll without a separate system
CRM
Lead to cash, in one pipeline
Helpdesk
Support tickets, without a separate tool
Insights
Dashboards without waiting on a report
Raven
Team chat, built into the same platform
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.