Apps / CRM / Automation & Workflows
Automation & Workflows
Rules that move deals forward without a manager chasing anyone
Assign leads, trigger follow-up tasks, and move deals through stages based on rules you set — not on someone remembering to do it.
No credit card required
[01] What it does
Everything Automation & Workflows handles
Lead assignment rules
Route new leads to the right rep automatically, by territory or round-robin.
Stage-based task triggers
Moving a deal to a stage automatically creates the next task.
SLA on first response
Get flagged if a new lead hasn't been contacted within your target time.
Auto-reassignment on inactivity
Stale deals get reassigned or flagged instead of quietly dying.
Custom automation rules
Build if-this-then-that rules without needing a developer.
Approval workflows
Require sign-off on discounts or custom terms before a deal closes.
Email sequence automation
Enroll a lead in a sequence and let it run without manual sends.
Webhook triggers
Fire an action in another system the moment a deal changes stage.
Audit log
See exactly which rule fired and when, for every automated action.
[02] Who it's for
What changes when you switch
Leads get to the right rep without a manager routing them
Assignment rules route new leads automatically, by territory or round robin.
Stale deals get flagged, not forgotten
Auto-reassignment on inactivity means a deal never quietly dies in someone's pipeline.
[03] Compare
See how Automation & Workflows stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedLead routing
Automatic, rule-based
SLA tracking
Automatic flag on breach
Approval workflow
Built in
Manual process
Lead routing
Manual, depends on someone noticing
SLA tracking
Not tracked
Approval workflow
Email chain, easy to skip
[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 AUTOMATION & WORKFLOWS 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
[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.