Apps / CRM / Communications
Communications
WhatsApp, email, and calls in one thread
Every conversation with a lead or customer — WhatsApp, Meta, email, or call — lands in the same thread, attached to the deal. No more digging through someone's personal inbox.
No credit card required
[01] What it does
Everything Communications handles
WhatsApp lead capture
Leads from WhatsApp land in the pipeline automatically.
Meta/Instagram lead capture
Facebook and Instagram lead forms sync straight into CRM.
Email logging
Emails sent and received log against the deal automatically.
Call logging
Log call outcomes and notes without leaving the deal record.
Email templates
Send consistent, on-brand messages without retyping them.
Shared inbox view
See every conversation with a contact in one place, not scattered across inboxes.
Automated follow-up reminders
Get nudged when a lead hasn't heard back in X days.
Bulk email campaigns
Send segmented campaigns to a filtered list of contacts.
Communication history export
Pull the full conversation history for any deal on demand.
[02] Who it's for
What changes when you switch
Every conversation, in one thread
WhatsApp, email, and calls attach to the deal — no digging through a rep's personal inbox.
Never lose a lead that went quiet
Automated follow-up reminders catch leads before they go cold.
[03] Compare
See how Communications stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedVisibility if a rep leaves
Full history stays with the account
WhatsApp/Meta capture
Automatic
Follow-up reminders
Automatic on inactivity
Personal inboxes
Visibility if a rep leaves
Lost with the rep's inbox
WhatsApp/Meta capture
Manual copy-paste, if at all
Follow-up reminders
None — easy to forget
[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 COMMUNICATIONS 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.