Included
Accounts & contacts
Linked company and contact records, searchable relationships and related activity.
ONECRM+ / CRM
CRM software that keeps
every relationship connected.
Keep customers, conversations and opportunities in one place. Give your team the context to follow up, build relationships and move the next sale forward.
Full suite included. No hidden packages. New features included.
From the first enquiry to the next conversation.
- Keep customer details and activity together
- Track opportunities and the actions that move them forward
- Build reports and forecasts from your CRM records
CONNECTED BY DESIGN
From the first enquiry to the next conversation.
A contact record is more useful when it connects to the work around it. OneCRM+ brings customer details, sales activity, cases and reporting into a shared CRM, so your team can see the relationship and decide what happens next.
CRM / 01
Customer & contact management
Start with a shared understanding of the customer.
Included
Leads & conversion
Capture enquiries and convert qualified leads into connected customer records.
Included
Notes, calls & history
Keep notes, calls and a recorded history of changes alongside each relationship.
Included
Cases & approvals
Manage customer cases and record approval decisions.
CRM / 02
Sales pipeline & activity management
Turn an enquiry into a clear next step.
Included
Opportunity management
Track stages, close dates and deal values through your sales pipeline.
Included
Tasks & calendar
Assign work, set priorities and due dates, and organise team events.
Included
Quotes
Prepare and manage product-based quotations linked to CRM records.
CRM / 03
CRM reporting & sales forecasting
Understand the records behind the result.
Included
Report studio
Choose fields, filters, grouping and summaries. Export matching detail to CSV.
Included
Custom dashboards
Bring report visualisations together in configurable dashboard views.
Included
Sales forecasting
Configure source fields, stage probabilities, currency and reporting periods.
Included
Targets & snapshots
Set targets, record reasoned adjustments and capture historical forecast snapshots.
Included
Saved record views
Use configurable columns, filters and saved views to focus daily work.
Included
Custom-object reports
Include published custom objects in reports and dashboards, subject to access.
CRM / 04
Customer forms, portals & marketing
Make customer-facing work part of the same picture.
Included
Bespoke Customer Survey Forms
Build bespoke customer survey forms and review submissions with their associated history.
Included
Customer portals
Manage scoped customer portal experiences and linked records.
Included
Marketing workspace
Organise marketing activity within the company application.
CRM / 05
A CRM that fits your process
Shape the records and access around your team.
Included
Custom objects & fields
Create and publish custom objects, configure fields and arrange record layouts.
Included
Roles & permissions
Control module, record and field access through configured roles.
Included
Data tools & recovery
Preview imports, export data and prepare encrypted recovery archives.
FROM RECORDS TO DAILY WORK
Make the next step clearer.
Bring the right information and actions into view for your team.
01 / CAPTURE
Start with the enquiry.
Record a lead, connect the customer details and keep the conversation in context.
02 / PROGRESS
Keep the next action visible.
Track an opportunity, prepare a quote and organise follow-up tasks.
03 / LEARN
Review what is moving.
Use reports, dashboards and configured forecasts to understand your pipeline.
CRM / QUESTIONS
Before you get started.
What does OneCRM+ CRM include?
Accounts, contacts, leads, opportunities, customer activity, tasks, cases, quotes, reports, dashboards and configurable forecasts. Customer forms, portals and customisation tools are included in the same subscription.
Can I customise the CRM?
Yes. Configure fields, record layouts, saved views and role access. Published custom objects can also be used in supported reports and dashboards.
Does CRM cost extra on top of operations or accounting?
No. The whole OneCRM+ suite is $50 AUD per user, per month. CRM, operations and accounting tools are included in that one subscription.
THE REST OF YOUR SUITE
Connected work.
One subscription.
These are parts of one product, not packages to buy separately. Every OneCRM+ user gets them all.
Operations software
Bring products, stock, purchasing and manufacturing into the same business workspace. Organise the work behind the sale with tools that fit how your team operates.
Explore OperationsAccounting software
Keep invoices, credit notes, supplier bills and operational financial reports alongside your customer and product records. Bring the financial work into the same connected suite.
Explore AccountingTHE WHOLE SUITE. FROM DAY ONE.
Your ambition.
All the tools to match.
$50 AUD per user, per month. Every feature included.
Start with a 30-day free trial. No card required.