Included
Products & catalogue
Manage products, prices and configurable product fields. Preview mapped CSV imports before saving.
ONECRM+ / OPERATIONS
Operations management software.
Connected to your customers.
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.
Full suite included. No hidden packages. New features included.
Keep the work after the sale in view.
- Manage products and stock in dedicated workspaces
- Coordinate purchasing, returns and manufacturing records
- Organise team processes with Visual Flow Boards
CONNECTED BY DESIGN
Keep the work after the sale in view.
A customer request can involve a product, a purchase, a stock movement and a manufacturing job. OneCRM+ gives those activities dedicated workspaces alongside the customer relationship, with configurable boards and workflows to help your team coordinate the next step.
OPERATIONS / 01
Product catalogue management
Keep the details behind what you sell in order.
OPERATIONS / 02
Inventory & purchasing
Follow the movement of goods and supplier activity.
Included
Inventory
Manage stock movements, returns, backorders and replenishment workflows.
Included
Purchasing & vendor bills
Organise purchase records and supplier bills in dedicated workspaces.
OPERATIONS / 03
Manufacturing management
Bring production work alongside your inventory.
Included
Manufacturing
Manage manufacturing work and work centres alongside inventory.
OPERATIONS / 04
Visual Flow Boards & workflow tools
Give the team a shared way to organise work.
Included
Visual Flow Boards
Organise work in boards with configurable columns, linked cells and workflow recipes.
Included
Flow Studio
Create and manage configurable workflows using supported records and actions.
Included
Tasks & calendar
Assign work, set priorities and due dates, and organise team events.
Included
Bespoke Customer Survey Forms
Build bespoke customer survey forms and review submissions with their associated history.
OPERATIONS / 05
Configurable operations records
Support the way your business works.
Included
Custom objects & fields
Create and publish custom objects, configure fields and arrange record layouts.
Included
Saved record views
Use configurable columns, filters and saved views to focus daily work.
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 / ORGANISE
Start with your catalogue.
Manage product details and preview mapped CSV imports before saving.
02 / COORDINATE
Bring operational work together.
Manage stock, purchasing and manufacturing activity in their dedicated workspaces.
03 / ADAPT
Shape the shared process.
Configure boards, fields and record views around the work your team needs to see.
OPERATIONS / QUESTIONS
Before you get started.
Which operations features are included?
Product catalogue management, inventory movements, returns, backorders, replenishment, purchasing records, vendor bills, manufacturing and work centres. Visual Flow Boards and supported workflow tools are also included.
What are Visual Flow Boards?
Visual Flow Boards organise work with configurable columns, linked cells and workflow recipes. They are included in every OneCRM+ subscription.
Can I import my product catalogue?
The product import tools support mapped CSV imports with validation and a preview before saving. Review your source data and supported fields during setup.
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.
CRM software
Keep customers, conversations and opportunities in one place. Give your team the context to follow up, build relationships and move the next sale forward.
Explore CRMAccounting 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.