A place for the conversation
Keep customer records and enquiries together so your team can see who needs a response. Use tasks and notes to retain the next step and relevant context.
Customer, enquiry, quote & work management
Know the customer.
Keep the next step.
An enquiry needs more than an inbox. Bring the customer context, the quote and the work that follows into connected workspaces.
Move from a quote to the work
Manage quotes and associated jobs or projects. Appointments and tasks help organise work. Recorded invoices and payments provide a separate view of booked and received money.
Give follow-up a useful starting point
One can prepare supported contact tasks, notes and enquiry follow-up actions for confirmation. Permitted records, enabled modules and your role determine what you can see and change.
See the journey that fits your business.
A personal conversation about capabilities, availability, setup and pricing.
Request a demo & pricingYour questions
Will my website automatically feed One?
Website intake needs an agreed connection, approved origins and tenant configuration. We verify handling before promising a working integration.
Does One automatically send messages?
We do not promise operational automated email, SMS or WhatsApp from the current presentation. Discuss your communication requirements and the current scope.