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Introduced Quick Email Log and Meeting Log (Feedback) without creating a meeting from Client/Lead details and the dashboard. Updated Client/Lead Activities to show only Call Logs, Meeting Logs, and Email Logs instead of Calls, Meetings, and Emails. Introduced Email Logs to automatically record sent emails under Client/Lead Activities. Meeting can now only be marked as Complete after adding a Feedback. Dashboard now display Call Log, Email Log, and Meeting Log counts.
CRM app to manage leads, clients & to-do's with real-time sync and insights.
OneOffice CRM App is designed to help you manage leads, clients, and tasks anytime, anywhere. All CRM activities sync seamlessly with the OneOffice Business Portal, giving you real-time visibility of your business. A unified CRM, Sales, and Expense Management Software that centralizes customer management, lead tracking, sales pipeline, invoicing, expense tracking, and financial reporting in one platform for businesses of all sizes. By centralizing workflows, it saves time, reduces errors, and helps you focus on closing deals and building stronger CRM. Whether you’re tracking leads, converting them into clients, or organizing tasks for your team, OneOffice CRM ensures smoother operations and smarter collaboration. Key Features: Centralized Dashboard Get a complete CRM overview including leads, clients, and tasks in one place. Create & View To-Do’s Plan, assign, and track daily tasks with ease. Reminders & Notifications Stay on top of deadlines and never miss follow-ups. Lead Management Create new leads, update status, and track their journey. Lead to Client Conversion Turn opportunities into long-term customers with a single step. Client Management Add new clients, view client profiles, and store attachments. Direct Calling & Call Logs Call clients directly from the app and log call notes. Contact Management Add new contacts against Leads/clients, call directly from the app and log call notes. Attachments & Files Upload and organize documents under each client profile to maintain a well-structured CRM system. Multi-User Access Invite your team with secure role-based access for better client relationship management and data control. Why Choose OneOffice CRM? Designed for sales teams, businesses, manufacturer, and freelancers across bespoke and professional industries Real-time synchronization with the OneOffice Business Portal Easy onboarding with minimal setup Cloud-based system with mobile and remote access Integrated CRM tools to nurture better client relationships Important Note: Registration is required to activate and connect the full suite of OneOffice tools, including CRM, invoicing, accounting, and projects into one powerful, integrated ecosystem. To get started, register your business on the OneOffice Web App. Register now at: https://www.quicklyservices.com/oneoffice Enjoy a 1-month free trial with full access, also a lifetime free plan with limited features to keep you connected at no cost.