ONE CRM
A CRM that doesn’t stop at the won deal
Most CRMs end where the work starts. In ONE, the deal you win becomes the project you plan, the hours you log and the invoice you send, so sales, delivery and billing share one record instead of three tools.
The sales cycle, end to end
A simplified CRM for teams that sell their time and expertise: accounts, contacts, leads, deals, quotes, contracts and insights, without an enterprise setup.
Leads and contacts
Accounts, contacts and leads in one place, with where each lead came from and what happened last. Your website’s forms send new leads straight in.
A visual deal pipeline
Move deals from lead to active to won on a pipeline that shows where every deal stands and what is about to close.
Quotes, contracts and invoices built in
Send quotes, keep the contract with the client and invoice when the work is done, without exporting anything to another tool.
Follow-ups that don’t slip
Reminders and follow-ups trigger automatically as deals move, and ONE AI drafts the follow-up email for you to review.
From won deal to finished project
When a deal is won, it opens the project and its board, automatically if you like. The client and the deal stay linked to the work, so the people delivering it start with what the people who sold it already knew.
From there, hours are logged on the project’s tasks, and the invoice is built from the real work and the agreed price. Each project shows its budget, logged hours and remaining hours.
- Clients linked to their projects and hours
- Won deals become projects with a board
- Invoices built from logged hours
- Pipeline, hours and progress in one dashboard
Bring your data, keep your AI
Moving from another CRM? Import leads, contacts and deals from Salesforce, or bring leads and contacts from a CSV file. When you are ready to grow the pipeline, ONE’s marketing side runs campaigns, segments and newsletters from the same contact records.
ONE AI drafts follow-ups and summarises threads on the AI provider your workspace connects. ONE ships no model of its own and never trains on your data.
Frequently asked questions
Is ONE a CRM or a project management tool?
Both, and that is the point. ONE is CRM, project management, time tracking and invoicing in one app, so a won deal becomes a project, the hours land on the tasks, and the invoice is built from the real work.
Can I import my data from Salesforce?
Yes. Leads, contacts and deals import from Salesforce, and leads and contacts also come in from CSV files.
What happens when a deal is won?
It becomes a project with its own board, automatically if you like, and stays linked to the client. The hours logged on that project feed its invoice.
Does ONE write follow-ups for me?
ONE AI drafts follow-ups for you to review. It runs on the AI provider your workspace connects, so AI requests go only there.
Who is the CRM built for?
Small service businesses: agencies, consultancies and studios of roughly 2 to 30 people who sell their time and want sales, delivery and invoicing in one place.
More of ONE
- Time tracking & leaveHours on the tasks they belong to, leave requests and approvals, and the team calendar.
- Project managementA kanban board per project, sprints, and the hours, budget and deadline behind every task.
- ONE vs. separate toolsWhat changes when the CRM, projects, time and invoicing share one workspace.
- Everything ONE doesThe whole workspace on one page: sales, delivery, your team and AI.
See ONE in action
Sign up for a demo and start free on the Starter plan. ONE is new, and startups and small businesses get full access for free while we grow.