What is OneCRM?
OneCRM is a powerful, all-in-one CRM platform designed to help you manage clients, projects, invoices, leads, support tickets, and more. It's hosted and maintained by us—so you can focus on growing your business.
Do I need to install anything?
No need to worry about installation or setup. Everything is cloud-hosted—we take care of the technical side, including updates, backups, and maintenance.
Is OneCRM easy to use?
Yes. The interface is modern and intuitive. We also provide onboarding support and tutorials to help you get started.
Can my clients log in and view their invoices or projects?
Yes! Each client gets their own portal access where they can view invoices, projects, tasks, support tickets, and more. You can choose what each client sees.
Can I import my existing clients?
Absolutely. You can upload your client data using our Excel import template. Let us know if you need help formatting your data.
Can I create and send invoices?
Yes. OneCRM lets you create branded invoices, track payment status, and send them to clients via email.
Can my clients pay online?
Yes. Your clients can pay invoices using integrated gateways like PayPal, Stripe, and other local providers (depending on your region).
How can I collect leads from my website?
You can generate custom lead capture forms and embed them into your website. Leads submitted through the form are automatically added to your CRM.
Can I track the sales process?
Yes. The CRM includes pipeline and deal tracking tools so you can manage sales from inquiry to closed deal.
Does OneCRM have project management features?
Yes. You can create projects, assign tasks to team members, set deadlines, and track progress. Time tracking and file uploads are also supported.
Can my team collaborate within the system?
Yes. Team members can comment, update task status, upload files, and get notified of changes in real-time.
Is there a support ticket system?
Yes. Your clients can submit support tickets from their dashboard. You can manage, assign, and respond to tickets directly from your CRM.
Can I change the language of the CRM?
Yes. OneCRM supports multiple languages including English, Spanish, French, German, Filipino, and more.
Is my data secure?
es. We host OneCRM on secure servers with daily backups, SSL encryption, and strict access control. Your data privacy is our top priority.
Can I manage user roles and permissions?
Yes. You can define roles and assign specific access levels to each team member.
How much does OneCRM cost?
We offer flexible subscription plans based on the number of users and features. Please check our pricing page or contact our sales team for a custom quote.
Is there a free trial?
Yes. We offer a 14-day free trial—no credit card required.
What happens if I cancel my subscription?
You’ll retain access until the end of your billing period. After that, your account will be deactivated. You can always export your data before cancellation.
Can I customize the CRM with my own branding?
Yes. You can add your logo, set your color scheme, and use your custom domain (on select plans).
Do you offer customer support?
Definitely. We offer chat, email, and ticket-based support. Our team is here to assist you every step of the way.
