CRM by OnePe – Smarter Customer & Business Management
CRM by OnePe is your complete solution for managing customers, projects, finances, and team collaboration — all in one secure and intuitive platform. From handling leads and proposals to generating invoices and tracking payments, CRM by OnePe helps your business stay organized, productive, and profitable.
📁 Project Management Made Easy
Manage your projects efficiently with built-in tools for task tracking, expense management, and billing.
Assign multiple team members to tasks
Track time spent and generate timesheets
Convert tasks and projects directly into invoices
Bill clients seamlessly based on work logged
🧾 One-Click Invoice Creation
Create professional invoices in seconds and send them directly to clients.
Add custom tax rules per item
Attach files and auto-generate PDF invoices
Set recurring invoices (every 1–12 months)
Accept payments securely via PayPal and Stripe
📑 Quick & Accurate Estimates
Generate detailed estimates in minutes and send them instantly to clients.
Auto-convert estimates into invoices upon approval
Allow clients to view and approve estimates without login
Track pending and accepted estimates with ease
📄 Engaging Proposals
Impress your prospects with beautifully designed proposals.
Add images, tables, and YouTube videos using the powerful editor
Enable comments for interactive discussions
Streamline your sales process from proposal to payment
📈 Leads Management
Never lose a potential client again.
Use the Kanban board to visualize lead stages
Convert leads into customers or proposals with one click
Auto-import leads from email and attach relevant documents
Add notes, reminders, and follow-up actions
💰 Expense & Payment Tracking
Stay in control of your company’s finances.
Record all expenses and set recurring ones automatically
Mark expenses as billable to clients or projects
Record multi-currency payments
Generate automated PDF receipts after each payment
💬 Support Ticket System
Deliver excellent customer support with a built-in helpdesk module.
Create, assign, and prioritize tickets
Add internal staff notes and attachments
Use predefined replies for faster responses
Integrate your knowledge base for instant customer help
📚 Knowledge Base for Teams & Clients
Empower both customers and staff with self-help resources.
Create articles with text editor and media
Include feedback voting (“Was this article useful?”)
Track which articles help customers most
🧩 Tasks & Team Collaboration
Assign tasks, add followers, upload attachments, and comment in real time.
Perfect for maintaining clarity across multiple departments and projects.
📜 Contract Management
Easily create, send, and track contracts digitally.
Generate PDF contracts in minutes
Send automated reminders before contract expiry
Manage all ongoing and completed contracts in one place
📊 Surveys & Feedback
Build and send custom surveys to leads, clients, or staff.
Gather insights to improve productivity and satisfaction
Generate detailed survey performance reports
🗓️ Detailed Calendar
Get a clear view of all your key activities —
Invoices, tasks, contracts, and estimate expiry dates — all in one organized calendar.
🏢 Company Newsfeed
Share updates, announcements, and files with your team.
Enhance communication and keep everyone informed with a unified newsfeed.
🎯 Goals & Reports
Track team performance and business success.
Set measurable goals and milestones
Get notified on achievements or shortfalls
Access reports for sales, income, expenses, and leads
Generate survey summaries and article performance stats
⚙️ Custom Fields
Add custom fields to invoices, proposals, estimates, and other modules for better personalization and reporting.
✨ Why Choose CRM by OnePe
All-in-one business and customer management solution
Automates billing, projects, and support in one place
Simplifies collaboration and communication
Enhances productivity through reports, goals, and insights
Designed for businesses of all sizes — from startups to enterprises
🚀 Organize. Collaborate. Grow.
Take control of your business operations with CRM by OnePe — your all-in-one hub for smarter project management, customer relationships, and financial control.
👉 Start Using CRM by OnePe – streamline your business today.
