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OfficOne
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All your Business. One Platform.

Your whole business, in one office.

Leads and deals, a shared WhatsApp and email inbox, campaigns, support tickets, GST invoices, accounting and automation — sharing the same customers, the same team and the same history. On your own domain.

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  • GST invoices & TDS
  • WhatsApp inbox
  • Your own domain
  • From ₹999/month
modules in one workspace
7
modules in one workspace
inbox channels: WhatsApp, email, chat, SMS
4
inbox channels: WhatsApp, email, chat, SMS
automation triggers
21
automation triggers
free trial, no card needed
14 days
free trial, no card needed
Why one workspace

Stop running the business across six tools.

Every hand-off between tools is a lead that goes cold, an invoice typed twice or a customer who explains their problem again. OfficOne keeps it all on one record.

Today

  • Leads in a spreadsheet nobody updates
  • Customer chats on five personal WhatsApp phones
  • Invoices typed in Word, GST worked out by hand
  • Books re-entered in a separate accounting tool
  • Email campaigns in yet another app
  • No idea which channel brought the sale

With OfficOne

  • Every lead captured, owned and followed up
  • One shared WhatsApp, email and chat inbox
  • GST invoices from the won deal, paid by UPI link
  • Ledger, bank and GST report kept automatically
  • Campaigns and sequences on the same contacts
  • Source and campaign on every lead and deal
The modules

Seven modules. One record of every customer.

Sales, the Inbox and Billing are the core most businesses start with. Add marketing, support, accounting and automation as you grow.

Sales

Leads to won deals

Core

Leads, people, companies and deal boards, with proposals, forecasts and commissions built in.

  • Deal boards with health
  • Proposals & e-signature
  • Booking pages
  • Forecasts & quotas
  • Commissions
  • Territories & playbooks
Explore Sales

Inbox

Email, WhatsApp, chat, SMS

Core

Every customer conversation — email, WhatsApp, website chat and SMS — in one shared inbox, linked to the person.

  • WhatsApp QR & Cloud API
  • Shared email inboxes
  • Website chat widget
  • SMS
  • Call log
  • Team chat
Explore Inbox

Billing

GST invoices to payments

Core

GST-ready quotations and invoices, credit notes, online payment links, recurring billing and reminders.

  • GST invoices
  • Quote → invoice
  • Payment links
  • Recurring invoices
  • Auto reminders
  • TDS
Explore Billing

Marketing

Email campaigns with a drag-and-drop builder, nurture sequences, forms, landing pages, events and social — with attribution.

Support

Tickets with SLA clocks and round-robin assignment, a help centre, a customer portal and satisfaction ratings.

Accounting

Double-entry books kept from your invoices and bills, bank reconciliation, financial statements and GST reports.

Automation

"When this happens, do that" workflows across every module, plus webhooks and an API for your own systems.

How it fits together

From the first message to money in the bank.

This is what happens to one customer in OfficOne — each step handled by a different team, on the same record.

  1. 1Marketing

    A lead comes in

    From a form, landing page, ad, WhatsApp or chat — with its source and campaign attached.

  2. 2Automation

    It's routed and welcomed

    Assigned to the right owner and greeted automatically, with a follow-up task if nobody replies.

  3. 3Sales

    The deal moves forward

    Meetings, proposals and e-signature on one board, with the forecast updating itself.

  4. 4Billing

    You invoice and get paid

    A GST invoice from the won deal, a payment link, and reminders until it's settled.

  5. 5Accounting

    The books are already done

    Invoice and payment posted to the ledger; the bank line matches itself; GST report ready.

  6. 6Support

    And the customer stays happy

    Questions become tickets with SLAs, the help centre answers the rest, and ratings tell you how you did.

Shared inbox

WhatsApp, email, chat and SMS — answered by the whole team.

Connect your business WhatsApp number, your mailboxes and a chat bubble for your website. Every message arrives in one inbox, attached to the right person, with their deals, invoices and tickets one click away.

  • WhatsApp by QR in a minute, or the official Cloud API with templates
  • Assign, reply and turn any conversation into a ticket
  • Website chat in your colours with agents' online status
  • Every message on the customer's timeline — no more lost chats on personal phones
GST billing

Quote, invoice and get paid — GST done for you.

Turn a won deal or an accepted quotation into a tax invoice in seconds. OfficOne works out CGST/SGST or IGST, numbers it for the financial year, sends a PDF and a link, and takes payment by UPI or card.

  • Quotations, proformas, tax invoices, credit and debit notes
  • Razorpay and Stripe payment links; payments recorded automatically
  • Part payments, advances and TDS deducted by clients
  • Recurring invoices and polite reminders until it's paid
Automation

Let the busywork run itself.

When a lead comes in, a deal is won or an invoice goes overdue, OfficOne sends the message, creates the task, assigns the owner or calls your own system. Build it on a canvas anyone can read.

  • Welcome new leads

    Email every new lead, and if they haven't replied in two days, remind the owner to call.

  • Share out leads fairly

    Give each new unowned lead to the next person in turn and tell them.

  • Hand over won deals

    Mark the person a customer and open a kick-off task the moment a deal is won.

  • Chase overdue invoices

    Tell the owner when an invoice goes overdue, and open a call task a week later if it's still unpaid.

  • See all triggers and actions
Built for India

Made for how Indian businesses actually work.

Not a foreign CRM with a GST add-on — tax, payments and WhatsApp are built in from the start.

  • GST, properly

    CGST/SGST vs IGST from GSTINs and place of supply, HSN/SAC, reverse charge, GSTIN checksum, amount in words.

  • TDS both ways

    TDS deducted by your clients on receipts, and TDS you deduct from vendors on bills — both in the books.

  • UPI & cards

    Razorpay payment links on invoices (Stripe too); paid invoices are marked paid on their own.

  • WhatsApp-first

    Your WhatsApp number in the shared inbox, in workflows, and on every customer's timeline.

  • April–March year

    Financial year numbering on invoices (INV/2026-27/…) and FY-based reports.

  • GST return report

    Output tax, input credit and net payable, with B2B and HSN summaries exported as CSV to prepare your return.

  • ₹ and lakhs

    Indian number formatting and INR by default — other currencies when you sell abroad.

  • States & codes

    Every Indian state with its GST code, ready on clients, vendors and invoices.

Your address

Your brand, your domain.

Every workspace starts on its own subdomain. Point a CNAME and it runs on yours too — with your logo and colours on the app, invoices, emails, forms, help centre and customer portal.

  • SSL certificates issued and renewed automatically
  • Each domain signs in separately — sessions never cross workspaces
  • Your logo and brand colour everywhere customers see you
  • Customer portal and help centre on your own address
Security & control

Your data, your rules.

Every workspace is isolated. Admins decide who can sign in, how, and from where — and can take a full export at any time.

  • Two-step sign-inAuthenticator-app codes and recovery codes; require them for admins or everyone.
  • Roles & permissionsReady roles for each team, or your own — down to who can delete or export.
  • Sign-in rulesIP allowlist, session length, sign-out after inactivity and password length.
  • Scoped API keysKeys only get the permissions you pick, and never more than the person who made them.
  • DevicesPair phones by QR and sign out a lost one from anywhere.
  • Your data is yoursExport everything as a ZIP, erase a person on request, and delete the workspace with 30 days to change your mind.
How we protect your workspace
Pricing

Simple plans in rupees.

Every plan includes your own domain, roles, two-step sign-in, imports and exports. Prices exclude GST.

Starter

Sales and the shared inbox for a small team getting organised.

₹999 / month

  • Sales
  • Inbox

Up to 3 users · 2,000 contacts

Most popular

Growth

Sell, market, support and invoice from one workspace.

₹2,999 / month

  • Sales
  • Inbox
  • Marketing
  • Support
  • Billing

Up to 10 users · 25,000 contacts

Business

Everything — including accounting and automation.

₹7,999 / month

  • Sales
  • Inbox
  • Marketing
  • Support
  • Billing
  • Accounting
  • Automation

Up to 50 users · 2,50,000 contacts

Compare every feature
Questions

Things people ask before they start.

Do I have to use every module?
No. Start with what you need — most teams start with Sales, the Inbox and Billing — and switch other modules on when you're ready. Your plan decides which modules are available.
Can I use my own WhatsApp number?
Yes. Connect a number by scanning a QR code, or use the official WhatsApp Cloud API with approved templates. Conversations land in the shared inbox with the customer's history.
Are the invoices GST-compliant?
Invoices carry your GSTIN, the client's GSTIN, HSN/SAC codes, place of supply and the right CGST/SGST or IGST split, with financial-year numbering and the amount in words. Credit and debit notes link to the original invoice.
Will it run on our own domain?
Yes. Every workspace gets its own address, and you can point your own domain (for example crm.yourcompany.com) at it — SSL is issued automatically and your logo and colours are used throughout.
Can we bring our existing data?
Import contacts and leads from Excel or CSV with duplicate detection, and enter opening balances for your books. You can export everything again at any time.
Is there a free trial?
Every new workspace starts with a 14-day trial. Plans start at ₹999 a month (plus GST).

Open your office today.

Create a workspace in a minute, invite the team and switch modules on as you need them.

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All your Business. One Platform.