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OfficOne
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The platform

Seven modules. One customer record.

OfficOne puts sales, conversations, marketing, support, billing, accounting and automation in one workspace — so every team works from the same people, the same history and the same numbers.

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One record of every customer

Every module writes to the same timeline.

A person exists once. The form they filled, the WhatsApp they sent, the deal, the invoice, the payment and the support ticket all land on the same record — so whoever picks up the phone sees the whole story.

  • Shared contacts and companies across every module
  • One timeline of messages, deals, invoices and tickets
  • Duplicates caught on import and when leads come in
  • Owners, tags and lifecycle stage everyone can see
The modules

Start with the core. Switch on the rest when you need it.

Sales, Inbox and Billing are where most teams begin: win the customer, talk to them, get paid. The other four build on the same record.

How it fits together

From first lead to paid invoice — without re-typing anything.

This is the path most customers take through a business. In OfficOne each step hands over to the next 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.

Included everywhere

What every workspace gets, whatever the plan.

These aren't add-ons. They sit underneath every module.

  • Your own domain

    Every workspace gets its own address, and runs on yours (crm.yourcompany.com) with SSL issued automatically.

  • Your brand

    Your logo and colours on the app, emails, invoices, forms, help centre and customer portal.

  • Roles & permissions

    Ready roles for sales, marketing, support, billing and accounting — or build your own, permission by permission.

  • Two-step sign-in

    Authenticator-app codes with recovery codes; require it for admins or everyone.

  • Phone app pairing

    Pair a phone by scanning a QR code; sign out lost devices from anywhere.

  • Import & export

    Bring contacts in from Excel or CSV; take a full export of everything whenever you like.

  • Guided setup

    A step-by-step setup gets a new workspace ready — company details, brand, team, channels, contacts.

  • Notifications & audit log

    In-app notifications for what matters to each person, and a full log of who changed what.

Your domain & brand

Your customers see your name, not ours.

Each workspace has its own address from day one. Add your own domain and OfficOne serves your app, help centre, customer portal and landing pages from it — with your logo and colours on screens, emails and invoices.

  • Own subdomain included with every workspace
  • Custom domains with SSL issued automatically
  • Your logo and colours across the app and documents
  • Sign-in stays on your domain
Your team

The right access for every person.

Roles & permissions

Start with ready roles — Admin, Manager, Sales, Marketing, Support, Accountant, Billing — or build your own. Choose whether people see only their own records or everyone's, who can export, and who approves discounts.

Pair a phone in seconds

Open Settings → Devices, scan the QR code with the phone app, and it's signed in as you. Lost a phone? Sign it out from any browser.

Invite the whole team

Invite people by email, limit invites to your company's email domain, and switch someone off the day they leave — their API keys stop working with them.

Integrations & API

Connects to the tools you already pay for.

The channels, payment gateways and social accounts below connect from Settings. For everything else there are webhooks and an API.

  • WhatsApp

    Inbox

    Connect a number by QR, or the official Cloud API with approved templates.

  • Email (IMAP/SMTP)

    Inbox

    Your own mailboxes — shared or personal — threaded in the inbox.

  • Razorpay

    Billing

    Payment links on invoices; paid invoices are marked paid on their own.

  • Stripe

    Billing

    Card payments on invoices, recorded automatically.

  • Meta lead ads

    Marketing

    Leads from Facebook and Instagram ads arrive as leads instantly.

  • Facebook

    Marketing

    Schedule and publish posts to your page.

  • Instagram

    Marketing

    Schedule posts to your business account.

  • LinkedIn

    Marketing

    Schedule posts to your company page.

  • Slack

    Automation

    Post to a channel from any workflow.

  • Webhooks

    Automation

    Send any event to your own URL, signed and retried.

  • REST API

    Automation

    Scoped keys to read and write records from your own systems.

API & webhooks How keys and webhooks are protected
Questions

About the platform

Didn't find what you were looking for? We're happy to walk you through it.

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Do I have to use all seven modules?
No. Your plan decides which modules are switched on, and you can start with Sales and the Inbox and add the rest later. Everything you add works with the contacts and history you already have.
Is it one app or several products?
One app. Every module lives in the same workspace, uses the same people, the same team and the same sign-in, and writes to the same customer timeline.
Can it run on our own domain?
Yes. Every workspace gets its own address on officone.com, and you can add your own domain (for example crm.yourcompany.com). Point a CNAME and the certificate is issued automatically.
Can we control who sees what?
Yes. There are ready roles for managers, sales, marketing, support, billing and accounting, and you can build your own roles permission by permission. Changes are recorded in the audit log.
Can we get our data out?
Any time. An admin can export the whole workspace as a ZIP of CSV files from Settings. See Privacy & your data.
Does it connect to our own software?
Yes — with signed webhooks for events going out, and a REST API with scoped keys for reading and writing records, sending events and creating leads.

See your business in one workspace.

Create a workspace, invite the team and connect a channel or two. Your 14-day trial starts straight away.

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All your Business. One Platform.