Skip to content
OfficOne
Start free
Sales

Every lead followed up. Every deal on one board.

Capture leads from anywhere, work them on a pipeline your team actually updates, and send proposals clients sign online — with forecasts and commissions that add themselves up.

Start free Book a demo

Included in Starter, Growth and Business· from ₹999 a monthSee plans

Stages per pipeline, each with its own probability
2–30
Stages per pipeline, each with its own probability
Rows per Excel or CSV import, with duplicate checks
10,000
Rows per Excel or CSV import, with duplicate checks
Forecast categories, from pipeline to commit
4
Forecast categories, from pipeline to commit
Task types — including WhatsApp and follow-up
6
Task types — including WhatsApp and follow-up
What's inside

One record per customer, from first touch to signed proposal.

Leads, people, companies and deals are one connected set of records — the same ones Inbox, Support and Billing use.

Leads, people & companies

One record per person with timeline, owner, lead status, lifecycle stage, tags and score. Import from Excel/CSV with duplicate detection and merge.

Deal pipelines

Drag-and-drop boards per pipeline, deal health, stage probabilities, line items from your product catalogue and lost reasons.

Proposals & contracts

Templates with merge fields, a branded share link, client e-acceptance with name and IP recorded, and a deal room for the buying team.

Tasks & meetings

Calls, follow-ups and meetings with reminders. Public booking pages let customers pick a free slot with the right person.

Forecast & quotas

Commit, best-case and pipeline calls per rep, quota attainment by period, and a sales dashboard managers can trust.

Commissions

Commission plans per person; payouts calculate when a deal is won and reverse if it's reopened.

Territories & routing

Rules by city, country, source, company, email domain, tag or title send each new lead to the right owner automatically.

Playbooks & approvals

Stage playbooks that suggest the next steps (and create the tasks when applied), plus approvals for discounts above a limit.

Blacklist & duplicates

Block domains, emails or numbers from ever becoming leads, and find duplicate people before they pile up.

Pipelines & deal health

A board that shows you where deals are stuck.

Run as many pipelines as you sell — new business, renewals, projects — each with its own stages, probabilities and currency. Drag a deal forward and the forecast moves with it. The health view points at the deals that need someone today.

  • Deals flagged as stale once they sit in a stage longer than the pipeline allows
  • Weighted value per stage, average days in stage and your 90-day win rate
  • Lists of deals past their close date and deals with no next task
  • Line items from your product catalogue, with discount and tax per line
  • Discounts above your limit need an approval before they stick
  • Moving a deal to Won makes the person a customer and tells their managers
Proposals & deal rooms

Proposals your client can accept in a minute.

Write a template once with merge fields for the client, deal, items and totals. Each proposal gets a branded share link; you're told when it's first opened. The client accepts by typing their name and email and ticking the box — OfficOne records who accepted, when, and from which IP.

  • Templates with merge fields for workspace, deal, contact, company, owner and an items table
  • Numbered proposals with a validity period that expire on their own
  • A confirmation email to the client the moment they accept
  • A deal room with a shared action plan both sides tick off, files and view alerts
  • Stakeholder roles and sentiment kept internal, for your team only
Meetings & follow-ups

Let prospects pick a time. Never lose a follow-up.

Share a booking page with your availability. A booking creates the lead, puts the meeting on your OfficOne calendar and sends confirmations. Calls, emails, WhatsApps and follow-ups live as tasks on the person, with reminders when they're due.

  • Duration, buffer, minimum notice and how far ahead people can book
  • Weekly availability windows in your time zone, plus custom questions
  • Video, phone or in-person meetings
  • Task reminders when they're due, and 15 minutes before a meeting
  • Blacklisted emails, domains and numbers can't book or become leads
Forecast · quotas · commissions

The numbers managers ask for, without the spreadsheet.

Every figure comes from the deals on the board — reps don't keep a second copy anywhere.

Forecast

Each deal sits in pipeline, best case, commit or omitted — from its stage probability unless the rep says otherwise. Reps submit their call; managers can override it.

Quotas

Monthly or quarterly targets per person, by value or by number of deals, with attainment that updates as deals are won.

Commissions

A base rate plus tiers by quota attainment, with an optional cap. Created when a deal is won, voided if it's reopened or lost — then approved and marked paid.

How a deal moves

From the first enquiry to the first invoice.

Sales sits in the middle of the journey: Marketing and Inbox bring people in, Billing takes the won deal from here.

  1. 1

    A lead comes inMarketing

    From a form, a booking page, an import, the API — or a WhatsApp chat your team turns into a lead.

  2. 2

    It reaches the right owner

    Territory rules match on city, country, source, company, email domain, tag or title and assign the owner.

  3. 3

    A meeting gets booked

    The prospect picks a slot on your booking page; the meeting and the lead land together.

  4. 4

    The proposal is accepted

    Sent from the deal, opened on a share link, accepted with name, email and IP recorded.

  5. 5

    The deal is won

    The person becomes a customer, managers are told, and the rep's commission is created.

  6. Hands over to BillingRaise a GST quotation, proforma or tax invoice straight from the won deal — products and value come with it.See Billing
Made for how India sells

Small details that save your team real time.

Duplicates by phone, the Indian way
Numbers are matched on their last 10 digits, so +91 98200 12345, 098200 12345 and 9820012345 are the same person.
Excel in, Excel out
Import .xlsx, .xls or .csv. Choose to skip, update or create when a row matches someone you already have.
WhatsApp as a task type
Plan a WhatsApp follow-up like a call or a meeting — and send it from the shared Inbox.
Territories by city
Send Mumbai leads to one team and Bengaluru to another, or route by source, company or email domain.
GST on deal line items
Tax per line on the deal, so the quotation you raise in Billing comes out right the first time.
Your currency per pipeline
Keep domestic deals in rupees and an export pipeline in dollars, side by side.
Put it on autopilot

Sales follow-ups that run themselves.

Four of these come as ready templates in the workflow builder.

How Automation works
  • When
    Lead captured
    IfIt's a new person, not a returning one
    1. 1Email them a thank-you from the owner
    2. 2Wait 2 days
    3. 3If their lead status is still New, create a call task for the owner
  • When
    Lead or contact created
    IfLifecycle is Lead and there's no owner
    1. 1Assign an owner round-robin across your reps
    2. 2Notify the new owner with the lead's email and phone
  • When
    Deal won
    1. 1Update the person's lifecycle stage to Customer
    2. 2Create a kick-off meeting task for the owner in 2 days
  • When
    On a schedule: every Monday, 9:30 am
    IfOpen deals with high priority
    1. 1Notify each owner to check in on the deal and its stage

Workflows are part of the Business plan. Each one starts switched off, and you can test it on a real record first.

Questions

Sales, plainly answered.

Something else? Ask us in a demo.

Can I bring my existing leads from Excel?
Yes. Upload .xlsx, .xls or .csv (up to 10,000 rows at a time), map the columns, and choose what happens to rows that match an existing person by email or phone: skip, update or create.
Does the booking page sync with Google Calendar or Outlook?
Not yet. Bookings go on the OfficOne meetings calendar, and availability is checked against the meetings you have in OfficOne.
Is proposal acceptance a legal e-signature?
It's a typed acceptance: the client enters their name and email and ticks to agree, and OfficOne records the name, email, time and IP address. Many businesses use it as their acceptance record; if you need an Aadhaar or DSC-based signature, that isn't built in.
Can different teams have different pipelines?
Yes. Create as many pipelines as you need, each with 2 to 30 stages, its own probabilities, currency and stale-deal threshold. You can copy a pipeline to start a new one.
How are commissions calculated?
Each person has one active plan: a base rate, optional tiers by quota attainment, and an optional cap. A commission is created when their deal is won and voided if the deal is reopened or lost, unless it's already been paid.
Can I stop junk leads?
Yes. Blacklist an email, a whole domain (subdomains included) or a phone number, and it's blocked on manual entry, import and booking.
One workspace

Works together with

Every module shares the same people, team and history — nothing to sync, nothing to re-type.

Put every deal on one board.

Import your leads, set up a pipeline and share your booking page — your team can be working deals today.

Start free Book a demo

All your Business. One Platform.