4 OneHash CRM Features Your Business Should Use
A concrete look at four OneHash CRM features: pipeline management, quoting, follow-up automation, and reporting.
Most CRM feature lists read the same regardless of which product they describe. This one is scoped to what OneHash CRM actually ships, so you can decide whether it fits your sales process before you set it up.
1. One pipeline, from first contact to signed order
Leads arriving from web forms, email, calls and campaigns land in a single queue instead of four separate inboxes. From there, assignment can run on a rule — territory, product, round robin — or stay manual for the deals that need a specific rep. The pipeline stages are yours to define; OneHash CRM doesn’t impose a vendor’s idea of what a deal stage should be called. Targets can be set and tracked by territory, product, partner or individual rep, so a manager can see where a quarter is actually heading rather than guessing from a spreadsheet.
2. Quotes and orders tied to real stock
A quote is only useful if the price on it is still true. OneHash CRM prices quotes and orders from live stock and your own rate cards, so a rep isn’t sending a number that finance will have to walk back a day later. Orders raised from an accepted quote carry the same product and pricing data forward, which cuts out the re-keying that usually happens between the CRM and whatever system actually ships the order.
3. Follow-up that runs itself
Drip campaigns can be timed to a sequence and set to stop the moment someone replies, so a lead who has already engaged doesn’t keep getting the next canned email. Email opens and visitor activity on your site are tracked against the contact record, so a rep can see what someone has actually looked at before calling them. For teams with people in the field, check-ins can be geo-tagged and logged straight against the account, so a visit shows up in the record without anyone typing it up later.
4. Reporting and integrations you don’t need a developer for
Reports and dashboards are built inside OneHash CRM by whoever needs them, not commissioned from IT. For anything the CRM doesn’t do natively, webhooks and a REST API connect it to the rest of your stack, and OneHash ships with 150+ integrations across mail, calendars, payments and messaging.
If any of this is closer to what your sales process is missing than what you’re currently using, the fastest way to check is to try the live demo or see current pricing.
-Blog written by Mabel Andrady