CRM
A CRM that knows whether the customer paid.
OneHash CRM is not a separate product — it is the sales side of one business suite. Which means the deal, the invoice raised against it and the project it started are the same customer record, not three systems synchronising overnight.
What the CRM side does
All of it included in the one price. There is no sales tier above you holding a feature back.
- Real-time lead capture
- Web forms, email, calls and campaigns into one queue.
- Pipeline and funnel
- Your stages, named the way your team names them.
- Lead assignment
- Automatic by rule, or by hand when it matters.
- Quotes and orders
- Priced from live stock and your own rate cards.
- Drip campaigns
- Timed sequences that stop when someone replies.
- Email open tracking
- Know when it was read, and follow up then.
- Website visitor tracking
- See which accounts came back this week.
- Geo-tagged field visits
- Check-ins logged to the account from a phone.
- Auto follow-up reminders
- Nothing sits untouched because someone forgot.
- Customer segmentation
- Filter by behaviour, value, region or anything custom.
- Targets and KPIs
- By territory, product, partner or salesperson.
- Reports and dashboards
- Built by you, without waiting on a developer.
Most CRMs stop at the signature.
Yours closes the deal and hands off to an accounting package, a project tool and a helpdesk that know nothing about it. Every question afterwards — has it been invoiced, has it been paid, has it shipped, are they happy — needs a different tab.
Because OneHash is one product, the answer is on the customer record.
See how one record worksMeridian Fabrication
Won 14 Mar
Unpaid, 12 days overdue
4 of 6 milestones done
Calibration query, open 2 days
“Our CRM selection journey was extensive — meetings with more than thirty CRMs, including Zoho, HubSpot, Salesforce and Freshworks. OneHash was the only one that offered complete customisation.”
A CRM is a good start. This is the rest of it.
Start free, import your pipeline, and see the invoice against the deal on the same screen.