A full sales workspace, not just a contact list
OneDash CRM covers the complete customer lifecycle: from first WhatsApp message to closed deal. Every conversation links to a contact, account, or deal so your team always has context.
Manage contacts, accounts, deals, pipelines, tasks, meetings, and projects in one CRM linked to your inbox.
Centralise every person and company you work with.
Store contact details, tags, assignment, and full conversation history. Import and export in bulk. Sync with your unified inbox and invoicing contacts.
Manage company accounts with contact persons, KYC documents, and a financials tab showing live invoices, quotes, payments, and credit notes for that customer.
Convert website chat or WhatsApp guests into CRM contacts or leads in one click. Block or unblock contacts and toggle AI handling per conversation.
One contact record across CRM, invoicing, and inbox. Changes sync so you never duplicate data between modules.
Qualify prospects and move deals through custom stages.
Capture leads with source tracking, status, assignment, and scoring. Convert qualified leads into deals or contacts when ready.
Automatic and manual scoring to prioritise hot prospects. Filter and assign high-score leads to the right rep.
Track deals in table or Kanban view. Mark won or lost, see pipeline value, and use multiple pipelines with configurable stages and win probabilities.
Create pipelines for different products or teams. Set rotten days, stage probabilities, and closed-won/lost stages.
Log every interaction and keep the team aligned.
Create tasks linked to contacts, deals, or accounts. Set priority, due dates, and mark complete or reopen.
Schedule meetings with notes and meeting URLs. Add events to Google Calendar directly from OneDash.
Log inbound and outbound calls manually with direction, duration, outcome, and recording URL. Appears on the contact timeline.
Add notes to any record. View a chronological activity feed across leads, deals, and accounts, every touchpoint in one place.
Run delivery work and outbound outreach from the same CRM.
Track projects with milestones, tasks, team assignments, and completion percentage. Link projects to accounts or deals.
Launch SMS, email, or WhatsApp campaigns to CRM segments. Track delivery, opens, and replies with ROI metrics.
Save reusable campaign setups with the advanced campaign wizard, recipients, scheduling, and channel selection.
Full audit trail of changes across CRM records for compliance and team accountability.
Import leads from WhatsApp, web chat, CSV, or Lead Hunter. Auto-create contacts from inbox guests.
Score leads, assign to reps, and move through custom pipeline stages with rotten-day alerts.
Log calls, schedule meetings, add notes, and run campaigns, all on the contact timeline.
Mark deals won, generate invoices from the account financials tab, and track delivery in projects.
Replace spreadsheets and a separate CRM. One pipeline from first WhatsApp message to paid invoice.
Company accounts with KYC docs, contact persons, and live invoice/payment history.
Import lists, score engagement, and convert hot leads to deals without leaving OneDash.
| Plan | Availability | Notes |
|---|---|---|
| Core | Included | Full CRM, no WhatsApp inbox |
| Starter | Included | + WhatsApp & campaigns |
| Pro+ | Included | All channels + voice |
| Enterprise | Included | White label + SLA |
No Zapier required. These modules connect inside OneDash with shared contacts and data.
14-day free trial on Core or Starter. No credit card required. Setup takes minutes.