A CRM where the support ticket and the invoice hang off the same record
In Oneop, a contact is not a copy of a contact in another system. The chat conversation, the ticket, the task, the quote and the invoice all point at the same row, in the same database, behind the same tenant boundary. Nothing syncs, because nothing is duplicated.
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Lead
Qualified
Proposal
Won
Three things this CRM does that a bolt-on can't
A CRM stitched to a help desk by an integration is two databases and a hope. Oneop is one.
The customer record is the same object the ticket and the invoice reference
A ticket's requester resolves to a CRM contact and to a finance customer by tenant-scoped email match, and a task can be attached directly to a deal, a contact, a company, a lead, a ticket, an invoice, a bill, a sales order, a purchase order, an inventory item, a customer or a project — twelve linkage types, one task engine. There is no sync job to fail overnight.
Web-to-lead forms embed on someone else's domain and route in seconds
Build a form, pick the fields, take a two-line snippet, paste it into WordPress, Webflow or plain HTML. It renders and submits cross-origin. Submissions land as CRM leads tagged web_form, then run straight through scoring and routing, so the right rep is assigned and notified without anyone watching an inbox. Bots hit a hidden honeypot field and a per-IP submit limit.
Thirteen custom-field types across ten record types
Text, number, date, checkbox, dropdown, multi-select, textarea, URL, phone, email, currency, file upload, and a lookup that points at another record — available on contacts, companies, deals, leads, invoices, bills, finance customers, inventory items, tickets and conversations. Fields can be required, defaulted, filterable, restricted by role, grouped into sections, reordered and shown conditionally on another field's value.
The mechanism
Stage gates are enforcement, not advice.
Configure "no deal reaches Proposal without an expected close date," or "none reaches Negotiation without a quote or a logged activity." A move that doesn't qualify comes back as a 422 with the exact list of what's missing — three gate types ship: a required field, a required quote, a required logged activity.
No gates configured means no enforcement — existing pipelines are never retro-blocked. Every record also gets a readable reference, allocated atomically inside the database, so two people creating a deal in the same millisecond cannot collide.
- Expected close date is required for this stage
- A logged activity is required — none found on this deal
Companies
Subsidiaries roll up under a head office.
A parent-and-child hierarchy, plus a sales-history tab on every account listing every quote, sales order and invoice with drill-down to line items.
Opt-in While the Companies module is off, merge endpoints return 404 and company records aren't created automatically during lead conversion. Contacts, leads and deals are unaffected and work without it.
Sales history, one tab
Work, and making it yours
Tasks any record can own. Fields you shape without touching code.
Work is a first-class object
A task attaches to any of twelve record types, carries subtasks, checklists, threaded @mentions, watchers and dependencies — circular ones are refused with a 422. Recurrence is real: daily, weekly on specific days, or monthly, with an end date or a fixed count. Every task carries an SLA clock: a 24-hour heads-up, then escalation through three levels.
Admins reshape records without code
Thirteen custom-field types across ten record types. Rename the built-ins — "Company" becomes "Practice" if that's what your team says out loud. Per-language translations on a record's text. Deleting a field hides it without destroying the history behind it.
What is AI here, and what isn't
We label every score and every model call, so you always know which is which.
Lead scoring, deal scoring, routing, stage gates
Transparent, points-based, deterministic. Every score shows the factor breakdown that produced it; change a rule and you can predict the result.
Chatbot, help desk drafts, AI Workforce, OCR
All run on Google Gemini — the only model provider implemented — metered per tenant, on the help desk and elsewhere in the platform. Prompt-injection blocking and PII redaction run on every call, on every plan, with no off switch.
What feeds this CRM
Web forms, CSV, and a live enrichment call — all landing on the same record.
Contacts, companies, leads, deals
Pipelines, quotes, activities and tasks on one shared record.
Web-to-lead forms
Embed anywhere, scoring and routing run automatically.
CSV data in
22 record types, validated before anything writes.
Live contact enrichment
Apollo.io People Match, your own key.
What it costs
Core CRM is on every plan
Pipelines, contacts, leads and activities are set for Free upward in the plan ladder; quotes and sequences from Starter; forecasting, lead routing and deal scoring from Pro; territories on Business.
Extra seats are $5 per seat per month. Annual billing is ten months' price for twelve. The Free plan includes one pipeline, 500 contacts, 10 companies and 10 open deals as plan limits.
See the full comparison on pricing.
| Free | $0 | 2 | 50 |
| Starter | $19 | 3 | 1,000 |
| Pro | $59 | 10 | 5,000 |
| Business | $129 | 25 | 15,000 |
FAQ
Common questions about the CRM
How is this different from a CRM with a help desk integration?
There is no integration, because there is nothing to connect. A ticket's requester resolves to the same CRM contact row that the deal and the invoice reference, and a task attaches to a deal, a contact, a ticket, an invoice or eight other record types through one engine. No sync job, no field mapping, no nightly reconciliation, and no window where the two systems disagree.
Does Oneop catch duplicate contacts before they're created?
Yes. Contacts, deals and activities each expose a duplicate check the form calls while you type. For records that already overlap, contacts, companies and leads have a merge flow that shows a preview of exactly which values will survive the merge before you commit to it.
Is lead scoring AI?
No — it's a rule engine, and every score is stored with the factor breakdown that produced it, so you can see exactly why a lead scored what it did. A one-click starter set of 14 rules covers business email domain, seniority, deal value, source, status and more, and you can add your own.
Can I put a Oneop lead form on my own website?
Yes. Build the form in Oneop, take the two-line embed snippet, and paste it into WordPress, Webflow or hand-written HTML. It renders and submits cross-origin from your domain. Submissions arrive as leads tagged web_form and immediately run through scoring and routing rules. Spam is filtered by a hidden honeypot field and a per-IP submit limit; there is no CAPTCHA.
What can I import, and can I undo it?
Twenty-two record types import from CSV, spanning CRM, support, finance and inventory. Every import runs a validation pass first and shows you total, valid, invalid and duplicate row counts before anything is written, and you choose whether duplicates are skipped or overwritten. An admin can roll an import back completely within thirty minutes.
Which parts of the CRM do I have to turn on?
Two: the Companies module and sales territories. Both are off until you ask, and we enable them for your workspace. Contacts, leads, deals, pipelines, activities, tasks and sequences are all on from day one — sequences just need a rep's mailbox connected before anything can send.
Get started
One record. The deal, the ticket and the invoice all point at it.
Start on the free plan with two seats. No credit card, no sales call, and every claim on this page traces to code you can ask us about.
Sign-up opens when the app launches. We will email you once — no marketing list.