OneSource Overview

OneSource is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions, streamline sales processes, and improve client retention. It offers tools for tracking customer data, managing sales pipelines, and automating marketing campaigns. With its intuitive interface, businesses can easily manage leads, follow up on opportunities, and monitor sales performance. OneSource also integrates with various communication tools, enabling seamless interaction between sales teams and customers through email, phone, or social media. The platform provides real-time reporting and analytics, allowing businesses to gain insights into customer behavior and sales trends. Ideal for small to medium-sized businesses, OneSource helps improve customer engagement, optimize sales efforts, and enhance overall business performance through its comprehensive CRM features.

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Contact Details

  • Vendor Name OneSource Software
  • Founded 1998
  • Location United States

Support

  • Chat Chat

Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Computer Software, Financial Services, Human Resources, Management Consulting, Medical Practice

OneSource Features

  • Arrow Icon Performance Metrics
  • Arrow Icon Inventory Management
  • Arrow Icon Purchasing & Receiving
  • Arrow Icon Calendar Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Contact Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Employee Management
  • Arrow Icon Training Management
  • Arrow Icon Workflow Management
  • Arrow Icon Accounting
  • Arrow Icon Financial Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Client Management
  • Arrow Icon Project Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Third Party Integrations
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon CRM
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Document Management
  • Arrow Icon Email Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Order Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Management
  • Arrow Icon Client Portal
  • Arrow Icon Enterprise Asset Management
  • Arrow Icon Purchase Order Management
  • Arrow Icon Integrated Business Operations
  • Arrow Icon Accounting
  • Arrow Icon Order Management
  • Arrow Icon Inventory Management
  • Arrow Icon Bills of Material
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon HR Management
  • Arrow Icon Distribution Management
  • Arrow Icon Task Management
  • Arrow Icon Financial Analysis
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forecasting
  • Arrow Icon Project Management
  • Arrow Icon Workflow Management
  • Arrow Icon Multi-Location
  • Arrow Icon Customer Database
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Supply Chain Management
  • Arrow Icon CRM
  • Arrow Icon Document Management
  • Arrow Icon Payroll Management
  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

OneSource Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$2400 One-time

OneSource FAQs

OneSource is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions, streamline sales processes, and improve client retention. It offers tools for tracking customer data, managing sales pipelines, and automating marketing campaigns. With its intuitive interface, businesses can easily manage leads, follow up on opportunities, and monitor sales performance. OneSource also integrates with various communication tools, enabling seamless interaction between sales teams and customers through email, phone, or social media. The platform provides real-time reporting and analytics, allowing businesses to gain insights into customer behavior and sales trends. Ideal for small to medium-sized businesses, OneSource helps improve customer engagement, optimize sales efforts, and enhance overall business performance through its comprehensive CRM features.

  • No, OneSource does not offer a free version.

  • Yes, OneSource offers a free trial.

  • No, Credit Card details are not required for the OneSource trial.

  • OneSource offers the following pricing plans & packages:

    Basic

    $2400 One-time

  • OneSource supports the following payment frequencies:

    • One-Time Payment

  • No, OneSource does not offer an API.

  • OneSource offers support with the following options:
    • Chat

  • OneSource supports the following languages:
    • English

  • Following are the typical users of the OneSource:
    • Self-Employed , Small-Business , Midsize-Business