OneTimeHub features

Everything your business needs.
Connected.

OneTimeHub brings customer relationships, operations, websites, documents, scheduling, communications, automation, analytics, and AI into one shared business workspace. Your industry configuration adds the specialized tools your operation needs without creating another disconnected system.

Feature directory

One platform across the entire customer and operating lifecycle.

Use this page for the full platform view. The industry search on the homepage stays focused on the features that make each industry configuration different.

CRM & customer relationships

Keep the customer record at the center of sales, service, scheduling, documents, communications, and follow-up.

  • Contacts and companies
  • Opportunities and pipeline
  • Tasks and follow-up
  • Notes and activity history
  • Industry-aware records
  • Customer context across modules
1

AI assistant & automation

A page-aware assistant works across the business while automations handle repeatable operational steps.

  • Business-wide assistant from Overview
  • Page-aware module assistance
  • KPI and record questions
  • Drafting and task routing
  • Workflow automations
  • Confirmations for supported actions

Sales, proposals & agreements

Move connected customer information from opportunity to accepted work without rebuilding the record.

  • Proposals
  • Estimates
  • Agreements
  • OneTimeHub Sign e-signatures
  • Status tracking
  • Connected files and customer data
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Invoices & billing operations

Keep billing records connected to the customer, job, service, or agreement that created them.

  • Invoices
  • Balances and status
  • Payment-request workflows
  • Receipts and billing records
  • Customer billing context
  • Operational follow-up

Scheduling & booking

Coordinate customers, staff, appointments, jobs, trips, rooms, equipment, and other resources from one system.

  • Availability
  • Appointments and bookings
  • Resource scheduling
  • Conflict-aware workflows
  • Reminders
  • Customer scheduling history
QR

Forms & secure QR workflows

Turn intake and operational scans into structured business records rather than isolated form submissions.

  • Customer intake forms
  • Internal operational forms
  • CRM-connected website forms
  • Secure QR identities
  • Check-in and check-out workflows
  • Attendance or custody workflows by industry

Website builder, hosting & domains

Run the website from the same platform that owns the customer and operating data behind it.

  • Guided website builder
  • Existing-site migration path
  • AWS-hosted publishing
  • Custom domains
  • DNS and SSL lifecycle
  • Versioned publishing and rollback
  • CRM-connected forms
  • Industry-configured website sections
CP

Customer portals, files & secure sharing

Give customers the right access while keeping documents and files attached to the business context they belong to.

  • Industry-configured customer portals
  • Secure shared records
  • Files and attachments
  • Document access
  • Customer requests and actions
  • Contextual file sharing

Notifications & operational follow-up

Use connected business events to drive confirmations, reminders, alerts, and team follow-up.

  • Email notifications
  • SMS notification workflows
  • Assignments
  • Reminders
  • Status alerts
  • Industry-specific follow-up automations
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Microsoft 365

Bring Microsoft productivity tools into the same customer and operating workspace.

  • Outlook Email
  • Outlook Calendar
  • Teams Meetings
  • OneDrive
  • SharePoint
  • Microsoft resources attached to OneTimeHub records
KPI

KPIs, dashboards & operational visibility

Surface the metrics that matter to the selected industry and the broader business.

  • Business overview KPIs
  • Industry-aware KPIs
  • Operational dashboards
  • Workload and status visibility
  • Customer activity context
  • Assistant-accessible business insight
IND

Industry-specific operations

Your selected industry adds specialized records and workflows on top of the shared platform.

  • Industry-specific records
  • Configured workflows
  • Specialized dashboards
  • Industry AI actions
  • Industry automations
  • Specialized QR, GPS, attendance, inventory, facility, service, or routing tools where applicable

See what changes for your business.

The complete platform stays connected, but your industry determines which specialized workflows, records, dashboards, and operating tools OneTimeHub emphasizes during setup.

Search your industry
Get started

One workspace instead of a stack of disconnected tools.

Start with the shared OneTimeHub platform and configure the operating experience around your industry.

Start 7-day free trial No charge today · $99/month or $990/year after trial