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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
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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
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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
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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
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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
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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