OneTimeHub connects CRM, proposals, invoices, scheduling, booking, websites, forms, automations, files, customer portals, Microsoft 365, analytics, and an AI workspace assistant around one shared business record.
Customer information, company details, files, activity, website leads, schedules, documents, and communications can flow between modules without your team re-entering the same information.
Customers · company · services · locations · team · files · activity
Ask about the whole business from Overview or work in context on CRM, invoices, bookings, websites, analytics, Outlook, and other pages. The assistant can answer questions, surface what needs attention, navigate, draft, and route supported actions with confirmation when needed.
Contacts, companies, opportunities, tasks, notes, activities, follow-up, and industry-aware customer records.
Create customer proposals from connected business data, track status, and move accepted work into the next stage without rebuilding the record.
Create and manage invoices from the same customer and sales context, with payment operations designed to stay connected to the account.
Manage availability, appointments, bookings, customer history, reminders, and operational scheduling from the same workspace.
Guided website setup, versioned publishing, custom domains, SSL, rollback, and CRM-aware forms without separating the website from business operations.
Turn intake, leads, service requests, and internal forms into structured records, then trigger assignments, reminders, notifications, and follow-up.
Give customers connected access to records, documents, requests, and shared items while keeping the underlying business context in OneTimeHub.
Keep business attachments together and connect OneDrive or SharePoint resources to OneTimeHub business records.
Track support work, customer activity, website performance, CRM progress, bookings, messaging, and operational KPIs without stitching together separate exports.
The assistant is present across the workspace. On Overview it can work across the business; inside a module it understands that page's context, so you can ask a question or tell OneTimeHub what you want done without starting from scratch.
Organizations can connect their Microsoft 365 tenant so communication and productivity tools stay linked to the business records your team is already using inside OneTimeHub.
OneTimeHub supports guided website creation and an import-first path for existing sites. Publish through the same business platform that owns your CRM, forms, content, custom domain, and customer data.
Industry packs add specialized records, workflows, dashboards, and operational tools on top of the shared CRM, documents, scheduling, website, automation, files, and customer experience modules.
Properties, units, tenants, maintenance, inspections, vendor workflows, documents, portals, and customer operations.
Get started →CRM, property and client workflows, routing, premium operating views, proposals, documents, scheduling, and follow-up.
Get started →Customers, trips, drivers, vehicles, dispatch, scheduling, GPS operations, trip monitoring, documents, and billing workflows.
Get started →Lead intake, estimates, jobs, technicians, schedules, customer communications, invoices, documents, and follow-up.
Get started →Customer relationships, bookings, events, websites, forms, service recovery, marketing workflows, and operational records.
Get started →Every pack reuses the same connected platform instead of becoming a separate product or database.
OneTimeHub starts with sensible defaults and guides you through the business information that powers the rest of the system.
Company identity, logo, contact information, services, hours, locations, team, and website details.
One source of truthSelect an industry pack, connect Microsoft 365 if you use it, and configure the modules that match your workflow.
Guided configurationCRM, proposals, invoices, bookings, websites, forms, files, customer access, automations, and the assistant work from the same workspace.
Ready to workNo maze of feature tiers just to get the operating system your business needs. Start with the OneTimeHub core and configure it around your business.
Billed monthly. Start with a 7-day free trial.
OneTimeHub is built around reducing tool sprawl while letting your team keep the services that still make sense.
No. CRM is one reusable module inside a broader business operating platform. Proposals, invoices, scheduling, booking, websites, forms, automation, e-sign, files, sharing, customer portals, support, analytics, Microsoft 365, AI assistance, and industry-specific operations can all share the same business data.
The assistant is aware of the page you are working on. From Overview it can answer questions across your business; inside supported modules it can work with that context, surface records and KPIs, navigate, draft, and route supported actions. Higher-risk actions can require confirmation before they run.
OneTimeHub supports organization-level Microsoft 365 tenant connection with Outlook Email, Outlook Calendar, Teams Meetings, and OneDrive / SharePoint modules. Microsoft resources can also be linked back to OneTimeHub business records.
No. You can use guided website setup for a new site or use the migration path to preserve an existing site's look, preview it before cutover, and connect the forms, customer records, content, hosting, and custom domain underneath.
An industry pack configures reusable OneTimeHub modules for a specific kind of operation. It can add specialized records, fields, dashboards, scanning or routing workflows, and other industry-specific behavior while retaining the same CRM, documents, website, automation, scheduling, and customer modules.
The initial target is roughly 30–45 minutes for core setup. Existing website import, reusable business information, sensible defaults, and guided configuration are designed to keep setup from becoming a multi-week software project.
No. Monthly and annual billing provide the same OneTimeHub Essentials platform. Annual billing is $990 per year, saving $198 compared with twelve monthly payments.
Bring your customer data, workflows, website, documents, scheduling, communications, and day-to-day operations into one workspace built around using information once.