Features

From CRM and marketing to automation, communication, and operations — OneBiz connects everything into one seamless system so your business runs smoothly.

Everything works together

A Complete Business System

From CRM and marketing to automation, communication, and operations — OneBiz connects everything into one seamless system so your business runs smoothly.

Most platforms give you features.

OneBiz gives you a connected system where every part of your business works together — from first lead to long-term customer.

No switching tools. No broken integrations. No duplicated work.

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Complete business essentials

CORE FEATURE

OneBiz brings together the essential tools your business needs into one streamlined system — designed to simplify operations, improve efficiency, and keep everything connected as you grow.

Languages

OneBiz public-facing pages can be created in almost all languages, while the backend supports (per user) multiple languages:

Including English, Spanish, French, Dutch, German, Portuguese, Croatian, Hungarian, Italian, Finnish, Danish, Swedish, and Norwegian.

Integrations

OneBiz supports integrations through REST API and connects with a wide range of tools including Cloudflare, WordPress, Stripe, PayPal, Mailgun, Twilio, Zapier, Google services, Zoom, and social media platforms.

It can also replace many tools such as Shopify, Mailchimp, Calendly, ActiveCampaign, and various LMS platforms.

Task Management

With OneBiz’s task management feature, you can assign tasks to team members and track their progress in real time. Deadlines and reminders help ensure nothing is missed.

How it benefits your business: Improves organization and increases productivity.

Course Management and Delivery

OneBiz allows you to create and deliver unlimited courses with multiple content levels and optional assessments. Courses can be free or paid, and bundled into offers with flexible pricing models.

Users gain access through memberships, and content is delivered instantly through the client portal.

Client Portal

The client portal provides customers with a personalized space to manage their account, appointments, communication, courses, and memberships.

You can customize the portal to match your branding.

How it benefits your business: Enhances customer experience and improves retention.

Website Live Chat (AI Assisted)

OneBiz includes a live chat feature that allows real-time communication with website visitors. The chat widget can be customized and includes automated responses.

An AI assistant can be trained to answer questions and even book appointments without human involvement.

How it benefits your business: Improves customer support and increases conversions.

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More Power. Same System.

Advanced features designed to support your growth.

As your business grows, OneBiz grows with you. These additional features extend your capabilities without adding complexity — all fully integrated into the same system you already use.

Users & Contacts

OneBiz allows you to manage unlimited users and contacts within the platform, making it suitable for businesses of all sizes.

CRM Tools

The CRM (Customer Relationship Management) module in OneBiz is a comprehensive solution that enables you to manage all your leads, contacts, deals, invoices, payments, appointments, and communication in one place.

With the CRM, you can create custom fields, set up automated follow-up sequences, and view your entire sales pipeline at a glance. You can also assign leads and deals to specific team members, set reminders and deadlines, and track progress in real time.

How it benefits your business: The CRM in OneBiz helps streamline your sales process and supports you in closing more deals.

Sales Pipeline

With OneBiz’s sales pipeline management features (kanban style), you can easily manage your pipeline and track the progress of your leads and deals. You can customize pipeline stages to match your process and move deals using a simple drag-and-drop interface.

You can also automate follow-ups to keep leads engaged and moving forward, ensuring nothing slips through the cracks. OneBiz supports multiple pipelines and stages, allowing you to manage different offerings with ease.

How it benefits your business: The sales pipeline helps you increase conversions, improve visibility, and optimize your sales process.

Marketing Automation

OneBiz’s marketing automation features allow you to automate campaigns and reach your audience across multiple channels, including email, SMS, and voicemail.

You can create and send email campaigns, track performance through analytics, and build sequences based on user engagement. SMS messaging allows direct communication with customers, while voicemail drops enable you to send pre-recorded messages without making calls.

How it benefits your business: These tools save time while helping generate more leads and increase sales.

Landing Pages & Funnels

OneBiz supports unlimited landing pages and funnels. Funnels are multi-step landing pages where you can include upsells, downsells, detailed information, and payment options.

The drag-and-drop builder allows full customization of layouts, colors, fonts, and images. You can also use pre-designed templates to get started quickly, and the BizChamps Pro-Team can assist in building optimized pages.

Appointment Scheduling

OneBiz allows clients to book appointments directly through your website or social media platforms. You can set your availability and automate reminders via email and SMS to reduce missed appointments.

The system supports multiple services, providers, equipment, events, and consultations. Appointments can be free or paid, with options for deposits. Customers can also reschedule or cancel bookings, while you maintain full visibility of all schedules.

How it benefits your business: It saves time and simplifies scheduling management.

Two-Way Texting and Social Media Messages

With OneBiz, you can send and receive messages عبر SMS, email, WhatsApp, Facebook Messenger, Instagram, and Google My Business. All conversations are stored in a universal inbox accessible عبر web and mobile.

This allows seamless communication with clients, along with automated follow-ups to keep leads engaged.

How it benefits your business: Helps improve communication and increases conversion rates.

Email and Email Tracking

OneBiz allows you to send unlimited emails through campaigns, triggers, or sequences without needing a separate email provider. All replies are managed داخل OneBiz.

You can track opens, clicks, bounces, and spam reports, and use this data to optimize your campaigns. Automations can also be triggered based on user interaction.

How it benefits your business: Improves email performance and lead generation.

Review Generation

OneBiz automates the process of collecting reviews by sending requests via email or SMS. Customers can leave reviews on platforms like Google, Facebook, and others.

How it benefits your business: Boosts online reputation and attracts more customers.

Voice Calls and IVR Phone System

OneBiz has native Twilio integration. This means that you can purchase phone numbers directly inside OneBiz and they will instantly work for inbound and outbound calls. But it gets better.

You can forward the numbers to your cell phone or specific staff and you can even make rules for how to route calls or the traditional “press 1 for X” etc.

Furthermore. All calls are logged in the system and you can enable call recording and automatic text back in case of a missed call.

VOIP calls are charged based on the minutes spend. Price wary depending if incoming or outgoing and to which phone number and country. Rates are very reasonable.

Did I forget to mention, the mobile app works as your phone client, so you can answer calls directly on your mobile phone without obtaining a SIM card or getting a 2nd phone.

Invoices and Payments

OneBiz has full invoicing and payment functionality, including connection to Paypal and Stripe so you can take credit card payments. This also works on the mobile app, so you can take payments in the field or at a fair if need be.

Surveys & Forms

Create an endless number of polls, surveys, and forms with OneBiz and embed them in the websites. By doing this, you can increase your chances of getting fresh leads and consumer feedback.

The OneBiz dashboard displays all of the information from your surveys and questionnaires. Additionally, you can export it into a Google spreadsheet where you can filter the responses to obtain the required data.