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Features

Powerful features, zero complexity

Win deals, deliver projects, track time, and bill your customers. Everything your team needs, in one place.

Sales Pipeline

Visual pipeline management

See your entire sales process at a glance with our intuitive kanban board. Drag and drop deals between stages, filter by rep or value, and never lose track of an opportunity.

Drag-and-drop deal management
Multiple pipeline support
Custom stages with probability weights
Stage summaries and totals

Qualification

$45,000 (3 deals)

Bergmann AG

$15,000

TechStart GmbH

$18,000

Proposal

$78,000 (2 deals)

Solarwind GmbH

$45,000

Closed Won

$120,000

Nordsee Logistik

$120,000

Customer Database

Complete customer context

Keep all customer information in one place. See deal history, interactions, files, and notes without switching between tools.

Company and contact management
Full interaction history
File attachments and notes
Quick search and filtering
BA

Bergmann AG

Technology Enterprise

Total Deal Value

$245,000

Open Deals

3

Recent Activity

Meeting scheduled for tomorrow
Proposal sent - $85,000
Activity Tracking

Every interaction, one timeline

Log calls, emails, meetings, and tasks for every customer and deal. Build a complete history of every relationship so your team always has full context.

Log calls, emails, meetings & tasks
Chronological activity timeline
Task due dates with reminders
Activity tracking on deals & projects

Activity Timeline

Call with Sarah

2h ago

Discussed contract renewal - positive outlook

Proposal sent

Yesterday

Sent pricing proposal to Bergmann AG

Meeting scheduled

2 days ago

Demo meeting with TechStart GmbH

Project Management

From deal to delivery

Convert won deals into projects with a single click. Track milestones, assign team members, and manage resource allocation all in one place.

Deal-to-project conversion
Team member assignments
Payment milestone tracking
Budget and timeline tracking

Website Redesign

In Progress
Bergmann AG . $45,000

65% complete

Design Phase

Completed

Development

In progress

Booking Calendar

Let customers book meetings

Create event types with custom durations and questions, set your availability, and share public booking links. Integrates with Microsoft 365, Google Calendar, and CalDAV for calendar sync.

Public booking pages with shareable links
Microsoft 365, Google & CalDAV calendar sync
Configurable availability & buffer times
Automatic confirmation & reminder emails

Product Demo

30 minutes · Microsoft Teams

Available slots

9:00 AM
10:30 AM
2:00 PM
3:00 PM
4:30 PM
5:00 PM

Booking confirmed

Teams link sent to john@bergmann.de

Email Sync

Your emails, right where you need them

Connect your Microsoft 365 or Gmail account and see email conversations directly on each deal. Search, pin, and share emails with your team - all without leaving the CRM.

On-demand email search from Microsoft 365 & Gmail
Pin important emails to deals for the team
Per-deal sharing with access request flow
Privacy-first: you control who sees your emails
Inbound Pinned
2 hours ago

Sarah Chen

Re: Proposal for Q3 rollout

Thanks for the updated pricing. We're ready to move forward with...

Outbound
Yesterday

You

Re: Proposal for Q3 rollout

Hi Sarah, attached is the revised proposal with the volume discount...

Forecasting

Predict with confidence

Get accurate revenue forecasts based on your pipeline. See weighted projections, track against targets, and plan resources accordingly.

Weighted pipeline forecasting
Resource capacity planning
Team utilization tracking
Monthly and quarterly views

Revenue Forecast - Q1

January $124,000

Closed

February $89,000

$53k closed + $36k weighted pipeline

March $156,000

Weighted pipeline

Reports & Analytics

Reports your accountant and your CEO both want

Pipeline health, sales performance, project profitability, team utilization, and GoBD-ready working-time PDFs. Every report exports to Excel or CSV in one click. No spreadsheet wrangling, no data warehouse needed.

Pipeline & sales: deals by stage, win rate, lead source attribution, rep performance
Projects & profitability: budget burn, billable hours, role mix per project
Working-time PDFs for GoBD audits; monthly timesheet CSV per user
Excel and CSV export on every list view and report, no premium add-on required

Pipeline performance

Last 90 days

Export

Closed Won

€284k

Closed Lost

€96k

Win rate

74.7%

Avg deal size

€38k

Trade show

12 deals

€142k

Inbound web

9 deals

€78k

Referral

5 deals

€64k
Trade Shows & Lead Capture

Capture leads on the go

Manage trade shows, scan business cards with AI-powered recognition, and instantly create contacts and deals. Track which leads came from which event.

Trade show management with product links
AI business card scanner with confidence scores
Instant contact creation from scans
Link deals to trade shows for source tracking

Business Card Scan

AI-Powered

Snap a photo

Sarah Miller

Sales Director

TechStart GmbH

sarah@techstart.de

+49 171 234 5678

Name
Sarah Miller
Company
TechStart GmbH
Email
sarah@techstart.de
Phone
+49 171 234 5678

High confidence Medium confidence

Task Boards

Organize work your way

Kanban collaboration boards with cards, checklists, comments, and daily standups. Link tasks directly to deals, projects, and customers for full CRM context.

Kanban boards with drag-and-drop cards
Checklists, comments & priority levels
Daily standup view for team sync
Link cards to deals, projects & customers

Sprint Board

3 columns

To Do

Update pricing page

High

Send proposal

Medium

In Progress

Client onboarding

High

Done

Setup CRM

AI Sales Assistant

Never let a deal go cold

Generate personalized follow-up messages with Claude AI for both pipeline deals and general customer check-ins. OneBob assembles your full context (line items, last interactions, trade show, lead source, even your booking link) and Claude writes the message in your tone, channel, and language. AI processing runs in the EU (AWS Bedrock, Frankfurt) and is never used to train AI models.

Powered by Claude with rich deal context: line items, last 5 interactions, trade show, lead source
5 channels (email, LinkedIn, WhatsApp, Slack, generic) with channel-specific tone & length
7 tones × formal/informal × English & German output
3-step escalation per pipeline stage with admin-customizable system prompts

AI Follow-up

AI-Assisted

Subject: Following up on our demo

Hi Sarah, I wanted to follow up on the product demo we had last week. Based on your interest in the enterprise tier, I've prepared a custom proposal that addresses the scaling concerns you mentioned...

Tone: Professional
Channel: Email

Sequence: Post-Demo

Step 3 of 4 · Send in 2 days

Custom Forms

Collect data your way

Build custom forms with drag-and-drop fields, share them via public links, and link responses directly to deals or projects. Perfect for lead capture, onboarding questionnaires, and feedback surveys.

Drag-and-drop form builder with custom fields
Public submission links, no login required
Link responses to deals & projects
Response tracking with submission history

Client Onboarding

24 responses

Company Name

Bergmann AG

Annual Budget

€50,000 – €100,000

Project Timeline

Q2 2026

Linked to Deal:

Bergmann AG - Enterprise CRM

My Work

Your personal command center

See all your assigned projects, upcoming tasks, and weekly capacity at a glance. Stay on top of deadlines with color-coded due dates and quick task completion.

Personal task and project overview
Weekly hours vs. capacity tracking
Color-coded due date indicators
Quick task creation and completion

12

Tasks

3

Projects

32h

This week

Today's Tasks

Review contract draft Done
Call Bergmann AG re: renewal Due today
Prepare demo for TechStart GmbH Tomorrow
Time Off Management

Plan absences, protect capacity

Full absence calendar with request and approval workflows, public holiday integration, and team views. Managers approve requests and see the impact on team capacity instantly.

Absence request & approval workflow
Public holiday integration per region
Calendar and list views with filters
Automatic capacity adjustment in forecasts

Team Calendar

March 2026
TN
Vacation
Approved
SJ
Approved
MK
Vacation
Pending
Good Friday 18 days remaining
Team Availability

Find meeting times instantly

View colleague availability across calendars, find common free slots for team meetings, and respect individual sharing preferences. Integrates with Microsoft 365, Google Calendar, and CalDAV.

Multi-person free slot finder
Day and week availability views
Calendar sharing preferences
Microsoft 365, Google & CalDAV integration

Team Availability

This week
TN
SJ
MK

Common free slots:

10:00 – 11:30 AM 2:00 – 3:00 PM

Available Busy

Team Gantt

See the big picture, at a glance

Timeline view of all project assignments across your team. See who is working on what, identify scheduling conflicts, and plan ahead with visual date range bars.

Visual timeline with date range bars
Team member rows with project spans
Conflict detection and overlap view
Filter by team member, project, or date range

Team Gantt

Q1 2026
Jan
Feb
Mar
TN
Website Redesign
SJ
CRM Migration
MK
API Integration
Time Tracking & Working Time

Project bookings and working time, in one place

Two clocks in one tool. Project bookings capture billable and non-billable hours per project, role, and customer with rates snapshotted at save time. Working-time logging (Arbeitszeit) covers ArbZG break and rest-period rules so your weekly calendar is audit-ready. Approved hours flow straight into a Lexware invoice in one click.

Project bookings with role-based hourly rate hierarchy and billable toggle
ArbZG-compliant working-time tracking with auto-generated daily sessions
Overtime balance (Überstundenkonto) with reduction absences and pauschal coverage
Public holidays per Bundesland, weekly calendar, monthly per-project view
Approval workflow, monthly CSV export, GoBD-ready working-time PDFs
One-click Lexware invoice generation from approved hours

My Timesheet

This week

Acme Website Redesign

Senior Developer · €120/hr

6.5 h

Billable

Internal · Team sync

Project Manager

1.0 h

Non-billable

Weekly total

32.5 h

Billable value

€3,780

Travel expenses

Travel expenses, German-law ready

Capture trips, per diems and receipts in one flow, from the first entry to a GoBD-compliant report.

Per-diem rates applied automatically from current BMF tables
Snap a receipt and AI fills in date, amount and category
Itinerary with countries, overnights and meal deductions
Approval workflow and report as a PDF

Trip: Berlin

Submitted

Meal per diem

€84,00

Overnight stay

€129,00

Taxi receipt

Scanned

Reimbursement

€241,00

Personnel files

Digital personnel files

Keep every employee record in one secure, role-based place instead of scattered folders.

Store contracts, IDs and certificates digitally
Master data, roles and documents per employee
Access limited to authorised roles only
Linked to absences and team management
AK

Anna Klein

Sales

Employment contract On file
ID document On file
Certificates Pending
Cost Calculator

Let prospects price themselves

Build interactive pricing calculators for usage-based products. Share a public link: your prospects punch in their numbers and see the price live, no login required and no sales call needed. One-click AI translation publishes the same calculator in every supported language.

Drag-and-drop calculator builder with custom inputs and outputs
Public shareable links with optional expiration dates
AI translation to all supported locales in one click
View and calculation tracking with branded logo upload

Cloud Storage Pricing

Public link

Active users

45

Storage (GB)

350

Your estimate

€1,485

per month, all in

File Drop

Customers upload, no login required

Generate token-gated public upload links per deal or project. Customers drop files directly into your S3 storage with Cloudflare Turnstile spam protection. Files appear on the right deal or project the moment they land.

Per-deal and per-project upload links
Optional expiration dates, revoke any time
Direct S3 uploads, so large files never hit your server
Cloudflare Turnstile captcha plus full audit trail

Upload signed contract

Link active

Drop files here or click to browse

PDF, DOC, JPG · up to 25 MB each

service-agreement.pdf

482 KB · just now

Share this link with your customer

onebob.example/drop/8f3k2p9q...

Expires in 7 days
Document Checklist

Know which customer papers are still missing

Define the documents each customer needs (insurance, contracts, ID, certifications) and OneBob tracks what's in, what's missing, and what's about to expire. Automatic 30-day expiry reminders keep your compliance shelf clean.

Mandatory tenant-wide categories plus per-customer requirements
Auto-detect expiring documents; alerts 30 days ahead
Configurable default validity per file category
Expiry CSV export for compliance and audit reviews

Required documents

Novotech Ltd

2 of 3 uploaded

Liability insurance

Expires Jan 2027

Valid

Signed NDA

Expires in 18 days

Expiring soon

W-9 / ID verification

Not uploaded

Missing
Project Pipelines

Project delivery gets its own workflow

Sales pipelines move deals toward a close. Project pipelines move projects toward delivery, and those are not the same workflow. OneBob lets you define as many project pipelines as you need, with stages tuned to the shape of the work: design → build → QA → deploy, or discovery → implementation → handoff.

Unlimited pipelines per tenant: one per project type or delivery model
Drag-and-drop stage ordering; custom colors and names
Designate a default pipeline for new projects
Reassign projects cleanly when you retire a pipeline
Delivery Consulting

Design

Website redesign

ACME Corp

Build

CRM rollout

Novotech

QA

Mobile app

FinTech AG

Deploy

Public Forms

Let the outside world submit into your CRM, safely

Build a form, share a token link, collect responses. Public forms let customers, partners, or leads submit directly into your CRM without an account. Responses link to deals or projects automatically, and file uploads land on the right record.

Public token links: no login, no account needed
Text, number, checkbox, file upload, and section fields
Responses auto-link to a deal or project; optional stage advance
Full submission history per form with response tracking

Customer onboarding form

Public link · 8 responses

Company name

ACME Corp

Upload signed contract

contract.pdf - received

Preferred go-live date

Apr 15, 2026

Linked to deal #8421 Submit
Billing & Lexware

From approved hours to Lexware invoice in one click

Stop re-typing billable hours into your accounting tool. OneBob aggregates approved, unbilled time entries per customer, previews the invoice, and pushes it straight to Lexware Online. Failed pushes keep an audit row and release the entries for retry.

One-click invoice per customer from approved billable hours
Pushed directly to Lexware Online with voucher ID tracking
Preview line items grouped by role and rate before sending
Rate overrides snapshotted at entry time, so edits don't rewrite history

Invoice preview

ACME Corp · March 2026

Pushed to Lexware

Senior Engineer · €140/h

18.5 h

€2,590

Project Manager · €110/h

6.0 h

€660

Total

€3,250

Voucher

lx_2026-0412

Visibility Groups

Keep the right eyes on the right records

Circles let you share customers, deals, files, and projects with exactly the team members who need them, and hide them from everyone else. No second database, no parallel CRM, no accidental cross-team leaks.

Per-record visibility: tenant-wide, a specific circle, or owner-only
Users can belong to multiple circles; admins always see everything
Works on customers, deals, files, projects, and interactions
Enforced in SQL, with no leaks from list views, search, or autocomplete

Sales EMEA

4 members

Operations

2 members

Executive

1 member

Record visibility

Enterprise deal - ACME Corp

Visible to Sales EMEA
Project Templates

Run the same project the same way, every time

Turn your best delivery playbook into a reusable template with phases, tasks, role assignments, effort estimates, and dependencies. Apply it to a new project in three steps, or convert a won deal and let OneBob recommend the right template automatically.

Reusable blueprints with phases, tasks, roles, and effort estimates
Task dependencies and optional steps that adapt to each project
Three-step apply wizard with automatic team assignment
Deal-to-project conversion with template recommendations

Customer Onboarding

Template

Kickoff

Welcome call

CS Day 0

Collect requirements

PM Day 2

Build

Configure account

Dev Day 5

Migrate data

Dev Day 8

Handover

Training session

CS Day 12
Document Templates

Generate branded documents from your CRM data

Upload a Word template with merge fields and OneBob fills in customer, deal, and project data to produce a polished PDF or DOCX on demand. Set a rule to send the finished document automatically when a deal reaches a stage, so contracts and confirmations go out the moment they should.

Word templates with merge fields for customer, deal, and project data
One-click PDF or DOCX generation, rendered in the background
Auto-send rules triggered when a deal reaches a chosen stage
Every generated file stored on the record with a full audit trail

Service Agreement

Template

Merge fields

{{customer.company}} Bergmann AG
{{deal.value}} €48,000
{{contact.name}} Sarah Miller
Generate PDF DOCX
Auto-send when Deal won On
Custom Fields

Track the details that matter to your business

Add your own fields to customers and deals: text, numbers, dates, checkboxes, or dropdowns. They show up on the record and in your filters, so the data you care about lives in OneBob instead of a spreadsheet on the side.

Text, number, date, checkbox, and dropdown field types
Add fields to customers and deals from admin settings
Inline editing right on the record, no extra clicks
Respects circle visibility like every other field

Deal details

Standard

Deal value €48,000
Stage Proposal

Custom

Contract length 24 months
Region DACH
NDA signed Yes

And much more

Everything else you need to run your sales operation

Reports

Sales performance, pipeline health, team metrics with Excel export.

Product Catalog

Manage products with pricing tiers, bundles, and usage-based billing.

Mobile Ready

Responsive design that works great on any device.

Multi-language

Full support for English and German. More languages coming.

Role-based Access

Admin, manager, and rep roles with granular permissions.

File Management

S3-based file library with preview, descriptions, and attachments on deals, projects, and customers.

Email Notifications

Stay informed with instant or daily digest emails for deals, tasks, and project updates.

CSV Import

Import customers, contacts, and deals from CSV with HubSpot and Pipedrive presets.

Lexware Integration

Sync customers, products, and deals with Lexware Online accounting.

SevDesk Integration

Sync customers, products, and deals with SevDesk. Create orders and invoices without leaving OneBob.

Dark Mode

Full dark mode with one-click toggle. Easy on the eyes, day or night.

Audit Trail

Complete log of all user actions and data changes for transparency and compliance.

Enterprise Security

CSRF protection, rate limiting, encrypted sessions, and Cloudflare Turnstile captcha.

Payment Milestones

Split project payments across milestones for flexible, progress-based billing.

AI Deal Enrichment

New deals from bookings are automatically enriched with AI-powered company research: position, industry, and relevance.

Project Financials

Custom line items on projects with seasonal breakdowns and annual recurring revenue calculations.

Seasonal Pricing & ARR

Configurable seasonal patterns per deal with product-level season templates and ARR calculations.

Ready to see it in action?

Get started for free and experience the difference.