Powerful features, zero complexity
Win deals, deliver projects, track time, and bill your customers. Everything your team needs, in one place.
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
Bergmann AG
Technology Enterprise
Total Deal Value
$245,000
Open Deals
3
Recent Activity
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
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 agoDiscussed contract renewal - positive outlook
Proposal sent
YesterdaySent pricing proposal to Bergmann AG
Meeting scheduled
2 days agoDemo meeting with TechStart GmbH
Website Redesign
In Progress65% complete
Design Phase
Completed
Development
In progress
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
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
Booking confirmed
Teams link sent to john@bergmann.de
Sarah Chen
Re: Proposal for Q3 rollout
Thanks for the updated pricing. We're ready to move forward with...
You
Re: Proposal for Q3 rollout
Hi Sarah, attached is the revised proposal with the volume discount...
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
Revenue Forecast - Q1
Closed
$53k closed + $36k weighted pipeline
Weighted pipeline
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
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
Pipeline performance
Last 90 days
Closed Won
€284k
Closed Lost
€96k
Win rate
74.7%
Avg deal size
€38k
Trade show
12 deals
Inbound web
9 deals
Referral
5 deals
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-PoweredSnap a photo
Sarah Miller
Sales Director
sarah@techstart.de
+49 171 234 5678
High confidence Medium confidence
Sprint Board
3 columnsTo Do
Update pricing page
Send proposal
In Progress
Client onboarding
Done
Setup CRM
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
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.
- 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-AssistedSubject: 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...
Sequence: Post-Demo
Step 3 of 4 · Send in 2 days
Client Onboarding
24 responsesCompany Name
Bergmann AG
Annual Budget
€50,000 – €100,000
Project Timeline
Q2 2026
Linked to Deal:
Bergmann AG – Enterprise CRM
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
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
Team Calendar
March 2026Plan 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
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 weekCommon free slots:
Available Busy
Team Gantt
Q1 2026See 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
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 weekAcme Website Redesign
Senior Developer · €120/hr
6.5 h
BillableInternal · Team sync
Project Manager
1.0 h
Non-billableWeekly total
32.5 h
Billable value
€3,780
Cloud Storage Pricing
Public linkActive users
45
Storage (GB)
350
Your estimate
€1,485
per month, all in
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
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 — large files never hit your server
- Cloudflare Turnstile captcha plus full audit trail
Upload signed contract
Link activeDrop 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...
Required documents
Novotech Ltd
Liability insurance
Expires Jan 2027
Signed NDA
Expires in 18 days
W-9 / ID verification
Not uploaded
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
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
Design
Website redesign
ACME Corp
Build
CRM rollout
Novotech
QA
Mobile app
FinTech AG
Deploy
Customer onboarding form
Public link · 8 responsesCompany name
ACME Corp
Upload signed contract
contract.pdf — received
Preferred go-live date
Apr 15, 2026
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
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 — edits don't rewrite history
Invoice preview
ACME Corp · March 2026
Senior Engineer · €140/h
18.5 h
€2,590
Project Manager · €110/h
6.0 h
€660
Total
€3,250
Voucher
lx_2026-0412
Sales EMEA
4 members
Operations
2 members
Executive
1 member
Record visibility
Enterprise deal — ACME Corp
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 — no leaks from list views, search, or autocomplete
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.
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.