Powerful features, one login, one price
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.
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.
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.
From approved hours to Lexware Office 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 Office. Failed pushes keep an audit row and release the entries for retry.
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 Office invoice in one click.
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.
Travel expenses, German-law ready
Capture trips, per diems and receipts in one flow, from the first entry to a GoBD-compliant report.
Digital personnel files
Keep every employee record in one secure, role-based place instead of scattered folders.
What you can rely on with OneBob
And much more
Everything else OneBob brings to the table.
Sales & customers
Every customer detail in one place: deal history, interactions, files, and notes.
Calls, emails, meetings, and tasks logged against every customer and deal.
Connect Microsoft 365 or Gmail and read email threads right on the deal.
Weighted revenue projections from your pipeline, with target tracking and planning.
New deals from bookings are automatically enriched with AI-powered company research: position, industry, and relevance.
Run trade shows, scan business cards with AI, and attribute leads to the event.
Send forms to customers from a deal or project, or embed them on your website, and collect answers and files on the right record.
Build forms with drag-and-drop fields, send them from a deal or project or embed them on your website, and link answers to deals.
Manage products with pricing tiers, bundles, and usage-based billing.
Configurable seasonal patterns per deal with product-level season templates and ARR calculations.
Share interactive pricing calculators as a public link, translated by AI per language.
Projects & team
Split project payments across milestones for flexible, progress-based billing.
Custom line items on projects with seasonal breakdowns and annual recurring revenue calculations.
Delivery stages of your own, kept separate from the sales pipeline.
Apply phases, tasks, roles, and estimates as a reusable delivery template.
Kanban boards with checklists and comments, linked to deals, projects, and customers.
Assigned projects, upcoming tasks, and your weekly capacity at a glance.
Timeline of every project assignment: who is on what, and where it overlaps.
Find open slots across the team, spanning Microsoft 365, Google Calendar, and CalDAV.
Time-off calendar with request and approval workflow, holidays, and team views.
Share customers, deals, files, and projects with the right people and hide them from the rest.
Admin, manager, and rep roles with granular permissions.
Documents & data
S3-based file library with preview, descriptions, and attachments on deals, projects, and customers.
Token-protected upload links per deal or project, with no customer login.
Define required documents per customer and see what is missing or expiring.
Fill Word templates with record data to produce a PDF or DOCX, then send it automatically.
Your own fields on customers and deals, visible on the record and in your filters.
Import customers, contacts, and deals from CSV with HubSpot and Pipedrive presets.
Pipeline, sales performance, project profitability, and utilisation, with Excel and CSV export.
Integrations & platform
Sync customers, products, and deals with Lexware Office accounting.
Sync customers, products, and deals with SevDesk. Create orders and invoices without leaving OneBob.
Stay informed with instant or daily digest emails for deals, tasks, and project updates.
Responsive design that works great on any device.
Full support for English and German. More languages coming.
Full dark mode, switched from the user menu. Easy on the eyes, day or night.
Complete log of all user actions and data changes for transparency and compliance.
CSRF protection, rate limiting, encrypted sessions, and Cloudflare Turnstile captcha.