Knowledge Base
Step-by-step guides to help you get the most out of OneBob CRM.
CRM Comparison 2026: The best tools at a glance
Comparison of the leading CRM systems for SMBs: GDPR, EU hosting, price, German UI and accounting integrations side by side.
Migrate from HubSpot to OneBob
A complete step-by-step guide to exporting your companies, contacts, and deals from HubSpot and importing them into OneBob.
Migrate from Pipedrive to OneBob
A complete step-by-step guide to exporting your organizations, contacts, and deals from Pipedrive and importing them into OneBob.
CSV Import Guide
Learn how to import customers, contacts, and deals from any CSV file using the 3-step import wizard.
Sales Pipeline Setup
Create and customize sales pipelines with stages, probabilities, colors, and a visual kanban board.
Team & User Management
Set up your team with roles, permissions, resource planning, and capacity management.
Booking Calendar Setup Guide
Connect your calendar, set your availability, create event types, and share your public booking page to let clients schedule meetings effortlessly.
Revenue Forecasting & Resource Planning
Use the four forecasting views to project revenue, plan resource demand by role, and visualize team utilization on weekly and Gantt timelines.
Trade Show Lead Capture
Create trade shows, scan business cards with AI-powered vision, review extracted contact data, and convert scans into leads with a single action.
Email Notifications
Configure 14 notification types across tasks, deals, projects, and more. Choose immediate or daily digest delivery for each type.
Email Sync Setup
Connect your Microsoft 365 or Gmail account, view emails on deals, and share with your team.
Lexware Office Integration
Connect OneBob to Lexware Office (lexoffice) to sync customers, products, and automatically create quotations and invoices.
SevDesk Integration
Connect OneBob to SevDesk to sync customers, products, and automatically create orders and invoices.
AI Follow-ups Setup
Configure Claude-powered follow-up sequences with custom tones, channels, formality, and per-stage system prompts. Works for deals and customer check-ins.
Time Tracking
Log billable hours, set rate hierarchies (project > customer > role), approve timesheets, and generate Lexware invoices from approved time.
Cost Calculator
Build public pricing calculators with custom elements, share via link, translate with AI, and track every view and calculation.
File Drop Links
Generate token-gated upload links so customers can drop files into a deal or project without logging in. Direct S3 uploads with Turnstile protection.
Control who sees what with Circles
Step-by-step guide to scoping customer, deal, and project visibility to the right team members using Circles.
Turn approved hours into Lexware invoices
Aggregate approved, billable time entries per customer and push them to Lexware Online in one click.
Track required customer documents
Define mandatory categories and per-customer requirements, auto-track expirations, and keep compliance records audit-ready.
Set up project pipelines
Give project delivery its own stages separate from sales — design, build, QA, deploy, or whatever matches your workflow.
Collect data with public forms
Build no-login forms, share them via token links, and auto-route responses into the right deal, customer, or project.
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