Knowledge Base

Comparison of the leading CRM systems for SMBs: GDPR, EU hosting, price, German UI and accounting integrations side by side.

A complete step-by-step guide to exporting your companies, contacts, and deals from HubSpot and importing them into OneBob.

A complete step-by-step guide to exporting your organizations, contacts, and deals from Pipedrive and importing them into OneBob.

Learn how to import customers, contacts, and deals from any CSV file using the 3-step import wizard.

Create and customize sales pipelines with stages, probabilities, colors, and a visual kanban board.

Set up your team with roles, permissions, resource planning, and capacity management.

Connect your calendar, set your availability, create event types, and share your public booking page to let clients schedule meetings effortlessly.

Use the four forecasting views to project revenue, plan resource demand by role, and visualize team utilization on weekly and Gantt timelines.

Create trade shows, scan business cards with AI-powered vision, review extracted contact data, and convert scans into leads with a single action.

Configure 14 notification types across tasks, deals, projects, and more. Choose immediate or daily digest delivery for each type.

Connect your Microsoft 365 or Gmail account, view emails on deals, and share with your team.

Connect OneBob to Lexware Office (lexoffice) to sync customers, products, and automatically create quotations and invoices.

Connect OneBob to SevDesk to sync customers, products, and automatically create orders and invoices.

Configure Claude-powered follow-up sequences with custom tones, channels, formality, and per-stage system prompts. Works for deals and customer check-ins.

Log billable hours, set rate hierarchies (project > customer > role), approve timesheets, and generate Lexware invoices from approved time.

Build public pricing calculators with custom elements, share via link, translate with AI, and track every view and calculation.

Generate token-gated upload links so customers can drop files into a deal or project without logging in. Direct S3 uploads with Turnstile protection.

Step-by-step guide to scoping customer, deal, and project visibility to the right team members using Circles.

Aggregate approved, billable time entries per customer and push them to Lexware Online in one click.

Define mandatory categories and per-customer requirements, auto-track expirations, and keep compliance records audit-ready.

Give project delivery its own stages separate from sales: design, build, QA, deploy, or whatever matches your workflow.

Build no-login forms, share them via token links, and auto-route responses into the right deal, customer, or project.

Set up a standalone kanban for your team with custom columns, WIP limits, roles, and a daily standup view.

Set up an absence calendar with a request and approval workflow, handle public holidays per region, and keep team capacity accurate.

Turn won deals into projects, then track delivery with pipelines, team capacity, milestones, and time tracking.

Build a product catalog with tiered pricing, bundles, and recurring revenue, then add products to deals as line items.

Build reusable blueprints of phases, tasks, and dependencies, then apply them to new projects or won deals in minutes.

Upload a Word template with merge fields and let OneBob generate polished PDFs or DOCX files filled with your customer, deal, and project data.

File business trips for reimbursement under German law: itinerary, receipts, automatic per-diems and mileage, and a GoBD report.

Send business email from your own verified domain: register the domain, add the SPF, DKIM, and MX records, and verify.