[
OnceHub Reviews
](https://www.g2.com/products/oncehub/reviews)

[
OnceHub Reviews
](https://www.g2.com/products/oncehub/reviews)

# OnceHub Features

##### ## Platform (77)

Customization

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Integration APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Training Management

Track employee/learner's progression through training programs

Goal Management

Allows employees to set and manage work or career related goals

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Action Management

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Benefits Dashboard

Use a dashboard to view benefits that are selected by employees or offered by employers

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Feedback Management

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Recruitment Management

Tools to find, assess, and hire suitable candidates for a job within an organization

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Training Management

Track employee/learner's progression through training programs

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Orientation Workflow Management

Create orientation programs for new employees or students

Task Management

Create, manage and track all task activities and progression

HR Management

Automates core HR functions such as talent management, employee evaluation and learning management

Help Desk Management

Managing service requests, incidents, IT issues & support with a ticketing system

Mobile Access

Access software remotely via mobile devices

Payroll Management

Manage employee salary processes, data, taxes, and records administration efficiently

Document Management

Store, manage, and track all electronic documents in a centralized location

Job Description Management

Create, share, and manage the distribution of job descriptions/duties

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Mobile Access

Access software remotely via mobile devices

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Assessment Management

Creation, administration, and evaluation of assessments or tests

Social Media Integration

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Mobile Access

Access software remotely via mobile devices

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Initiative Management

Create and manage internal campaigns to improve company culture or business strategy.

Workflow Management

Create, design and manage workflows for repetitive tasks

Community Management

Enable students, customers or employees to engage with each other in a particular space online or offline

Employee Referral Management

Manage and track employee referrals for open job positions

Candidate Management

Build, track, and maintain relationships with candidates

Workflow Management

Create, design and manage workflows for repetitive tasks

Communication Management

Manage and track all internal and external communication conducted via calls, email, text, or chat

Advertising Management

Manage advertising space and its sales within your network or publication

Application Management

Track, manage and store the applications of potential future members, customers or candidates

Email Management

Manage, store and organize emails within the system or via third-party apps

Job Management

Manage and track all job information and associated tasks

Discount Management

Track products that are for sale at a reduced price or part of coupon promotions

Pipeline Management

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

File Management

Create, save, and store files

Job Management

Manage and track all job information and associated tasks

Data Storage Management

Manage and store data in a database

Compensation Management

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Job Application Management

HR Management

Automates core HR functions such as talent management, employee evaluation and learning management

Competency Management

Catalog, manage, and develop employee skill sets

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Job Description Management

Create, share, and manage the distribution of job descriptions/duties

Evaluation Management

Create, share, and manage the distribution of job descriptions/duties

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Live chat

Provide tools for live chat on one's website.

Integrations

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools.

Branding

Has the ability to customize look and feel of chatbot to match` company branding.

Analytics

Gives user the ability to analyze conversations with the chatbot and see its performance.

A/B testing

Allows users to test the efficacy of various responses through A/B testing.

Role-based access

Allows for varying access to chatbot and admin settings, depending on user, their role, etc.

Collection of information

Can collect and store information from interlocators, such as email, phone number, etc.

Augmented Analytics

Analyze data and automatically generate insights using AI/ML technologies

Proactive Chat

Copy on the page or chat window encouraging the user to engage with the chat option

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##### ## Platform Basics (3)

Performance Benchmarking

Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.

Reporting & Dashboards

Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.

Interoperability

Connects to external systems and applications as needed to complete team workflows.

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##### ## Platform Content (2)

Survey Customization

Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

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##### ## Platform Additional Functionality (4)

Employee Segmenting

Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.

Employee Portal

Online portal where employees can access and track their own information

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Peer-to-Peer Recognition

Allows employees to praise one another in a social network-like feed visible to the whole organization

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##### ## Responses (5)

Customization

Customize your chat workflows with rules and automations.

Control

Control who the chatbot converses with (and when).

Route To Human

Has the ability to connect interlocator with a human agent when the need arises.

Menu bars

Can provide interlocators with menus, through which they can choose a relevant response.

Drip sequences

Can send triggered sequence of automated messages sent on a predefined schedule in a targeted fashion.

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##### ## Matching (3)

Priority Matching

Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

Account Tiebreakers

Provides tiebreaking features when leads match to multiple accounts.

Fuzzy Matching

Provides matching logic features for special characters, acronyms, and other complex names.

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##### ## Routing (4)

Match and Route

Automatically routes matched leads directly to account owners.

Multi-Objects

Allows users to build custom routing rules.

Territories

Allows users to assign leads to selected territories and regions.

Working Hours

Allows users to configure schedules so leads are routed only during working hours.

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##### ## Platform Operations (8)

Service level Agreements

Allows users to configure service level agreements so leads get matched and routed as fast as possible.

Audit Logs

Provides features to audit any leads that were misrouted to incorrect accounts.

Duplicate Match

Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.

Capping

Limits the number of leads to assign to sales reps.

Analytics

Provides analytics for tracking and monitoring routing.

Integrations

Provides integrations for CRMs and marketing automation platforms.

Alerts & Notifications

Sends an alert to salespeople when a lead is routed to them.

AI Lead Matching & Routing

Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.

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##### ## Notifications (6)

Confirmations & Reminders

Ability to send confirmation and reminder emails & texts

Appointment Follow-Up

Ability to send automated follow-up emails/texts upon conclusion of appointment

Scheduling Notifications

Receive a notification whenever a customer schedules an appointment

Recurring Appointments

Schedule repeating appointments based on a duration of time

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Group Scheduling

Automatically find mutually available meeting time slots across multiple calendars

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##### ## Settings (3)

Time Zone Detection

Automatically detects the time zone of both parties to avoid booking mistakes

Availability Settings

Ability to set preferred availability to ensure appointments are only booked during approved times

Blocked Time Settings

Ability to block off additional time between appointments for travel or preparation

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##### ## Personalization (2)

Branding

Personalize booking page with custom logos and colors to match branding

Links

Personalize a booking link to share with customers

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##### ## Integrations (11)

Multi- Calendar Integration

Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.

Website Integration

Provides the ability to be embedded into websites

Payment Acceptance

Integrates with payment processing software to accept payment from customers

Video Conferencing

Integrates with video conferencing tools to allow for virtual appointments

Communication

Integrates with SMS providers or instant messaging platforms to communicate directly with customers

MS Teams Integration

This software integrates with Microsoft Teams.

Email Integration

This software integrates with popular email providers.

Zoom Integration

This software integrates with Zoom.

Google Meet Integration

This software integrates with Google Meet.

Salesforce Integration

This software integrates with Salesforce.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## Customization (5)

Custom Fields

Allows users to add custom fields to forms that aren't already on the templates

Conditional Logic

Enables forms to hide or show certain fields based on respondents' answers

Multi-page Forms

Allows users to create forms with more than one page

Design

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Forms Creation & Design

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

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##### ## Additional Functionality (148)

Embedded Forms

Enables forms to be embedded onto a website without having to create code from scratch

Offline Capability

Can used without an internet connection

Notifications

Sends notifications when a completed form is recieved

Payments

Contains integrations with payment processors, enabling users to accept payments through forms

Mobile Forms

Allows users to build, distribute and access forms from a mobile device

Customizable Forms

Customize contracts and forms to collect specific information

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Real-Time Reporting

Active reporting of data and metrics

Customizable Branding

Add customized logos and colors to align with company branding

Rewards Program

Point or incentive based programs loyalty programs designed to increase customer engagement

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Learning & Development

Facilitate training materials that help employees grow and progress in their positions

Social Engagement

Process of communicating with an online community and measuring the effectiveness of activity

Chat/Messaging

Communicate using direct chat or messages within the system

Customizable Questions

Tailored or customizable questions for more targeted and relevant data collection

Customizable Reports

Alter the layout and content of reports

Commenting/Notes

Leave comments and notes on documents for others to view

Engagement Tracking

Tracks metrics that provide insight into how a user interacts with any interface or product

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Question Library

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Gamification

Games or game-like elements to track progress and reward accomplishments

Real-Time Data

Receive data and information in real time

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Scoring

Automatically calculate score after the assessment

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Offboarding

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Visual Analytics

Interact with data visualization elements, such as charts and graphs, to drill down into data

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Customizable Forms

Customize contracts and forms to collect specific information

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Wait List Management

Record, update and manage waiting lists

Mobile Access

Access software remotely via mobile devices

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Data Import/Export

Import and export data to and from software applications

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Email Marketing

Create and send email blasts/campaigns

Client Management

Manage contact details and communication with clients

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Client Database

Electronic storage of stakeholder contact information

Online Booking

Book meetings and appointments through a website or digital platform

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

SMS Messaging

Send messages via SMS

Credit Card Processing

Accept and process credit card transactions

API

Application programming interface that allows for integration with other systems/databases

Multi-Location

Manage and support multiple locations

Email Management

Manage, store and organize emails within the system or via third-party apps

Customer History

Access previous interactions or concerns to maintain customer relationships

Calendar Management

Track and manage schedules and meetings via an integrated calendar

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Search/Filter

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Commenting/Notes

Leave comments and notes on documents for others to view

Content Publishing Options

Facilitates online authoring and publishing of the content

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Content Library

Centralized repository to store content and assets

Document Classification

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Customizable Branding

Add customized logos and colors to align with company branding

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

API

Application programming interface that allows for integration with other systems/databases

Document Management

Store, manage, and track all electronic documents in a centralized location

Document Storage

Store and organize documents in a centralized system

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Data Capture and Transfer

Import, collect, and capture data from multiple sources

Autofill

Automatically populating fields or sections within a form

Multi-Channel Distribution

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Convert to PDF

Create, edit, convert to and from PDF files

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Media Library

Collection of images, videos and other digital content that can be used

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Full Text Search

Search for specific words or phrases within a document or database

Surveys & Feedback

Gauge satisfaction and receive information for improvement and success

Data Import/Export

Import and export data to and from software applications

Forms Management

Store, manage and track all forms in a centralized location

Electronic Signature

Digitally sign online documents

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Workflow Management

Create, design and manage workflows for repetitive tasks

Template Management

Create, save, and re-purpose templates for emails, forms, etc.

Mobile Access

Access software remotely via mobile devices

Task Scheduling

Track and manage the scheduling of tasks

Customizable Branding

Add customized logos and colors to align with company branding

Customizable Fields

Customize data fields to support various needs and use cases

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Shift Swapping

Managing and trading shift details between employees

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Mobile Access

Access software remotely via mobile devices

Real-time Scheduling

Based on availability, instantly confirm or deny a request when a new booking is made

Multi-Location

Manage and support multiple locations

Personalization and Recommendation

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Resource Scheduling

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Activity Tracking

Track and document all activities across devices, networks, and other systems

Timesheet Management

Track the amount of time spent on a job or task

Availability Management

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

API

Application programming interface that allows for integration with other systems/databases

Absence Management

Manage and track employee attendance

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Class Scheduling

Schedule in-person or online classes

Employee Scheduling

Assign working shifts or tasks to employees based on their availability

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Booking Management

Create, update, and manage bookings, itineraries, and reservations

User Management

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Group Scheduling

Automatically find mutually available meeting time slots across multiple calendars

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Appointment Scheduling

Schedule appointments via a calendar

Time Zone Tracking

Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Calendar Sync

Synchronize with other calendars to view mutual availability and schedules

Customer Surveys

Tool to send questionnaires to customers to gauge feedback

Lead Qualification

Score a lead on their quality or likelihood to buy based on certain behaviors

Transcripts/Chat History

View messages sent by both parties during the chat conversation

Language Detection

Identify different languages

Pre-Configured Bot

Existing bot models for AI-based tools commonly used for auditory and textual conversation methods

Lead Capture

Automatically identify and save contact information of potential customers

Code-free Development

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Natural Language Processing

Process and analyze human language in text or audio form

Multi-Language

Manage and support multiple languages

For Sales/Marketing

Used as a promotional or demonstration tool in sales and marketing presentations

Contextual Guidance

Interprets what a user is doing based on context and helps guide them through the process.

Automated Responses

Automatic reply functionality for incoming messages

Customer Support

Provide online support for your customers through live chat or help desk functionality

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Intent Recognition

Helps understand a user's intentions/actions

Sentiment Analysis

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Customer Experience Management

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Query Suggestions

See options for potential search queries within the system

Transfers/Routing

Transfer queries and organize messages between agents

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Canned Responses

Shortcuts for inputting frequently used messages

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Multi-Channel Communication

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Automated Routing

Tickets are automatically assigned to specific agents based on predefined rules

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

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##### ## Branding & Customizatio (5)

Custom Booking Page

Provide the ability to create a custom booking page.

Personalized Links

Provide the ability to create custom scheduling URLs.

Personalized Web Embed

Provide the ability to create a personalized web embed.

Online Booking

Book meetings and appointments through a website or digital platform

Room Booking

Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held

Show More

##### ## Automatic Rules & Configurations (4)

Set Working Hours

Allow users to set automatic working hours.

Automatic Updates

Automatically update calendars after a meeting has been booked.

Buffer Times

Provide the ability to incorporate buffer times, leaving time before and after meetings.

Real-Time Updates

Receive system updates as soon as any changes are made

Show More

##### ## Generative AI (8)

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text-to-Image

Provides the ability to generate images from a text prompt.

AI Text-to-Speech

Simulates human-like speech from text inputs.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Show More

##### ## Agentic AI - Google Workspace for Sales (5)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### ## Agentic AI - Online Appointment Scheduling (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Natural Language Interaction

Engages in human-like conversation for task delegation

Show More

##### ## Agentic AI - Business Scheduling (2)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Show More

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