--- title: OneHash CRM Reviews meta_title: 'OneHash CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 71 reviews by the users' company size, role or industry to find out how OneHash CRM works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 71 scale: '5' date_modified: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # OneHash CRM Reviews **Vendor:** OneHash **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 71 ## About OneHash CRM OneHash CRM is an all in business automation tool suitable for all business size, and offers a host of features that can help you increase your business revenue. From lead source mapping to lead nurturing entire sales funnel can be managed on single software. It’s a cloud-based CRM that is very scalable, so you can easily add more users or features as your business grows. It has below must to have features. - Leads can be captured in real time from web forms, contact us forms, Facebook forms, etc. - The sales team can reach prospects via call, email, WhatsApp, or SMS and can set follow-ups. - They can generate quotations and sales invoices directly from the system and send them to clients using OneHash CRM. - Lead owner efficiency, user and role permission setup, and workflow automation can be accomplished in no time. ## OneHash CRM Pros & Cons **What users like:** - Users appreciate the **ease of use** of OneHash CRM, simplifying business data management and reducing software costs. (18 reviews) - Users praise the **comprehensive features** of OneHash CRM, enabling seamless integration and customization across all business units. (10 reviews) - Users value the **extensive customizability** of OneHash CRM, enabling tailored solutions for unique business requirements. (10 reviews) - Users praise OneHash CRM for its **efficiency** , streamlining operations and boosting productivity across all business units. (8 reviews) - Users value the **extensive customization options** of OneHash CRM, enabling tailored solutions for diverse business needs. (7 reviews) - Easy Customization (7 reviews) - Users value the **rich feature set** of OneHash CRM, which streamlines processes and reduces operational costs. (7 reviews) - Users love the **user-friendly interface** of OneHash CRM, making navigation and customization effortless for daily tasks. (7 reviews) - Users commend the **responsive customer support** of OneHash CRM, significantly enhancing their overall service experience. (6 reviews) - Users value the **feature richness** of OneHash CRM, finding it fully equipped to meet all business needs. (6 reviews) **What users dislike:** - Users find the **learning curve steep** due to limited documentation, making it challenging for small businesses to adapt. (10 reviews) - Users find **limited customization** options in OneHash CRM, making it difficult and sometimes confusing to tailor the system. (9 reviews) - Users find the **learning difficulty** of OneHash CRM challenging, as it requires time and effort to master its features. (7 reviews) - Users face a **steep learning curve** with OneHash CRM, making initial use challenging for small businesses. (7 reviews) - Users find **difficult customization** challenges with OneHash CRM, as implementation can be confusing and unpredictable. (6 reviews) - High Complexity (3 reviews) - Users feel there is **insufficient guidance** , leading to challenges in navigating and utilizing OneHash CRM effectively. (3 reviews) - Not Intuitive (3 reviews) - Poor Customer Support (3 reviews) - Complex Processes (2 reviews) ## OneHash CRM Discussions - [What is OneHash CRM used for?](https://www.g2.com/discussions/what-is-onehash-crm-used-for) - 1 comment - [View OneHash CRM pricing details and edition comparison](https://www.g2.com/products/onehash-crm/reviews?page=8§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+13%3A05%3A12+-0500&secure%5Bsession_id%5D=0a2a0edc-3c49-410e-8583-377695ad4d04&secure%5Btoken%5D=0f80925a2b1b375b6e763a5951f532bf94c5d3cabb303fafb21876c5cd5fd059&format=llm_user) ## OneHash CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Data Import/Export - Commission Calculator - Forecasting - SSL Security - Status Tracking - Single Sign On - Alerts/Notifications - Reporting/Analytics - Activity Tracking - Multi-Currency - Commission Scheduling - Search/Filter - Access Controls/Permissions - Commission Rules/Conditions - Performance Metrics - Financial Analysis - Generative AI - Real-Time Reporting - AI Copilot **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Sales Rep Portal** - Commission Estimator - Dispute Management - Compensation Statements - Plan Documents and Agreements - Individual and Team Performance Reports - Mobile User Support - Agency Commission - Tiered Commissions - Percentage Commissions - Split Commissions - Flat Commissions - Template Management - Document Management - Compensation Management - Compliance Management - Audit Management - Incentive Management - Workflow Management - User Management **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Employee Self Service** - Web Portal - Benefits Manager - Mobile - Self Service Portal **Accounting** - AP Automation - AR Automation - Audit Trail - Budgeting / Forecasting - Collections Automation - Financial Statements - Invoice Customization - Journal Entries - Monitor Cash Positions - Multi-Entity / Consolidation - Payment Processing - Recognition Rules - Reconciliations - Tags / Dimensions - Payments Scheduling - Payment Batches - Payment Settlements - Payment Methods - Business Process Automation - Sales Automation - Marketing Automation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Management Portal** - Sales Org Performance Reports - Monitor Sales Rep Performance - Territory Assignments/Management - Quota Assignments/Management - Commission splits and overrides - Workflow and Approvals - Budgeting - Customizable Reports **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Administration** - Payroll Entry - Time Off Accrual - Direct Deposit - Expense Reimbursement - Pre-tax Deductions - Wage Garnishment - Approvals - Check/W-2 Printing - Check/W-2 Delivery - Split Deposits **Back Office** - Allocation - Asset Register - Lean Management - Maintenance - Organization Management - Payroll - Portfolio Mix - Purchase Orders - Requisition - Shift Scheduling - Sourcing - Status - Time & Attendance Tracking - Warranty Management - Inventory Management - Support Ticket Management - Calendar Management - Financial Management - Client Management - Workflow Management - Time Off Management - Training Management - Employee Management - Vendor Management - Supply Chain Management - Payroll Management - Compliance Management - Document Management - Communication Management - Warehouse Management - Enterprise Asset Management - Sales Management - Project Management - Distribution Management - Marketing Management - Resource Scheduling **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Administration** - Adjustments/Dispute Resolution - Comp Modeling - Ease of Admin - Comp Modeling - Design Flexibility - Comp Statement Calculation and Distribution - Reports and Dashboards - Sales Hierarchy Management - Activity Dashboard **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments **Taxes** - Tax Calculation - Tax Filing - Automatic Tax Payment **Front Office** - ATP - Checkout Process - Configuration Rules - Contact & Account Management - Customer Portal - Field Service Booking - Field Service Dispatch - Product & Price List Management - Product Catalog - Promotions and Discounts - Quote & Order Management - Returns / Refunds - Storefront Design Tools - Territory & Quota Management - Tickets - Visual Configuration - HR Management - Task Management - Customizable Fields - Purchase Order Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - CRM Integration - Financial Integration - HCM/HRIS Integration - Customization - APIs - Internationalization - Performance and Reliability - Accounting Integration **Integration** - API / Integration - Time Tracking Integration - Accounting Integration - Core HR Integration - API - 401(k) Tracking - Expense Tracking - Vacation/Leave Tracking - Third-Party Integrations - Third-Party Integration **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs - Productivity Tools - Real-Time Data - Collaboration Tools - Data Analysis Tools **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Platform** - Reporting and Dashboards - User, Role, and Access Management - Performance and Reliability - Scalability - Payroll Reporting - Activity Dashboard - Compensation Management - Timesheet Management - Performance Management - Benefits Management - Document Management - Payroll Management - Compliance Management - Cash Flow Management - Team Management - Policy Management - Calendar Management - Mobile Access - Attendance Management - Deduction Management - Employee Management - Reimbursement Management - Audit Management - Receipt Management - Time Off Management - Workflow Management - Expense Management **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options - Manufacturing Planning **Agentic AI - Sales Compensation** - Natural Language Interaction **Additional Functionality** - Reminders - Employee Profiles - Generative AI - Alerts/Notifications - W-2 Preparation - Multi-Country - Employee Database - Reporting & Statistics - Employee Self Service - AI Copilot - Data Import/Export - Multi-State - Approval Process Control - Tax Compliance - Access Controls/Permissions - Time Tracking - Customizable Reports - Web-based Deployment - Payroll Outsourcing - Expense Claims - Multi-Currency - Corporate/Business - Chatbot - 1099 Preparation - Auto Update - Time & Attendance - AI/Machine Learning - Employee Onboarding - Batch Processing - Accounting - For Accountants - For CPA Firms - Multi-Location - Reporting/Analytics - For Small Businesses - Workflow Automation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability - Mobile Access **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Production** - BOM - Defects - Identify Demand - Inspections - Manage Resources - MPS - MRP - Production Plans - Rework - Shop Floor - Waste - WIP **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration **Reporting & Analytics** - Custom Reporting - Dashboards - Integration - Activity Dashboard **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Agentic AI - ERP Systems** - Decision Making **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Data Import/Export - Reminders - AI Copilot - Performance Metrics - Accounting - Billing & Invoicing - Point of Sale (POS) - Quotes/Estimates - Customizable Templates - Reporting & Statistics - Customizable Branding - Drag & Drop - Access Controls/Permissions - CRM - Integrated Business Operations - Multi-Location - Bills of Material - Reporting/Analytics - Customizable Reports - Visual Analytics - Business Intelligence **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses ## Top OneHash CRM Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,839 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,464 reviews)