--- title: OneOffice Reviews meta_title: 'OneOffice Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how OneOffice works for a business like yours. date_modified: '2026-04-01' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # OneOffice Reviews **Vendor:** Quickly **Category:** [CRM Software](https://www.g2.com/categories/crm) ## About OneOffice A unified CRM, Sales, and Expense Management Software that centralizes customer management, lead tracking, sales pipeline, invoicing, expense tracking, and financial reporting in one platform for businesses of all sizes. OneOffice helps you track leads, manage client relationships, send invoices, and stay organized across tasks and projects. It includes tools for multi-currency billing, file sharing, internal collaboration, and team coordination. From client onboarding to inventory and production tracking, OneOffice keeps everything in sync and accessible from any device. Key Features: (Creation) - Manage projects, tasks, leads, clients, and vendors - Handle items, stores, requisitions, RFQs, and purchase orders - Generate quotations, invoices, and delivery challans - Create production templates and manage production orders (Tracking) - Track leads, client interactions, and payments - Monitor stock-in, stock-out, and purchase activities - View order lists and requisition statuses - Track expenses, bills, and financial transactions (Management) - Set up users with custom roles and permissions - Customize branding, time zones, and date formats - Manage inventory, sales, expenses, and operational settings (Accounting) - Maintain client accounts, generate reports, and track income and expenses - Support for multi-currency invoicing and account management (Delivery) - Manage deliveries with linked challans and real-time order tracking - Record delivery status and confirmations Visit OneOffice at: quicklyservices.com/oneoffice - [View OneOffice pricing details and edition comparison](https://www.g2.com/products/quickly-oneoffice/reviews?open_modal_url=%2Fproducts%2Fquickly-oneoffice%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fquickly-oneoffice%252Freviews%26source%3Dsticky_header_pin§ion=pricing&secure%5Bexpires_at%5D=2026-08-07+02%3A53%3A11+-0500&secure%5Bsession_id%5D=60625195-4708-48e5-a636-23e5e2114648&secure%5Btoken%5D=0bd594758d47029c3bc63cbca4e9d48fd8948ce96f32cb2573ae102546fba559&format=llm_user) ## OneOffice 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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **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 **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **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 **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **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 ## Top OneOffice Alternatives - [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) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,242 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,295 reviews)