Oneway CRM.

The record

One customer, one story.

Bookings, stays, orders, posts and messages land on the same record, so nobody types a history in.

• A timeline per customer

  Notes, deals and their moves, stays, orders paid, rewards and messages, newest first.

• Tags, an owner and your own fields

  Words, numbers, dates and lists of your own, filtered and exported.

• Consent, said once

  Email, texts and calls each agreed or refused. Do-not-contact stops every campaign and audience.

• Joined on evidence

  Two records become one only on a confirmed address or id, never on a name.

• Duplicates merged

  Found by email, phone or name and merged by an owner, with every deal carried over.

• Auto-tags by rule

  Regulars and big spenders tagged from what they did.

  Planned

Pipeline

From the first message to the signed deal.

Deals at six stages, each with its chance to close and what it is worth.

• Deals and stages

  Lead, qualified, proposal, negotiation, won and lost, with value and weighted value.

• Won and lost, with why

  The last 90 days' win rate, the reasons deals were lost, each owner's share.

• Follow-ups that land

  A due day and hour, handed to a person who is told, on their own Workspace.

• Leads from your own book

  People who booked with their account and are not on your list, made customers in one press.

• Your own stages and several pipelines

  Stages named your way, a pipeline per kind of sale.

  Planned

• A reminder at the hour

  A follow-up that rings when it is due.

  Planned

Lists and data

Your customers, yours to move.

• Saved lists that keep up

  By tag, owner, company, stage, consent or words, counted again every time.

• Search everything

  Names, addresses, phones, companies, tags and notes.

• Import and export

  A CSV in, each refused row named; every column out, a list or a filter at a time.

• The report

  Pipeline by stage, won and lost, follow-ups open, overdue and done.

• Email from the CRM

  Sequences, templates and tracking.

  Planned

• Web forms

  Your site's forms making contacts.

  Planned

The difference

A CRM that does not need feeding.

Most CRMs are only as good as what someone types in. Oneway CRM is fed by the business itself.

• Part of the business

  Reservations, rewards, orders and messages write to the same customer. Nothing to sync.

• Their own profile, live

  A customer on Oneway keeps their name and face current themselves.

• Private by default

  Staff see customers only when their role works with them. Strangers see nothing.

How it works

From what happened to who to call.

1. Something happens

   A booking, a visit, an order or a message.

2. It finds its customer

   On evidence: the same address or id.

3. The record moves

   Its story, its deals and its tags.

4. The team acts

   Follow-ups due land on the right person.

Who it is for

Any business people come back to.

• Hotels and resorts

  Repeat guests known before they arrive.

• Restaurants

  Regulars, their table and their preferences.

• Services and practices

  Clients and the next appointment owed.

• Venues and clubs

  Members, groups and their bookings.

Comes with these Systems

• Casino Operations System
• Oneway Hotel Operations
• Restaurant Operations System

At a glance

Oneway CRM, in facts.

What it is

Oneway CRM keeps every customer's whole story, from their real bookings, visits and messages, so your team knows who they are and what to do next.

Part of

Oneway OS, as a core system of Business OS.

Comes with

Casino Operations System, Hotel Operations System, Restaurant Operations System.

Where it runs

In Oneway OS, in a web browser on a computer or a phone.

Price

Part of Business OS: $330 a month for one Center, set up by contact. Oneway OS alone is free.

Status

In the Closed Selective Server Beta, by invitation, in New York City and Long Island.

Made by

Oneway Technologies LLC, New York.