CRM
Track contacts, lifecycle stages, and engagement history in a single customer graph.
Automate, Scale & Grow Your Business With AI
Everything you need to capture leads, automate customer outreach, manage customers, close more sales, and scale your business from one intelligent platform.
No credit card required · Guided onboarding · Cancel anytime
AI Workflow Builder
Trigger
New Lead Captured
Action
Score + Assign Owner
Action
Send WhatsApp Sequence
Result
Book Demo Automatically
10,000+ Active Users
500+ Businesses
98% Satisfaction
1M+ Messages Sent
Trusted by growth-focused teams across banking, SaaS, healthcare, and education
Enterprise-ready from day one
Platform Features
Everything your revenue engine needs in one operating layer
AI Automation
Automate repetitive operations using adaptive AI rules and reusable journey templates.
WhatsApp Communication
Deliver segmented broadcasts and nurture sequences with real-time engagement insights.
WhatsApp Cloud API
Connect official business numbers and orchestrate high-volume message workflows securely.
Website Builder
Launch fast, conversion-focused websites with enterprise hosting and dynamic sections.
Funnel Builder
Create guided buying flows with testing, conditional logic, and campaign-level analytics.
Landing Pages
Spin up purpose-built pages for launches, ads, and events with structured lead capture.
Calendar Booking
Route prospects to the right teams using smart availability and qualification rules.
Sales Pipeline
Predict revenue, prioritize deals, and standardize follow-up with automation at every stage.
Email Communication
Design targeted campaigns with behavior triggers and deliverability monitoring built in.
LMS
Deliver structured courses, certificates, and cohort programs from one secure learning hub.
Student Portal
Offer personalized student dashboards, attendance, assignments, and direct support channels.
White Label Platform
Resell OneStep as your own platform with full branding controls and tenant isolation.
Mobile App
Empower field teams with pipeline visibility, messaging, and task updates on the go.
Reporting & Analytics
Monitor campaign ROI, team performance, and conversion trends through live dashboards.
Deep-Dive Solutions
Enterprise modules that remove complexity and accelerate growth
From first-touch lead capture to finance reconciliation and executive reporting, every module works as one connected operating system.
AI Dashboard + Reporting & Analytics + Team Management
Turn fragmented KPIs into one decision cockpit. Leadership gets live visibility, while department heads act faster with role-specific dashboards and alerts.
Executive scorecards for pipeline, CAC, retention, and cash flow Team Management with permissions, SLA benchmarks, and workload routing Custom reporting with CSV/API exports for board and finance reviews
CRM + Sales Management + Calendar Booking
Unify customer context, opportunity stages, and meeting conversion in one motion. Sales reps and leaders stop switching tools and start closing faster.
Smart lead assignment and follow-up sequences based on deal stage Calendar Booking with qualification routing and no-show prevention flows Forecasting and win-rate analytics with rep and territory-level breakdowns
Website Builder + Funnel Builder + Landing Pages
Launch conversion journeys rapidly with design-consistent components, built-in testing, and instant analytics that tie directly to CRM and campaigns.
Responsive, SEO-friendly templates tuned for enterprise lead generation Funnel Builder with branch logic for product lines and audience segments Landing page personalization driven by source, campaign, and behavior data
Customer Outreach Automation + Workflow Automation + Email Communication
Run sophisticated lifecycle campaigns with minimal manual effort. OneStep syncs behavior data, content rules, and timing to maximize conversion and retention.
Workflow Automation with visual branching, delays, and conditional triggers Email Communication templates with dynamic tokens and engagement scoring Campaign optimization driven by AI recommendations and outcome tracking
WhatsApp Communication + WhatsApp Cloud API + AI Chatbot
Scale messaging operations with policy-compliant communication, AI-assisted replies, and performance views that tie conversations to pipeline and revenue.
WhatsApp Cloud API connection and template lifecycle control AI Chatbot intent routing with escalation to human teams when needed Campaign-level attribution for messages, replies, appointments, and revenue
Finance Management + Ad Launcher + Mobile App
Bridge customer outreach execution with financial clarity and mobile velocity. Teams launch campaigns, monitor spend, and track outcomes from anywhere.
Finance Management with invoice logic, payment tracking, and margin visibility Ad Launcher templates for multi-channel campaigns with budget guardrails Mobile App for lead updates, approvals, chat handoffs, and pipeline snapshots
LMS + Student Portal + White Label Platform
Deliver learning experiences, monetize courses, and scale your own branded SaaS offering with secure tenancy and unified management.
LMS progress tracking, cohorts, assessments, and completion analytics Student Portal with personalized content feeds and support ticketing White Label Platform controls for branding, pricing, and multi-client isolation
Why OneStep
Clarity, control, and measurable business acceleration
40+ hrs/week
Time Saved
99.99%
Platform Uptime
Higher Productivity
Consolidate disconnected tools and reduce manual toggling across teams.
Process Automation
Automate repetitive tasks and free teams to focus on strategic priorities.
More Qualified Leads
Capture intent-rich leads with funnels, landing pages, and AI scoring.
Better Sales Conversion
Respond faster with sequenced outreach and guided deal progression.
Unified Platform
Customer communication, CRM, sales, learning, and operations in one integrated environment.
Time Savings
Reduce cycle times with triggered workflows and intelligent approvals.
Cost Reduction
Eliminate software sprawl while improving process quality and reporting consistency.
Scalable Operations
Expand to new teams and geographies without rebuilding your operational core.
Faster Growth
Align acquisition, conversion, and retention systems for compounding revenue gains.
Outcomes leaders can trust
Built for enterprise reliability, measurable efficiency, and growth accountability.
10,000+
Active Users
500+
Businesses
1,000,000+
Messages Sent
98%
Customer Satisfaction
100+
Integration Connectors
Pricing
Flexible plans for every stage of scale
Switch between monthly and yearly billing. Yearly saves up to 22%. GST applicable where required.
Starter
$49 /mo
For fast-moving teams validating AI automation.
CRM + Contact Management Website + Funnel Builder Email Communication Automations Basic Reporting Dashboard Up to 5 Team Members
Professional
$129 /mo
For scaling organizations focused on predictable growth.
Everything in Starter WhatsApp Communication + Cloud API AI Chatbot + Workflow Automation Sales Management + Forecasting Up to 25 Team Members
White Label Enterprise
$399 /mo
For multi-brand enterprises and agencies delivering at scale.
Everything in Professional White Label Platform Controls LMS + Student Portal Suite Priority Infrastructure + SLA Unlimited Team Members
Pricing shown in USD equivalent. GST/taxes may apply based on billing location.
Testimonials
Leaders who replaced chaos with clarity
“Before OneStep, our revenue team used six disconnected tools. In 90 days we unified acquisition, nurturing, and sales operations. Our response time dropped by 58%, and our close rate moved from 19% to 31%.”
Samantha Reed
VP Growth, Lattice
Before → After
- Lead response4.8h → 42m
- Close rate19% → 31%
- Ops tools6 → 1
Logo: Lattice
“The WhatsApp Cloud API and AI chatbot workflows changed our support economics. We now resolve tier-1 queries automatically and route high-intent conversations straight into the sales pipeline.”
Arjun Mehta
COO, NovoBank
Before → After
- Support SLA18h → 2.4h
- SQL volume+46%
- Manual replies-62%
Logo: NovoBank
“We launched our white-label education platform in under eight weeks. OneStep gave us LMS delivery, student portals, and billing controls without needing a custom engineering roadmap.”
Maya Thompson
Founder, Edvanta Group
Before → After
- Launch time7 months → 8 weeks
- Student retention+33%
- Admin effort-54%
Logo: Edvanta
Case Studies
Proof that OneStep performs at scale
Acme Corp
Manufacturing Technology
“OneStep replaced fragmented lead management and manual handoffs. We standardized onboarding workflows across regions and accelerated enterprise deal cycles.”
65%
Manual Work Reduced
2.3x
Conversion Lift
$3.4M
Annual Savings
142%
ROI in 12 Months
RetailLoop
Multi-Location Retail
“By combining WhatsApp campaigns, AI lead qualification, and calendar routing, we moved from reactive follow-up to predictable, high-intent conversion.”
4.1x
Lead Volume Growth
71%
Faster Response Time
39%
Higher Win Rate
11 hrs
Weekly Ops Saved per Team
Enterprise Outcome Summary
Across deployments, organizations report lower operational drag, faster go-to-market execution, and stronger visibility into revenue efficiency.
+28%
Avg Revenue Uplift
-52%
Manual Ops Time
+44%
Pipeline Velocity
3.6x
Campaign ROI
99.99%
Service Reliability
7–14 Days
Core Launch Window
FAQs
Answers for enterprise decision-makers
Most teams launch core modules in 7–14 days. Enterprise rollouts are phased by business unit with guided onboarding and migration support.
Yes. OneStep supports robust APIs, webhooks, and native connectors for major enterprise systems, plus custom integration guidance from our solution architects.
Absolutely. You can connect your existing account or provision a new one. OneStep includes templates, approval tracking, and policy-compliant messaging controls.
Yes. We enforce role-based access control, encryption in transit and at rest, detailed audit logs, and infrastructure hardening practices suitable for enterprise governance.
Yes. The White Label Enterprise plan provides custom branding, domain setup, client workspace controls, and centralized billing/reporting options.
Yes. The visual builder is no-code friendly with prebuilt templates for onboarding, re-engagement flows, lifecycle nurture, and appointment routing.
You get real-time dashboards for acquisition, funnel conversion, campaign ROI, team productivity, and custom KPI exports for leadership reviews.
Yes. Native mobile experiences provide lead updates, conversation tracking, task management, and approvals for both iOS and Android users.
Annual billing reduces your effective monthly cost and includes onboarding acceleration for Professional and White Label Enterprise tiers.
Yes. We support migration of contacts, campaigns, workflows, templates, and historical reporting to ensure continuity at launch.
Yes. Hierarchical workspaces, role layers, and centralized governance are designed for distributed enterprise operations.
All customers receive help center access and office hours; enterprise plans include a dedicated success manager and strategic optimization reviews.
Contact
Book a strategic demo tailored to your growth model
Tell us about your business goals and current systems. We’ll show exactly how OneStep fits your operations.
Ready To Scale Your Business?
Move from disconnected workflows to a single AI operating system built for speed, control, and enterprise-grade reliability.