CRM · SalesTypical scenario
A managed sales funnel
- Task
- Leads come from many channels and client history is scattered across managers.
- What we configure
- One contact base, funnel stages, automatic tasks and reminders, per-manager reports.
Service DeskTypical scenario
Client requests in one process
- Task
- Requests get lost in email and messengers, deadlines are not tracked.
- What we configure
- Logging requests from all channels, routing, statuses, deadline and priority control.
Finance · BudgetingTypical scenario
Payments and budgets under control
- Task
- No single view of income and spending across business lines.
- What we configure
- Payments linked to budgets, automatic allocation of funds, dashboards with management indicators.
WarehouseTypical scenario
Stock and goods movement tracking
- Task
- Stock is kept in separate spreadsheets that are not linked to orders.
- What we configure
- Per-warehouse accounting, minimum reserves, expected arrivals, link to orders.
Documents · BPMTypical scenario
Document approval workflows
- Task
- Contracts and invoices are approved manually and their status is unclear.
- What we configure
- A document register, approval routes, owners and automatic actions at each stage.
Integrations · APITypical scenario
Connecting OneBox OS to other systems
- Task
- Data is copied by hand between the website, telephony and accounting systems.
- What we configure
- Integrations with the website, IP telephony, email, messengers and accounting systems via connectors or the API.
OneBoxCorp
