IN ONE CRM · Features & Use Cases
One CRM spine. Many ways to use it.
Browse the ways teams plug into IN ONE – from forms, pipelines and collections to vertical solutions and AI. Every page below opens a focused view on one piece of the puzzle, all running on the same client spine.
- Start with the use case that hurts the most today.
- Add more pages and flows as the team gets comfortable.
- Keep everything on one system, instead of stitching tools together.
Book a Workflow Mapping Session
Bring “how you actually work” today. We’ll match it to the pages and flows that fit.
Core workflows
From first form to invoices, dashboards and tickets.
The building blocks most IN ONE clients start with – forms, automations, collections, reporting and shared inboxes.
Smart forms & data quality
Smart Forms & Document Validation
Turn clumsy PDFs and copy/paste admin into smart web forms that write straight into
IN ONE and keep documents in sync.
Automation hub
Workflow Automation Hub
Centralise triggers, actions and approvals so automations live in one hub, not inside
ten different tools and spreadsheets.
Revenue & collections
Revenue & Collections Automation
Friendly, systemised chasing of money: invoices, reminders, WhatsApp nudges and
payment links – fully tracked in IN ONE.
Learning businesses
Online Courses, Memberships & Communities
Make IN ONE the backbone for courses, communities and student journeys – from ad
click to upsell and renewals.
Dashboards
Reporting & Executive Dashboards
The boardroom view: time saved, pipeline, collections, support load and more – with
drill-down back to the underlying workflows.
Service & support
Shared Inbox & Ticketing for Service Teams
Keep WhatsApp, email and web enquiries in one shared queue – with tickets, SLAs and
handover inside IN ONE.
Migration
Migration to IN ONE CRM
Move off spreadsheets and legacy CRMs without breaking how you work. We help structure
data, flows and teams in IN ONE.
Teams
Pages written in the language of each team.
Show founders, ops and sales what IN ONE means in their day-to-day – not just in IT or project language.
Founders & CEOs
IN ONE CRM for Founders & CEOs
Get out of the inbox and into one hub where the whole business lines up – with one set
of numbers everyone trusts.
Ops & admin
IN ONE CRM for Ops & Admin Teams
Calendar, tasks, bookings, reminders, documents and WhatsApp – all stacked in one
place for the people who keep things moving.
Sales teams
IN ONE CRM for Sales Teams
Pipelines, follow-ups and WhatsApp timelines in one view – so reps and managers see
exactly what’s happening with every deal.
Verticals
Industry pages your teams can recognise themselves in.
Use these as starting points if you run a service business, debt practice, security company, clinic, solar team and more.
Broad services
CRM & Automation for Service Businesses
A catch-all page for South African service SMEs – from law and consulting to trades,
clinics, auto and beyond.
Debt & credit
CRM for Debt Help, Credit Repair & Financial Coaches
Leverage IN ONE for structured workflows, reminders and document handling in
high-compliance, high-emotion debt and score-fix work.
Security & guarding
IN ONE CRM for Security & Guarding Companies
Sites, contracts, patrols, incidents and client comms – one control-room view your
team can actually use.
Clinics & wellness
CRM for Clinics, Allied Health & Wellness Practices
Bookings, reminders, treatment plans and aftercare in one place – with fewer no-shows
and better follow-through.
Solar & installers
IN ONE CRM for Solar, HVAC & Installers
Quote → site visit → install → COC → aftercare – one spine for every job, with photos
and checklists in IN ONE.
Marketing services
IN ONE CRM for Marketing Service Providers
Keep retainers, campaigns, approvals and reporting in sync for marketing, creative and
digital service providers running client work at scale.
Channels & compliance
WhatsApp, inboxes and onboarding on the same spine.
Where conversations and compliance meet the CRM spine – so messages, client records and risk checks stay together.
WhatsApp CRM
WhatsApp CRM & Inbox for South African Businesses
One WhatsApp inbox connected to IN ONE – assign threads, track timelines, and stay
POPIA-friendly with opt-ins and audit trails.
Onboarding & KYC
Onboarding & KYC Automation for Regulated Service Businesses
Smart KYC forms, document tracking, approvals and audit-ready client records for law,
finance and other regulated services.
AI for IN ONE CRM
Let AI sit inside IN ONE – not bolt-on from the side.
These pages show how AI callers, copilots, content, scoring and briefings plug into the same IN ONE spine – so humans and AI work from one set of facts.
Chatbots & capture
AI Chatbots & WhatsApp Assistants
Website and WhatsApp assistants that qualify, book and answer questions – with every
conversation written straight into IN ONE.
AI callers & voice
AI Callers & Voice Agents Connected to IN ONE
Let AI handle first calls, reminders and simple qualification – with transcripts,
outcomes and tasks written back into IN ONE.
Inbox copilot
AI Inbox Copilot for Email, WhatsApp & Tickets
Draft replies, summarise threads and send routine confirmations straight from the
IN ONE timeline – without losing the human touch.
Content & campaigns
AI Content & Campaign Assistant for IN ONE
Turn IN ONE segments into email, WhatsApp and campaign copy – with context pulled
from actual client data, not spreadsheets.
Reviews & reputation
AI Reviews & Reputation Flows Powered by IN ONE
Ask for reviews at the right moment, route unhappy clients to humans and track
sentiment over time on the same client spine.
Background agents
AI Automation & Background Agents for IN ONE
Quiet background agents that watch for triggers – new leads, status changes, risks –
and nudge humans or other systems into action.
Lead quality
AI Lead Scoring & Qualification in IN ONE
Combine web, WhatsApp, email and deal activity into simple lead scores and queues –
so reps hit the best conversations first.
Documents & KYC
AI Document & KYC Parsing for IN ONE
Let AI read IDs, bank statements and contracts – pushing key fields and risk flags
into IN ONE instead of your team retyping them.
Knowledge & SOPs
AI Knowledge & Help Centre Assistant
An AI that knows your playbooks, SOPs and FAQs – answering staff and client questions
using your own way of doing things.
Leadership view
AI Executive Briefings & Daily Snapshot
Wake up to a human-readable briefing on yesterday in your business – pulled from
IN ONE’s pipelines, collections, ops and support.
Not sure which IN ONE page to start with?
Pick the biggest headache – leads, collections, onboarding or reporting – and we’ll show you the combination of pages and flows that make sense for your team right now, with AI added only where it actually helps.
