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Part of the OneAvant operating system

The contact layer your whole business runs on.

Every lead, customer, and company in one place. Then OneAvant CRM feeds that data straight into your sales, delivery, and invoicing, so you never re-enter a contact or chase a missing detail again.

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Explore Features

One record. Used everywhere.

Custom pipelines per contact type.

Automated. SMS & email.

OneAvant CRM dashboard showing customer, product, stock, supplier, and inventory data in a clean business operations interface.
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Not a silo. The spine.

A CRM That Connects
Your Whole Operation

A CRM That Connects
Your Whole Operation

A CRM That Connects Your Whole Operation

OneAvant CRM connects contacts with quotes, orders, deliveries, and invoices, so every customer record stays updated across your business.

OneAvant CRM connects contacts with quotes, orders, deliveries, and invoices, so every customer record stays updated across your business.

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CRM

The source of truth for every lead, customer, and company.

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Sales

Company-specific pricing and quotes pull straight from the contact.

Single customer record card showing synced contact, company, activity, and account status details.
Single customer record card showing synced contact, company, activity, and account status details.
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Delivery

Drop-offs and driver routes resolve to the right account automatically.

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Finance

Quotes, invoices, payments, and credit notes land on one statement.

Built once, used everywhere. Integrated with all other OneAvant modules.

Built once, used everywhere. Integrated with all other OneAvant modules.

What's inside

Everything You Need To Manage a Relationship.

From the first lead to a VIP account, OneAvant CRM holds the full picture and keeps it current.

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Contact Management

Contact Management

Store everything about a person in one record, then shape it to fit how your business actually works.

Store everything about a person in one record, then shape it to fit how your business actually works.

Automated check-in and Keyless rooms

Automated check-in and Keyless rooms

Unified housekeeping and staff coordination

Unified housekeeping and staff coordination

Service Requests, Menu's, and Concierge

Service Requests, Menu's, and Concierge

Contact management visual showing a customer profile card connected to custom fields, segments, and contact information.
Contact management visual showing a customer profile card connected to custom fields, segments, and contact information.
Contact management visual showing a customer profile card connected to custom fields, segments, and contact information.
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Contact Pipelines

Contact Pipelines

Build a lifecycle that mirrors how contacts move through your business, not a generic template.

Build a lifecycle that mirrors how contacts move through your business, not a generic template.

Custom stages: Lead, Closing, Customer, VIP, and beyond

Custom stages: Lead, Closing, Customer, VIP, and beyond

Move contacts between stages as relationships evolve

Move contacts between stages as relationships evolve

Different contact types get their own unique pipelines

Different contact types get their own unique pipelines

Contact pipeline visual showing customer cards moving through lifecycle stages from lead to VIP.
Contact pipeline visual showing customer cards moving through lifecycle stages from lead to VIP.
Contact pipeline visual showing customer cards moving through lifecycle stages from lead to VIP.
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Contact Companies

Contact Companies

Group people under the organizations they belong to, and price for each one on its own terms.

Group people under the organizations they belong to, and price for each one on its own terms.

Assign contacts to specific companies and organizations

Assign contacts to specific companies and organizations

Set custom pricing unique to each company

Set custom pricing unique to each company

Handle bespoke contracts without workarounds

Handle bespoke contracts without workarounds

Company account visual showing an organization profile connected to multiple team members and assigned contacts.
Company account visual showing an organization profile connected to multiple team members and assigned contacts.
Company account visual showing an organization profile connected to multiple team members and assigned contacts.
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Communication

Communication

Reach contacts with built-in templates, and let the system handle the routine messages for you.

Reach contacts with built-in templates, and let the system handle the routine messages for you.

Built-in email and SMS templates

Built-in email and SMS templates

Automatic outreach on pending delivery, new order, or issued invoice

Automatic outreach on pending delivery, new order, or issued invoice

Send announcements to contacts directly

Send announcements to contacts directly

Communication workflow visual showing templates, automation, and message sending connected in one process.
Communication workflow visual showing templates, automation, and message sending connected in one process.
Communication workflow visual showing templates, automation, and message sending connected in one process.
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Transaction Tracking

Transaction Tracking

Every financial interaction with a contact, in one place, filtered and ready when you need it.

Every financial interaction with a contact, in one place, filtered and ready when you need it.

Quotes, orders, invoices, payments, and credit notes in one view

Quotes, orders, invoices, payments, and credit notes in one view

Filter all transactions from the contact's account section

Filter all transactions from the contact's account section

Generate an account statement showing owed and owing

Generate an account statement showing owed and owing

Transaction tracking visual showing quotes, orders, invoices, payments, and credit notes in one account view.
Transaction tracking visual showing quotes, orders, invoices, payments, and credit notes in one account view.
Transaction tracking visual showing quotes, orders, invoices, payments, and credit notes in one account view.
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Integrated By Default

Integrated By Default

The CRM is not a bolt-on. It is the connective tissue between every other part of OneAvant.

The CRM is not a bolt-on. It is the connective tissue between every other part of OneAvant.

Feeds the Sales and Delivery modules directly

Feeds the Sales and Delivery modules directly

Powers company-specific pricing across the system

Powers company-specific pricing across the system

No duplicate data entry, no copy-paste between tools

No duplicate data entry, no copy-paste between tools

OneAvant CRM integration visual showing sales, delivery, pricing, and single source data connected together.
OneAvant CRM integration visual showing sales, delivery, pricing, and single source data connected together.
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Pipelines

Map The Journey, Not Just The Contact.

Define the exact lifecycle your contacts move through, and watch them progress. Each contact type can carry its own set of stages.

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CRM

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Closing

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Customer

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VIP

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Communication

The Messages That Should Send Themselves, Send Themselves.

Use built-in email and SMS templates to reach contacts on your terms. And for the routine touchpoints, let OneAvant trigger them automatically off real events in your operation.

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Delivery Pending

Contact is notified automatically before the drop-off.

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Order Created
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Invoice Issued
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One Account, Full History

Know Exactly Where Every Account Stands.

Every financial interaction with a contact is centralized and filterable in their account section. Pull a statement in seconds and see what they owe, and what they are owed.

Quotes

Orders

Invoices

Payments

Credit Notes

Account Statement

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Quote draft card showing customer selection, item review, total amount, and ready-to-send status.

Quotes

Orders

Invoices

Payments

Credit Notes

Account Statement

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Quote draft card showing customer selection, item review, total amount, and ready-to-send status.

See Your Contacts Working For You.

Book a walkthrough of OneAvant CRM and watch one contact record flow through sales, delivery, and invoicing live.

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Talk to The Team