All-in-One Client & Lead Management,
Marketing & Call Automation Technology
Industry Leading CRM & Business Management System
What is OneLink?
OneLink is a cloud-based software that brings unique CRM & Business Management System capabilities together in one easy-to-use dashboard.
Advanced System Dashboard
Dashboard that can be customized to enhance efficiency, displaying live schedule, upcoming tasks, summary reports, news updates, goals, call log, messaging, and more.
Work From Anywhere
No need for outdated on-site systems. Transition seamlessly as you send messages, access reports, handle employees, monitor progress, and track commissions from any device at any time.
Any Sales Industry
Any Size
Client
Management
Understand your clients’ needs thoroughly and effortlessly anticipate their requirements to greatly enhance customer satisfaction, build loyalty, and unlock valuable referral opportunities.
Team
Management
Easily manage and assign team or individual campaigns, tasks, and meetings. Also track compensation, licensing, push communications, and much more.
Lead
Management
Boost your sales and supervision. Utilize automated call software, personalized drip email campaigns, and predictive dialing phone technology to secure more potential customers.
Commission
Management
Efficiently manage and closely monitor various commission types, levels, and payments, as well as generate invoices and perform other related tasks with ease and convenience.
OneLink Creates Consistency, Efficiency and
Increases Productivity.
Technology Integration
Greatly enhance the functionality and usability of commonly used software. Easily connect – email, calendar, lead vendors, websites, phone technology, and more, with simple system API integration.
Complete Business Automation
Increase productivity effortlessly with our easy-to-use and effective system, OneLink. Allow automation to enhance your everyday client processes, attract new clients, manage teams, track performance, execute marketing campaigns, and accomplish much more.
Call Center Capability
Effortlessly handle individual and team calls using RIPPLE, our business telephone solution. With RIPPLE, there’s no need for onsite hardware, as it can be accessed on any smartphone device. When integrated with our CRM OneLink, it enables call campaign automation, call recording and storage, real-time call reports, and many other features.
Powerful Reporting for Data-Driven Decisions
OneLink offers comprehensive search and reporting capabilities, including sales amounts, sales types, call volume, call types, commissions, pending items, client details, and more. Tracking and analyzing real-time data will lead to better management accuracy.
Unique Features & Advantages
Built in
Commission System
Streamline the process of tracking and managing commission payments. This includes automatic payment reminders, convenient storage of commission data, monitoring of chargebacks, and customizable invoices with branding.
Modernize
Meetings
Easily conduct audio, and video meetings & live stream personalized events. Save commonly used phone scripts, audio recordings, and message templates for easy utilization.
Efficiently Communicate
Easily send emails and text messages quickly and accurately. Create, customize, and save message templates for manual or automated action-based campaigns.
Security and Compliance
Rest easy knowing client data is safe and secure. OneLink ensures the safety of consumer information by utilizing data encryption, two-factor authentication for all user accounts, and by adhering to SOC2 standards.
Better Serve Every Customer
Automate
Workflow
Enrich Marketing
Content
Increase Call Efficiency
Multiply
Productivity
Predictable Costs and Savings
Have one predictable system cost – all backed by award-winning customer support.
SILVER
USER
-
Unlimited Contacts
-
Task Management
-
Customer Management
Staff & Sales
GOLD
USER
-
Lead Actions
-
Dialing & Email
-
Campaign Automation
& Sales
PLATINUM
USER
-
Account Management
-
Create Access Roles
-
Data & Call Management
The One CRM/AMS System to Operate, Monitor, and Grow.
- ✔ Better serve every customer
- ✔ Automate workflow
- ✔ Enrich marketing content
- ✔ Increase call quality, volume, and over-site
- ✔ Multiply productivity
OneLink F.A.Q's
Yes
OneLink can automate simple and advanced common day-to-day practices for any sales-focused organization. With basic technology integration, email, calendar, meetings, tasks of any type, commissions, telephones, complex reporting, and more can all be automated for easy system use, access, and retrieval. Our technology platform is a cloud-based all-in-one business automation solution.Yes
Within the OneLink user dashboard numerous reporting options and layouts exist. The user dashboard is customizable to view upcoming tasks, calendar events, sales, call reports, goals and contains a bulletin board that can be kept for individual notices or company-wide communication. Within the client, production, commission, and lead management system tools, the user can pull numerous report types. Additionally, numerous system search options exist to generate and showcase specifically selected data reports.Yes
within OneLink numerous commission features exist that will help ensure that the commission was paid, that the amount was correct, and to help monitor chargebacks. Additionally, the system is built to be used to make payments, and run personal or team commission statements. Once the commission parameters of OneLink are established, a user can manually pull commission reports from typical commission sources and upload the reports to OneLink to incorporate the data. This action will push a client from the lead CRM portion of OneLink to the Client CRM portion of OneLink. Commission rules can be saved or manipulated per scenario based on need. Reports can be generated from the commission systems Manger tool to audit commissions and payments at any time.Yes
Within the OneLink user dashboard numerous reporting options and layouts exist. The user dashboard is customizable to view upcoming tasks, calendar events, sales, call reports, goals and contains a bulletin board that can be kept for individual notices or company-wide communication. Within the client, production, commission, and lead management system tools, the user can pull numerous report types. Additionally, numerous system search options exist to generate and showcase specifically selected data reports.Yes
With the OneLink lead system functionality a user can upload numerous types of lead data and create automated lead campaigns. OneLink allows for customizable manual or automated action-based lead dispositions. Once lead data has been acted on, the data can be archived or searched to showcase lead success or failure. Lead data is available to be extracted in many ways to help with audits, actions, and lead vendor accountability or refunds.Yes
OneLink has numerous email functions and capabilities. A primary email address can be integrated into the user’s OneLink profile for system usage. Email automation actions can be created and triggered for any type of desired messaging type. Email templates can be saved, accessed, and automated within OneLink to save time, and create continuity. Sent emails will be saved to specific client profiles for suitability and compliance. OneLink has open API functionality and will work with any SMTP relay.Yes
OneLink has unique individual login credentials for all account holders and utilizes 2FA and data encryption. OneLink allows many types of data entry, storage, and lookup features. Intruity Corporation is Soc2 Compliant.Yes
OneLink can help organize calls and tasks. The user dashboard houses a section to highlight current and pending call activity. Within the OneLink lead manager tool a user can pull call reports, call data, and pull up archived call history. Each client profile houses a section to time stamp call history and record call notation. With OneLink and Ripple used in tandem, a user can generate, disperse and monitor call activity functions, as well as save recorded phone calls.Achieve a higher level of success with OneLink!
Click below to sign up for your free trial!