Revenue · App 01
Stop losing leads across WhatsApp, forms and spreadsheets
One3 CRM & Sales is designed to capture every enquiry, help your team and Digital Employees follow up fast, and hand won deals to invoicing and commissions without re-keying. CRM is planned for Wave 1, with GA in Wave 2.
CRM & Sales is where One3's human sellers and rented Digital Employees turn conversations into signed, invoiced and collected revenue, with every step executed as a governed Action and every AI rupee tracked against the outcome it produced. Work happens where sellers already are: WhatsApp, voice notes, email, calls and meetings create proposed CRM changes that a person approves in one tap. Agents do the work and the ledger shows the result. And a lead becomes a contact, a deal, a quote, a GST invoice, a collection and a commission credit on one data model, without integration work between apps.
What CRM & Sales is
CRM & Sales is the Year-1 anchor application of One3. It manages leads, contacts, companies, deals, pipelines and activities on the shared person and organisation records that every One3 app uses. WhatsApp is a first-class channel, not a higher-tier add-on. Quotes are GST-aware. Data is hosted in India by default.
The app has six modules:
- CRM (Core, Wave 1, inside the Year-1 boundary): leads, contacts, companies, deals, pipelines, activities, capture, routing, data quality, AI and reporting.
- Sales & CPQ (Add-on, Wave 2): price books, quotes, discounts within delegation of authority, GST tax and territories.
- Customer Success (Add-on, Wave 3): onboarding, health scores, playbooks and renewals.
- Commissions & Incentives (Add-on or Standalone, Wave 3): plans, quotas, explained statements, disputes and payouts.
- Partners (PRM) (Add-on, Wave 4): partner programmes, deal registration and lead distribution.
- Pricing & Revenue Management (Add-on, Wave 4): price lists, rules, promotions, margin guardrails and price tests.
How it works
Every source, whether a form, WhatsApp message, ad lead form, chat, call, API or import, calls the same capture Action. The lead is deduplicated, scored with explained factors, enriched within consent rules and assigned to a human or an AI SDR with a speed-to-lead SLA timer. WhatsApp threads, emails, voice notes and meeting notes become proposed changes with evidence snippets that a seller approves, edits or rejects in one tap. Typing into forms is the fallback, not the job.
Digital Employees such as the AI SDR, Meeting-to-CRM Updater, Quote Follow-up Agent and Lead Enrichment & Dedupe Agent act through the same Actions people use, inside their autonomy level and budget. Their cost and attributed returns appear in the Investment & ROI Ledger in the AI Workforce app.
How it connects to the rest of One3
A won deal creates an invoice draft in Finance Billing with GST fields, client work items in Work, an onboarding plan in Customer Success and a commission credit that flows to Payroll. Marketing segments and journeys run on the same contact records, and nurture handoffs return leads to sales on score or reply. Service Desk tickets and Billing payment status appear on the account view. Migration Factory brings history from HubSpot, GoHighLevel, Zoho CRM and spreadsheets with dry runs and reconciliation.
The app does not own campaign execution, invoicing, payments, e-signature as a product or field service dispatch. Those belong to Marketing, Finance, Sign and Operations, and CRM hands off to them through Actions.
Problems solved
What CRM & Sales fixes
Lead leakage and slow follow-up
Enquiries from forms, ads and WhatsApp sit unanswered. One capture Action for every source, assignment rules, speed-to-lead SLA timers and an AI SDR that drafts or sends the first touch within policy address this.
Data entry nobody does
Reps skip logging, so pipeline and forecasts are wrong. Ambient capture turns WhatsApp threads, emails, voice notes and meeting notes into proposed updates with evidence.
Tool sprawl
CRM, WhatsApp tool, quoting sheet, invoicing app and commission spreadsheet do not share records. One shared data model takes a won deal to invoice and payout without re-keying.
AI that suggests but does not act
AI spend nobody can justify. Typed Actions with risk tiers, approvals and reverse options, plus an Investment & ROI Ledger with baselines and attribution, make agent work measurable.
India selling bolted on
WhatsApp gated to higher tiers, GST quotes outside the CRM and data hosted abroad. One3 plans WhatsApp as a primary surface, GST fields on companies and quote lines, and India hosting by default.
Painful switching
History, pipelines and custom fields are trapped in the old CRM. Migration Factory importers offer dry runs, reconciliation and rollback.
Commission disputes
Opaque incentive maths causes disputes. Commission statements are planned with a line-by-line explanation and an in-app dispute workflow.
Key capabilities
What you can do
One capture Action for every source
Forms, WhatsApp, ad lead forms, chat, email parsing, API and imports all create leads the same way, with attribution and consent.
Speed-to-lead SLAs
Assignment rules, SLA timers, escalation ladders and a routing log that explains every assignment.
Ambient capture
WhatsApp threads, emails, voice notes and meeting notes become proposed CRM changes with evidence that you approve in one tap.
WhatsApp built in
Inbound capture and threads on the timeline from Wave 1, two-way send within template and service-window rules from Wave 2.
Explained lead scoring
Scores from 0 to 100 with the top factors shown, and every scoring run stored with its model version.
Clean data by default
Duplicate detection, field-by-field merge and unmerge, source-of-truth rules and record quality scores.
GST-aware quotes
Price books, discount limits from your DoA matrix, CGST, SGST and IGST calculation and branded quote PDFs.
Lead to cash on one model
Won deals create invoice drafts, work items, onboarding plans and commission credits without re-keying.
Agents measured by outcome
Digital Employees act through the same Actions, and their cost and attributed returns appear in the ROI Ledger.
Modules
6 modules, one data model
Core modules come with the app. Add-ons switch on when you need them. Some modules can be bought on their own.
CRM
Leads, contacts, companies and deals that people and agents work through the same Actions
ExploreSales & CPQ
GST-correct quotes within your discount authority, handed to Billing without re-keying
ExploreCustomer Success
Onboarding, health scores, playbooks and renewals built from real customer signals
ExploreCommissions & Incentives
Explained commission statements from real credit events, with disputes and payouts
ExplorePartners (PRM)
Run your channel programme on the same CRM: registration, distribution and payouts
ExplorePricing & Revenue Management
Price lists, rules, promotions and margin guardrails across quotes, store and POS
ExploreWorkflows
How the work flows
End-to-end workflows inside the app and across One3.
Inbound lead to qualified deal
A new enquiry from any channel is captured, checked, scored, assigned and worked until it converts into a deal.
- 1.An enquiry arrives from a form, WhatsApp, ad lead form, chat, call, API or import and creates a lead with attribution and a consent link.
- 2.Dedupe checks link it to an existing contact or flag a duplicate candidate.
- 3.The lead is scored and enriched; below threshold it goes to a Marketing nurture journey.
- 4.Above threshold it is assigned to a human or the AI SDR with an SLA timer.
- 5.The first touch is drafted or sent according to autonomy level and consent, on the channel the lead used.
- + 1 more steps →
Deal progression to won or lost
Deals move through stages with required fields, risk signals and next-best-actions, and close with reasons and handoffs.
- 1.Activities are logged or proposed from WhatsApp, email and meetings.
- 2.Risk signals and next-best-action suggestions appear on the deal.
- 3.Moving a stage checks required fields for that stage.
- 4.A lost deal requires a lost reason and becomes eligible for win-back or nurture.
- 5.A won deal emits an outcome to the ROI Ledger and triggers invoice, work item and onboarding handoffs.
Ambient capture to approved change
A seller's conversation becomes CRM updates without typing.
- 1.The seller finishes a WhatsApp chat, sends a voice note or pastes meeting notes.
- 2.The Meeting-to-CRM Updater extracts proposed field updates, tasks, stage moves and new contacts with evidence snippets.
- 3.The seller approves, edits or rejects each proposal in one tap.
- 4.Approved changes run as normal Actions with audit; low-risk items can auto-apply only once the agent has earned that autonomy.
Won deal to invoice and commission
One won deal starts cash, delivery and incentives across apps.
- 1.An accepted quote or won deal creates an invoice or subscription draft in Billing with identical lines and GST.
- 2.Billing issues the invoice as its own approved Action.
- 3.Client work items and an onboarding plan are created from templates.
- 4.Commissions generates credits on deal won or invoice paid, per plan rules.
- 5.At period close, approved payouts flow to Payroll for employees or Payables for partners.
AI inside
AI skills that act through governed Actions
Every AI skill runs through the same typed Actions people use, with risk tiers, approvals and an audit trail.
Lead scoring with top factors A3
Rules plus model-derived features produce a 0–100 score with explanations; every run is stored with its model version.
Inbound qualification and first touch A1
The AI SDR qualifies leads, answers from Knowledge and books meetings over WhatsApp or email. Starts in shadow mode; sends only after autonomy is earned.
Ambient capture A1
Turns conversations and notes into proposed changes with evidence. Auto-apply is limited to R1 items at A3.
Indic voice-note capture A2
Hindi and Tamil voice notes become transcripts and proposals after per-language evaluation.
Duplicate merge proposals A1
Proposes merges with reasons; never executes a merge itself.
Deal risk and next-best-action
Flags stale deals, slipped close dates and missing decision makers, and suggests the next Action.
Copilot for CRM
Pipeline Q&A, record summaries, what changed and cited knowledge answers, acting through confirm cards.
Quote follow-up drafts A1
Drafts follow-ups for unanswered quotes; sends need approval.
Explained commission statements A3
Statement explanations generated only from the calculation trace, never free-form.
Digital Employees
Agents that operate CRM & Sales
Rent them by the month. They work under your team's supervision and their cost and returns appear in the Investment & ROI Ledger.
AI SDR — Inbound Lead Responder
Qualifies and engages inbound leads fast: scoring, first touch and meeting booking. One of the six agents planned as Verified at launch.
Meeting-to-CRM Updater
Turns meetings and notes into accurate CRM field updates for a seller to approve. Planned as Verified at launch.
Quote Follow-up Agent
Follows up on sent quotes within discount limits set by your DoA matrix.
Learn moreLead Enrichment & Dedupe Agent
Enriches companies and contacts within DPDP purpose limits and proposes duplicate merges.
Learn moreAI Sales Assistant (AE support)
Prepares meeting briefs, turns notes into CRM proposals and drafts follow-ups.
Learn moreAI Sales Manager
Runs pipeline reviews, flags deal risk and drafts coaching notes and forecasts. Advisory on people decisions.
Learn moreAI RevOps Analyst
Keeps revenue data clean with duplicate and routing rule proposals and funnel analysis.
Learn moreWin-back / Dormant Customer Agent
Re-engages dormant customers with consent and holdout measurement.
Learn moreIntegrations
Connects with the tools you already use
- WhatsApp Business Platform
- Gmail
- Google Calendar
- Microsoft Graph (Outlook)
- Slack
- Microsoft Teams
- Meta Lead Ads
- Google Ads lead forms
- Telephony provider (India)
- SMS gateway (DLT)
- GSP for GSTIN verification
- Enrichment provider
- HubSpot
- GoHighLevel
- Zoho CRM
- Pipedrive
- Salesforce
- CSV / XLSX import
Connector availability depends on provider access and is verified before launch. How integrations work →
Security & compliance
Built to be trusted
Every change is a governed Action
People, agents, APIs and MCP clients use the same typed Actions with risk tiers, approvals and reverse or compensate options. Sending a WhatsApp or email is R3; erasing a contact is R4 with step-up.
Consent before contact
Purpose-wise consent is captured on forms, WhatsApp opt-in and imports. No outbound marketing message goes out without the purpose-specific consent record. Do-not-contact and call preference checks are built in (TCCCPR to verify).
Erasure that reaches AI stores
Data-principal access, correction and erasure run through Trust & Audit and propagate to timelines, search, embeddings and agent memory.
Record-level access
Ownership, team hierarchy, workspace scope, explicit sharing and field-level security decide who sees which deals and fields.
India hosting and AI disclosure
Data is hosted in India by default, with per-tenant residency policy for model routing. AI SDR messages and voice agents carry AI disclosure. DPDP, TCCCPR and GST references are pointers to verify with counsel.
Industry Editions
Industries that use CRM & Sales
Frequently asked questions
Can I use CRM & Sales today?
No. CRM is planned for Wave 1 with general availability in Wave 2. Sales & CPQ, Customer Success and Commissions are planned for Year 2, and Partners and Pricing for Year 3.
Is WhatsApp included or a paid add-on?
WhatsApp is a first-class channel in CRM, not a higher-tier add-on. Message usage carries a pass-through meter because providers charge per message.
Will AI agents replace my sales team?
No. Digital Employees work for your team under supervision. They qualify leads, update records and draft follow-ups within autonomy levels and budgets you set, and risky Actions need human approval.
Can I import from HubSpot, Zoho CRM or GoHighLevel?
HubSpot and CSV or XLSX imports are planned for Wave 1, and GoHighLevel and Zoho CRM for Wave 2, with dry runs, reconciliation and rollback. Pipedrive is a Wave 2 proposal and Salesforce is planned for Wave 3.
Does CRM create GST invoices?
CRM creates an invoice draft in Finance Billing from a won deal or accepted quote, with GST fields. Issuing the invoice, including e-invoice IRN where applicable, stays a Billing Action.
Which languages are supported?
Hindi and Tamil UI and AI are planned for Wave 2, including voice-note capture after per-language evaluation.
Can agencies run CRM for many clients?
Yes. Agency snapshots of pipelines, fields, rules, sequences, automations and agent configurations are planned for Wave 2, along with client report templates.
Works with
Related apps
Platform
One governed foundation for every human, AI agent, integration and channel
ExploreMarketing
Consented, measurable marketing across WhatsApp, email, search, ads and social
ExploreService Desk
Support on every channel, resolved on the same customer, invoice and order records
ExploreWork
Projects, time and product delivery for people and Digital Employees, tied to invoices
ExploreFinance
Bill, collect, pay, account, plan and comply on the records your business already keeps
ExploreAI Workforce
Rent ready-made AI Digital Employees that work for your team, with a monthly ROI statement
ExplorePlan your CRM & Sales rollout with us
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.