Onest CRM

Onest CRM is your mobile workspace for sales, customer relationships, projects, and everyday HR built for teams that run on Onest CRM.
Whether you manage clients in the field, track projects on the go, or check in from the office, Onest CRM keeps your work organized in one secure app.
KEY FEATURES
CRM & SALES
• Clients — view profiles, proposals, estimates, files, and activity
• Projects — dashboards, milestones, members, discussions, notes, and progress
• Tasks — assign, track, and open task details and attachments
• Leads — capture and follow up on sales opportunities
• Appointments & calendar — schedule and stay on top of meetings
• Contracts — manage agreements from your phone
• Sales — products, quotations, POS, customers, and stock management
• Booking — campaigns, discounts, and coupons
• Attendance — check-in/check-out with flexible attendance methods
• Leave — request leave and view leave summary
• Employees — departments, designations, and team directory
• Timesheet — reports, schedules, resource planning, and hour approvals
• Visits — plan and review field visits
• Break time — track breaks during the workday
• Dashboard — quick overview of projects, clients, and tasks
• Mailbox — send and manage email from the app
• Meetings — create and join meetings with location support
• Notices & approvals — stay updated on company announcements and requests
• Income, expense & accounts — financial tools for authorized users
• Reports — attendance and business insights
• Notifications — never miss important updates
DESIGNED FOR MOBILE TEAMS
• Clean, modern interface optimized for phones
• Role-based menus — see only the modules your company enables
• Multi-language support
• Fast loading with smooth placeholders while data syncs
WHO IS IT FOR?
Onest CRM is for employees and managers using an Onest-powered company account. Sign in with credentials provided by your organization to access your dashboard, permissions, and data.
REQUIREMENTS
• Active Onest CRM/HRM company account
• Internet connection for sync and real-time updates
• Location permissions may be used for attendance, visits, and field features (as enabled by your admin)
SUPPORT & POLICIES
Access language settings, privacy policy, terms & conditions, and support policy from the app menu.