A CRM built around conversations
Keep leads, customers, contact details and activity together. Filter by agent and date range to reach the inquiries that matter.
Know your customer. Long after the call ends.
They called, messaged, asked questions and came back. Open the customer record to see what was said, what was agreed and what still needs attention, without starting over.
oneli.io / workspace
Dana CohenNew lead · Service appointment
Awaiting team confirmation
WhatsAppLooking for a Thursday afternoon appointment.
- Phone call
Collected the service type and preferred time.
- Follow-up
The appointment request is saved for the team.
Listen and read back
Revisit call recordings, transcripts and summaries according to your recording and retention settings.
Ask AI about your customers
AI chat helps you explore the available information, find follow-ups and understand what was discussed. Insights highlight recurring questions and sticking points.
See the wider picture
Use the dashboard for an overview and insights, then drill into individual inquiries on the customers page.
From setup to the next action
- 01
An inquiry arrives
The agent receives a call or WhatsApp message and collects the details you configure.
- 02
The history updates
Activity is saved with the customer, including the summary and available conversation details.
- 03
Your team takes it from there
Check the source, review insights and decide on the next action.
Choose what the agent remembers and for how long, and configure recording and data retention. AI insights support your review; check important decisions against the original conversation.
Good to know
Can I filter by agent?
Yes. Select agents and a date range on the customers page and dashboard.
Do I need to replace my existing CRM?
No. Connect an existing system through an integration or API and configure which information is updated.
Is every call recorded?
Recording and retention are configurable. Set up the appropriate customer disclosure and follow the relevant policy.
More ways to work with OneLi
Explore all use casesEvery customer conversation. One place.
An AI agent that knows your business, answers calls and WhatsApp messages, and keeps the work moving. Your knowledge, leads, conversations and next steps stay together.
Connect your business