One Stop Shop
Everything you want to know about a client, a group of clients or a prospect is literally all in OnePlace. With the broad range of data we integrate into OnePlace you can quickly and easily get insights which you simply can't get anywhere else.
OnePlace has numerous tools which work together to clean up your client and contact data and make sure it stays reliable and valuable.
Win More Work
OnePlace features are designed to help align your firm with your clients, create transparency and focus efforts on improving and expanding the services you provide them.
With a toolkit including the OnePlace Proposal Builder, Major Client Manager and Relationship Insights you can quickly and easily position your firm where it needs to be to win deals, drive growth from your biggest clients and build strong relationships with the right people.
Stay in Touch, Anywhere
In OnePlace you can zoom in on an opportunity, look up a client, and record notes from a client meeting on the move. Now you can monitor your business growth, make faster decisions and stay in touch with your clients, all from your mobile device — and your comfort zone.
Smart Search finds the info you need in seconds. Search for companies, contacts, deals or matters or look for reports and dashboards. Everything, but faster, and on your phone.
Global Best of Breed
Salesforce is a Fortune 500 company generating over US$10bn in annual revenue and consistently listed as one of the most innovative companies in the world for their efforts in helping businesses deliver exceptional client service. That's why we chose to work with them.
When you use OnePlace, you're using the best technology with the most complete range of features and tools available anywhere, to help you build and grow your firm around the needs of your clients and prospects. Read the latest studies and reports from the world's best-known business analysts about the benefits and quality assurances that come with a platform like Salesforce.
Fast and easy setup
Cloud-based products like OnePlace can be up and running incredibly quickly, and they cost less overall. With a cloud app, you just open a browser or app on your phone, log in, and start using it. Because OnePlace is in the cloud, it works like a utility: You only pay for what you need, upgrades are automatic, and scaling up or down is easy.
No IT hassles associated with installing software, maintaining servers, worrying about security as these are all outsourced to one of the most experienced and security-focused companies in the world. So you can simply enjoy the end result.
OnePlace enables you to translate the many streams of data about your clients and prospects and turn it into useful business information that helps you make better decisions and helps your firm drive growth.
Using a system like OnePlace can give you a clear overview of your clients. You can see everything in OnePlace — a simple, customizable dashboard that can tell you a client's previous history with you, the status of their matters, bills and any outstanding client service issues, and much much more.