Intapp acquires OnePlace

What is OnePlace?

Client Lifecycle Management (CLM) for Professional Services firms – OnePlace puts your client relationships at the core of everything we do.

From initial identification of prospective clients through to managing key clients, OnePlace supports your firm’s unique business needs.

OnePlace is built on the award-winning, cloud-based CRM platform Force.com® – secure, reliable and fast.

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.

Succeeding in a
disruptive market

op-know-your-client

Know your
client

Leverage Relationships

Leverage relationships

op-focus-your-efforts

Focus your
efforts

Maximise the opportunity

Maximise the opportunity

Collaborate

Collaborate

Learn from experience

Learn from experience

Prospecting

Engagement

Maturing
relationships

Key client
management

Mobile

Mobile Access

All OnePlace functionality is available anytime, anywhere across mobile devices like tablets and smartphones.

Cloud

Cloud – Convenience, Availability, Security

The market-leading Salesforce platform removes the barrier and cost of on-premise hardware, system software and business continuity risks. We deliver OnePlace with one of the highest SLA for data security, privacy, integrity and availability currently available for professional services firms.

Integration

Integrations

  • Microsoft Outlook calendar and tasks
  • Time and Billing (PMS)
  • Human Resources Management Systems (HRMS)
  • Document Management Systems
  • Electronic Relationship Management (ERM)
  • Electronic Direct Marketing (EDM), Marketing Automation Systems
  • Telephony systems
  • Integration tools
  • 3000+ apps in the AppExchange