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Your CRM, marketing & integrations — unified.

Onbrix is the all-in-one CRM for small businesses. AI-powered lead scoring, unified inbox, deal pipeline, quotes, invoicing, retail POS, 42+ integrations, project management, and workflow automation — all from one platform.

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All-in-one CRM platform — no hidden API fees, bring your own keys

Features
50+
Integrations
42+
CRM Migrations
10
AI Capabilities
8
Languages
8
Free Forever
$0
Real Problems, Real Solutions

Common CRM problems we actually solve

Most CRMs create more headaches than they fix. Onbrix was built to address the biggest pain points teams face every day.

Excessive Manual Data Entry

How Onbrix Solves This

Smart auto-fill from lookup records, AI-powered CSV import wizard, and workflow automation eliminate repetitive typing.

Low User Adoption

How Onbrix Solves This

Guided 5-step onboarding wizard, progressive sidebar that simplifies for new users, and a quick-wins checklist to build momentum.

Duplicate Records Everywhere

How Onbrix Solves This

Real-time duplicate detection warns you inline during record creation — before duplicates enter your database.

Poor Data Quality

How Onbrix Solves This

Data health dashboard with completeness scoring, stale record detection, field validation, and AI-powered enrichment.

Steep Learning Curve

How Onbrix Solves This

Searchable help center, contextual upgrade prompts, onboarding wizard, and improved empty states with actionable CTAs.

Poor Mobile Experience

How Onbrix Solves This

Mobile card views, fully responsive data tables, installable PWA, and offline support with service worker.

No Industry-Specific Setup

How Onbrix Solves This

5 pre-built templates for Real Estate, SaaS, Consulting, Healthcare, and E-Commerce with pre-configured modules and fields.

No In-App Support

How Onbrix Solves This

Built-in support widget with ticket submission, tracking, and searchable knowledge base — without leaving the CRM.

Everything you need to grow

Powerful features that help your team sell smarter, not harder.

Contact Management

360-degree view of contacts, leads, accounts, and deals with custom fields, activity timelines, and relationship tracking.

AI Intelligence

AI lead scoring, deal health analysis, data enrichment, next-best-action recommendations, and AI email drafting.

Data Health Dashboard

Track data completeness scores, identify stale records, monitor field fill rates, and get actionable recommendations to improve CRM data quality.

Unified Inbox

All emails, SMS, WhatsApp, live chat, and calls in one threaded inbox. Reply to website visitors directly. Per-user connected email with Gmail and Microsoft 365.

Deal Pipeline

Drag-and-drop Kanban boards with weighted values, deal rot detection, auto-probability, and sales forecasting.

Quotes & Invoicing

Full CPQ with quote versioning, convert-to-invoice, recurring billing, dunning reminders, and branded PDF generation.

Workflow Automation

9 trigger types, 12 action types including approvals, territory assignment, project creation, and survey sending — with configurable delays and sandbox testing.

Data Deduplication

Real-time duplicate detection plus a bulk deduplication engine. Scan entire modules for duplicates, merge records side-by-side, and maintain merge history.

Sequences

Multi-step automated outreach with email, SMS, task, and call steps. Enroll leads and track engagement.

Dynamic Modules

Create custom modules with 22 field types including lookup, formula, and rollup. Auto-generated forms, tables, and Kanban.

Marketing & Ads

Manage Google Ads, Meta Ads, and TikTok Ads campaigns. Track spend, conversions, CTR, CPC, and ROAS from one dashboard.

Communication Hub

Email, SMS, WhatsApp, voice calls, and call transcription. AI-powered email drafting and call summaries.

42+ Integrations

Stripe, Twilio, Zoom, Xero, QuickBooks, Zapier, Google/Outlook Calendar, WhatsApp, ad platforms, and 30+ more. AES-256 encrypted credentials.

Telephony & SMS

Click-to-call with Twilio, call recording and AI transcription, RingCentral integration, and SMS campaigns via SMS Magic.

Analytics & Dashboards

18 widget types including data health, funnel/velocity/forecast charts, rep leaderboards, goal progress, CSAT/NPS scores, POS sales/inventory analytics, and scheduled reports.

Calendar & Bookings

Month/week/day views, public booking pages, availability management, Google and Outlook Calendar sync, and Zoom auto-links.

E-Signature & Documents

Document templates with variable substitution, legally binding e-signatures, and signed PDF generation.

Payments & Billing

Stripe, Square, and Razorpay. Subscription billing, seat management, payment reconciliation, and automated receipts.

Data Migration

One-click import from 10 CRMs: HubSpot, Zoho, Pipedrive, Freshsales, Salesforce, Monday, Copper, Insightly, Nutshell, and Close. Plus a smart CSV wizard with AI field mapping.

Dispatch Tracking

Lightweight dispatch management with status tracking, customer notifications, and AfterShip integration.

Products & Price Books

Product catalog with pricing tiers, stock tracking, and multiple price books for retail, wholesale, and dealer.

Enterprise Security

Multi-team RBAC, custom roles, field/record-level permissions, API key auth, audit trails, and AES-256-GCM encryption.

Developer Platform

Full REST API, HMAC-signed webhooks, Zapier connectors, rate limiting, 8-language docs, and custom serverless functions.

Accounting Sync

Two-way sync with Xero and QuickBooks. Auto-sync invoices, payments, and contacts with your accounting software.

Industry Templates

Pre-built setups for Real Estate, SaaS, Consulting, Healthcare, and E-Commerce — with custom modules, fields, pipelines, and workflows ready to go.

Mobile & Offline

Responsive mobile card views, installable PWA, and offline support with service worker. Access your CRM data anywhere, even without internet.

Guided Onboarding

CRM mode selector (Sales CRM, Retail POS, or Hybrid) and 5-step setup wizard walks new users through team creation, module configuration, data import, and first workflow.

Smart Follow-Ups

AI-powered reminders for stale leads. Never miss a follow-up opportunity.

Shareable Views

Share read-only pipeline views with stakeholders via secure links.

Weekly Insights

Automated weekly email digest with key metrics and team performance.

One-Click Demo Data

Load realistic sample data to explore all features instantly.

Keyboard Shortcuts

Power user shortcuts and command palette for lightning-fast navigation.

Industry Starter Kits

Pre-built templates for Real Estate, SaaS, Healthcare, E-Commerce & more — with pipelines, fields, and workflows ready to go.

Customer Portal

Give contacts self-service access to their deals, invoices, quotes, documents, and tickets via a branded portal — no login required.

Project Management

Post-deal delivery with Kanban boards, milestones, task tracking, and project templates. Auto-create projects from won deals via workflows.

Sales Gamification

Motivate your team with points, streaks, achievements, and a live leaderboard. Award points for deals won, calls made, and tasks completed.

CSAT & NPS Surveys

Collect customer feedback with public survey links. Track satisfaction scores, NPS trends, and response rates on your dashboard.

Territory Management

Assign leads and accounts by region, industry, or revenue. Rule-based auto-assignment ensures the right rep gets the right deal.

Approval Workflows

Multi-level approval chains for deals, discounts, or any record change. Approve or reject via email with one click.

Goal & Quota Tracking

Set revenue, deal, or activity targets for reps and teams. Track progress in real-time with dashboard widgets and nightly recalculation.

Web Forms

Build embeddable lead capture forms with a drag-and-drop builder. Submissions create records automatically and trigger workflows.

Live Chat Widget

Embed a chat widget on your website with AI-powered bot responses, human handoff, and domain validation. Conversations flow into your unified inbox.

AI Chatbot Assistant

Ask questions in natural language, create tasks, update records, and search your CRM — all from a floating chat window.

Retail POS

Full point-of-sale terminal with barcode scanning, receipt printing, split payments, shift tracking, and offline support via IndexedDB.

Inventory Management

Multi-location stock tracking, product variants, stock transfers, stock takes, supplier management, purchase orders with partial receiving, and a loyalty program.

Sandbox Mode

Test workflows safely without affecting real data. Sandbox mode logs what would have happened so you can verify before going live.

Multi-Language (i18n)

Support for 8 languages including English, Spanish, French, German, Hindi, Portuguese, Japanese, and Chinese.

Automation

Put your workflows on autopilot

Create powerful automations with 9 trigger types and 12 action types. Send emails, request approvals, assign territories, create projects, send surveys, and more — with sandbox mode to test safely before going live.

  • 9 triggers including record events and date-reached
  • 12 actions: email, approval, territory, project, survey
  • Sandbox mode for safe testing without affecting data
  • Configurable delays and conditional logic
Customization

Your CRM, your way

Build custom modules with 22 field types including text, number, currency, date, select, multi-select, lookup, formula, and more. Every module gets its own table view, form, detail page, and Kanban board — automatically.

  • 22 field types including formula & lookup
  • Auto-generated forms, tables, and Kanban
  • Section-based form layouts
  • Full REST API for every module
Integrations

Connect everything in one place

Onbrix connects with 42+ services out of the box. Payments, accounting, telephony, calendar, video conferencing, SMS, WhatsApp, ad platforms, live chat, and data migration tools — all with encrypted credentials and automatic syncing.

  • Stripe, Square & Razorpay — payments & subscriptions
  • Xero & QuickBooks — two-way accounting sync
  • Google & Outlook Calendar — calendar sync
  • Twilio, RingCentral & WhatsApp — calls, SMS & messaging
  • Zapier — connect 5,000+ apps via triggers & actions
  • Data migration from HubSpot, Zoho, Pipedrive & Freshsales
Marketing

Run ads. Track results. Close deals.

Manage campaigns across Google Ads, Meta Ads, and TikTok Ads from a unified dashboard. Sync leads automatically, track spend, conversions, and ROAS — without switching between platforms.

  • Unified dashboard for all 3 ad platforms
  • Auto-sync leads from ad platform forms
  • Campaign creation, budget & status management
  • Daily metrics: CTR, CPC, CPM, ROAS
Analytics

Dashboards that tell the story

Build customizable dashboards with 12 widget types — stat cards, bar/line/pie charts, data health scorecards, goal progress, CSAT/NPS scores, leaderboards, and more. Schedule reports for automatic email delivery.

  • 12 widget types including leaderboard, goals & CSAT/NPS
  • Drag-and-drop responsive grid
  • Scheduled reports with CSV email delivery
  • Pipeline, revenue, and team KPIs
AI-Powered

Intelligence built into every step

Onbrix uses AI to help your team sell smarter. Automatically score leads, assess deal health, enrich contact data, draft emails, transcribe calls, and get actionable recommendations — all without leaving the CRM.

  • AI Lead Scoring — Hot, Warm, Cold classification
  • Deal Health — Likely to Close, At Risk, Gone Cold
  • Auto-enrichment from external data sources
  • Next-Best-Action recommendations
  • AI email drafting & call transcription
Revenue

From quote to cash — automated

Build quotes with products from your catalog, manage versions, convert to invoices, accept payments, and handle overdue collections — all without leaving Onbrix. Sync everything with your accounting software.

  • Quote lifecycle: Draft → Sent → Accepted → Invoice
  • Branded PDF invoices with payment links
  • Recurring invoices & subscription billing
  • Automated dunning reminders (D+1, D+7, D+14, D+30)
  • Xero & QuickBooks two-way sync

Simple, transparent pricing

Start free, upgrade when you're ready. No hidden fees — bring your own API keys for telephony, AI, and integrations.

Bring Your Own Keys — You Stay in Control

Onbrix does not charge you for third-party API usage. You connect your own accounts for telephony (Twilio, RingCentral), AI (OpenAI), SMS, WhatsApp, payment gateways, and accounting tools. This means no hidden per-minute, per-message, or per-call fees from us — you pay only the standard rates directly to your provider. Our subscription covers the CRM platform, features, and support.

Free
For individuals getting started
Free
  • 3 users
  • 1,000 records
  • Default modules only
  • 100 MB storage
  • Manual processes
  • 7-day audit trail
  • Keyboard shortcuts
Start Free
Starter
For growing teams that need more
$19/user/mo
  • 10 users
  • 10,000 records
  • 3 custom modules
  • 1 GB storage
  • 10 workflows
  • 3 integrations
  • Marketing dashboard
  • CSV import & export
  • Analytics & reports
  • Bookings & scheduling
  • 15 e-signature documents
  • 90-day audit trail
  • Weekly insights digest
  • Shareable pipeline views
  • Customer portal
  • 2 projects
  • 3 web forms
  • Goal tracking
  • Calendar sync
  • Data migration (10 CRMs)
  • Keyboard shortcuts
Get Started
Most Popular
Professional
For scaling businesses
$29/user/mo
  • 50 users
  • 100,000 records
  • Unlimited custom modules
  • 10 GB storage
  • Unlimited workflows
  • 10 integrations
  • Marketing dashboard
  • Ads manager (Google, Meta, TikTok)
  • REST API access
  • CSV import & export
  • Analytics & reports
  • Bookings & scheduling
  • Outbound calling
  • Unlimited e-signature documents
  • 365-day audit trail
  • Weekly insights digest
  • Shareable pipeline views
  • AI smart follow-ups
  • Customer portal
  • Live chat & AI bot
  • 20 projects
  • 20 web forms
  • Goal tracking
  • Calendar sync
  • Data migration (10 CRMs)
  • Approval workflows
  • Territory management
  • Gamification
  • CSAT/NPS surveys
  • WhatsApp integration
  • Accounting sync (Xero/QuickBooks)
  • Keyboard shortcuts
Get Started
Enterprise
For large organizations
$49/user/mo
  • Unlimited users
  • Unlimited records
  • Unlimited custom modules
  • 50 GB storage
  • Unlimited workflows
  • Unlimited integrations
  • Marketing dashboard
  • Ads manager (Google, Meta, TikTok)
  • REST API access
  • CSV import & export
  • Analytics & reports
  • Bookings & scheduling
  • Full telephony
  • Unlimited e-signature documents
  • Unlimited audit trail
  • Weekly insights digest
  • Shareable pipeline views
  • AI smart follow-ups
  • Customer portal
  • Live chat & AI bot
  • Unlimited projects
  • Unlimited web forms
  • Goal tracking
  • Calendar sync
  • Data migration (10 CRMs)
  • Approval workflows
  • Territory management
  • Gamification
  • CSAT/NPS surveys
  • WhatsApp integration
  • Accounting sync (Xero/QuickBooks)
  • Sandbox mode
  • Keyboard shortcuts
Get Started
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Frequently asked questions

Everything you need to know about Onbrix.

Ready to build better customer relationships?

Join growing teams using Onbrix to manage their pipeline, automate workflows, run marketing campaigns, and close more deals.

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