Lead engagement
Eliminate “speed to lead” delays with instant lead engagement
Live chat
Connect leads to your team with live chat. Offer instant discovery conversations or qualify leads for a follow-up engagement.
Instant meetings
Connect leads to your team with instant meetings. Offer instant video or phone calls directly from the form conversation.
Scheduled meetings
Connect leads to your team with a scheduled meeting. Offer times that match the availability of your team and automate calendar invitations.
Live chat
Available early 2022Connect leads to your team with live chat
Hand-off to live chat
Qualify leads with automated questions and then seamlessly transfer the conversation to a live chat with your team.
Hand-off from live chat
Engage leads using live chat and then seamlessly transfer the conversation to an instant meeting or scheduled meeting.
Live chat availability
Manage your team’s availability for live chat conversations. Create fallback options for when no one is available.
Live chat notifications
Receive notifications when new live chat conversations are started or messages are received. Manage multiple live chat conversations at the same time.
Scheduled meetings
Connect leads to your team with a scheduled meeting
Calendar integrations
Connect with Google Workspace, Office 365, Exchange, Outlook, or iCloud calendars. Manage your team’s availability, send calendar invitations, and keep their schedules up to date.
Video conferencing integrations
Connect with Zoom, Microsoft Teams, Cisco Webex Meetings, Google Meet and GoToMeeting. Generate meeting links automatically and add them to calendar invitations.
Shared team availability
Reduce scheduling delays by showing the combined availability of multiple team members. Offer qualified leads one-on-one or panel meetings.
Distribution and assignment
Distribute meetings using round robin or idle time assignment rules. Assign meetings to team members based on priority or experience.
Integrations
Create a seamless experience for your team with a range of third-party integrations
Workflow integrations
Connect with hundreds of cloud-based apps using Zapier.
CRM integrations
Synchronize your data with Salesforce.
Video conferencing integrations
Connect with Zoom, Microsoft Teams, Cisco Webex Meetings, Google Meet and GoToMeeting.
Calendar integrations
Connect with Google Workspace, Office 365, Exchange, Outlook, or iCloud calendars.
Security and compliance
Protect your data with enterprise-grade security and compliance
Multi-user support and security
Manage your users with system roles, access controls, password policies, and two-factor authentication.
Data management and retention
Manage data deletion requests and stay compliant with data privacy laws.
Single sign-on (SSO)
Protect your data with SAML2.0-based single sign-on. Compatible with Okta, Azure, OneLogin, Google Workspace, and other identity providers.
Data privacy and compliance
OnceHub complies with a range of privacy laws and industry standards, including GDPR, PCI Level 1, SOC 2, HIPAA, and FERPA.
Pricing
Choose a plan that’s
right for your team
