The things that wreck small businesses. We built one product for each.
Not a feature checklist. The actual moments your business loses money, plus the one thing every buyer wants to know before they move their whole business in: is the data safe. The actual fixes inside OneHub360. If you are running a CRM today and any of these sound like your week, keep reading.
You have no idea why visitors left.
Someone landed on your site, looked at three products, hovered on the price, and bounced. You will never know which page killed the sale. Most analytics tools tell you bounce rate. They do not tell you why.
Session recordings
Watch the visit play back. Every click, scroll, rage-click, and dead-stop.
Heatmaps
Where they click, where they stop, where the page is dying. Desktop + mobile.
Live cart visibility
See active carts in real time. Know which $4,200 is about to walk out.
You stopped following up. Three weeks ago. On a $14k deal.
Not because you forgot it mattered. Because you have 80 contacts, 30 active deals, a stack of half-finished proposals, and your day got eaten by a chargeback dispute. The lead went cold and your competitor closed it.
Pipeline that calls itself out
Stuck deals get flagged. Stale ones surface to the top. Won/lost ratios are visible.
Proposals + invoices in one place
Generate, send, get paid. Stripe-backed. Auto-reminder on overdue.
Automations that run while you sleep
No-touch follow-ups. New-lead routing. Won-deal celebrations. Wired in 10 minutes.
A visitor messaged your chat. You answered four hours later. They were gone.
Real-time means real-time. If your chat tool is a polling-every-30-seconds widget, you are losing every "I have a quick question" to the person who answers in two minutes.
Live chat that actually feels live
Sub-second delivery. Typing previews. Visitor info attached to the conversation.
Email + SMS in the same inbox
Threaded by Gmail threadId. Reply once, lands in the right channel automatically.
Phone built in
Make and take calls inside the app. Recording, voicemail, caller ID, no separate carrier bill.
You are paying for five tools that do not talk to each other.
CRM here, scheduling there, chat somewhere else, email marketing on another login, invoicing in a fourth tab. Total spend: $400-$1,200 a month. Total time spent copy-pasting between them: hours per week. Total amount of useful integration: zero.
Booking pages
Public scheduling URLs that sync to your calendar. Replaces Calendly.
Invoicing + payments
Generate, send, get paid. Stripe checkout. Replaces FreshBooks/Wave for most flows.
Contracts + e-signatures
Send client agreements with legally binding e-signature (ESIGN/UETA). Signed PDF retained with IP, timestamp, and consent log. No separate DocuSign account.
Email campaigns
Templates, segments, opens, clicks, A/B. Replaces Mailchimp at lower volume.
Multi-business in one account
Run several businesses from one login. Each gets its own data, pipeline, inbox, branding.
Review monitoring
Watch Google + Facebook reviews. Request reviews from contacts. Respond from one tab.
AI is supposed to help. It cannot read your CRM.
You have asked Claude to draft a follow-up email. It does not know who the lead is. You have asked ChatGPT to summarize your pipeline. It cannot see it. The AI is brilliant at writing - and useless at acting on your business - because every other tool ships behind a closed door.
Hosted MCP at /api/mcp
Mint a key, paste a snippet, restart your agent. 30+ tools live, plan-tier filtered.
Audit log on every call
Who called what tool, when, with what arguments, what status. Visible at /settings/audit.
Usage dashboard
Daily call volume, top tools, p95 latency, plan-limit nudges at /settings/usage.
Your phone rings after 5 PM. Nobody picks up. The lead calls a competitor.
Half the inbound interest in a service business hits outside business hours. Voicemail catches some of it. Voicemail does not quote a $4,200 acoustic treatment job, does not text a checkout link, and does not book the callback for tomorrow morning.
Inbound voice agent, 24/7
Answers calls with two-party-consent recording disclosure. Live Shopify pricing, draft cart, checkout link sent by SMS.
Same persona on chat
Voice and chat share one knowledge base and one tone. Customers do not get two different bots from one company.
Custom-build routing
Non-stock requests get gathered and handed to a human for pricing instead of a refusal.
Whisper transfer to humans
When the caller wants a person, the agent transfers with a whisper announce so you know who you are picking up.
Per-call summary, every time
Owner gets an email and SMS after every call: caller intel, intent, what was promised, next step.
You have three records for the same customer. None of them know about the order.
They called from one number, emailed from another, ordered on Shopify a month ago. Your CRM has three contacts, the chat widget has a fourth, and your last reply was sent to a stale email. The customer is one person. Your data thinks they are four.
Auto-merge by phone, email, Shopify ID
Identity match consolidates duplicates across channels. A merge banner offers one-click resolution for fuzzy matches.
Shopify order history on the timeline
Past orders, totals, and product details live next to chat, calls, and email on the contact profile.
Inline MMS photos
Customers texting room photos for analysis see them attached to the conversation, not stuck in a Twilio link.
Your AI keeps hitting questions it cannot answer. Nobody is fixing the gaps.
Every time the agent says "I will have someone follow up," that is a gap in the knowledge base. Most companies never log it. Most companies fix it by accident, weeks later, when a human notices the same question for the tenth time.
Gap detector with auto-drafted KB articles
Topic counted, drafted, sent for one-click review. The AI gets sharper without anyone writing docs from scratch.
Won/lost attribution to Shopify orders
Every conversation outcome maps back to revenue. You see which scripts close and which ones leak.
RAG over past conversations
New conversations look up the most semantically similar past ones and lean toward the language that converted.
You sent a thousand texts last week and have no idea which links got clicked.
Generic SMS tools shorten URLs and call it a day. You cannot tell which contact clicked, which call produced the click, or which campaign drove the order. The number on the dashboard is a vanity metric.
Tracked SMS links per contact and conversation
Click attribution lands on the deal, not in a vanity dashboard. You see which call produced which click.
Inbound SMS replies in the inbox
Twilio signature verification works behind the proxy. Replies thread to the right contact, not the void.
Per-business outbound number, data-driven
TrackingNumber and PhoneLine stay in sync. New tenants get a working outbound number with no code changes.
Your CRM lives in a tab. Your work lives everywhere else.
You read email in Gmail. You take calls on your iPhone. You bounce between vendor sites and your CRM all day. Every context switch is a moment to forget who someone is, miss the last touch, or type the same contact info twice.
iPhone Caller ID overlay (CallKit)
When a contact calls, iOS shows their OH360 record on the lock screen. HubSpot does not ship this. GoHighLevel does not ship this.
Lock and Home Screen Widgets
Pipeline totals, next task, and unread messages glanceable without opening the app.
Share Extension
From Mail, Safari, or any iOS app, share-to-OH360 attaches the email or screenshot to a contact or deal.
Chrome extension, Gmail sidebar
Every email shows the matching contact, pipeline, last touch, and recent activity in a sidebar. Published on the Chrome Web Store.
Quick-add anywhere
Popup adds a contact, deal, or task from any tab with a per-business selector. Three-keystroke contact search built in.
Per-tenant custom iOS app, on request
Terrace Cantina runs a branded iOS app on the OH360 backend. ASP Room Visualizer is a separate AR app for dropping virtual panels in a room. Available on Scale and above.
Your business is not generic. Your CRM treats it like it is.
A law firm tracks retainers and conflicts. A restaurant takes reservations and orders. A campaign reports to the FEC. Most CRMs hand all three the same blank contact list and a pipeline, then leave the real work in spreadsheets and a second tool.
Industry modules by default
Each business opens to the tools its vertical uses. No hunting through features that do not apply to you.
Mix in any other workflow
Toggle modules from any vertical onto any business. Settings, pick a business, "Add Modules from Other Workflows."
Different shape per business
Run a firm, a restaurant, and a shop from one login, each with its own modules, data, and pipeline.
A blank CRM cannot run a law firm, a restaurant, or a campaign.
The depth that makes those businesses work lives outside a generic CRM. Trust accounting that keeps client funds separate. Table-side ordering. Itemized donation reporting. Bolt those on from three more vendors and you are back to five logins.
Legal Suite · +$999/mo
Matters pipeline, trust accounting and IOLTA-aware retainer schedules, conflict checks, time tracking. Client funds stay where they belong.
Political Suite · +$799/mo
Fundraising pipeline, constituent management, events and RSVP, outreach broadcast, and FEC itemized export so reporting is a download, not a weekend.
Hospitality Suite · +$499/mo
Reservations, events and RSVP, guest SMS, review funnels, and AI voice ordering, all tied to the same guest records.
You met fifty people this month. You will hear from none of them again.
A diner loved the meal. A prospect took your card. A guest signed the receipt. Then nothing, because getting them into the CRM means someone types it in later, and later never comes. The relationship ends at the door.
QR self-enrollment
Scan, opt in, done. A Contact is created on the spot, with TCPA and CAN-SPAM consent stored on the record.
Auto review requests
New enrollees flow into the review-request sequence, so the ask goes out while the visit is fresh.
Birthday club on autopilot
A daily birthday cron sends the offer on the day. Captured once, working for you every year after.
The reservation book is a paper mess and the host is guessing.
Bookings come in by phone, by web, by text. The host stand has a printout from this morning that is already wrong. A "reservation" the guest made online was really just a request nobody confirmed, and now two parties want the same table at 7.
Printable host-stand day-sheet
The day on one page for the stand, plus single-reservation print for the one in your hand.
Lunch and dinner slots
Flexible times from 11am to 10pm cover the midday rush and the dinner seating in one book.
Request, not a false promise
Guests see a clear "request, not a confirmed booking" disclaimer, so expectations match reality.
You are about to move your whole business in. How do you know the data is safe?
Every record you have, in one system. The fair question before you commit is who else can reach it, and whether you would even know if something went wrong. Most SMB tools answer with a logo and a promise. In most of them, tenant isolation is a WHERE clause a developer has to remember on every query, and one miss exposes the lot.
Tenant isolation enforced by the database
FORCE row-level security on every customer table, governed by hundreds of policies. Wrong tenant, or no tenant, returns nothing. Misses fail closed.
API keys hashed, bound to one business
SHA-256-hashed before storage, plaintext shown once and never again. A leaked key is scoped to a single business, so it cannot reach across tenants.
Audit trail on every API and agent action
Who did what, when, with what result, in a per-tenant log at /settings/audit. You can prove a delete failed, not just that it was attempted.