AI CRM & Marketing Automation Platform
Most businesses don't struggle because they lack tools. They struggle because their systems are broken, incomplete, or never fully used. Onedery fixes that.
We don't just give you software. We build it, customize it, and support it so your team actually uses it and your business actually benefits from it.
Trusted by marketing professionals
around the world
Trusted by innovative companies worldwide
If any of this sounds familiar, you're not alone.
This is where most systems break down.
And it's exactly where we step in.
Leads coming in... but inconsistent follow-up
Multiple tools that don't talk to each other
A CRM your team avoids or barely uses
Automations that are half-built or not working
No clear visibility into your pipeline or ROI
This is where most systems break down.
And it's exactly where we step in.
White-Glove Implementation
We Don't Just Sell Software.
We Make It Work.
With Onedery, you get a dedicated team that handles the heavy lifting for you.
Assess your business and map out your ideal workflow
Build and customize your CRM to match how you operate
Set up automations that ensure every lead is captured and followed up with
Integrate your tools into one streamlined system
Train your team so adoption actually happens
Provide ongoing support to optimize and improve performance
No guesswork. No overwhelm. No wasted time.
The Leadflow Conversion System
A strategic journey from initial awareness to automated client onboarding.
LinkedIn Engagement
Automated LinkedIn outreach connects with ideal prospects and starts conversations.
- Targeted prospecting
- Automated connection requests
- Message sequencing
- CRM sync
Webinar Registration
Prospects are invited into live or evergreen webinars that educate and build trust.
- Landing pages
- Registration tracking
- Email & SMS reminders
- Evergreen replay system
Lead Magnet / Smart Funnel
Prospects engage with tools, assessments, or lead magnets that capture intent and qualify interest.
- Interactive tools (scorecards, assessments)
- Data capture
- Qualification logic
- Automated segmentation
1-on-1 Scheduled Meeting
Qualified leads are routed into calendar booking with automated follow-up and reminders.
- Calendar booking integration
- Round-robin routing
- Automated confirmations
- Reminder sequences
Client Onboarding
New clients enter onboarding workflows supported by CRM automation and internal handoff processes.
- Onboarding pipelines
- Task automation
- Internal notifications
- Client communication workflows
System Core
Onedery Leadflow Engine
Stage 1
LinkedIn Engagement
Automated LinkedIn outreach connects with ideal prospects and starts conversations.
Key Features
- Targeted prospecting
- Automated connection requests
- Message sequencing
- CRM sync
All-in-One AI powered CRM Platform
Systematize Operations
Onedery helps you organize and automate your daily operations, freeing up valuable time and resources. Our platform simplifies complex tasks so you can focus more on your mission and less on the logistics.
- Centralize ALL your operations into ONE platform
- Automate repetitive tasks
- Increase engagement and donations
Streamline payments and contracts
Payments & Invoices
With built-in SMS and email marketing automations, you can easily schedule invoices with automated reminders.
Onedery makes it simple for your clients to pay with 1 click payment links.
- Multiple payment integrations available
- Invoicing and instant payment links
- Sync to Quickbooks for easy accounting
E-signature and Contract workflows
Documents and Media
From image files to applications and contracts, Onedery centralizes document storage and e-signature management.
Keep all your important files organized and accessible. Streamline invoicing and contact management. Our media management system lets you store, share, and collaborate on files securely, so nothing falls through the cracks.
- Improve brand identity management (logos and identity)
- Unlimited media storage
- Centralize contract data and e-signatures
Engage website traffic in real time
AI Chatbots
Our user-friendly setup and training process means you can hit the ground running, without any tech headaches.
AI ChatBots engage prospects through social media, SMS, email, your website. These smart assistants help you connect with more prospects, driving interest and engagement with your brand.
- AI Chatbots engage using natural language flow
- Advanced AI powered Instagram and Facebook bots
- Respond to questions & provide resources
- Automatically books appointments with leads
LinkedIn Automations
LinkSynced 2.0
Leverage LinkedIn to automatically prospect for donors and volunteers. Our automation sends invitations, follows up with leads, and builds relationships, automatically!
- Connects to your personal profile
- Target audiences of up to 1000
- Send 25-50 invitations per day
- Adds connects to your newsletter workflow
Centralize your online branding
Websites, Funnels, Surveys & Quizzes
Use our landing page builder, survey and form builders to create landing pages that convert visitors into leads.
Not an expert? Don't worry!
- Preconfigured templates
- Done-for-you setup available
- Unlimited sites and landing pages
What This Means For Your Business
- No more missed opportunities
- No more manual follow-up
- No more disconnected systems
- No more wondering what's working
Instead, you get:
- A clear, organized pipeline
- Automated processes that run in the background
- Better conversion from the leads you already have
- A system your team actually uses
Built For Real Businesses, Not Just Tech Users
We know you don't have time to learn a new system from scratch.
That's why we don't expect you to.
We work alongside you to implement, maintain, and continuously improve your system - so it keeps delivering results as your business grows.
AI Agents
AI Voice & Text Bots
Designed to revolutionize your workflow, this intelligent assistant automates routine tasks, freeing up your time for what truly matters - innovation and growth.
- Seamlessly interact with prospects via social media, SMS, and email, ensuring no lead goes unnoticed.
- Eliminate repetitive tasks, allowing you to focus on strategic growth and innovation.
- Easily connect with your existing tools for a streamlined operation that fits your unique business needs.
- Enjoy personalized assistance every step of the way, ensuring a smooth transition and ongoing success.
What is Onedery?
Onedery is an all-in-one AI CRM and marketing automation platform built specifically to help businesses capture leads, automate follow-ups, and close more deals without the technical headache. We replace duct-taped software stacks with a single, unified system that manages your entire customer journey from first click to loyal client.
Unlike traditional software that leaves you to figure things out on your own, Onedery combines powerful AI technology with "Done-With-You" implementation. We build, customize, and maintain the system so you can focus on running your business.
How the Onedery System Works
1. Lead Capture
We deploy smart forms, AI chat widgets, and missed-call text-back systems to ensure no opportunity falls through the cracks.
2. Automated Nurture
AI agents and multi-channel sequences (SMS, Email, LinkedIn) automatically follow up with leads until they are ready to buy.
3. Smart Booking
Qualified prospects are routed to an automated calendar system that handles scheduling and reminders to eliminate no-shows.
4. Pipeline Management
Your team manages all conversations, deals, and tasks from a single unified CRM dashboard.
5. Client Retention
Automated review requests, newsletters, and re-engagement campaigns turn one-time buyers into repeat customers.
Common Use Cases
- B2B Lead Generation:Automate LinkedIn outreach and cold email sequences to fill your sales pipeline with qualified appointments.
- Local Service Businesses:Capture missed calls instantly with text messages and automate estimate follow-ups.
- High-Ticket Coaching:Run evergreen webinar funnels that educate prospects and drive them directly to strategy calls.
Meet the Team
Onedery is led by a hands-on leadership team with deep experience in CRM architecture, automation, and go-to-market strategy. From designing, implementing, and supporting every system, we are ensuring quality, consistency, and real-world usability. We do not outsource implementation, automation, or support.
Testimonials
What clients are saying
Who We Serve
BUSINESS OWNERS
Streamline your operations, manage customer relationships, and scale your business effortlessly with our comprehensive CRM tools.
AGENCIES
Manage multiple client accounts, automate marketing campaigns, and deliver measurable results with powerful agency features.
BROKERS
Keep track of listings, automate follow-ups, and close deals faster with tailored solutions for real estate and business brokers.
MEDICAL
Enhance patient communication, automate appointment scheduling, and maintain compliance with secure healthcare CRM solutions.
COACHES
Organize client sessions, automate billing, and deliver premium coaching experiences with integrated management tools.
TRAINERS
Build training programs, track progress, and engage with your trainees through automated communication and portals.
RECRUITERS
Manage candidate pipelines, automate interview scheduling, and improve placement rates with advanced recruitment CRM features.
SOFTWARE
Track user engagement, manage subscriptions, and provide exceptional customer support for your SaaS or software products.
NONPROFITS
Manage donor relationships, organize fundraising campaigns, and track volunteer engagement to maximize your organization's impact.
Custom Websites Built for Local SEO & AEO
See how our tailored solutions drive growth across different industries.
Frequently Asked Questions
You have questions, we have answers. Please, talk to our chatbot to book a 1-on-1 with our team.
Let's Build an AI System That Actually Works For You
If you're tired of duct-taping tools together or wasting money on software that never gets fully used, let's fix it.
Book a Strategy Session and we'll walk through:
- Where your current system is breaking down
- What's costing you missed opportunities
- How to build a streamlined, automated workflow around your business
Not ready to book yet?
Get a behind-the-scenes look at how we build automated lead and follow-up systems.
→ Register for the Next Webinar