Without Onefold
Scattered across every tool
- Which spreadsheet is the latest one?
- The notes are in someone's inbox
- Invoice paid? Better ask finance.
- Five logins to answer one question
- The same client, saved three times
- Copy, paste, repeat
NewIndustry templates are hereTemplates for healthcare, fintech, SaaS and service tech
Your whole business, under one roof.
- One-time purchase
- Unlimited users and records
- Full source code included
Made for the people doing the actual work.
Plugs into the tools you already run on, and anything else with an API
- Calendars
- Payments
- CRMs
- Spreadsheets
- Help desks
- Accounting
- Databases
- Team chat
- Forms
- File storage
- E-signatures
- Analytics
- Your own APIs
The problem
Twelve tabs open. Still no answer.
Client details live in one tool, invoices in another and conversations in a third. Every handoff turns into copy and paste, and every report turns into a guessing game.
With Onefold
Organized around your business
- One record for every client, patient or account
- Every email, invoice and ticket attached automatically
- Live numbers from every system on one screen
- Ask a question in plain language, get a straight answer
The platform
One app for every moving part.
Onefold sits on top of the systems you already use, pulls their data into one shared picture of your business, and lets you work across all of it from a single place.
Connect everything
Sync email, calendars, payments, spreadsheets, CRMs and help desks both ways. Keep the tools your team likes and lose the tab switching.
One timeline per client
Every email, invoice, ticket and meeting lands on the right record, automatically.
Automations across tools
When something happens in one system, act in another. No glue code and no extra subscriptions.
Live dashboards
Revenue, workload and response times from every system on one screen, updated as things change.
Roles and permissions
Decide who sees what, from the whole business down to a single team, with a record of every change.
Onefold AI
Ask your business anything.
The AI works across every connected system at once, so you get answers instead of another dashboard to check.
Answers from every system
One question can pull from billing, email and your help desk at the same time. No exports, no cross-checking.
Drafts from real context
Follow-ups, summaries and reports written from the actual history of each client, ready for you to review.
Flags what needs you
Overdue invoices, stalled deals and unanswered messages surface on their own, before they become problems.
Respects your permissions
The AI only works with the data the person asking is allowed to see. Nothing more.
Onefold AI
Connected to 6 sources
Which clients owe us money and also have an open support ticket?
Two clients match. A friendly check-in will probably land better than a payment reminder.
Lumen Studio
$2,400·9 days overdue
Ticket #311, login issue
Pine & Co.
$1,150·3 days overdue
Ticket #298, billing question
SourcesPaymentsHelp desk
Draft check-insAssign to account owners
Draft a check-in for Lumen Studio
Industry templates
Start with a template built for your industry.
Each template ships with the screens, records and automations your team needs on day one, shaped around the people who use them. Change anything you like, because it's your code.
Front desk to follow-up, one screen.
Built for front desks, nurses and practice managers
care.northsideclinic.com/schedule
N
Northside Family Clinic
Healthcare workspace
SearchK
Today
Schedule
Patients
Intake forms3
Messages5
Billing
Reports
Connected
Calendar
Email
Online forms
Payments
Rosa Delgado
Front desk
ScheduleDay view
Tuesday, 13 October11 visits
DayWeekNew visit
Dr. Okafor
6 visits
Dr. Lindqvist
5 visits
9 AM10 AM11 AM12 PM
Maya Chen
9:00, New patient intake
Luis Ortega
10:00, Follow-up
Priya Nair
11:00, Lab results review
Ben Adler
12:00, Blood pressure check
Tom Becker
9:15, Annual checkup
Grace Kim
10:00, Physio plan, in room 3
Ada Moreno
11:30, Vaccination
Omar Haddad
12:15, Wound care
10:20
Maya Chen
New patient, age 34
Checked inIntake complete
- Reason for visit
- Persistent cough, two weeks
- Insurance
- BlueHarbor PPO, verified
- Room
- Exam 2
From email, 2h ago
Could my son join the same visit? He has had the cough too.
MessageStart visit
Three patients are due for a follow-up this week. Want me to send their reminders?
Healthcare template
Patients, appointments, care notes and billing on one timeline.
For clinics and practices that juggle scheduling, intake forms, insurance and follow-ups across separate systems.
Start with the Healthcare templateWhat is included
- Patient records
- Scheduling and reminders
- Digital intake forms
- Insurance and billing
- Care team tasks
- Practice dashboards
Works on its own from day one
Ready-made automation
WhenAn intake form is submitted
ThenCreate the patient record and book the first visit
Rename fields, add screens or rewire the logic whenever your process changes.
Every flag comes with its whole story.
Built for risk, operations and support teams
ops.keelpay.com/reviews
K
Keel Payments
Fintech workspace
SearchK
Overview
Customers
Transactions
Reviews4
Onboarding
Support2
Reports
Connected
Payments
Banking
Help desk
Email
Hannah Weiss
Risk analyst
RiskReviews
Review queue4 open
FiltersOpen4Escalated1Cleared27
BHEscalated
Brooks & Hale Ltd
TX-80388, Above threshold
$48,000.00
09:42
NFIn review
Nova Freight Co.
TX-80412, Unusual velocity
$12,400.00
09:18
MOIn review
Mira Okonkwo
TX-80401, New payee
$3,250.00
08:57
CDCleared
Castle Dental
TX-80397, Address mismatch
$920.00
08:31
JBCleared
Juniper Books
TX-80371, Card testing pattern
$64.00
Yesterday
TX-80388Escalated
$48,000.00
Outgoing payout, today at 09:42
Daniel Brooks
Brooks & Hale, since 2021
82
High risk
- Over the $25k review limit
- Sent from a new device
- First international payout
Help desk, 3 days ago
Asked how to raise their payout limit for a new supplier abroad.
Hold payoutApprove
This matches a pattern flagged twice this month, but the help desk thread explains it. Call Daniel before holding?
Fintech template
Accounts, transactions, onboarding checks and support in one view.
For lenders, payment companies and finance teams that need one reliable picture of every customer and every movement of money.
Start with the Fintech templateWhat is included
- Customer accounts
- Transaction monitoring
- Onboarding and identity checks
- Risk flags and reviews
- Support history
- Reporting and exports
Works on its own from day one
Ready-made automation
WhenA transaction is flagged
ThenHold the payout and open a review for the risk team
Rename fields, add screens or rewire the logic whenever your process changes.
Sales, success and support finally agree.
Built for sales, customer success and support
hq.fieldnote.io/accounts
F
Fieldnote
SaaS workspace
SearchK
Home
Accounts
Pipeline
Support inbox18
Feature requests
Renewals4
Reports
Connected
Billing
CRM
Help desk
Product usage
Marcus Hale
Customer success
CustomersAccounts
Accounts142
New account
Monthly recurring revenue
$128.4k
+4.2% this month
Net retention
112%
+3 pts this quarter
| Account | Plan | MRR | Health | Owner | Renews |
|---|---|---|---|---|---|
| AArden Health | Enterprise | $12,500 | 81 | | Nov 12 |
| KKestrel Labs | Scale | $4,200 | 92 |  | Feb 3 |
| OOrbit Legal | Scale | $3,600 | 88 | | Apr 21 |
| PPine & Co. | Team | $1,100 | 74 | | Dec 19 |
| LLumen Studio | Team | $890 | 58 | | Oct 30 |
Lumen Studio usage dropped 40% in two weeks and they renew on Oct 30. Want me to draft a check-in for Marcus?
SaaS template
Customers, revenue, product usage and support tickets together.
For software companies that want sales, success and support working from the same customer record.
Start with the SaaS templateWhat is included
- Customer 360
- Revenue and churn metrics
- Support inbox
- Feature requests
- Onboarding tracker
- Renewal pipeline
Works on its own from day one
Ready-made automation
WhenProduct usage drops for 14 days
ThenAlert the account owner and draft a check-in email
Rename fields, add screens or rewire the logic whenever your process changes.
First call to paid, right from the van.
Built for dispatchers, technicians and office staff
ops.harborline.com/dispatch
H
Harborline Services
Service tech workspace
SearchK
Today
Dispatch
Work orders11
Customers
Quotes2
Invoices
Agreements
Connected
Calendar
Payments
Email
Maps
Jess Morgan
Dispatcher
DispatchBoard
Today's dispatch11 jobs
New job
Technician
8910111212311:20
Sam Rivera
HVAC, En route
WO-2281
AC tune-up
WO-2291
HVAC repair
WO-2296
Heat pump install
Aisha Khan
Networks, On site
WO-2280
Router swap
WO-2288
Office network install
WO-2294
Wi-Fi survey
Dan Miller
Plumbing, Free at 12:00
Open for new work
WO-2285
Boiler service
WO-2289
Leak check
Lea Park
Electrical, Between jobs
WO-2279
Panel inspection
WO-2292
EV charger install
Unassigned, 2 jobs
Water heater repair
WO-2293, Maple St, 2.1 mi from Dan
Dan finishes early and the water heater job is two miles away. Assign it to him and text the customer an arrival time?
Service tech template
Jobs, technicians, quotes and invoices from first call to paid.
For field service and IT service teams that schedule technicians, track work orders and bill for every visit.
Start with the Service tech templateWhat is included
- Work orders
- Dispatch board
- Quotes and invoices
- Customer and asset history
- Technician checklists
- Service agreements
Works on its own from day one
Ready-made automation
WhenA job is marked complete
ThenSend the invoice and ask the customer for a review
Rename fields, add screens or rewire the logic whenever your process changes.
Working in a different industry? Start from a blank workspace and shape it around how you work.
Ownership
No subscriptions. No limits. You own the code.
Most business software is rented. Prices climb, seats get counted, and your data sits on someone else's servers. Onefold is yours to keep.
Pay once
One purchase and no monthly bill. Add people, teams and workspaces without watching a per-seat meter.
No limits
Unlimited users, records, automations and connected tools. Grow as far as your business goes.
Your code, your rules
You get the full source code. Host it where you like, change anything, and keep it running for as long as you want.
| Compared | Rented software | Onefold |
|---|---|---|
| How you pay | Every month, per seat, forever | Once |
| Users and records | Capped by your plan | Unlimited |
| Where your data lives | On the vendor's servers | Wherever you host it |
| New features | Request them and wait | Change the code yourself |
| If the vendor shuts down | You lose access | It keeps running |
We map out your tools with you, one step at a time.
How it works
From scattered to sorted in three steps.
Your team keeps the tools it already knows. Onefold brings their data together, so nobody has to learn everything from scratch.
Step 1
Pick a template
Start from healthcare, fintech, SaaS or service tech, or begin with a blank workspace.
Step 2
Connect your tools
Link the systems you already use. Existing records flow in, so there is nothing to retype.
Step 3
Run it all from one app
Track, automate and ask questions across your whole business from a single place.
Invoice #1042 paid
Thanks for the friendly nudge, all sorted on our side.
Less chasing, more helping.
Spend your day on people, not tabs.
Onefold takes over the copying, cross-checking and chasing between tools, so your team gets back to the patients, clients and customers it's there for.
FAQ
Questions, answered.
Everything you need to know about owning Onefold. If your question is not here, send it along with your request and we will answer it personally.
Do I really own the code?
Yes. Your purchase includes the complete source code. Host it on your own servers or cloud account, change anything you like, and keep using it without ever paying us again.
Is there really no subscription?
Really. Onefold is a one-time purchase with no monthly fees, no per-seat pricing and no usage caps. Services you connect, like your email or payment provider, keep their own pricing.
Which tools can Onefold connect to?
Email, calendars, payment processors, spreadsheets, CRMs, help desks, accounting software, databases and anything else with an API. Because you have the code, you can add your own connectors too.
Where does my data live?
Wherever you host Onefold. Your records stay on infrastructure you control, which makes it easier to meet your own security and compliance requirements.
Can I change the industry templates?
Completely. Templates are a head start, not a cage. Rename fields, add new record types, rewire automations or build whole new modules on top.
How does the AI use my data?
It reads from the systems you have connected to answer questions, write drafts and flag what needs attention. It follows the same permissions as your team, so people only see what they are allowed to see.
Get Onefold
Bring everything under one roof.
Tell us about your business and the tools you juggle today. We will show you how Onefold fits, starting from the template closest to how you work.
- A walkthrough built around your industry
- A plan for connecting the tools you already use
- Clear one-time pricing, with no subscription to cancel
A real person on our team replies to every request, with a walkthrough planned around the tools you already use.
Talk soon, the Onefold team
