OneSource Software


4.5 / 5 2 reviews

Average Ratings

2 Reviews
  • 4.5 / 5
  • 5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
  • Deployment
    Installed - Windows
    Open Source
  • Support
    Business Hours

Vendor Details

  • OneSource Software
  • Founded 1998
  • United States

About OneSource

If your company has 1-30 employees (users) and is looking for a simple, all-in-one CRM/Contact Management, Order Entry, Inventory Tracking, Job Tracking, Purchasing, AR, AP, Banking, GL application--you may have found the perfect solution to your needs--for a very reasonable price.


OneSource Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Accounting Management
  • CRM
  • Dashboard
  • Distribution Management
  • Enterprise Asset Management
  • Financial Management
  • HR Management
  • Inventory Management
  • Project Management
  • Purchasing
  • Sales Management
  • Supply Chain Management
  • Warehouse Management

OneSource Reviews


Apr 13, 2017
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: Tree layout for the structure
Easy to use and learn
Very intuitive

Cons: The billing system has been a challenge. Payments are not posted to the right account and we get multiple invoices even if the bill has been paid or credited.

Overall: We are in our first year of using ONESOURCE as our tax software. The implementation process was very easy and went smoothly. The software is very intuitive and easy to use and learn. I like the tree layout for the tax structures.

Recommendations to other buyers: Utilize the training that is offered, it will be a huge help in learning the software.

This is our first year to use the software but I have found it easy to learn and use.

Jun 28, 2017
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Pros: It is intuitive and easy to move around it. I like the tree format where you can expand and close pieces so as to see everything. Statements attached to the return are in an easy to read and follow format.

Cons: It disconnects after a certain amount of time, even if you are working in the software.
Can not produce the type of detailed reports I am used to, even in their Data Query package, which is an add on piece and costs extra money.
More times than not the wait for customer service is at least 30 mins.