OnePlace™ (acquired by Intapp) Information

OnePlace™ is a next generation Client Lifecycle Management solution for Professional Services, built on the market-leading Salesforce platform, Force.com®. With offices in Australasia, the US and the UK, the OnePlace team has built a strong track record of planning, implementing and supporting successful CLM projects worldwide with expertise and passion Client Lifecycle Management is at the centre of what we do, from early relationship building right through to supporting strategic key client programmes. Our marketing and business development tools help you plan, execute and analyse your prospecting campaigns. Smart functionality like the proposal generator and our referral management capabilities ensure the bid process is structured, measurable and effective. And if you combine powerful, intuitive reporting and dashboards with an integration into your firm’s other core systems, you get a complete, 360-degree view of your clients. OnePlace allows you to proactively manage your relationships as they mature, uncover areas of concern and mitigate risk. We don’t stop here, and neither should you. You can access the full functionality of OnePlace on mobile devices, which means you can be productive whenever and wherever you decide. Find more information on www.oneplace.global or contact one of our regional offices.