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One Step Software Reviews; Product Details

One Step Software Reviews & Product Details

One Step is the most widely used software by addiction treatment programs to measure outcomes and monitor clients.

One Step is the most widely used software by addiction treatment programs to measure outcomes and monitor clients.

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One Step Software Screenshots

One Step Software Reviews

«An outstanding platform for my sober living house business.»

What do you like best?

Customer support response time, professionalism, and feeling like the little guy matters. The UI is top-notch and is becoming more so all the time through updates that are completed through customer feedback, which makes for a pretty streamlined workflow. A very professional and impressive looking platform. All of the interactions I have had with every staff member, all the way to the ownership has been very pleasant and professional. The fees are reasonable. Review collected by and hosted on G2.com.

What do you dislike?

No content customization/branding options for invoices emailed to residents via the payment module. Because of this limitation I still use Boomerang to email recurring notifications of rent due and invoices.

There seem to be minor occurrences/bugs in the payment module, i.e.:

* When you create a recurring invoice where the first payment is due that same day, the «first due date» will show the next day, instead of the current day.

* The «available funds» are not represented in the «balance owed» column on the payment module screen. This may be a lag time of my UI — to — One Step’s server issue, and I haven’t paid %100 attention to it, but it does exist.

It would be nice if upon entering the «other» tab within the client module, if the clients were auto-sorted starting with the most recent «created date» first, instead of what seems to happen is they are auto-sorted mostly by the category they are labeled with. It adds a step to the workflow of trying to locate the brand new applicants.

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I want to be able to attach .pdf’s, .doc’s, etc. to client profiles and also be able to load .pdf’s/.doc’s into «Forms», not just One Step forms. We have .doc’s/.pdf’s that our management uses. As of now, managers have to continue to access Google Drive to pull operational docs to print and post; things like chore lists that residents sign-off on, community or informational postings, etc. It would also be nice to be able to sort «Forms» in a static manner/group them into the order I want for workflow/intake efficiency, maybe even into their own sub-categories, we have «move-in documents», «housing operational documents» etc.

I want to be able to use One Step as a sort of CRM database for networking and contacts where I can create company/organization profiles and attach employees to them, attach notes of communication, etc. Integration with Gmail would be amazing as well. I currently use Insightly for this.

I have been told that One Step will one day be looking at the possibility of a complete in-house accounting platform and/or integration with something like QuickBooks, and I am really excited about that. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It’s a great platform for sober living. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

A professional database designed for sober living and an impressive and sleek UI adds value to our brand.

Consolidation and streamlining, i.e. payments, intakes, profiles, etc. all under one roof.

Auto-populated profiles upon application.

You guys are awesome!! Keep crushing it!! Review collected by and hosted on G2.com.

A proven approach for on-time, on-budget results

You want customers for life. So do we. That’s why we’ve refined our process over 30+ years and tailor it to fit the needs of your business—not the other way around. Our team designs a personalized road map that integrates new and existing systems and ensures the success of your future technological evolution.

  • Achieve consistent customer experiences in-store, online and wherever your shoppers are.
  • Strengthen customer engagement with consistent offers, advertising, and rewards across channels.
  • Inspire sales by providing customers meaningful products and services when and where they need them.
  • Create staff and system efficiencies to engage customers with a seamless experience.

One Step Software Screenshots

One Step Software Reviews

«An outstanding platform for my sober living house business.»

What do you like best?

Customer support response time, professionalism, and feeling like the little guy matters. The UI is top-notch and is becoming more so all the time through updates that are completed through customer feedback, which makes for a pretty streamlined workflow. A very professional and impressive looking platform. All of the interactions I have had with every staff member, all the way to the ownership has been very pleasant and professional. The fees are reasonable. Review collected by and hosted on G2.com.

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What do you dislike?

No content customization/branding options for invoices emailed to residents via the payment module. Because of this limitation I still use Boomerang to email recurring notifications of rent due and invoices.

There seem to be minor occurrences/bugs in the payment module, i.e.:

* When you create a recurring invoice where the first payment is due that same day, the «first due date» will show the next day, instead of the current day.

* The «available funds» are not represented in the «balance owed» column on the payment module screen. This may be a lag time of my UI — to — One Step’s server issue, and I haven’t paid %100 attention to it, but it does exist.

It would be nice if upon entering the «other» tab within the client module, if the clients were auto-sorted starting with the most recent «created date» first, instead of what seems to happen is they are auto-sorted mostly by the category they are labeled with. It adds a step to the workflow of trying to locate the brand new applicants.

I want to be able to attach .pdf’s, .doc’s, etc. to client profiles and also be able to load .pdf’s/.doc’s into «Forms», not just One Step forms. We have .doc’s/.pdf’s that our management uses. As of now, managers have to continue to access Google Drive to pull operational docs to print and post; things like chore lists that residents sign-off on, community or informational postings, etc. It would also be nice to be able to sort «Forms» in a static manner/group them into the order I want for workflow/intake efficiency, maybe even into their own sub-categories, we have «move-in documents», «housing operational documents» etc.

I want to be able to use One Step as a sort of CRM database for networking and contacts where I can create company/organization profiles and attach employees to them, attach notes of communication, etc. Integration with Gmail would be amazing as well. I currently use Insightly for this.

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I have been told that One Step will one day be looking at the possibility of a complete in-house accounting platform and/or integration with something like QuickBooks, and I am really excited about that. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It’s a great platform for sober living. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

A professional database designed for sober living and an impressive and sleek UI adds value to our brand.

Consolidation and streamlining, i.e. payments, intakes, profiles, etc. all under one roof.

Auto-populated profiles upon application.

You guys are awesome!! Keep crushing it!! Review collected by and hosted on G2.com.

A proven approach for on-time, on-budget results

You want customers for life. So do we. That’s why we’ve refined our process over 30+ years and tailor it to fit the needs of your business—not the other way around. Our team designs a personalized road map that integrates new and existing systems and ensures the success of your future technological evolution.

  • Achieve consistent customer experiences in-store, online and wherever your shoppers are.
  • Strengthen customer engagement with consistent offers, advertising, and rewards across channels.
  • Inspire sales by providing customers meaningful products and services when and where they need them.
  • Create staff and system efficiencies to engage customers with a seamless experience.

Discover premier services to help grow your business

As a fast-paced retail business that is continually growing, having a partner like One Step has been a lifesaver. They are always available to answer a question, take a call, and most importantly be on-site when launching a new store.

Nicolas Blanchard
Business Development Manager

We implemented a Mobile Cloud POS throughout our US & UK store portfolio, a big undertaking for any business. One Step’s implementation and development teams worked alongside us to deliver the project—they have shown a willingness to go above and beyond to ensure we have a product that fits our business.

Josh Knight
IT Manager

One Step understood our goals and met those goals with high-quality service. I really enjoyed working with the various departments of One Step that I came into contact with during the course of the project and found them to be knowledgeable, professional, friendly and motivated.

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