1CRM FEATURES

Everything You Need to Run Your Business

 

CRM-with-Order-Management

CRM-Sales-Opportunities

CRM-with-Marketing-Automation

CRM-with-Project-Management

CRM-Customizations

CRM-Mobile-Access

CRM-Customer-Service

CRM-Security

CRM-Self-Service-Portal

CRM-Scheduling

CRM-Collaboration

CRM-Integration

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Project Management

Track Projects Effectively

 

1CRM-Project-Management

 

PROJECT TRACKING

Manage and track projects throughout their lifecycle with 1CRM. Define project templates for common types of Projects, with lists of project tasks and assigned resources. The Projects list view includes columns for the total value of a project, as well as the expected revenue from the project.

 

EXPENSE REPORTS

Expense Reports may be filed by employees at any time (including on-the-go!). They are used to record personal expenses incurred on the business’ behalf, and to enable employees to claim those expenses back from the business. Expenses may also be charged to Projects, or to pre-Sales Account work.

BOOKED HOURS & TIMESHEETS

1CRM makes it easy track time, invoice, and get paid. Booked hours can easily be attributed to time spent on projects, customer cases, or simply record day-to-day business activities. Timesheets may then be filed on a weekly, bi-weekly, semi-monthly, or monthly basis. If approved, you can then create an invoice to receive payment!

CRM with Expense-Reports

 

Ready to Start your 1CRM Journey?

 

FREE TRIAL

Ready to try out 1CRM? Let’s get you started with a 30-day free trial of 1CRM Enterprise Cloud Service. No credit card required.

Start Free Trial

EDITIONS & PRICING

1CRM features CRM solutions for all budgets. Discover which edition fits your unique business goals.

SEE PRICING

GUIDED TOUR

New to 1CRM? Schedule your complimentary guided tour and we’d be happy to show you around while answering any questions.

BOOK NOW
 

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