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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Order Management

Complete More Orders in Less Time 


 

PRODUCT CATALOG

Create your own product catalog to easily reference for quotes & invoices. The 1CRM Product Catalog supports both products and product assemblies or kits. You can also use this 1CRM Xtension to sync it up with your Magento store. Or use the 1CRM Self-Service Portal & eStore and sync with that!

QUOTES & INVOICES

1CRM enables you to create custom quotes & invoices on-the-spot. The system supports multiple layouts, multiple tax rates, group and line item discounts, price tuning using margin or markup, plus a quote approval workflow if required. The PDF Form Designer (Enterprise) can also be used to make custom layouts.


Full_Order_Management

 

 


 

1CRM-Price-Books

SALES & PURCHASE ORDERS

Sales Orders may be created as an intermediate step between Quotes and Invoices. Packing Slips and Order Confirmations may be produced and emailed as PDFs. Each Sales Order may be used to generate one or more Invoices. Purchase Orders may be created from Sales Orders and automatically emailed to suppliers. The Purchase Orders list view highlights any overdue items, and an Open Purchase Orders Report lets you track all outstanding POs.

 

PRICE BOOKS

Define multiple price books, and assign a default price to each client. Now you can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing channel or level.

 

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