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

 

 

CRM-Purchase-Orders

 

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 can 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.

 

SHIPPING & RECEIVING 

1CRM has the ability to track inventory movements and levels at multiple warehouse locations. It does this through the use of the Shipping and Receiving modules, which record stock movements from Suppliers to the business, and from the business out to Customers. You can even print off packing slips!

CRM-Shipping-and-Receiving

CRM-Bills-and-Payments

 

BILLS & PAYMENTS 

1CRM ensures that your finances stay in order by managing and tracking bills through their life-cycle. Overdue bills are highlighted for quick attention, and you can simply click to record outgoing payments. Each Bill shows the original amount, as well as the current balance payable after any outgoing payments have been applied.

DISCOUNTS & CREDIT NOTES  

Keep your clients happy with discounts and credit notes! Simply apply credit notes to reduce the Amount Due on the invoice, or if the invoice has already been paid in full, outgoing payments can be made. Create discounts for quotes or invoices of fixed amounts or percentages to hold special promotions, or treat your VIP & high volume customers!

 

 

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.

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EDITIONS & PRICING

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

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CRM TRAINING CENTRE

Want to learn some CRM skills? Visit the CRM Training Centre to learn through videos, eBooks, or work one-on-one with experts!

START LEARNING
 

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