1CRM FEATURES
 

Everything You Need to Run Your Business

 

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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.


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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.

 

Sales & Opportunities

Never Miss Another Opportunity!

 


 

SALES FORECASTING

1CRM tracks all Sales opportunities, and aggregates them into your Sales pipeline. Standard charts show breakdowns by sales stage and outcomes, lead source, sales rep and expected close date.

CUSTOM CHARTS & REPORTING

Track top opportunities & recent quotes by featuring a custom chart on any dashboard! Monitor performance by issuing Monthly or Quarterly sales forecasts with individual and team quotas. Reports can be run automatically and sent to a distribution list. Everyone in the weekly sales meeting can get the latest data in their inbox automatically that morning!

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1CRM-Customer-History

 

360 DEGREE VIEW OF YOUR CUSTOMER

To predict the future, you must know the past. Prepare for your next meeting by logging into 1CRM, where you can obtain an instant snapshot of any Lead, Contact, or Account.

 

SOCIAL CRM

In addition to contact information, lifecycle, and history, you can also link to their social profiles, to stay up to date on their organization. Be ready to continue the conversation, and discuss related features or products.

 

 

Marketing Automation

Automate Your Business Processes

 

 

AUTOMATED LEAD CAPTURE

Use 1CRM to generate lead forms for your website and affiliates. WordPress users are encouraged to use the 1CRM plugin to build lead forms that link directly to your 1CRM system. Integrated IP Telephony speeds lead followup with automated call audit trail.

 

AUTOMATED FOLLOW-UPS

Convert those leads into customers by creating newsletters, drip-feed campaigns (every new lead gets multiple emails at a timed progression automatically), and dynamic target lists which automatically include all Leads and Contacts meeting your criteria without tiresome list management.

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Project Management

Track Projects Effectively

 

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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.

 

Customizable

Make 1CRM Your Own

 

 

THEMES & LANGUAGES

Make your 1CRM platform feel like home by choosing from multiple themes and colour schemes. 1CRM is also available in English, French, Italian, Spanish and German – with more language packs being developed all the time! 

DASHBOARDS & DASHLETS

Create and add dashboards anywhere in the menu system to instantly find the data you need. 1CRM’s simple Drag ‘n Drop interface enables you to add dashlets from all 1CRM Modules & Charts, plus your Calendar, News Feeds, World Weather and Stock Prices.

STUDIO TOOLBOX

Use the Layout Editor to customize screen layouts. The Dropdown Editor customizes your dropdown options, while the Custom Fields Editor can create 18 different types of custom fields to add to your screens. Create custom Workflows, customized list views, and so much more!

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1CRM-PDF-Form-Designer

 

PDF FORM DESIGNER

Everything connected to your business says something about it. Communicating your attention to detail, quality of work, and personal flair. Put your best foot forward by creating custom layouts for your invoices, quotes, work orders, expense reports and more with 1CRM’s PDF Form Designer.

 

MODULE DESIGNER

Customize your 1CRM by adding all new modules to the system to track business objects unique to your enterprise. Say you need to track software licenses: Add a new Licenses module, define all its fields of information, link the new module up to existing ones like Accounts and Contacts, define the sub-panels you want to see on each License detail view, and the filters you need on the list view. A big bonus is being able to fine-tune these same items for all the modules standard to 1CRM.

 

Mobile Access

Instant Business Information, Anywhere.™

 

ONLINE CRM SOFTWARE

Access your 1CRM anytime, anywhere, and from any Windows, Mac, iOS, Android or Windows Phone device. Create custom screen layouts for an optimized mobile experience, or simply access the standard 1CRM system. On tablets, the sidebar auto collapses to maximize your work area, and bandwidth requirements are minimized using advanced caching techniques.

 

CRMSYNC™

On Android or iOS phone & tablets, you can use your built-in apps for Contacts, Calendar and Reminders / Tasks to view, update, delete or add new items in your 1CRM system – whether or not you are connected to the Internet! Any changes you make on your phone or tablet will sync to 1CRM the next time you are online. Also supports Mac OS X and MS Outlook.
Learn More »

 
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Customer Service

Creating an Exceptional Customer Experience

 

 

1CRM-Bug-Tracking

SERVICE CONTRACTS & RECURRING SERVICES

The Service Contract module stores all service contracts, with their service contract numbers, and the associated Account. Each service contract can have any number of associated sub-contracts, and each of those may have any number of supported products (assets) associated with them for support coverage.

BUG TRACKING

Software Bugs are defects or features associated with a specific revision of a particular software product. Tech firms may manage and track Bugs through their life-cycle using 1CRM. Bugs may be created automatically from service cases or from emails, providing a quick and convenient workflow.


 


 

CASE MANAGEMENT

Cases are issues or problems associated with an account. They may be managed and tracked through their life-cycle using the Cases module. Each Case tracks any related service contract number, and the description and serial number of any hardware asset involved in the Case. You can also track client interaction, book hours, service parts to service cases, and print work orders. Learn More » 

KNOWLEDGE BASE

Create articles automatically from service cases, and index them with Tags. Search for them by Tags, and optionally expose them to your customers as valuable information that they can search through as well. Learn More »


1CRM-Case-Management

 

Secure Access

A Safe Place to Keep Your Data


1CRM-Secure-Access

 

USER PERMISSIONS

Your 1CRM Administrator(s) can adjust role permissions to grant or prevent access to some or all of the content within your 1CRM, and define what actions you can perform with that information. All user sessions can be fully SSL encrypted using a standard certificate. 

AVAILABILITY

You can back up your entire 1CRM install to your own storage or DropBox. 1CRM Cloud Service uses Microsoft Azure Cloud Virtual Machines, which have a 99.5 availability commitment. Anything less allows you to terminate your service. 

 

 

 

Self Service Portal & eStore

Keep Your Customers Informed

 

 

COLLABORATE ANYTIME, ANYWHERE

1CRM’s free Joomla-based Self-Service Portal has forums, cases, bugs, projects, knowledge base, event registration, invoice/payment history, and an integrated eStore. It also has special partner access mode for viewing and creating leads & reviewing accounts.

 

Your business moves to the next level with this Portal – as your customers and partners are now able to collaborate directly with you. With 24/7 self-service customer access to sales and service, your customer support load is reduced, expenses are reduced, yet your customers are happier than ever!
Explore the Customer Portal Live Demo now.

 
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Calendar & Email

Never Miss Another Appointment!

 


1CRM-Calendar

CALENDAR

Click and drag to create or re-schedule a call or meeting. Grid views show who is free for a group meeting. Book meeting rooms, see public holidays, book vacations, print agenda, and even book your timesheet hours within the calendar. View tasks that are due, project task assignments & company events, and set on-screen, mobile, or email reminders for any call or meeting. Learn More »

 

EMAIL

1CRM lets you compose and send email (text or HTML format), plus receive email from one or more accounts per user. You can create custom email folders to hold your mail for filing, and specify the retention period for different types of email to reduce clutter. The system automatically links all mail to the history of Contacts, co-workers and customer Accounts referenced in email addresses contained in the message.

 

Collaboration

Collaborate Effectively While Working Remotely

 

 

FORUMS

Create forums in your 1CRM to provide employees with a secure avenue for collaboration and updates on upcoming projects and tasks in their division, and the company as a whole.

ACTION ITEMS

What’s on the docket for today? A meeting? Call? Important tasks? Look no further than the Action Items dashboard. Connect with clients using the integrated SkypeOut feature, or host a GoToMeeting session.

1CRM_Forum

 

Integrations

1CRM Works with the Products You Love

 


1crm integrations

 

ONE SYSTEM FOR ALL YOUR BUSINESS NEEDS

Create the ultimate toolbox for your business – integrate 1CRM with all of the tools your team uses every day. Switching between apps is a tedious and time-consuming habit. Additionally, it leaves your business information scattered all over the place.

Integrations save time and promote collaboration, by providing access to every tool and every piece of information from a single platform. 1CRM integrates with Magento, HubSpot, WordPress, GoToMeeting, DropBox, Skype, LinkedIn, iOS, Android, Outlook and many more! 

 

Ready to Start your 1CRM Journey?

 

DOWNLOAD NOW

Looking for a risk free introduction to 1CRM? Download your free On-Premise Startup Edition today!

Download Now

EDITIONS & PRICING

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

SEE PRICING

CONTACT US

Want to know more about what 1CRM can do for your business, or would you like to request a quote? Send us a message today!

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