1CRM DOCUMENTATION

Get the Most Out of Your CRM

 

Here you will find the latest 1CRM User Guide, Implementation Guide, and Developer Guide!
To learn more about your 1CRM system, you can also visit the Online Help System and the Video Learning Library.

 
1CRM System 81CRM System 7Portal & eStore1CRM FinanceOutlook Plug-inExtra Resources

Release 8.0 (Current Release)
1CRM-PDF-Document
1CRM 8.0 User Guide

Here is the latest 1CRM User Guide! This 286 page 1CRM 8.0 User Guide adds content on the latest enhancements to the 1CRM experience including the 1CRM Mobile App, Lead Guerrilla integration, all-new formats for 1CRM notifications, enhanced PDF Forms capabilities, and more robust user security measures. (May 2017, 46 MB)

 
1CRM-PDF-Document
1CRM Mobile User Guide

This 31 page 1CRM Mobile User Guide includes information on using the 1CRM Mobile iPhone App, explains mobile browser access to 1CRM, and covers using CRMSync to sync Contact, Calendar and Reminder info with iOS and Android devices. (December 2016, 4 MB)

 
1CRM-CheckList
1CRM 8.0 QuickStart Checklist

This single page 1CRM 8.0 QuickStart Checklist is a handy list organized to help you check off the sequence of steps to follow when implementing 1CRM. While the Implementation Guide below is organized as a reference guide, this checklist provides a directed sequence of actions required for the initial task of implementing the CRM, including creating the users, importing data, defining roles and teams, configuring user preferences, and customizing the system to better fit your business. (December 2016)

 
1CRM-PDF-Document
1CRM 8.0 Implementation Guide

This 216 page 1CRM 8.0 Implementation Guide describes the entire process for implementing and administering 1CRM System 8. This guide covers installations on CentOS 7.3 Linux, Windows Server 2012 with WampServer 2.5, macOS Sierra, plus CentOS 7.3 Linux on the Windows Azure Cloud. (May 2017, 18 MB)

 
1CRM-PDF-Document
1CRM 8.0 Developer Guide

This 65 page 1CRM 8.0 Developer Guide is your complete guide to advanced customization of the 1CRM Customer Relationship and Business Management (CRBM) System – with all-new extended content about the REST API. Learn how to interface with external APIs, develop for the 1CRM framework and package custom extensions. (December 2016, 1 MB)

 

Release 7.8 (Previous Release)
1CRM-PDF-Document
1CRM 7.8 User Guide

Here is the latest 1CRM User Guide! This 285 page 1CRM 7.8 User Guide adds content on integrations with the Stripe payment system and the RingCentral cloud-based business telephone system, Case Ratings and Surveys, Case Auto-closing, Smart List Tab re-ordering, Subpanel reordering, Dependent fields, Smart Convert, Call timer and booking hours to Calls, Meetings and Tasks. (June 2016, 41 MB)

 
1CRM-PDF-Document
1CRM Mobile User Guide

This 30 page 1CRM Mobile User Guide includes information on using the 1CRM Mobile iPhone App, explains mobile browser access to 1CRM, and covers using CRMSync to sync Contact, Calendar and Reminder info with iOS and Android devices. (August 2016, 3 MB)

 
1CRM-CheckList
1CRM 7.8 QuickStart Checklist

This single page 1CRM 7.8 QuickStart Checklist is a handy list organized to help you check off the sequence of steps to follow when implementing 1CRM. While the Implementation Guide below is organized as a reference guide, this checklist provides a directed sequence of actions required for the initial task of implementing the CRM, including creating the users, importing data, defining roles and teams, configuring user preferences, and customizing the system to better fit your business. (September 2015)

 
1CRM-PDF-Document
1CRM 7.8 Implementation Guide

This 207 page 1CRM 7.8 Implementation Guide describes the entire process for implementing and administering 1CRM System 7. This guide covers installations on CentOS 7 Linux, Windows Server 2012 with WampServer 2.5, Mac OS X Yosemite, plus CentOS 7 Linux on the Windows Azure Cloud. (September 2016, 18 MB)

 
1CRM-PDF-Document
1CRM 7.8 Developer Guide

This 53 page 1CRM 7.8 Developer Guide is your complete guide to advanced customization of the 1CRM Customer Relationship and Business Management (CRBM) System. Learn how to interface with external APIs, develop for the 1CRM framework and package custom extensions. (May 2016, 1 MB)

 
Release 7.7 (Past Release)
1CRM-PDF-Document
1CRM 7.7 User Guide

Here is the latest 1CRM User Guide! This 275 page 1CRM 7.7 User Guide adds content on the new Claro theme, unified detail/edit views, updated screen layouts, enhancements to PDF Form Designer, and the great new CRMSync feature to sync 1CRM Contacts, Calendar and Tasks with iOS, Android, OS X and Outlook. (September 2015, 46 MB)

 
1CRM-CheckList
1CRM 7.7 QuickStart Check List

This single page 1CRM 7.7 QuickStart Check List is a handy list organized to help you check off the sequence of steps to follow when implementing 1CRM. While the Implementation Guide below is organized as a reference guide, this checklist provides a directed sequence of actions required for the initial task of implementing the CRM, including creating the users, importing data, defining roles and teams, configuring user preferences, and customizing the system to better fit your business. (February 2015)

 
1CRM-PDF-Document
1CRM 7.7 Implementation Guide

This 203 page 1CRM 7.7 Implementation Guide describes the entire process for implementing 1CRM System 7. This guide covers installations on CentOS 7 Linux, Windows Server 2012 with WampServer 2.5, Mac OS X Yosemite, plus CentOS 7 Linux on the Windows Azure Cloud. (September 2015, 17 MB)

 
1CRM-PDF-Document
1CRM 7.7 Developer Guide

This 45 page 1CRM 7.7 Developer Guide is your complete guide to advanced customization of the 1CRM Customer Relationship and Business Management (CRBM) System. Learn how to interface with external APIs, develop for the 1CRM framework and package custom extensions. (1 MB)

 
Release 7.5 (Past Release)
1CRM-PDF-Document
1CRM 7.5 User Guide

This 273 page 1CRM 7.5 User Guide adds content on the new Price Books and System Messages modules, GoToMeeting Integration, enhanced Skype integration, and using custom PDF forms. It also includes details on the iOS client and the new Advanced Reporting capabilities. (September 2014, 51 MB)

 
1CRM-PDF-Document
1CRM 7.5 Implementation Guide

This 210 page 1CRM 7.5 Implementation Guide describes the entire process for implementing 1CRM System 7. It adds new content on the PDF Form Designer option. This guide covers installations on Fedora Core 17, Windows Server 2012, Mac OS X Mountain Lion, plus CentOS Linux on the Windows Azure Cloud.(17 MB)

 
1CRM-PDF-Document
1CRM 7.5 Developer Guide

This 40 page 1CRM 7.5 Developer Guide is your complete guide to advanced customization of the 1CRM Customer Relationship and Business Management (CRBM) System. Learn how to interface with external APIs, develop for the 1CRM framework and package custom extensions. It is available as both a digital flipbook, and a downloadable PDF document. (1 MB)

 
Release 7.1 (Past Release)
1CRM-PDF-Document
IAH 7.1 User Guide

This 258 page 1CRM 7.1 User Guide covers the 7.1 release. It adds content on the new Activity Log module, drag ‘n drop of calendar activities, Favorites, and the newly enhanced Delight theme. (47 MB)

 
1CRM-PDF-Document
IAH 7.1 Implementation Guide

This 202 page 1CRM 7.1 Implementation Guide describes the entire process for implementing 1CRM System 7. It adds new content on the exciting and powerful Module Designer. As well as List View Layout sharing, configuration of subpanel layouts via the Studio, and the new custom field types – including calculated fields. Lastly, it covers installations on Fedora Core 17, Windows Server 2012, Mac OS X Mountain Lion, plus CentOS Linux on the Windows Azure.

 
Release 7.0 (Past Release)
1CRM-PDF-Document
IAH 7.0 User Guide

This 259 page 1CRM 7.0 User Guide introduces the all-new 1CRM Customer Relationship and Business Management (CRBM) System 7.0. It includes details of the new list views with custom layout tabs, dynamic target lists, new reporting system with powerful filtering & grouping, and all the other features of this revolutionary new version of info@hand. (47 MB)

 
1CRM-PDF-Document
IAH 7.0 Implementation Guide

This 164 page info@hand 7.0 Implementation Guide describes the entire process for implementing your info@hand CRBM. It includes identifying your business’ CRM needs, installing info@hand on a Fedora Core 17 Linux Server, OS X Mountain Lion Server or Windows Server 2012, as well as the initial and ongoing admin of your info@hand system. Check out the details of the all-new studio as well! (15 MB)

 
1CRM-PDF-Document
IAH 7.0 Developer Guide

This 22 page info@hand 7.0 Developer Guide contains information about integrating with 1CRM Web Services, how to build your own modules, and how to safely make software customizations so they are ‘upgrade-proof’. It also covers file formats for Holiday packs, Language packs, Personality packs, and more. (1.0 MB)

 

1CRM-PDF-Document
1CRM Self-Service Portal & eStore Guide

This 44 page 1CRM Self-Service Portal Guide describes how to install, administer and use the 1CRM Self-Service Portal & eStore 4.2, which is included free with 1CRM 7.7.7 and later.

 

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1CRM Finance for QuickBooks (Current Version)

This 26 page 1CRM Finance Implementation Guide describes how to use the 1CRM Finance for QuickBooks software to link a QuickBooks installation to your 1CRM server.

 

 

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1CRM Plug-in for Microsoft Outlook

This 14 page 1CRM Outlook Plug-In User Guide describes how to install, configure and use the Outlook Plug-In included free with the 1CRM System.

 

Extra 1CRM Resources
1CRM-PDF-Document
1CRM 8.0 Brochure

Explore this brochure to discover how you can take your business to the next level with 1CRM.

 
1CRM-PDF-Document
1CRM Editions & Pricing Chart

Not sure which edition of 1CRM is right for your business? Explore the Editions & Pricing Chart to see a comprehensive comparison of each editions’s cost and feature-set.

 
1CRM-PDF-Document
1CRM QuickStart Service

1CRM QuickStart Service provides companies that are new to 1CRM a way to quickly reap the benefits of a well-organized business on the cloud.

 
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Sample RTF Template for Mail Merge

Download this sample RTF template to modify and perform a Mail Merge in 1CRM. To learn more, watch this quick video.

 
1CRM-CheckList
Guide to Small Business CRM

New to CRM and aren’t sure where to get started? Here is your Guide to Small Business CRM. Customer Relationship Management is more important than ever before, and you don’t want to get left behind!

 
1CRM-Introduction
1CRM Presentation: Learning About 1CRM

Want to learn all about 1CRM, or introduce it to your colleagues? Here is a PowerPoint Presentation to teach you all about 1CRM, what differentiates 1CRM from other CRM solutions, and how it can help you grow your business effectively.

 
Need PDF format? Download it here.

 

 

 

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EDITIONS & PRICING

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