Overview
What is 1CRM?
1CRM is an integrated customer relationship management (CRM) solution that covers the complete business management lifecycle. It includes features like collaboration and mobile access, and it can be customized for multiple industries. It is available in both open source and…
1CRM is the way to go!
Come to know about 1CRM
A cloud based well managed monitoring software
1CRM gateway to impecable customer management
The best cost-efficient solution for any SME!
Popular Features
- Opportunity management (5)9.999%
- Customer data management / contact management (5)9.999%
- Workflow management (5)9.898%
- Territory management (5)9.797%
Pricing
Startup
$15
Startup+
$23
Professional
$33
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $15 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 9.9Customer data management / contact management(5) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 9.8Workflow management(5) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 9.7Territory management(5) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 9.9Opportunity management(5) Ratings
Users can track deals and create quotes.
- 9.4Integration with email client (e.g., Outlook or Gmail)(5) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 9.6Contract management(5) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 9.9Quote & order management(5) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 9.9Interaction tracking(5) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 9.7Channel / partner relationship management(5) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 9.8Case management(5) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 10Call center management(5) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 9.1Help desk management(4) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.1Lead management(5) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8Email marketing(5) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 9Task management(5) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.3Billing and invoicing management(5) Ratings
This includes automated invoice creation and billing.
- 8.5Reporting(5) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 8.3Forecasting(5) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.5Pipeline visualization(5) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.4Customizable reports(5) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.4Custom fields(5) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 9.1Custom objects(4) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.2Scripting environment(4) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.3API for custom integration(4) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.4Single sign-on capability(5) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.5Role-based user permissions(5) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8.4Social data(4) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.5Social engagement(4) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 8Marketing automation(4) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.6Compensation management(4) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.2Mobile access(4) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Tech Details
- FAQs
What is 1CRM?
1CRM Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(79)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
1CRM is a comprehensive CRM solution that has been highly regarded by users for its ability to centralize customer data and improve customer relationship management. Businesses have found this software invaluable in organizing their customer information, tracking interactions, and managing relationships more effectively. With 1CRM, businesses can streamline their sales and marketing activities, enhance customer engagement, improve sales efficiency, and boost productivity. The software provides a unified platform for managing customer inquiries, issues, and support tickets, making it a valuable tool for customer service. Users appreciate features like the Opportunity Tracker and Followup digest that simplify their daily work. Additionally, the sales forecasting feature helps businesses accurately predict future sales. Overall, 1CRM is highly recommended by satisfied users who value its quality and cost-effectiveness.
Another notable use case of 1CRM is in the field of data management. Users have found the software to be reliable and efficient for managing customer data, invoicing, and marketing campaigns. The integration with Google Apps and Joomla! has been particularly appreciated by users, providing seamless workflow management and information exchange across different platforms. The scalability of 1CRM is also praised, as it can handle installations ranging from 2 users to 80 without performance issues. Some advanced users have even developed extensions to integrate 1CRM with other services like Xero for accounting purposes. Moreover, the software has been widely used by resellers and customers alike for managing sales processes and customer care. The cloud-based system offers ease of use and configuration, making it suitable for managing projects, resources, deliveries, and billing. With its strong features and excellent support from 1CRM Corp., the software has proven to be a valuable asset in reducing lead time, automating manual tasks, improving sales productivity, and enhancing marketing management.
Customizable and Comprehensive Solution: Users appreciate the customizable and comprehensive nature of 1 CRM, as it offers various benefits to businesses. Some reviewers have stated that the ability to customize modules without programming and the workflow and notifications capabilities are valued for excellent process control. Additionally, users find the software to be feature complete, allowing most companies to automate their workflows effectively.
Good Support and Customer Service: The good support provided by 1 CRM is acknowledged by users in their reviews. They mention that assistance is readily available when needed, especially in relation to third-party applications such as telephony, accounting, portal, and billing. Some users even describe the support team as amazing and responsive.
User-Friendly Interface: The user-friendly interface of the 1CRM app is praised by users for its flexibility and functionality. It is considered a cost-effective solution for small businesses with low budgets. Reviewers find the intuitive user interface valuable as it makes it easy to create follow-up tasks and navigate through the software seamlessly.
Negative sentiment in user reviews can be summarized into the following cons: Limited Customizability: Some users have mentioned that certain features or functionalities of 1CRM are less intuitive or customizable than they would prefer, making it difficult to tailor the CRM system to their specific needs. Complexity and Learning Curve: Several reviewers have found 1CRM to be complex to set up and use, especially for small businesses or those with limited technical expertise. They mention a steep learning curve compared to other CRM systems, which may require additional time and effort for users to become proficient. Lack of Third-Party Integration and Support Options: Users have pointed out that 1CRM has limited third-party integration options, which may restrict its compatibility with other business tools they rely on. Additionally, some reviewers expressed dissatisfaction with the available support options for troubleshooting issues, suggesting that more comprehensive assistance could improve the user experience.
Based on user feedback, 1CRM is highly recommended as an excellent software solution for small businesses in terms of data and customer management. Users suggest taking advantage of the free trial offered by 1CRM to explore its features and functionalities before committing to a purchase. It is worth noting that some users express concerns about the level of support provided by the company. Overall, users tout 1CRM as a comprehensive online business management tool, offering features such as e-commerce capabilities, marketing tools, and efficient customer service functionalities. With its wide range of features, 1CRM proves to be a valuable all-in-one solution for businesses looking to streamline their operations and enhance customer satisfaction.
Attribute Ratings
Reviews
(1-3 of 3)A cloud based well managed monitoring software
- Monitor sales and billings from client.
- Manage our Internet resources and to track their output.
- Monitor our deliveries.
- It should also have voice commands.
- UX needs to be more interactive.
- Rest is great.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 100%10.0
- Territory management
- 90%9.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 70%7.0
- Quote & order management
- 90%9.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 70%7.0
- Case management
- 80%8.0
- Call center management
- 100%10.0
- Help desk management
- 90%9.0
- Lead management
- 90%9.0
- Email marketing
- 90%9.0
- Task management
- 90%9.0
- Billing and invoicing management
- 80%8.0
- Reporting
- 100%10.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 100%10.0
- Scripting environment
- 90%9.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 90%9.0
- Social data
- 90%9.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Compensation management
- 100%10.0
- Mobile access
- 80%8.0
- It increases our sales.
- It increases our output.
- It provides us reports for analysing data.
- It's having a positive outline.
1CRM gateway to impecable customer management
- Easy to navigate
- Easy to store and update customer information
- Maybe a little bit more on the speed whenever you are transferring from 1 customer profile to another.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 90%9.0
- Quote & order management
- 90%9.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 100%10.0
- Call center management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 90%9.0
- Billing and invoicing management
- 90%9.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 90%9.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Made my work more efficient.
- Customer data is centralized for the whole organization/company.
The best cost-efficient solution for any SME!
- Sales management.
- Marketing management.
- Some random logouts but way less compared to others.
- Becomes a little cluttered as it has all products, services and order management.
- Customer data management / contact management
- 90%9.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- 70%7.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Case management
- 100%10.0
- Call center management
- 90%9.0
- Help desk management
- 90%9.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 90%9.0
- Billing and invoicing management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 100%10.0
- Custom fields
- 80%8.0
- Custom objects
- 80%8.0
- Scripting environment
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 80%8.0
- Social data
- 70%7.0
- Social engagement
- 80%8.0
- Marketing automation
- 90%9.0
- Compensation management
- 100%10.0
- Mobile access
- 90%9.0
- It has overall increased sales productivity.
- Has reduced lead time for customer and made the deliveries faster and more efficient.
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