1CRM gateway to impecable customer management
December 04, 2020

1CRM gateway to impecable customer management

Rey Oneal Garcia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with 1CRM

it is being used by most of the company's different departments. It actually helps us manage customer information, such as addresses, phone number, sales pipe line, forecasting etc.
  • 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.
  • Made my work more efficient.
  • Customer data is centralized for the whole organization/company.
We previously had NetSuite for our account management system but we switch to 1CRM because it's much better and easier to use.

Do you think 1CRM delivers good value for the price?

Yes

Are you happy with 1CRM's feature set?

Yes

Did 1CRM live up to sales and marketing promises?

Yes

Did implementation of 1CRM go as expected?

Yes

Would you buy 1CRM again?

Yes

There are/is still room for improvement. But overall it delivers what is expected of it.
I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.
Basically its well suited in every aspect specially in my role as an account manager. I can simply store customer information that are critical to my line of work.

1CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Case management
10
Call center management
10
Lead management
10
Email marketing
10
Task management
9
Billing and invoicing management
9
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
9
Role-based user permissions
10
Single sign-on capability
10
Not Rated