My first review on 1CRM
March 12, 2021

My first review on 1CRM

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with 1CRM

1CRM is [the] most effective tool in our organization to perform daily task management for sales leads, market automations, purchase, and order management to provide effective solutions to our customers and clients. The use of various personalization tools, calendar, and the ability to use the software in modern day Android mobiles gives the user a better experience to book meetings or follow up with clients [in] a timely manner to increase the productivity of the organization. 1CRM provides the options to generate and automate leads that are automatically captured in [the] system, and this tool provides the "to-do" option to do the follow up on time for effective sales. Email options are [an] added advantage though the customizations are limited with the options available. Sales forecasting option is [the] most precise tool available to forecast the sales and it helps us to identify the incline/decline in sales. Generating reports is quite easy and custom dashboard features give [the] best user experience to prioritize the data. Though I have been using this tool for quite some time in sales point of view, this has huge options like custom charts and reporting which helps accounting firms to analyze the flow of funds involved in projects. I suggest this is one good tool for effective business operations.
  • Report generation is easier and more accurate.
  • Personalization options give a good experience.
  • Mobile CRM to support the Android /iOS Users.
  • Custom layouts are quite fantastic.
  • Email options to send bulk mailers with tracking options.
  • Calendar options to do follow ups in an effective manner.
  • Email synchronizations and custom options are limited for mobile viewers.
  • Calendar reminders are sometime not working well which can be reworked.
  • Calling features are not quite attractive.
  • 1CRM tool is designed for effective purposes, but sometimes gives the user a vague experience.
  • Positive in terms of revenue generation since using this CRM version of tools for four years.
  • Positive impact on sales management, business management, and accounts.
  • Negative impact is none.
1CRM is more effective and [has] some new features incorporated from HubSpot CRM's like tracking mailer options. Moreover, 1CRM is quite cheaper when compared [to] the other current CRM's.

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?

I wasn't involved with the implementation phase

Would you buy 1CRM again?

Yes

This tool is used more when compared to other tools available in market. Reviews for this tool are quite remarkable and it has been recommended by successful clients.
Support is effective and overall give user a good experience. Tool is simple so that this can be used by new people in organizations. This does not give [us] complex problems or hurdles when compared to other CRM's.
Tool is effective for most of the cases in terms of report generations or effective meeting purposes. Calling features and mailer support with predictions options can be used more effectively. Mobile UI support needs to be updated. In most cases it works fine for Android users, but in some cases [it] uses more mobile data which in turn gives mobile users less interest rather than using office systems.

1CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
7
Case management
7
Call center management
7
Help desk management
7
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
8
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
7
Custom objects
8
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
8
Social data
9
Social engagement
8
Marketing automation
4
Compensation management
4
Mobile access
5