Amazing Sales Tool
January 17, 2025

Amazing Sales Tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with 1CRM

I used 1CRM mainly for client management post-sales. This is a very user-friendly product with the capability of order management which was very useful in the progression of the digital projects plus the reporting for the Sales team. The best part is that we can track the campaigns from lead prospecting to service tickets to completing and reporting for all projects.

Pros

  • Manage client data
  • Detailed order management
  • Post sales reports
  • Tracking of the campaigns

Cons

  • Challenges with training and adoption
  • Integration and compatibility with other software
  • Data can get lost if not managed properly
  • Scalable solution so tracking sales is easy
  • All data stored in one place so efficiency
  • Pulling reports is easy
I give this rating due to ease of usage, data retrieval (which is integral part of my position), reporting and retention of information. I love the fact that we can assign tasks across the team and set targets etc.
CRM had a better reporting platform so it was easy to pull post sales, revenue and budget reports. Also data retention is amazing and I love the fact that I can use tasks and other functions to keep organized.

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

Not sure

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

I liked the fact that all the customer data was in one place with easy access. Instead of trying to hunt down specific data points, everyone on our team had access to the data. It was connected to a booking system that we used which was easy to enter orders and keep track of all opportunities.

1CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
9
8.7
Case management
9
Call center management
8
Help desk management
9
9.0
Lead management
9
Email marketing
9
8.7
Task management
9
Billing and invoicing management
7
Reporting
10
8.7
Forecasting
8
Pipeline visualization
10
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.5
Social data
8
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
Platform ()
Not Rated

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