1CRM


Logotipo de 1CRM

 

54 reseñas (4.5/5)
 

1CRM is a cloud-based customer relationship management (CRM) solution that offers businesses features for managing sales, customer service and business operations. 1CRM combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices and manage projects, resources, customer cases and human resources. The optional QuickBooks Finance add-on module allows companies to gain a full view of their financial picture.

1CRM enables users to monitor sales pipelines and record a detailed history of interactions on every lead, contact and account as well as keep stakeholders up-to-date on accounts and informed on potential issues.

1CRM offers sales force automation, opportunity tracking, sales forecasting, calendar management, graphical dashboards and reporting and email integration. Outlook and Google Apps integrations are also available as well as full mobile device capability.

 

1CRM - Home page/today's activities
 
  • 1CRM - Home page/today's activities
    Home page/today's activities
  • 1CRM - Sales and marketing
    Sales and marketing
  • 1CRM - Quotes/order management
    Quotes/order management
  • 1CRM - Customer service/case management
    Customer service/case management
  • 1CRM - CRM QuickBooks integration
    CRM QuickBooks integration
  • 1CRM - Project management
    Project management
Sistemas operativos compatibles:
Mac OS, Navegador web (independiente de SO), Windows 2000

54 reseñas sobre 1CRM

 

Marcus B. Especialidad: Tecnología y servicios de la información

25/8/2015

25/8/2015

Fuente de la reseña: GetApp

The best CRM solution we've found

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We are a small company selling our email marketing service, smartmessages.net, and we are also the UK 1CRM partner.

We started out using SalesForce, but quickly realised it was very limited and very expensive if we wanted to add the features we needed. We then turned to SugarCRM which solved most of the cost issue, but found it similarly restrictive, and also proved extremely unreliable. 1CRM was just what we wanted, providing all the features for a great price and without the unreliability, so we now use it for all our CRM needs. It worked so well for us that we became the UK partner for 1CRM in 2006, and so we use it to manage our 1CRM customers too!

We are especially keen on the invoicing and lead/opportunity pipeline, and make extensive use of the google apps integrations (we're all Mac & Linux based). The features introduced in the 1CRM Enterprise Edition have made it much more powerful and adaptable for our customers' needs.

It's shown itself to be scalable too - we have installations ranging from 2 users to 80 without any performance problems.

We have written a 1CRM extension to link it to Xero (an online accounting service), so we have an effective accounting integration too.

Puntos a favor

Everything's included - we've not needed to buy anything else
Self-hosting (we provide hosting for customers, so we prefer this route)
Fast
Reliable
Mobile sync
Joomla portal integration
Great support

Puntos en contra

Email marketing setup is quite complicated (though we are biased!)
More documentation needed
More integrations would be good

Rushang D. Especialidad: Marketing y publicidad Número de empleados:  13-50 empleados Número de empleados:  13-50 empleados

22/6/2018

22/6/2018

Fuente de la reseña

Reasonable CRM software for small businesses

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PRICE IS SUPERB, given the features they provide and usability. The campaign management and sales followup to marketing campaigns are really helpful for my business model. I am very satisfied with 1CRM and would strongly recommend it.

Puntos a favor

Firstly, extremely good price and really good quote and invoice functions included within this CRM. It is very well suited for small and slightly medium-sized organizations. The customer service was surprisingly really quick and helpful during the time of incorporation

Puntos en contra

I believe this is not a well confined CRM in the sense that's it too broad to be a CRM. It also includes Order Management, service and project management, which is really good but there should be an options to hide these features for the businesses that do not require this.

Eduardo D. Especialidad: Seguridad informática y de redes

14/4/2015

14/4/2015

Fuente de la reseña: GetApp

Great software, great support

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We have been using 1CRM at Ultreia Comunicaciones for a long time, sice it was called [email protected] We find it to be an invaluable help to help us deploy a workflow and stablish internal procedures. Although we do not use all of its features, the ones we use are strong and work flawlessly.

1CRM Corp, the people behind the software, have always given support and insight. Any important bug that happens is corrected in hours, and new versions are relased from time to time with more features, speed improvements and better look.

Puntos a favor

Feature complete. Most companies will be able to automatize their workflows using 1CRM. It is extremely customizable, both in views and the data schema. Graphics help to get the best information in a glimpse. Reports give you insight about your data. Everything is connected: a contact is linked to the account and the quote you sent... you can stick notes into any object (accounts, opportunities, quotes, invoices), so all your information will be available to any operator.

There is an extraordinary permission system that allows you to clearly sepparate roles in the company and block access to restricted areas depending on the role.

Last, but not least, you can now sync all your information with your smartphone, without having to rely on third party solutions, so your information is yours, and you can keep it away from search engines' eyes.

Puntos en contra

Project management is not the best module of this software. It is usable, but not as confortable as it could. A good insight in CRM deployment is recommended to get the best out of this fantastic software. You can do without it, but you will have to refine your deployment a lot of times.

Julian G. Especialidad: Hardware informático Número de empleados:  51-200 empleados Número de empleados:  51-200 empleados

20/12/2017

20/12/2017

Fuente de la reseña: Capterra

Security certificate warning, basic lists inaccurate, clunky documents, HORRIBLE SUPPORT!

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None. A net negative experience.

Puntos a favor

It was meant to be a SaaS all-in-one (financial, inventory, crm, etc), but had fundamental flaws and was essential unworkable - and support are rude and unhelpful.

Puntos en contra

We abandoned this software when we got a warning in our browser that the site was not safe. This is where we keep our critical business data, remember. Support? Ignore the warning and proceed. Really? That gives you an idea of how amateurish this software is, and how disdainful the company is, both their US hq and their German partner, Visual4 GmbH. Simple things like a list of countries, that you cannot add to, leaves off essentials like the UK and any variant (Britain, England, etc. Doesn't exist). The forms (orders, invoices, etc) were from the 80s and could not embed a logo properly (support didn't care - "try a square one". Um ... my logo is rectangular, even if your software doesn't like that), You can edit the forms, but the tool to do so is out of the 70s in terms of friendliness, and anyway there was only very limited functionality included anyway - all at an additional fee!!!

James C. Especialidad: Consultoría de gestión Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

4/4/2018

4/4/2018

Fuente de la reseña

1CRM is a great started CRM for a Service Company

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The Free Version and the Paid Versions you get everything you need in a CRM

Puntos a favor

Service Companies struggle with finding a CRM that can help them and there business and 1CRM does the job.

Puntos en contra

Cons are more of a personal preference I feel like the module editor should be included in every plan.