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.
Marcus B. Especialidad: Tecnología y servicios de la información
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.
Everything's included - we've not needed to buy anything else
Self-hosting (we provide hosting for customers, so we prefer this route)
Joomla portal integration
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
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.
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
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
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.
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.
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
None. A net negative experience.
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.
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
The Free Version and the Paid Versions you get everything you need in a CRM
Service Companies struggle with finding a CRM that can help them and there business and 1CRM does the job.
Cons are more of a personal preference I feel like the module editor should be included in every plan.