Audience

Owners of small to medium-sized businesses.

About 1CRM

1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, you can manage your orders, calendar/email, projects, marketing, customer service and more! Highly customizable to suit the unique needs of your business, 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go!

Pricing

Starting Price:
$13.00/month/user
Pricing Details:
1CRM is available in 4 different editions, Cloud or On-Premise, with monthly, annual, or perpetual pricing plan options.
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, 1CRM offers API access

Ratings/Reviews - 4 User Reviews

Overall 4.8 / 5
ease 4.8 / 5
features 4.8 / 5
design 4.2 / 5
support 4.8 / 5

Company Information

1CRM Systems Corp.
Founded: 1997
Canada
1crm.com

Videos and Screen Captures

Product Details

System Requirements

SaaS
Windows
Mac
Linux
iPhone
iPad
Android

Training

Documentation
Live Online
Webinars
Videos

Support

Business Hours
Online

help_center_black_24dp 1CRM Frequently Asked Questions

Q: What kinds of users and organization types does 1CRM work with?
Q: What languages does 1CRM support in their product?
Q: What kind of support options does 1CRM offer?
Q: What other applications or services does 1CRM integrate with?
Q: Does 1CRM have an API?
Q: Does 1CRM have a mobile app?
Q: What type of training does 1CRM provide?
Q: Does 1CRM offer a free trial?
Q: How much does 1CRM cost?
Q: What pricing for support is available for 1CRM?
Q: What pricing for training is available for 1CRM?

1CRM Product Features

Billing and Invoicing

Recurring/Subscription Billing
Online Payments
Online Invoicing
Contingency Billing
Project Billing
Mobile Payments
Service Ticket Billing
Invoice History
Customizable Invoices
Multi-Currency
Hourly Billing
Customer Portal
Billing Portal
Payment Processing
Contact Database
Dunning Management
Tax Calculator

Business Management

Time & Expense Tracking
Billing & Invoicing
Employee Management
Purchasing
Training Management
Vendor Management
Financial Management
Inventory Management
Point of Sale (POS)
Marketing Management
CRM
Order Management
Project Management
Scheduling

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management

Appointment Management
Contact History
Contact Import/Export
Email Marketing
Lead Management
Group Management
Search / Filter
Customer Pipeline
Activity Management
Prospecting Tools
Shared Contacts
Sales Pipeline Management
Contact Database
Segmentation
Interaction Tracking

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Lead Management

Pipeline Management
Lead Distribution
Activity Tracking
Lead Nurturing
Campaign Management
Lead Segmentation
Prospecting Tools
Source Tracking
Lead Capture
Lead Scoring

Marketing Automation

Social Marketing
Content / Blogging Platform
A/B Testing
Segmentation
Search Marketing
Website Visitor Tracking
Analytics / ROI Tracking
Landing Pages / Web Forms
Lead Scoring
Customizable CTAs
Sales Intelligence
Dynamic Content
Drip Campaigns

Quoting

Proposal Management
Pricing Management
Customer Accounts
Contact Management
Forms Creation
Product Configurator
Catalog Management
Customizable Branding
Client Portal
Discount Management
Automated Quoting

Sales Force Automation

Call Management
Campaign Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Lead Management
Opportunity Management
Proposal Generation
Sales Forecasting
Channel Management
Field Sales Management
Performance Metrics
Referral Tracking
Territory Management
  • Tom H.
    CTO
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Almost does it all"

    Posted 2021-10-01

    Pros: 1CRM is very easy to use. It's nice that when you create a Sales Order you can easily refer to the associated quote, purchase order, shipping, invoice.
    When creating a quote you can make "groups" of products.

    Cons: It would be nice if you could easily see how many of a particular part has been sold and to whom. It would also be nice if the system would let me know when I create a Sales Order, if i don't have the part in stock, tell me that i need to order them.

    Overall: Overall this system pretty much does what we need and is very easy to use. I have evaluated dozens of programs and this is the best I have found for our purpose.

    Read More...
    Review Source: SourceForge
  • Anonymous (Verified)
    Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Searched for years! Finally something to be proud of!"

    Posted 2021-09-29

    Pros: I am not software savvy and I am able to make my own module modifications and PDFs! We are still getting use to it, but the onboarding in easy. Really love the fact that we can keep all our information in house rather than the cloud. Also love the fact that we can still buy the software outright. I have tried many CRMs and I always end up finding an issue with additional add-on at additional costs, etc. This is has everything from the get go and you can control your costs! What is not to like about that when every dollar counts! Thank you 1CRM for providing choice!

    Cons: Enterprise edition needs better manuals for the designer module. I am trying to modify a few items that I don't understand the consequence, which gets me nervous. If you have the other plans, this is not an issue as designer module is only with enterprise.

    Overall: I have reviewed so many CRMs and 1CRM is the diamond in the rough, no really. We are still learning, but no one finds it particularly daunting and we finally have a professional setup without all the worries of cost overruns by consultants "tweaking" the system for our "specific" needs (raises costs far beyond what you had budgeted for). Support is good!

    Read More...
    Review Source: SourceForge
  • Michael C.
    Sole trader
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Very happy company user and now sole trader user."

    Posted 2021-09-28

    Pros: 1CRM is good enough that I now handle my personal life as well as consulting on the same package.
    Cross referencing emails to sender/business/project/invoice makes tracking simple.
    Following prospect from initial contact through to finalisation is automatic.
    Able to track multi projects (current, closed and lost).

    Cons: Awkward when using multi currencies at same time, i.e. buy in US$, sell in AU$, but can be worked around.
    Otherwise, can't find anything to whinge about.

    Overall: User of 1CRM/Info@Hand for 10 years. Very happy. Use it for business and personal life.
    Development over the years has been great.
    Customer support is the best.
    I unconditionally recommend 1CRM.

    Read More...
    Review Source: SourceForge
  • Moira N.
    Marketing and Creative Director
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "1CRM: Vital Tool within our Business Scalability and Growth"

    Posted 2021-09-14

    Pros: The team is exceptional and always available to support client needs.
    The features are endless in terms of integrations and automation.
    In a large regard this system has helped us avoid additional headcount as it can automate vital business processes.

    Cons: It isn't necessarily a con but with so many features, sometimes you can get lost in the weeds.

    Overall: Michael has been incredible at onboarding us and getting us acclimatized to the functionality and capabilities of 1CRM. With the ability to integrate to our financial system, Quickbooks, 1CRM is the hub of our business, providing consistent quality outputs and comprehensive data valuation for our clients.

    Read More...
    Review Source: SourceForge