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
Company Information
Product Details
System Requirements
Training
Support
1CRM Frequently Asked Questions
1CRM Product Features
CRM
Sales Force Automation
Reviews
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
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.
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
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!
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Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
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.
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Development over the years has been great.
Customer support is the best.
I unconditionally recommend 1CRM. -
Probability You Would Recommend?1 2 3 4 5 6 7 8 9 10
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.
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