1CRM by CRMonCall offers businesses a solution for managing their 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.
By streamlining the sales process, clients can leverage 1CRM to monitor their sales pipeline and record a detailed history of interactions on every lead, contact and account, keeping stakeholders up-to-date on accounts and informed on any issues that may arise. Sales force automation, opportunity tracking, sales forecasting, calendar management, graphical dashboards and reporting and email integration all come standard in the system. The Outlook and Google Apps integrations along with full mobile device capability make 1CRM a complete solution for B2B and B2C businesses.
Adrian from AB Tech
Very good at producing the documents needed by an industrial vendor. Quotes to Sales Orders to Invoices to Packing Slips. Good built in product catalog.
Updates don't appear to be well tested. New problems show up on each update we have done. Does not support unit of measure (such as Each, Foot, Box, Spool, etc) except by modifying each item description.
Get a trial and test it relentlessly with your business model. Populate the accounts, vendors, catalog and test the functionality.
John from Mammoth Interactive INC.
Specialty: Software / IT
This product is easy to use and is incredibly responsive. I love the fact that I can use different themes. It's way better than sugarCRM. I used that for a while and 1CRM is much much better. I love the fact that there is more features like order and project management. This has saved me time. I also love the fact that it is highly customizable as my business is not a cookie cutter business. Best of all it's way less expensive than sugarCRM. This is a huge plus as I don't like spending money on garbage CRMS. 1CRM is the best CRM in my opinion as a business owner who loves productivity.
While the themes are good. I wish there were a couple more. Some of the bigger CRMs have more integrations. For now it hasn't really been an issue, but it could be later.
When choosing a CRM you have to look at the cost and what fits for you. Lots of times you do not need the bells and whistles that the big CRMs offer. You could be missing vital features. Personally, the customization of 1CRM is perfect for me to tailor my CRM experience.
Bruce from MADD Virgin Drinks
Specialty: Food / Beverage
1CRM is an excellent product for any small to medium sized business. MADD Virgin Drinks is a premium line of alcohol free drinks, licensed under Mothers Against Drunk Driving, sold in the US and Canada, and 1CRM handles all of our CRM and Order Processing very well. The software is highly customizable so we have modified many of the edit and summary screens to add or delete fields or to change the headings to make them clearly understandable to everyone using the system. There are also a great many overall options and choices to make to tailor the software to our own individual requirements, without the need for expensive customization.
We know exactly where all our orders are at any time. In the CRM we particularly like being able to tie emails to a variety of options such as a contact, a project that we are working on or a marketing effort. We use Quickbooks outside of 1CRM to complete our bookkeeping. We have not integrated the invoicing yet but will do so soon. The best part of all is that 1CRMOnCall hosts our installation and the cost of the whole system, software, hosting and support, is inexpensive.
Not much. Its an excellent product that needs little support. Customer Support is not immediate but then we are not paying for red hot support either.
If you have similar business functions to MADD Virgin Drinks where you need a robust CRM, you are taking orders from customers and sending orders to manufacturers, doing invoicing plus doing other marketing efforts then this is an excellent product. They could easily charge way much more for it. This is the second such product that we have used and it is far superior to the first one.
Julie from Bank
Track information necessary for keeping track of customers.
Can be time consuming to keep it updated during the week of usage.
Be sure to understand all the features of the product.
Suzy from Texas Tech
I like everything about it. Cannot pick just one thing.
I don't dislike anything. I like everything about this product.
I think everyone should use this software. It is great.
Gerald from CPS
I don't know, but I hear great things about the program.
I like how it's easy, user friendly and universal. It doesn't take long to learn.
I would say give it a little time before you make a final judgement about it. It will grow on you.
Don from Windermere
Specialty: Real Estate
Ease of use, responsiviness of vendor and customizaton opportunities.
Clunkiness, software problems and availability of customer service.
Practice using it before using it for real.
Eduardo from Ultreia Comunicaciones S.L.
Integrates a lot of different business processes in a single point: CRM, billing, support, project management, reporting, customer area, shop, etc. You may not need everything that is included, but you can find a good solution for almost any business process in it.
Sometimes, it takes time before a feature is implemented.
Go and check the live preview. It gives you a precise idea of what you can do without spending a lot of time.
Jacky from Vine Designs
Date: September 2013
I recently started using 1CRM Software Professional Edition, and it has already made my business much easier to manage. I have to tell you that 1CRM is way better than my previous solution! My staff is finding it much easier to use, which is huge because a CRM system is useless if they aren't contributing. It's also way more affordable, and I love the look of the themes.
They are a much smaller business, so in all fairness, the Customer Support isn't quite as high, but overall I'm very happy with my decision!