1CRM Features

1CRM

Doing Business, Better

4.27/5 (54 reviews)

1CRM Feature Summary

  • Create custom invoices at the office or on-the-go!
  • Available as On Premise Software or Cloud-Hosted Service
  • Extensive Customization Features
  • Project & Resource Management
  • iPhone App Store and Android Google Play Store Apps
  • Management reporting for Employee Activity tracking
  • Change Log/Audit trail - standard feature
  • Automated notifications Included as standard in all Editions
  • Automatic reminders Included as standard in all Editions
  • Calendar management Included as standard in all Editions
  • Syncs With Google Applications: Drive, Contacts, Calendar
  • Charting Included as standard in all Editions
  • Built-In Self-Service Portal for Collaboration
  • IP Telephony Integration (Skype etc..)
  • Customizable Workflow Automation Standard
  • Contact history shown on all Contacts with full interaction
  • Stripe Integration for Credit Card processing
  • PDF Form Designer (Enterprise only) for advanced cosmetics
  • PDF Form Designer for company colours and layout on all PDFs
  • Create as many custom report designs as you like
  • Email templates, PDF templates included as standard
  • Email integration Included as standard in all Editions
  • As reminders of upcoming calls/meetings/tasks
  • 1CRM can track email opening, count & location
  • Marketing Events module performs event management
  • Gantt charts standard for all projects
  • Calendar offers Day or Week Group Calendaring Tabs
  • Generates any invoice, line item groups, T's & C's
  • Capture your leads and automatically follow-up with them
  • Book meetings, send invitations, show calendar etc...
  • Works with Word, Outlook
  • Outlook integration Included as standard
  • Mobile Support (iPhone/iPad, Android apps in app stores)
  • iOS & Android apps free in their app stores
  • Create quotes/invoices using different currencies
  • Spanish, English, French, German, Italian
  • Manage multiple projects all from a single CRM
  • Full opportunity funnel, dashboarding etc
  • Very comprehensive: Quotes, Invoices, Sales Orders, Catalog
  • Full Access Control Management system
  • Customizable pipeline stages, funnel charts, etc
  • Product catalog included, with stock tracking, categories
  • Duplicate any project to create a template for another.
  • Staff book their time to project tasks, submit timesheets
  • Manage the progress of your projects
  • Sales Forecast module included as standard
  • 1CRM includes PO's, Receiving, Supplier Bills, Payments
  • Quota management included as part of Forecasting system
  • Comprehensive quote management - flexible, customizable
  • On Mac/PC browser, and on iOS/Android devices
  • PO's may be received, Bills managed, Payments allocated
  • Standard and custom sales reports for sales reporting
  • Users may perform system-wide or module-wide searches
  • Service Contracts & Case Management
  • Shipping/Receiving is Included as part of Order Management
  • SSL security Standard on all cloud sites
  • Timesheets are a Standard feature
  • Workflow automation is a standard feature in all Editions
  • Dashboards Included as standard in all Editions
  • Mobile alerts via iOS and Android notification systems
  • Discounts (fixed or percentage) as well as Price Books
  • Advanced Reporting: Charts can be aded to Dashboards
  • Create budgets and forecasts for your projects
  • Billing/invoicing Included as standard in all Editions
  • In email, quotes/invoices, dashboards, etc ...
  • HR, Employee Timesheets, Expense Reports
  • Schedule Reports: Send to copy list each day/week/month
  • Sales Force Automation & Forecast Tracker
  • Serial number tracking in shipping/receiving, Invoices
  • Full case management system built in
  • Restful Api, with API client library on github
  • Create custom fields to make your CRM work the way you need.
  • Marketing Automation
  • Email templates (HTML) included as standard
  • Full expense reporting and approval system included
  • Knowledge base module included: convert cases to KB articles
  • Supports quotes/invoices for services, timesheets, projects
  • Roles and Teams are used for full Access Control Management
  • Sales Orders Included as part of Order Management
  • Email campaigns can schedule one or more emails
  • Support for lead forms for HTML sites and many CMS systems
  • Create as many custom dashboard layouts as you like
  • 'Smart list tabs' are used to create customized list views
  • StanSick leave & vacation tracking standard
  • Vacation and sick day tracking included
  • Full custom report designer included
  • Vacation/Sick Leave tracking - included as standard
  • Full Roles & Teams Access Control management
  • Bug tracking Included as standard in all Editions
  • Task tracking, reminders are standard
  • Contact management Included as standard in all Editions
  • Projects, booked hours, timesheets, Gantt charts
  • Email campaigns included as standard

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (356 other apps)
Activity Dashboard (214 other apps)
Activity Tracking (157 other apps)
Automatic Notifications (194 other apps)
CRM Integration (129 other apps)
Calendar Management (180 other apps)
Custom Fields (145 other apps)
Customer Database (150 other apps)
Customizable Branding (191 other apps)
Customizable Reporting (158 other apps)
Customizable Templates (165 other apps)
Data Import/Export (173 other apps)
Electronic Payments (130 other apps)
Email Integration (185 other apps)
Mobile Integration (128 other apps)
Real Time Data (128 other apps)
Reminders (183 other apps)
Reporting & Statistics (225 other apps)
Social Media Integration (162 other apps)
Third Party Integration (209 other apps)

Competitor Feature Comparison

API
Access Control
Activity Dashboard
Activity Tracking
Audit Trail
Automatic Notifications
Billing & Invoicing
Bug Tracking
Calendar Management
Calendar Sync with Google
Campaign Management
Campaign Planning
Charting
Client Portal
Collaboration Tools
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
Custom Charts
Custom Fields
Custom Forms
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Discount Management
Drag & Drop Interface
Drip Marketing
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Calendar
Expense Claims
Filtered Views
Follow-up Scheduling
Gantt Charts
Indexing
Invoice Management
Issue Tracking
Knowledge Base Management
Lead Assignment
Lead Capture
Lead Management
Lead Scoring
Leave Tracking
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Multi-Language
Multiple Projects
Newsletter Management
Online Forums
Opportunity Management
Order Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Product Catalog
Project Budgeting
Project Management
Project Templates
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Quota Management
Quote Management
Real Time Notifications
Receiving
Reminders
Reporting & Statistics
Role-Based Permissions
Room Booking
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Self Service Portal
Serial Number Tracking
Shipping Management
Sick Leave Tracking
Social Media Integration
Status Tracking
Tagging
Task Management
Time & Expense Tracking
Timesheets
Vacation Tracking
Web Forms
Workflow Management
Learn moreCompare App
API
Access Control
Activity Dashboard
Activity Tracking
Audit Trail
Automatic Notifications
Billing & Invoicing
Bug Tracking
Calendar Management
Calendar Sync with Google
Campaign Management
Campaign Planning
Charting
Client Portal
Collaboration Tools
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
Custom Charts
Custom Fields
Custom Forms
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Discount Management
Drag & Drop Interface
Drip Marketing
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Calendar
Expense Claims
Filtered Views
Follow-up Scheduling
Gantt Charts
Indexing
Invoice Management
Issue Tracking
Knowledge Base Management
Lead Assignment
Lead Capture
Lead Management
Lead Scoring
Leave Tracking
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Multi-Language
Multiple Projects
Newsletter Management
Online Forums
Opportunity Management
Order Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Product Catalog
Project Budgeting
Project Management
Project Templates
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Quota Management
Quote Management
Real Time Notifications
Receiving
Reminders
Reporting & Statistics
Role-Based Permissions
Room Booking
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Self Service Portal
Serial Number Tracking
Shipping Management
Sick Leave Tracking
Social Media Integration
Status Tracking
Tagging
Task Management
Time & Expense Tracking
Timesheets
Vacation Tracking
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Access Control
Activity Dashboard
Activity Tracking
Audit Trail
Automatic Notifications
Billing & Invoicing
Bug Tracking
Calendar Management
Calendar Sync with Google
Campaign Management
Campaign Planning
Charting
Client Portal
Collaboration Tools
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact History
Contact Management
Contract Management
Conversion Rate Optimization
Conversion Tracking
Credit Card Processing
Custom Charts
Custom Fields
Custom Forms
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Discount Management
Drag & Drop Interface
Drip Marketing
Email Integration
Email Notifications
Email Templates
Email Tracking
Event Calendar
Expense Claims
Filtered Views
Follow-up Scheduling
Gantt Charts
Indexing
Invoice Management
Issue Tracking
Knowledge Base Management
Lead Assignment
Lead Capture
Lead Management
Lead Scoring
Leave Tracking
Meeting Management
Microsoft Outlook Integration
Mobile Alerts
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Multi-Language
Multiple Projects
Newsletter Management
Online Forums
Opportunity Management
Order Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Product Catalog
Project Budgeting
Project Management
Project Templates
Project Time Tracking
Project Tracking
Projections
Purchase Order Management
Quota Management
Quote Management
Real Time Notifications
Receiving
Reminders
Reporting & Statistics
Role-Based Permissions
Room Booking
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Self Service Portal
Serial Number Tracking
Shipping Management
Sick Leave Tracking
Social Media Integration
Status Tracking
Tagging
Task Management
Time & Expense Tracking
Timesheets
Vacation Tracking
Web Forms
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

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Requires iOS 9.2 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


8 reviews

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1CRM Feature Reviews

25 reviewers had the following to say about 1CRM's features:

Fred Pierre

Complete and flexible CRM at a great price

2016-11-14

I have been using IAH then 1CRM for years and it proved to be a very cost-effective, powerful solution for my business. Quality is good but support is great!

Pros

Richness of features Customizations Cost Ability to run it on premises or as a service

Cons

Integration with 3rd party solutions (calendars...) could be easier and more robust

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Xavier Romeu Terradas

Verified Reviewer

Every new version, still better!

2015-08-24

Customer Service and Joomla! integration was the keys to choose 1CRM.

Pros

Easy to use, perfect module integration (only need to add Accounting to have a full ERP), SOAP access and mobile access.

Cons

Accounting integration with other solutions.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Eduardo Diaz Comellas

Complete solution with great value

2014-01-10

Pros

Integrates a lot of different business processes in a single point: CRM, billing, support, project management, reporting, customer area, shop, etc.

Cons

Sometimes, it takes time before a feature is implemented.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering 1CRM

Go and check the live preview. It gives you a precise idea of what you can do without spending a lot of time.

Source: Software Advice
Helpful?   Yes   No
Read more
Jacques Gripekoven

Verified Reviewer

Excellent business management app for the SMB segment

2015-08-26

The main decision criteria were: - 360° view of our business - easy yet powerful customization - possibilities to integrate with third party applications (telephony, accounting, portal, billing

Pros

- 360° view of our business - easy yet powerful customization - possibilities to integrate with third party applications (telephony, accounting, portal, billing

Cons

- portal uses Joomla which we find quite old-fashion (would prefer Drupal)

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Marcus Bointon

Verified Reviewer

The best CRM solution we've found

2015-08-25

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!

Pros

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

Cons

More documentation needed More integrations would be good

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Rekha N Swamy

Verified Reviewer

CRM

2018-04-18

Pros

Lightweight CRM with basic functionalities Easy to use and manage Some elements of mobile computing enabled

Cons

Integration with customer Analytics is not very good Front end portal power would be added advantage

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No
Read more
Julian Gallow

Over-complex product, terrible customer support

2017-04-14

You cannot use this product if you have real customers, except perhaps some B2C who don't care.

Pros

There is an attempt to integrate all aspects of CRM, EM, DM, etc into a single product, which is great - if it worked.

Cons

Unserious functionality that you are forced to include (can't suppress, or even edit out), that you simply can't present to a prospect or customer, very clunky functionality, sometimes excessively complex.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
Read more
Sabrina Burns

Functional & Easy To Use

2017-12-22

Very simple to use and the customer service representatives are very knowledgeable and helpful.

Pros

This CRM is simple to set up which is great for people who are not very tech-savvy.

Cons

The only negative I would say is there are some fields that I would like to be available inside the contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Eduardo Diaz Comellas

Verified Reviewer

Great software, great support

2015-04-14

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.

Pros

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.

Cons

A good insight in CRM deployment is recommended to get the best out of this fantastic software.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Garett Llorente

Verified Reviewer

Fantastic End to End CRM

2015-08-23

We found this CRM and incorporated into all aspects of our business from lead prospecting, service tickets, invoicing and quotes, email, project management and much much more.

Pros

Easy to customize Intuitive Cost effective Great support Documentation and help files are extensive Lots of integration

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Eduardo Diaz Comellas

Great software that covers a lot of situations

2018-06-27

Support is great. Questions are usually answered in a few hours. Updates work flawlessly. The developers are very fast at chasing bugs when they appear.

Pros

It has also added an API that you can use to integrate with external software.

Cons

Project management is a bit old, and it lacks some functionality that you can find in other software.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
bob john

Verified Reviewer

The best CRM solution !

2016-01-24

We found this CRM and incorporated into all aspects of our business from lead prospecting, service tickets, invoicing and quotes, email, project management and much much more.

Pros

The variety and power of the different modules included.

Cons

Browser access from phone and tablet is good and looking forward to mobile apps coming online.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Ronny Cheng

Verified Reviewer

Best CRM for Growing Businesses Hands Down!

2015-09-17

I found 1CRM when I was looking for a new CRM solution for my business.

Pros

Great support, updated UI, fast, and best value for cost.

Cons

None that I can think of. The team at 1CRM seems to address issues before they even ever become problems.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
John Bura

Simply the best CRM out there. Couldn't be happier.

2016-09-21

Amazing product. I have been using 1CRM for years and it was a great decision for my business. I love everything about it especially the quality and the cost.

Pros

Not to mention the cost is well below Salesforce or any other CRM that I was looking into.

Cons

Currently I have to manually record any support requests or interactions I have on there, so it'd be nice if it could do that automatically. I also wish 1CRM had an Android App.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering 1CRM

Use 1 CRM. It's the best CRM hands down.

Source: Capterra
Helpful?   Yes   No
Read more
Larry Trenwith, CMC

Verified Reviewer

Beyond pure CRM!

2015-09-17

It is a great way of managing all the usual CRM kind of activities. Of greater testimony to this solution is its rollout at one of my clients.

Pros

Comprehensive solution for virtually all aspects of a small/medium business Ability to tailor modules without programming (Studio features) Workflow & notifications capabilities provides excellent process control

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Jose Luis

Excellent application, practical and useful

2018-04-11

Pros

Recommended for its simple platform and acceptable for many users. Recommended by me for small businesses

Cons

It is not customizable for the price you can not ask for more, but it is practical and simple for any user

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Rushang Doshi

Reasonable CRM software for small businesses

2018-06-22

The campaign management and sales followup to marketing campaigns are really helpful for my business model.

Pros

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.

Cons

I believe this is not a well confined CRM in the sense that's it too broad to be a CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Bruce Anderson

Bruce from MADD Virgin Drinks

2015-04-03

Pros

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.

Cons

Its an excellent product that needs little support. Customer Support is not immediate but then we are not paying for red hot support either.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering 1CRM

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.

Source: Software Advice
Helpful?   Yes   No
Read more
Mike DeWees

Verified Reviewer

Modules are like a Swiss Army Knife for the Business

2015-08-23

We've used 1CRM for years are find it's broad set of included business modules covers the majority of uses a growing business has for a CRM.

Pros

The variety and power of the different modules included.

Cons

Browser access from phone and tablet is good and looking forward to mobile apps coming online/

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
happyuser77

excellent value

2012-11-19

The application is completely customizable and has allowed us to create a robust system that meets all of our users needs.

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
Read more
Terry Woolford

1CRM - Complete, cost effective and flexible CRM system

2016-09-21

I looked at many CRM platforms for my small but rapidly growing business of 10 people.

Pros

Flexibility, customization, easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jose Rivera

good CRM, includes all the basics with focus in marketing, sales and customer support.

2018-06-27

A good CRM that is worth trying.

Pros

All the functionalities expected into a CRM tool. Modules for Sales, Marketing and Customer service.

Cons

Having an exposed API is available in the advance option (the one that pays the most).

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Paolo Vecchi

Verified Reviewer

Not just a CRM

2015-08-24

We haven't been just selling 1CRM for many years but we have also used it to manage our sales processes and customer care as well.

Pros

It just does what it says on the tin.

Cons

If it had a VAT report module many organisation may not even need an accounting package as most of what is required is available.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Helpful?   Yes   No
Read more
Oliver Fulleylove

Reasonable CRM software for small businesses

2018-07-09

Overall a decent product but could be narrowed down more to the crm functions for the best usage for customers.

Pros

The quote creation and invoice functionalities are a superb development. user interface is friendly and inviting and most functions are available, finally the customer service and support was fairly fast to respond with a robust solution.

Cons

There is a possible information overload scenario for many colleagues waiting to happen. The crm has functions developed out of the scope leading to less attention to detail in the actual crm functionalities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Software Advice
Helpful?   Yes   No
Read more
Julie Smith

crm surveys

2014-10-30

Pros

Track information necessary for keeping track of customers.

Cons

Can be time consuming to keep it updated during the week of usage.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

6/10

Recommendations to others considering 1CRM

Be sure to understand all the features of the product.

Source: Software Advice
Helpful?   Yes   No
Read more