1CRM

(4)
4.3 out of 5 stars

Customer Relationship & Business Management

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1CRM review by <span>Steve Z.</span>
Steve Z.
Validated Reviewer
Verified Current User
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"1CRM truly stands out"

What do you like best?

1CRM stands out to me for two things - reasonable price, and really good quote and invoice functions included within the CRM. Seemed well suited to a small/medium business when I found it, and it has been true for our business at least. The project management and customer service functions were just kind of a bonus for us when we were signing up - but we find we do use them now - so it keeps that information inside the one system as well, which is nice. If the appearance of your Quote/Invoice PDFs is really important to you, note that you'll likely want the most expensive Enterprise Edition, as it includes the PDF designer tool that lets you change the images and colours and layout of your PDFs.

What do you dislike?

My least favourite aspect of 1CRM is probably how big it is. It covers not just CRM but Order Management, Service Management, and Project Management. When I initially just wanted to use it for a few months as a simple Sales & Marketing CRM, I had to learn a few admin functions to make those extra features invisible to most of my users, so the system would look the part of a simple Sales & Marketing CRM. Then later on I made some of them visible again as we expanded what we were doing with 1CRM into Order Management as well. On the other hand, the price is cheaper than most simple Sales CRMs, so the extra features seem to me to be pretty much free, making it hard to complain too much.

What business problems are you solving with the product? What benefits have you realized?

Consolidate business tools and streamline sales processes.

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1CRM review by Administrator in Information Technology and Services
Administrator in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Great Product! Awesome features!"

What do you like best?

Being able to use a single system to manage my business was a huge plus. I hate having everything located in different systems. Lead and campaign management was a definite plus, and made it simple to manage the ROI of my campaigns. Also the price is incredible for growing businesses. Being able to track all of my contractors and their projects, as well timesheet and invoicing made my life significantly easier.

What do you dislike?

No problems so far. It has more features than platforms like Salesforce and Sugar, which makes me happy. Overall I'm cutting costs and keeping my marketing and sales team focused on the tasks at hand.

Recommendations to others considering the product

Check out the free trial. If you're looking for a tool to minimize your tech overhead and get your projects, sales and marketing in order, then there's nothing better.

What business problems are you solving with the product? What benefits have you realized?

Campaign management and Sales followup to marketing campaigns. Also managing several contractors on different projects, as well as invoicing all of them and keeping accurate records. I've realized all of these benefits and more. I'm very satisfied with 1CRM.

What CRM All-in-One solution do you use?

Thanks for letting us know!
1CRM review by <span>Philip H.</span>
Philip H.
Validated Reviewer
Review Source

" It is all you need."

What do you like best?

Complete package in one place with e-mail

What do you dislike?

e-mail function is limited compared to outlook.

Recommendations to others considering the product

Great software

What business problems are you solving with the product? What benefits have you realized?

All of our; contacts, suppliers, prospects and customers from years back are here with contact information, notes and attachments.

1CRM review by <span>Denise C.</span>
Denise C.
Validated Reviewer
Review Source

"Works Great"

What do you like best?

Loved how easy it is to use and the interface is perfect.

What do you dislike?

Not a big fan of how it needs to be unistalled in order to work.

Recommendations to others considering the product

na

What business problems are you solving with the product? What benefits have you realized?

Customer Service

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