1CRM Overview

Named to be one of the best (no pun intended!), 1CRM is essentially what it says it is: a CRM solution for all your enterprise requirements. Collaborate with your various teams, create & implement lead forms, apply ecommerce integrations & much more! Add portals to connect with customers & schedule appointments. Promote engagement & lead conversions. Opt for either cloud service or on-premise deployment for maximal control over your site distribution as well as access. Benefit from order, project & service management including timesheets, expense reports, invoicing & everything financially related. Being specifically designed & optimised for WordPress, use various plugins, browse the knowledge base & share quote cum subscription details with clients.

Marketing automation, omnichannel campaigns, web forms, tracking & lead scoring ensure that you’re on track to build your empire. With mobile apps, content design, customer interaction & subscriptions/registrations, there’s a lot of scope here. Exchange documentation & check progress of orders with customers for improved transparency. Deploy shortcodes to save time & protect customer data with the centralised database, boosting retention. With the professional outlay, flexible approach & low maintenance costs, what’s there not to like? Workflows on the pro plans also offer landing page builders with templates, custom dashboards, A/B testing to hone protocols, social media monitoring & organise contacts to unify all these important processes. The result: their product Lead Guerrilla revitalises your campaigns instantly.

With all this praise also comes some doubt, such as occasional random logouts & a cluttered interface. Overall though, 1CRM still remains a fairly reliable & comprehensive package to serve your CRM needs.

1CRM Features

  • 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
  • PDF Form Designer for company colours and layout on all PDFs
  • Advanced Reporting: Charts can be aded to Dashboards
  • Discounts (fixed or percentage) as well as Price Books
  • HR, Employee Timesheets, Expense Reports
  • Schedule Reports: Send to copy list each day/week/month
  • Serial number tracking in shipping/receiving, Invoices
  • Workflow automation is a standard feature in all Editions
  • Mobile alerts via iOS and Android notification systems
  • Knowledge base module included: convert cases to KB articles
  • Manage the progress of your projects
  • Bug tracking Included as standard in all Editions
  • Full Roles & Teams Access Control management
  • Projects, booked hours, timesheets, Gantt charts
  • Roles and Teams are used for full Access Control Management
  • Manage multiple projects all from a single CRM

Pricing

Available on: Free Trail, Subscription
  • Starting Price: $13/month

  • Pricing Module:
    30-day free trial, no credit card required.

    1CRM has Four pricing options:

    • Startup : $13 per month (annual billing) or $15 per month (monthly billing)

    • Startup+ : $20 per month (annual billing) or $23 per month (monthly billing)

    • Professional: $29 per month (annual billing) or $33 per month (monthly billing)

    • Enterprise: $34 per month (annual billing) or $39 per month (monthly billing)


  • Trail Days: 30