1CRM

One system for CRM, orders and projects

1CRM is an all-in-one business platform that combines customer relationship management with order management, projects and customer support. The company says it gives small and medium-sized businesses everything they need to run their operations online in a single system, so that users do not have to become their own systems integrator. It describes 1CRM as the CRM for small businesses that prefer one platform to several linked tools.

Daily work, sales and marketing

The sales module shows the day's meetings, calls and main action items, and daily task management keeps the working day in view. Marketing automation is provided through a product called Lead Guerrilla. Lead forms and eCommerce integration are part of the core system, so new inquiries can be captured from a website and passed into the rest of the platform.

Orders, inventory, catalog and projects

Orders and inventory can be managed in the platform, and automated payments can be taken through Stripe. The catalog, quotes and invoices sit within the same system. Projects can be tracked with Kanban boards and Gantt charts, which the company offers for teams that plan work in stages.

Customer portal, customization and integrations

A customer portal built on WordPress lets clients log in and use self-service options, including appointment scheduling, and it connects with support cases. The company says 1CRM has dozens of built-in integrations and an open REST API for custom work. The 1CRM Studio tool allows the system to be customized to the way a business operates, and an eCommerce integration is offered as well.

Industries, mobile apps and recent release

Industry pages target accounting firms, small shops, and companies in supply, distribution and manufacturing. Apps for iPhone and Android are available, and the company says 1CRM 9 has launched. It says the platform is trusted by tens of thousands of users, from start-ups to larger enterprises.