1CRM

1CRM

Doing Business, Better

4.3/5 (40 avaliações)

Resumo do 1CRM

1CRM stands out as a CRM which includes a broad set of business management features, but is priced for Small/Medium business. Highly customizable and cost effective, 1CRM allows you to organize a large part of your business within a single web application, and access that information at any time or place.

Each edition (including the free Startup Edition) includes sales & marketing automation, full order & project management, service cases, 24/7 self-service portal & eStore, customizable dashboards, mobile access, and more.

1CRM integrates with many other tools such LiveChat, PieSync, Skype and RingCentral, Content Management Systems such as Typo3, WordPress and Joomla!, eCommerce Systems like Magento and WooCommerce, and Marketing Automation tools like HubSpot and Lead Guerrilla.

1CRM allows everyone in your business to collaborate effectively by sharing access to the same information within a single platform. Whether they are in the office or on-the-go, being able to easily access that information allows for a faster and more efficient approach to customer service.

Preços

A partir de
US$ 12,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Licença única
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Ásia, Austrália, Brasil, Canadá, China e outros 5, Europa, Alemanha, Índia, Japão, América Latina

Idiomas

Inglês, Francês, Alemão, Italiano, Espanhol

1CRM - Avaliações

Classificação geral
4.3/5
75% avaliações positivas
19
Excelente
11
Muito bom
8
Regular
0
Ruim
2
Péssimo
Eduardo D.
Traduzir com Google

Great software that covers a lot of situations

Usado Diariamente durante Mais de dois anos
Avaliado em 27/06/2018
Fonte da avaliação: SoftwareAdvice

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.

Vantagens

I like how it integrates a lot of business processes into a single program. Everything is linked and you get all your information easily. This is not only a CRM, but it is close to a full ERP. It adds invoicing, financials, service support and a ton of other features. I find it specially useful to add my own templates for documents and the way I can create a full module without needing to program. It has also added an API that you can use to integrate with external software.

Desvantagens

Some areas are not as developed as others. Project management is a bit old, and it lacks some functionality that you can find in other software.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação

9.0/10
Rushang D.
Traduzir com Google

Reasonable CRM software for small businesses

Usado Diariamente durante Mais de dois anos
Avaliado em 22/06/2018
Fonte da avaliação: SoftwareAdvice

PRICE IS SUPERB, given the features they provide and usability. The campaign management and sales followup to marketing campaigns are really helpful for my business model. I am very satisfied with 1CRM and would strongly recommend it.

Vantagens

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. The customer service was surprisingly really quick and helpful during the time of incorporation

Desvantagens

I believe this is not a well confined CRM in the sense that's it too broad to be a CRM. It also includes Order Management, service and project management, which is really good but there should be an options to hide these features for the businesses that do not require this.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
Eduardo D.
Traduzir com Google

Great software, great support

Avaliado em 14/04/2015
Fonte da avaliação: GetApp

We have been using 1CRM at Ultreia Comunicaciones for a long time, sice it was called [email protected] We find it to be an invaluable help to help us deploy a workflow and stablish internal procedures. Although we do not use all of its features, the ones we use are strong and work flawlessly.

1CRM Corp, the people behind the software, have always given support and insight. 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.

Vantagens

Feature complete. Most companies will be able to automatize their workflows using 1CRM. It is extremely customizable, both in views and the data schema. Graphics help to get the best information in a glimpse. Reports give you insight about your data. Everything is connected: a contact is linked to the account and the quote you sent... you can stick notes into any object (accounts, opportunities, quotes, invoices), so all your information will be available to any operator.

There is an extraordinary permission system that allows you to clearly sepparate roles in the company and block access to restricted areas depending on the role.

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.

Desvantagens

Project management is not the best module of this software. It is usable, but not as confortable as it could. A good insight in CRM deployment is recommended to get the best out of this fantastic software. You can do without it, but you will have to refine your deployment a lot of times.

John B.
Traduzir com Google

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

Usado Diariamente durante Mais de dois anos
Avaliado em 21/09/2016
Fonte da avaliação: Capterra

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.

Vantagens

The interface feels intuitive and the features are very robust. Every task feels organic and easy to use. Not to mention the cost is well below Salesforce or any other CRM that I was looking into.

Desvantagens

I wish 1CRM had live chat integration. 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. They just came out with one for iOS, so I hope Android will follow!

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Bruce A.
Traduzir com Google

Bruce from MADD Virgin Drinks

Avaliado em 03/04/2015
Fonte da avaliação: SoftwareAdvice

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do 1CRM

A partir de
US$ 12,00/mês
Opções de preços
Avaliação gratuita
Gratuito
Licença única
Assinatura
Relação qualidade/preço

30-day free trial, no credit card required.

Startup: $12 per user, per month
Startup+: $19 per user, per month
Professional: $28 per user, per month
Enterprise: $34 per user, per month

Recursos do 1CRM

  • API
  • Acompanhamento de atividades
  • Campos personalizados
  • Criação de relatórios personalizável
  • Gestão de calendários
  • Imagem de marca personalizável
  • Integração de e-mail
  • Integração de redes sociais
  • Integração do celular
  • Lembretes
  • Modelos personalizáveis
  • Notificações automáticas
  • Painel de atividades
  • Relatórios e estatística

  • Banco de dados do cliente
  • Dados em tempo real
  • Importação/exportação de dados
  • Integração de CRM
  • Integração de terceiros
  • Pagamentos eletrônicos

Mais informações sobre 1CRM

Principais recursos do 1CRM

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

Vantagens

1CRM offers these key advantages over competitive solutions:

1) Professional Services Automation (PSA): Gantt charts, resource management & timesheets. See a real-time, color coded representation of all your project tasks in a timeline.

2) Complete CRM solution: Effectively manage your entire business within just one online platform. 1CRM includes full order & project management capabilities, email integration, contact management, and sales & marketing automation. Instantly access any lead/contact/account profile to find contact information, view your interaction history or upcoming opportunities.

3) So Many Integration!: 1CRM works with the products you love - integrating with over 40 popular products & services; such as WordPress, PieSync, Magento, Stripe, RingCentral, WooCommerce, Skype, Lead Guerrilla, LiveChat and DropBox.

4) Highly Customizable - 1CRM adapts to any industry with its uniquely flexible design. Customize your screen and print layouts, tabs, and language, while personalizing your dashboards & mobile experience to instantly access the information that matters most to you!

5) Free Edition - 1CRM's free 3 user Startup Edition contains the most features and functionality of any free CRM software on the market.

6) Cost effective Cloud or on-premise deployment available.

Perguntas frequentes sobre o 1CRM

Abaixo estão algumas perguntas frequentes sobre o 1CRM.

P: Que tipo de planos o 1CRM oferece?

O 1CRM oferece os seguintes planos de pagamento:

A partir de: US$ 12,00/mês

Modelo de preços: Gratuito, Licença única, Assinatura

Avaliação gratuita: Disponível

30-day free trial, no credit card required.

Startup: $12 per user, per month
Startup+: $19 per user, per month
Professional: $28 per user, per month
Enterprise: $34 per user, per month

P: Quais são os principais recursos do 1CRM?

O 1CRM oferece os seguintes recursos:

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

P: Quem costuma usar o 1CRM?

Os clientes habituais do 1CRM são:

Autônomos, Grandes empresas, Empresas de médio porte, Pequenas empresas

P: Em que idioma o 1CRM está?

O 1CRM está nos seguintes idiomas:

Inglês, Francês, Alemão, Italiano, Espanhol

P: Que tipo de planos o 1CRM oferece?

O 1CRM tem os seguintes planos de preços:

Gratuito, Licença única, Assinatura

P: O 1CRM é compatível com disponíveis móveis?

O 1CRM é compatível com os seguintes dispositivos:

Android, iPhone

P: O 1CRM se integra com quais outros aplicativos?

O 1CRM se integra com os seguintes aplicativos:

Competera, Constant Contact, Lead Guerrilla, LiveChat, OnSched, PieSync, Robly, SharpSpring, SimplyCast, YetiForce

P: Que nível de suporte o 1CRM oferece?

O 1CRM oferece as seguintes opções de suporte:

FAQs, Fórum, Base de conhecimento, Suporte online, Tutoriais em vídeo