1CRM

1CRM

Verified

1CRM by CRMonCall offers businesses a solution for managing their sales, customer service and business operations. 1CRM combines a CRM system with full order management functionality to develop quotes, track orders, generate invoices, and manage projects, resources, customer cases, and human resources. The optional QuickBooks Finance add-on module allows companies to gain a full view of their financial picture. 

By streamlining the sales process, clients can leverage 1CRM to monitor their sales pipeline and record a detailed history of interactions on every lead, contact and account, keeping stakeholders up-to-date on accounts and informed on any issues that may arise. Sales force automation, opportunity tracking, sales forecasting, calendar management, graphical dashboards and reporting and email integration all come standard in the system. The Outlook and Google Apps integrations along with full mobile device capability make 1CRM a complete solution for B2B and B2C businesses.


Cloud Deployment: Yes
On-Premise Deployment: Yes
Website: http://www.1crm.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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