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YOUR CRM SOLUTION

23/8/2016

Complete – Customizable – Cost Effective

Looking for a new CRM? Well, look no further! Delivering enterprise functionality at a small business price, 1CRM is the ultimate CRM system. Including all the tools you need to run and grow your business, 1CRM is highly customizable and open source. Create a personalized experience for your customers and yourself with 1CRM.

ORGANIZE YOUR DATA

Gone are the days of having your data scattered across different apps and devices. 1CRM enables you to access it all from a single integrated online platform. Simply pull in all of your customer & business data from the systems and services you use, and 1CRM will begin tracking your progress immediately.
CRM-Integrations
Work Smarter – Not Harder

Integrations save time and promote collaboration, by providing access to every tool and every piece of information from a single platform. 1CRM helps you increase customer satisfaction while reducing support costs!
AUTOMATE YOUR PROCESSES

Close more deals in less time by automating your sales & marketing processes! 1CRM enables you to generate lead forms, capture leads, and follow up with them – automatically! Create, distribute and track newsletters & email campaigns for multiple target lists. Make informed decisions by tracking your sales pipeline & forecasts with automatically generated reports & charts
AUTOMATE YOUR PROCESSES

Close more deals in less time by automating your sales & marketing processes! 1CRM enables you to generate lead forms, capture leads, and follow up with them – automatically! Create, distribute and track newsletters & email campaigns for multiple target lists. Make informed decisions by tracking your sales pipeline & forecasts with automatically generated reports & charts.
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PERSONALIZE YOUR EXPERIENCE

Stop wasting time searching for the data you need. Display your key metrics on custom and beautifully designed real-time dashboards, and simply drag-and-drop your data into place. Personalize your 1CRM by creating custom fields, reorganizing menus and screen layouts, editing dropdown options, and designing new print layouts or all-new modules.
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COLLABORATE EFFECTIVELY
Access your CRM anywhere, anytime, and from any device. New project? Assign tasks, track progress, and collaborate via private forums & the built-in email system. Create new quotes on-the-spot or create expense reports while still on the road.

SHARE INFORMATION
1CRM keeps everyone in the know by instantly sharing data across all departments. This reduces mix-ups, saves time, and empowers every employee with the data they need to provide exceptional customer service.
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1CRM FEATURES Everything You Need to Run Your Business

23/8/2016

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Order Management
Complete More Orders in Less Time

PRODUCT CATALOG
Create your own product catalog to easily reference for quotes & invoices. The 1CRM Product Catalog supports both products and product assemblies or kits. You can also use this 1CRM Xtension to sync it up with your Magento store. Or use the 1CRM Self-Service Portal & eStore and sync with that!

QUOTES & INVOICES
1CRM enables you to create custom quotes & invoices on-the-spot. The system supports multiple layouts, multiple tax rates, group and line item discounts, price tuning using margin or markup, plus a quote approval workflow if required. The PDF Form Designer (Enterprise) can also be used to make custom layout
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SALES & PURCHASE ORDERS
Sales Orders may be created as an intermediate step between Quotes and Invoices. Packing Slips and Order Confirmations may be produced and emailed as PDFs. Each Sales Order can generate one or more Invoices. Purchase Orders may be created from Sales Orders and automatically emailed to suppliers. The Purchase Orders list view highlights any overdue items, and an Open Purchase Orders Report lets you track all outstanding POs.

PRICE BOOKS
Define multiple price books, and assign a default price to each client. Now you can cater to a mix of retail and distribution clients, or smaller vs. larger clients, with a convenient price book for each pricing channel or level.CRM-Purchase-Orders
SHIPPING & RECEIVING
1CRM has the ability to track inventory movements and levels at multiple warehouse locations. It does this through the use of the Shipping and Receiving modules, which record stock movements from Suppliers to the business, and from the business out to Customers. You can even print off packing slips!
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BILLS & PAYMENTS
1CRM ensures that your finances stay in order by managing and tracking bills through their life-cycle. Overdue bills are highlighted for quick attention, and you can simply click to record outgoing payments. Each Bill shows the original amount, as well as the current balance payable after any outgoing payments have been applied.

DISCOUNTS & CREDIT NOTES
Keep your clients happy with discounts and credit notes! Simply apply credit notes to reduce the Amount Due on the invoice, or if the invoice has already been paid in full, outgoing payments can be made. Create discounts for quotes or invoices of fixed amounts or percentages to hold special promotions, or treat your VIP & high volume customers!
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Ready to Start your 1CRM Journey?
FREE TRIAL
Ready to try out 1CRM? Let’s get you started with a 30-day free trial of 1CRM Enterprise Cloud Service. No credit card required.
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EDITIONS & PRICING
1CRM features CRM solutions for all budgets. Discover which edition fits your unique business goals.
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CRM TRAINING CENTRE
Want to learn some CRM skills? Visit the CRM Training Centre to learn through videos, eBooks, or work one-on-one with experts!
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