1CRM is a highly customizable and cost-effective Customer Relationship & Business Management system. It allows you to organize your whole business within a single web application and access that information at any time.
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 tools, such as: Facebook, Twitter, GoToMeeting, Wordpress, Magento, Quickbooks, iCal, Google Apps, Google Maps, Skype, LinkedIn, and Google+.
Available on the Cloud or On-Premise, 1CRM allows everyone in your business to collaborate effectively by all having 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.
Software Description
BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.
Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:
Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.
Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.
Bpm’online service: innovative customer service tools to deliver exceptional customer experience.
Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28
Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!
Software Description
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.
Features
Customer Service
Google Apps Integration
Email Integration
Data Export
Data Import
Forecasting
Data Visualization
Task Scheduling/Tracking
Lead Management
Customer Management
Calendar Management
Scheduling
Dashboard
API
Notifications
Marketing Automation
Project Management
Multi-User
Gantt Charts
Supplier Management
Third-Party Plugins/Add-Ons
Inventory Tracking
Contact Management
Contact Sharing
Batch Permissions & Access
File Sharing
External Integrations
File Transfer
Social-Media Integration
Conversion Tracking
Audience Targeting
Expense Tracking
Accounts Receivable
Payroll
Password & Access Management
Accounts Payable
Budgeting
Features
Customer Service
Sales Automation
Time Management
Project Management
Travel Management
Dashboard
Calendar Management
Customer Management
Third-Party Plugins/Add-Ons
External Integrations
Data Import
Forecasting
Lead Scoring
Lead Management
Contact Sharing
Marketing Automation
Contact Management
Email Integration
Features
Click-to-Dial
Call Tracking
Gantt Charts
File Transfer
Referral Tracking
Multi-Currency
CRM Integration
Lead Scoring
Notifications
Resource Management
Roadmapping
Batch Permissions & Access
Supplier Management
Analytics
Data Export
Conversion Tracking
External Integrations
Calendar Management
Customer Management
Dashboard
Scheduling
Task Scheduling/Tracking
Multi-User
Inventory Tracking
Google Apps Integration
Data Import
Forecasting
Data Visualization
API
Email Integration
File Sharing
Project Management
Contact Management
Contact Sharing
Lead Management
Social-Media Integration
Summary
All-in-One CRM Software
Affordable CRM Solution
CRM for iOS
Online Business Management System
Cloud CRM
Customizable CRM
Summary
No key features associated with this application.
Summary
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
Pricing
Starting from: $12.00/month
Credit card required: No
1CRM offers both On-Premise and Cloud deployment options, and users can purchase monthly, annual, or perpetual licenses.
Startup Edition: FREE
Startup+ Edition: $12/month
Professional Edition: $21/month
Enterprise Edition: $27/month
FAQs
Does this service offer an API?
Yes.
What platforms does this service support?
iPhone-iPad, iPhone, Linux, Mac, Windows, Web-based, Windows Phone, Mobile Web App
What are some applications this service is commonly used in tandem with?
Does this service offer multi-user capability (e.g. teams)?
Yes it does.
What is this service generally used for?
1CRM is used to manage your entire business from one platform. In addition to sales & marketing automation, 1CRM also includes full order & project management.
Does this service offer guides, tutorials and or customer support?
To learn more about the features within 1CRM, users can download free Documentation guides, join the community forum, watch video tutorials, explore the knowledge base, and phone or email for support.
FAQs
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
What is this service generally used for?
Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:
bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*
*bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.
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