1CRM FEATURES

Everything You Need to Run Your Business

CRM and Collaboration

Collaborate Effectively While Working Remotely

FORUMS

Create forums in your 1CRM to provide employees with a secure avenue for collaboration and updates on upcoming projects and tasks in their division, and the company as a whole.

ACTION ITEMS

What’s on the docket for today? A meeting? Call? Important tasks? Look no further than the Action Items dashboard. Collaborate with clients using the integrated SkypeOut feature, or host a GoToMeeting session.

GROUP CALENDAR

Skip the confusion & overlap by booking your next meeting with the 1CRM Group Calendar feature. Add the users you’d like a meeting or call with, and then choose a date & time slot when everyone is free. If they have any meetings or tasks already booked, they will automatically be unavailable during those times. You can also use this feature to book resources such as meeting rooms, projectors or Macs/PCs.
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VACATION & SICK DAYS

Plan ahead by tracking vacation & sick days with 1CRM. Don’t accidentally plan your next big launch for when your head of marketing is on vacation!

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