1CRM FEATURES

Everything You Need to Run Your Business

Sales & Opportunities

Never Miss Another Opportunity!

SALES FORECASTING

1CRM tracks all Sales opportunities, and aggregates them into your Sales pipeline. Standard charts show breakdowns by sales stage and outcomes, lead source, sales rep and expected close date.

CUSTOM CHARTS & REPORTING

Track top opportunities & recent quotes by featuring a custom chart on any dashboard! Monitor performance by issuing Monthly or Quarterly sales forecasts with individual and team quotas. Reports can be run automatically and sent to a distribution list. Everyone in the weekly sales meeting can get the latest data in their inbox automatically that morning!

360 DEGREE VIEW OF YOUR CUSTOMER

To predict the future, you must know the past. Prepare for your next meeting by logging into 1CRM, where you can obtain an instant snapshot of any Lead, Contact, or Account.

SOCIAL CRM

In addition to contact information, lifecycle, and history, you can also link to their social profiles, to stay up to date on their organization. Be ready to continue the conversation, and discuss related features or products.

LIVE BUSINESS CARD™

Throw out that stack of business cards, because you have 1CRM Live Business Card! Search for any client –  click to call, email, set up a meeting, view their social media profiles, and more!

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