The Only CRM Built with Order Management at Its Core

Complete Sales Order Processing 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 built-in 1CRM integration to sync it up with your WooCommerce store. Or use the Magento integration 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 layouts. Want to learn more about Order Management and what it really is? See details here.

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.

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!

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!

How does 1CRM compare?

Feature 1CRM HubSpot Salesforce Pipedrive Zoho CRM
Native quotes & invoices All plans $800+/mo add-on CPQ add-on Add-on Separate app
Sales orders Native Separate app
Purchase orders Native Separate app
Inventory tracking Native
Multi-warehouse Native Enterprise only
WooCommerce Native Via Zapier Via Zapier Via Zapier Via Zapier
Starting price $13/user/mo $800+/mo $25/user/mo $14/user/mo $14/user/mo

Who Needs a CRM with Order Management?

Distribution and wholesale businesses that process high volumes of sales orders, manage supplier purchase orders, and need inventory visibility across locations.

Manufacturing companies that quote custom projects, convert quotes to production orders, and need to track materials and finished goods alongside customer relationships.

Service businesses that sell physical products — consultants who resell equipment, agencies that handle merchandise, service companies that manage parts alongside billable work.

eCommerce businesses that sell both online and through a sales team. 1CRM’s WooCommerce integration means online orders and direct sales orders live in the same system.

Professional services firms that need quotes, invoices, and payment tracking without paying for a separate accounting system.

Why Order Management Belongs in Your CRM

When your CRM and order management system are separate, information breaks down at every handoff. A sales rep closes a deal in the CRM. Someone manually re-enters the order in a different system. Inventory is checked in a spreadsheet. The invoice is created in accounting software. If anything changes, it has to be updated in three places.

With 1CRM, the quote your sales rep creates becomes the sales order, which drives the inventory movement, which generates the invoice, which records the payment — all connected to a single customer record. Every person in your business sees the same information. Nothing falls through the cracks.

This is the reason customers consistently cite order management as the primary reason they chose 1CRM over HubSpot, Salesforce, and Zoho.

Does 1CRM include order management in all plans?

Yes. Quotes, invoices, sales orders, purchase orders, and inventory tracking are included in all 1CRM paid plans. You do not need a separate add-on or integration.

Can 1CRM replace my separate invoicing software?

For most SMBs, yes. 1CRM generates and manages quotes, invoices, credit notes, and payment records natively. It also integrates with Xero and QuickBooks.

Does 1CRM track inventory?

Yes. 1CRM tracks stock movements across multiple warehouse locations. Inventory levels update when purchase orders are received and when sales orders are fulfilled.

Can 1CRM connect to my WooCommerce store?

Yes. 1CRM has a native WooCommerce integration that syncs your product catalog, customer records, and orders between your online store and your CRM.

How does 1CRM compare to using a CRM plus a separate ERP?

For most SMBs, 1CRM replaces the need for a separate ERP by handling sales, marketing, order management, customer service, and project management in one system — at a fraction of the cost of two separate platforms.

Is 1CRM suitable for distribution companies?

Yes. 1CRM is used by distribution, supply chain, and manufacturing businesses specifically because of its native order management, purchase order, and inventory features.

How much does 1CRM cost?

Plans start from $13 per user per month billed annually. All plans include order management. A 30-day free trial is available — no credit card required.

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