1CRM

1CRM

1CRM Systems Corp.
B2Core

B2Core

B2Broker
+
+

Related Products

  • Shape Software
    134 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Pipedrive
    10,456 Ratings
    Visit Website
  • Odoo
    1,694 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • InfoFlo
    193 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • Planfix
    57 Ratings
    Visit Website
  • Sage Intacct
    8,532 Ratings
    Visit Website

About

1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.

About

A new generation of professional software that helps brokers and exchanges manage their customers, admins and IB-partners in one place.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Owners of small to medium-sized businesses.

Audience

Brokers and exchanges that need a CRM

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$13.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.5 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

1CRM Systems Corp.
Founded: 1997
Canada
1crm.com

Company Information

B2Broker
b2broker.net

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
FinBursa 360

FinBursa 360

FinBursa Technologies Ltd
BrightOffice Broker CRM

BrightOffice Broker CRM

BrightOffice Cloud CRM
BrokerIQ

BrokerIQ

TradeCore

Categories

Categories

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Android
Authorize.Net
Constant Contact
Dropbox
Google Calendar
Google Workspace
HubSpot Marketing Hub
LiveChat
Microsoft Excel
Microsoft Teams
RingCentral RingCX
Shift
Skype
Voxloud
WordPress
Wufoo
Xero
Zapier
Zoom
macOS Big Sur

Integrations

Android
Authorize.Net
Constant Contact
Dropbox
Google Calendar
Google Workspace
HubSpot Marketing Hub
LiveChat
Microsoft Excel
Microsoft Teams
RingCentral RingCX
Shift
Skype
Voxloud
WordPress
Wufoo
Xero
Zapier
Zoom
macOS Big Sur
Claim 1CRM and update features and information
Claim 1CRM and update features and information
Claim B2Core and update features and information
Claim B2Core and update features and information