1Tool CRM

1Tool CRM

Körbler GmbH
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About

The 1tool CRM Software is a versatile solution, encompassing CRM, ERP, e-commerce, and project management functions. It ensures rapid implementation and adaptability across industries. Key features include robust contact management, mobile access, checklist functionality, and time-saving automation. Notably, contact management enhances customer relationship management. Mobile control offers flexibility, and checklists streamline task management. Automation reduces manual workloads, promoting strategic focus. Furthermore, the software fosters remote team collaboration and allows customization with up to 30 CRM modules. In summary, 1tool CRM is a versatile solution with rapid implementation, adaptable to various industries. It emphasizes contact management, mobility, checklists, and automation, enhancing customer relations and efficiency.

About

We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.

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

Businesses and organizations of all sizes

Audience

Companies searching for a solution to manage and improve their operations

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

€25.00 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 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:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Körbler GmbH
Founded: 2002
Austria
www.1tool.com

Company Information

MyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com

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Categories

CRM

Categories

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

Financial CRM Features

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

Integrations

Bhivo
Microsoft Outlook
Thunderbird
WooCommerce
WordPress

Integrations

Bhivo
Microsoft Outlook
Thunderbird
WooCommerce
WordPress
Claim 1Tool CRM and update features and information
Claim 1Tool CRM and update features and information
Claim MyPlanMap and update features and information
Claim MyPlanMap and update features and information