What is 1CRM?
1CRM is an open-source, web-based customer relationship management (CRM) system targeted at small and medium-sized businesses. It provides a comprehensive set of features to help manage important aspects of a business, including:
- Contacts - Store names, contact info, notes, activities for all your contacts
- Accounts - Track account details like associated contacts, location, industry type, etc.
- Opportunities - Manage your potential sales opportunities through customizable pipelines
- Leads - Record unqualified leads and track their activities to turn them into opportunities
- Quotes - Create, send and track quotes; convert them to invoices once closed
- Invoices - Flexible invoicing with status tracking, payment tracking and receivables reports
- Projects - Plan projects, assign tasks, track time and monitor progress
- Service Cases - Track service tickets and cases from customers
- Dashboards - Customizable real-time graphical reports to monitor key metrics
- Flexible custom fields, layouts, filters and tags
- Gmail integration, Outlook sync, iOS/Android access
- Detailed audit logging for data tracking
- Works great for sales teams, marketing teams, project teams and support teams
As an open source platform, 1CRM can be self-hosted or installed on your own servers at no license cost. Paid 1CRM cloud editions with additional features are also available. The intuitive interface and multitude of integration options make it easy to get started with using 1CRM to keep track of all customer and business data in one place.