1CRM
Power at
your fingertips
Unlock your business potential with 1CRM. For companies ready to scale or embark on digital transformation, our configuration and development services ensure your CRM evolves with you.
1CRM helps businesses
transform & scale
Ready to grow or transform digitally? 1CRM offers the perfect platform with a cost-effective licensing model to support your journey. Let us help you customise and develop your CRM for seamless business growth.
How do we fit in?
Vektor are a UK distributor and developer of 1CRM. We support businesses by helping configure, deploy and integrate 1CRM into their business operations.
1CRM Webapp Development
We have a mature codebase to offer bespoke web app development, making it possible to access any of the modules within 1CRM through the internal Rest API.
Rich user experience
This sort of development provides customers with a rich user experience using a modern web technology stack and keeps all of your business data and processes in one place.
1CRM Key features
Here's some of the key features of 1CRM that will speed up the way your business operates, meaning you can do more and hire less.
Advanced Order Management
Manage both sales (including quotes, invoices, sales orders, and payments) and purchasing (purchase orders and bills) seamlessly.
Integrated Accounting
Enjoy full accounting integration through an automatic bidirectional link with Xero, to sync accounts, invoices and payment.
Rest API
1CRM come complete with and API for all it modules, making it possible to read and write data from websites, webapps and phone apps.
WordPress Integration
Integrate with Wordpress with 1CRM, with lead capture, woocommerce, customer service portal abs booking calendar integrations.
Operations Management
Streamline HR, project management, timesheets, and expense reports with robust operational features.
IP Telephony Integration
Enable click-to-dial calls with tools like Skype for enhanced communication efficiency.
Business startup with +10k cases and counting...
We have sussefully deployed a 1CRM business system and custom frontend web booking app solution for Upfix, a green and ethical appliance repair startup.
Benefits for your business
1CRM transforms information access across your organisation, boosting profitability with the following key advantages:
Consistent Availability
As a web-based platform, 1CRM is accessible to every employee, whether they're in the office, at home, or on the go.
Enhanced Sales Effectiveness
Identify the most productive lead sources and sales personnel quickly through intuitive graphical charts.
Reduced Administrative Costs
Enter data once and share it across sales, marketing, customer service, and administrative teams. Integrated IP Telephony saves time and money by enabling faster customer calls.
Expanded Sales Reach
Leverage email marketing and event management features to launch and measure promotional campaigns. The integrated eStore allows you to reach clients 24/7.
Improved Customer Retention
Equip employees with comprehensive knowledge about customer accounts, enhancing customer interactions. The Self-Service Portal offers 24/7 access to sales and service, improving customer satisfaction.
Competitive Advantage
Unified account and contact history across your team ensures up-to-date information is always available. QuickBooks synchronisation provides a powerful, integrated information platform to keep your business competitive.
Informed Management Insights
Gain clear visibility into your sales pipeline, allowing you to anticipate business changes before they impact your operations.
Today's activities Here's even more features to stay on top of your day.
Personalised CRM
Make your 1CRM platform feel like home by choosing from multiple languages, themes, and colour schemes.
Check Your Email
View new emails as they arrive, directly on the dashboard module. Emails sent to clients will be automatically tagged in their profile history.
What's on today?
Plan your day effectively. Use the weather dashlet to check today's weather in your selected cities. You can also monitor stocks, blogs, and news!
Group Calendar
Click and drag to create or reschedule a call or meeting. Grid views display who is available for a group meeting. If someone is already booked, the time slot will be marked as unavailable.
Forums
Create forums within your 1CRM to offer employees a secure space for collaboration and updates on upcoming projects and tasks within their division and across the company.
Business On-the-Go
1CRM is mobile! Manage your business using our iPhone or Android app. With CRMFlex, 1CRM is also accessible from any browser, large or small. Book meetings, connect with clients, process orders, and track projects, even while you're waiting for coffee!
Marketing Automation. Capture leads and have them drop straight into 1CRM.
Automated Lead Capture
Generate lead forms for your website and affiliates using 1CRM, and those leads will be automatically captured into your system.
Automated Follow-ups
Convert leads into customers with drip-feed campaigns and dynamic target lists, offering a personalised customer experience.
Partner Network
Add your business partners to 1CRM. Define their partnership type, link them to any related accounts, set commission rates, and more! With their partner code, they can automatically receive a sales commission.
Lead Guerrilla
Supercharge your marketing with Lead Guerrilla – 1CRM's own marketing automation platform. Create newsletters with a drag-and-drop interface, and utilise advanced workflows to personalise your follow-up emails.
Track Opportunities. And give your team the keys to unlock sales.
Sales Forecasting
1CRM tracks all sales opportunities and incorporates them into your sales pipeline.
Scheduled Reports
Automatically distribute a new sales and opportunities report every Monday morning to all relevant personnel, ensuring everyone is prepared for the sales meeting.
Customer History
Access an instant snapshot of any customer, including their contact details, lifecycle, past interactions, and purchases.
Social CRM
Link to your customer's social profiles to stay connected and receive the latest updates on their organisation.
Follow-ups
1CRM can identify leads that have not progressed in a timely manner and can automatically reassign them or move them back into a lead pool. Generate automated weekly activity reports for sales staff, providing an overview of each week's activities.
Custom Dashboards
Access the information you need, exactly when you need it, with custom dashboards. Featuring 1-4 columns and a drag-and-drop interface, you can prioritise the data you value most.
Order Management. Use the full suite of modules to to power your business.
Shipping & Receiving
1CRM can track inventory movements and levels across multiple warehouse locations. You can even print packing slips!
Bills & Payments
1CRM ensures your finances remain organised by managing and tracking bills throughout their lifecycle. Overdue bills are highlighted for quick attention, and you can easily record outgoing payments with a click.
Discounts & Credit Notes
Create discounts for quotes or invoices as fixed amounts or percentages to run special promotions or reward your VIP and high-volume customers!
Product Catalogue
Create your own product catalogue for easy reference when preparing quotes and invoices. The 1CRM Product Catalogue supports both individual products and product assemblies or kits.
Quotes & Invoices
Create custom quotes and invoices on the spot. The system supports multiple layouts, various tax rates, group and line item discounts, and price tuning using margin or markup, along with an approval workflow for quotes if required.
Sales & Purchase Orders
Sales orders can be created as an intermediate step between quotes and invoices. Packing slips and order confirmations can be generated and emailed as PDFs. Purchase orders can be created from sales orders and automatically emailed to suppliers.
Customer Service. Streamline the customer touchpoint for total visibility.
Case Management
Cases refer to issues or problems associated with an account. They can be managed and tracked throughout their lifecycle using the Cases module.
Bug Tracking
Technology firms can manage and track bugs throughout their lifecycle using 1CRM. Bugs can be automatically created from service cases or emails, providing a quick and convenient workflow.
Service Contracts
1CRM stores all service contracts, along with their contract numbers and the associated account. Each service contract can have multiple sub-contracts, with each sub-contract potentially covering several supported products (assets) for support coverage.
Knowledge Base
Experiencing déjà vu with clients? Automatically create articles from service cases and index them with tags. Optionally, make them available for clients to browse at their leisure.
Service Charts
Easily identify which cases and bugs are the highest priorities with visual charts. Each resolved issue means happier customers!
Custom Charts & Reporting
Track top opportunities and recent quotes by featuring a custom chart on any dashboard.
Project Tracking. Keep projects on track to delivery with the project modules.
Project Tracking
Manage and track projects throughout their lifecycle with 1CRM. Define project templates for common types of projects, complete with lists of project tasks and assigned resources.
Expense Reports
Employees can submit expense reports at any time, including on the go. Expenses can also be charged to projects or pre-sales account work.
Booked Hours & Timesheets
1CRM makes it easy to track time, issue invoices, and get paid. Booked hours can be attributed to time spent on projects, customer cases, or simply recording day-to-day business activities.
Human Resources
Keep track of all your employees with 1CRM. Record their photo, salary, National Insurance number, department, contact details, any leave taken, dependants, and expense reports. You can also add documents specific to them, such as their CV.