1CRM Reviews & Product Details

I appreciate that 1CRM provides built-in combined CRM and document management functionality. It's super convenient to store buyer material specifications, supplier certificates, and draft contracts all in one place, eliminating the need to jump between different tools. I also like how it triggers timely reminders for vendor follow-ups, keeping our sales-operations team on track. The transition from our old CRM, which didn't have integrated document storage, was a big plus for us. Review collected by and hosted on G2.com.

1CRM falls short on chemical-industry-specific reporting and native integration with our batch-production platform. We cannot auto-feed approved client order specs directly to our manufacturing floor, and its default dashboards fail to track supplier material lead-times and compliance document expiration dates. Since we only have one part-time IT resource, custom API builds are not feasible, so we manually re-enter critical order data, which raises the risk of costly errors. I hope 1CRM can add pre-built templates for chemical compliance documents and automated expiration alerts for safety certificates, as we currently have to manually track supplier test report expiry dates. This manual data transfer adds extra administrative work and increases the risk of errors while meeting strict compliance-focused manufacturing and shipping deadlines. Review collected by and hosted on G2.com.

What I like best about 1CRM-after using it for years at Alliance Virtual Offices - is how it keeps everything connected in one place. Over time, that’s made a bigger difference than any single feature. We’re able to manage sales, client data, billing, and support without constantly switching between tools, which has really simplified our day-to-day work.

The integrations cover what we need for the most part, especially with email and calendars. Having emails automatically linked to client records is something I rely on daily, and it saves a lot of manual effort. It’s not the most modern ecosystem compared to some newer CRMs, and setting things up can take a bit of effort, but once it’s in place, it works reliably.

Performance has been solid for everyday use. Managing leads, updating accounts, and handling support tickets all run smoothly. There are times when it slows down a bit with larger reports or heavy data, but nothing that has seriously impacted our workflow.

From a pricing and ROI perspective, it’s been a strong value for us. We’re essentially getting multiple systems - CRM, invoicing, and support - in one platform, which has reduced the need for additional tools. Over the years, that’s saved both money and time, and made operations more efficient overall.

Onboarding did take some time because of how customizable the system is. It’s not something you fully set up overnight, but that flexibility is also one of its strengths. Once everything was configured to match our processes, it became much easier to use. Support has been helpful when needed, although with experience, we’ve become more self-sufficient.

In terms of AI or intelligence, it’s not a heavily AI-driven platform, but the automation features are genuinely useful. Things like workflow triggers, reminders, and follow-ups help keep processes moving without constant manual input. It’s more about practical automation than advanced AI, which has worked well for our needs.

Overall, 1CRM has been a dependable system for us. It may not be the flashiest tool out there, but it’s flexible, cost-effective, and has consistently helped us run our operations more smoothly over the long term. Review collected by and hosted on G2.com.

After using 1CRM for several years at Alliance Virtual Offices, there are a few areas that could definitely be improved.

One of the main downsides is that the interface can feel a bit outdated compared to newer CRM platforms. It’s functional, but not always the most intuitive, especially for new users. There’s a learning curve, and it takes time to get comfortable navigating everything.

Another challenge is performance with larger datasets. While it works well for everyday tasks, we’ve noticed that reports or more complex operations can slow down when there’s a lot of data involved. It doesn’t break anything, but it can affect efficiency when you’re working at scale.

Integrations are another area that could be stronger. It supports the basics, but it’s not as plug-and-play as some modern tools. In a few cases, we’ve had to rely on custom setups or workarounds to connect with other systems, which adds extra effort.

The initial setup and onboarding can also be time-consuming. Because the system is so customizable, it takes a while to configure it properly for your business. Without that effort upfront, it’s easy to feel overwhelmed.

In terms of AI and advanced features, 1CRM feels a bit behind. It focuses more on traditional automation rather than newer AI-driven insights or recommendations. It gets the job done, but if you’re expecting cutting-edge intelligence features, it may feel limited.

Lastly, while support is generally helpful, response times can vary, especially for more complex issues.

Overall, none of these are dealbreakers for us, but they are areas where 1CRM could improve to better compete with more modern CRM platforms. Review collected by and hosted on G2.com.

Most major CRMs require an expensive integration or an entirely separate app to handle the money side of things. 1CRM includes robust Order Management right out of the box. You can create quotes, turn those quotes into invoices, track sales orders, and even manage supplier bills and product inventories without leaving the ecosystem. Review collected by and hosted on G2.com.

The user interface (UI) can feel like a throwback to the software designs of the early 2010s. Because it packs so much data onto a single screen, the dashboards and menus often look cluttered, dense, and utilitarian. Compared to the slick, minimalist, and highly intuitive interfaces of modern competitors like HubSpot or Monday.com, 1CRM has a much steeper learning curve for teams to adopt willingly. Review collected by and hosted on G2.com.

The best thing I like about this one CRM platform is it goes beyond the traditional CRM functionality and combine all module such as sales marketing customer service and project management even invoicing and order management everything in a single platform in a centralised way this platform offers a very strong level of customization allowing or business to tailor workflows modules and reporting based on operational requirements this flexibility makes this platform very useful for our organization who wants a centralised system rather than managing multiple disconnected tools out there and another major advantage of this platform is their breath of features available at relatively competitive price point compared with other large enterprise CRM platforms out there they are integrated level approach helps us platform to improve visibility across or cross functional teams reduces the operational mismatch hassles. Review collected by and hosted on G2.com.

Though this platform is very strong and helpful they are interface sometimes feels bit outdated when compared with other cloud native CRM platforms and some new users may find it difficult during the onboarding process because of their complex learning curve and since this platform is highly configurable they are set up administration can become slightly complex for a smaller teams without any CRM administrators some of their workflows and user interface interactions should be modernised and polished their platform is feature rich certain integrations and automation capabilities may not feel as polished as the CRM ecosystem out there. Review collected by and hosted on G2.com.

What I like most about 1CRM is its true all-in-one functionality. Instead of juggling multiple disconnected tools, it centralizes CRM, sales pipeline management, marketing automation, customer support, and project management into a single platform. That consolidation not only reduces costs but also eliminates data silos, making it much easier to maintain a clear, real-time view of every customer interaction from first touch to post-sale support.

From a sales perspective, the platform allows for detailed pipeline tracking, opportunity management, and forecasting, which helps teams stay organized and proactive. On the marketing side, the built-in automation tools make it easier to run targeted campaigns, segment audiences, and track engagement without needing a separate system. Customer support is also integrated, so teams can manage tickets, monitor response times, and maintain consistent communication, all while having full visibility into the customer’s history.

Another major strength is its level of customization. Businesses can tailor workflows, dashboards, and reporting to match their exact processes rather than forcing their operations to fit a rigid system. This flexibility makes it scalable for different team sizes and industries. Overall, having everything connected in one ecosystem improves efficiency, reduces friction between departments, and creates a more cohesive experience for both the team and the customer. Review collected by and hosted on G2.com.

What I dislike about 1CRM comes down to a few practical limitations that can slow teams down if you are trying to scale or move quickly.

The user interface feels somewhat outdated compared to newer CRM platforms. While it is functional, it is not very intuitive, which creates a learning curve, especially for team members who are not very technical. Even simple tasks can require more steps than expected, and over time that extra friction can impact overall efficiency.

Another issue is that while the platform is highly customizable, that flexibility can become overwhelming. Setting up workflows, automations, and reports often requires a deeper understanding of the system. It is not always plug and play, so without someone dedicated to configuring it properly, teams may not fully use its capabilities or may build processes that are not optimized.

Integrations can also be limiting. Compared to more modern CRM systems, the available native integrations are fewer, which can make it harder to connect with newer tools or specialized software. This becomes more noticeable if your business relies on multiple platforms working together. Review collected by and hosted on G2.com.

What I appreciate about 1CRM is that it serves as an all-in-one, customizable platform that unifies sales, marketing, customer support, and project management. This integration makes it straightforward to track customers, oversee projects, and generate helpful reports. Additionally, I value that it remains affordable and provides the flexibility of both cloud and self-hosted deployment options. Review collected by and hosted on G2.com.

At times, 1CRM’s interface feels a bit outdated, and getting accustomed to certain features can take additional time because of the system’s detailed nature. The setup and customization process is often slow, and some modules do not offer the modern, seamless experience that other CRM tools provide. Review collected by and hosted on G2.com.

1CRM is a great crm with inventory management and sales forecasting tools that are very helpful in business process and also it’s ability to integrate with multiple online as well as offline software’s is really great. Review collected by and hosted on G2.com.

Although the CRM is great but support is really slow and any complaint takes weeks to get resolved Review collected by and hosted on G2.com.

I like how 1CRM creates a more convenient way to store client info. It's valuable because when dealing with inbound or outbound call sales, it's crucial to have the right system for client sales information. 1CRM categorizes interactions, helping to identify what clients want and which numbers work. It’s easy to use, making it simple to figure out client preferences based on each human interaction. Review collected by and hosted on G2.com.

Sometimes it's a bit of a challenge because it requires a team effort to run and maintain the system. It would be better if there was a feature that verifies each client's information, like numbers and addresses, to make sure one person doesn't have to carry the load. Review collected by and hosted on G2.com.

This tool has great customer service support team that is knowledge rich and highly responsive.

Its dashboard is very intuitive with drag-and-drop feature with great reporting and analytic capabilities. Review collected by and hosted on G2.com.

I do not have any dislikes with this tool. It has been exceptionally great. Review collected by and hosted on G2.com.

I especially like how easy it is to use, along with the features it offers for queue setup, creating case records, and handling deflection options, among other things. Review collected by and hosted on G2.com.

It offers limited flexibility when it comes to supporting region-specific nuances, which is especially challenging for companies and departments working across the globe. Review collected by and hosted on G2.com.