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.

One of the things I like most about 1CRM is how it continues to improve our day-to-day workflow. Having sales, customer information, billing, and support all in one place makes it much easier to manage operations without switching between multiple tools. I also appreciate the email and calendar integrations, along with the ability to keep communication linked to client records.

The workflow automation features are particularly useful for managing reminders, follow-ups, and routine tasks, helping us save time and stay organized. I also value the platform’s flexibility, as it allows us to customize processes to fit our business needs. While the initial setup can take some time and certain reports could be faster, the overall performance has been reliable for our everyday activities.

Overall, 1CRM has been a practical and cost-effective solution for us at Alliance Virtual Offices. Its combination of CRM, billing, and support features, along with useful integrations and automation, continues to make it a valuable tool for managing our business efficiently. Review collected by and hosted on G2.com.

After using 1CRM for several years at Alliance Virtual Offices, I think there are a few areas where it could improve. The interface could be more modern and intuitive, making it easier for new users to navigate the system without spending too much time learning it.

Performance with larger datasets is another area to work on. Most everyday tasks run smoothly, but reports and more complex operations can sometimes take longer than expected. Better integration with third-party tools would also be helpful, as some connections require additional setup or workarounds.

The onboarding process could be simpler as well. While I appreciate the flexibility to customize the system, getting everything configured initially can take time. It would be great to have more guided setup options and easier-to-follow instructions.

I’d also like to see more advanced AI features, such as smarter reporting, useful recommendations, and automation that goes beyond basic reminders and follow-ups. Finally, more consistent support response times, especially for complex issues, would make the overall experience even better.

Overall, 1CRM has been reliable and offers good value for the money. These improvements would make it easier to use, more efficient, and better suited to the needs of growing businesses. 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.