Average Ratings 6 Ratings

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Description

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

Description

Avolin's specialized CRM is meticulously crafted for community banks and credit unions, providing a comprehensive, 360° perspective of your clients. This innovative tool equips your financial services teams to achieve unparalleled customer service outcomes, enhancing the overall client experience. By utilizing a centralized data view, you can foster stronger relationships with clients by streamlining all interactions and communications. With a unified perspective, your organization can cultivate better connections, increase sales, and seize every potential opportunity. CoreTrac surpasses conventional platforms, delivering profound insights that enable tailored communications for each client and prospect, ensuring that the right message reaches them at the perfect moment. Additionally, it efficiently handles online requests, allowing your website to effectively serve clients and generate revenue around the clock, ultimately enhancing your operational efficiency. This level of functionality ensures that your institution remains competitive in an ever-evolving financial landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Android Yes 
Constant Contact Yes 
Google Workspace Yes 
Joomla! Yes 
Lead Guerrilla Yes 
LinkedIn Yes 
Magento Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Microsoft Word Yes 
PayPal Yes 
Shift Yes 
Stripe Yes 
TYPO3 Yes 
Voxloud Yes 
Wufoo Yes 
X (Twitter) Yes 
XING Yes 
Xero Yes 
Zapier Yes 

Integrations

Android No 
Constant Contact No 
Google Workspace No 
Joomla! No 
Lead Guerrilla No 
LinkedIn No 
Magento No 
Microsoft Outlook No 
Microsoft Teams No 
Microsoft Word No 
PayPal No 
Shift No 
Stripe No 
TYPO3 No 
Voxloud No 
Wufoo No 
X (Twitter) No 
XING No 
Xero No 
Zapier No 

Pricing Details

$13.00/month/user
1CRM is available in 4 different editions, Cloud or On-Premise, with monthly, annual, or perpetual pricing plan options.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

1CRM Systems Corp.

Founded

1997

Country

Canada

Website

1crm.com

Vendor Details

Company Name

Ignitech

Founded

2018

Country

United States

Website

ignitetech.com/softwarelibrary/coretrac

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) No 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation No 
Social Marketing Yes 
Website Visitor Tracking No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management No 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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