Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
The 1tool CRM Software offers a flexible solution that combines CRM, ERP, E-Commerce, and Project Management functions. It allows for rapid implementation and adaptability in all industries. Features include robust contact management and mobile access. Checklist functionality, time-saving automation, and robust checklist functionality are also included. Contact management is a key feature that enhances customer relationship. Mobile control provides flexibility, while checklists simplify task management. Automation reduces manual work, which promotes strategic focus. The software also allows remote team collaboration, and can be customized with up to 30 modules of CRM. 1tool CRM, in summary, is a flexible solution that can be quickly implemented and adapted to different industries. It emphasizes contact, mobility, checklists and automation to enhance customer relations and efficiency.
Description
We advocate for the importance of engagement through simplification, aiming to break down concepts into their most digestible forms. Our approach prioritizes clarity, granularity, and ease, which we believe are essential for generating value. Our mission is to foster sustainable and enduring value creation for fee-only advisors, enabling them to develop new revenue streams for their clients. By offering this additional service, financial advisors can enhance their value proposition, allowing clients to benefit from the comprehensive implementation of their financial plans. We strongly believe in creating Win-Win scenarios that benefit both planners and their clients alike. Furthermore, we emphasize the significance of checklists and their transformative power, encouraging actionable steps that can enhance the lives of both advisors and their clients. Ultimately, our goal is to increase the visibility and dynamism of financial advisors, helping them to effectively remind and motivate clients with essential financial planning recommendations. In doing so, we ensure that both advisors and their clients can thrive through improved communication and actionable insights.
API Access
Has API
No
API Access
Has API
No
Integrations
Bhivo
Yes
Microsoft Outlook
Yes
Thunderbird
Yes
WooCommerce
Yes
WordPress
Yes
Integrations
Bhivo
No
Microsoft Outlook
No
Thunderbird
No
WooCommerce
No
WordPress
No
Pricing Details
€25.00 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Körbler GmbH
Founded
2002
Country
Austria
Website
www.1tool.com
Vendor Details
Company Name
MyPlanMap
Founded
2014
Country
Canada
Website
www.MyPlanMap.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No