Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
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design
support

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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 

Screenshots View All

Screenshots View All

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 

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