Yes, you can move from Cloud to On-Premise at any time. You can do this by making a backup to your computer or perhaps Dropbox, then restoring that backup onto your own server. If you or someone working with you is IT capable, then you can do it yourselves using our documentation. Instructions on...
1CRM provides two methods of deployment: On-Premise and Cloud Service. On-Premise means that you purchase user licences, and then install them on your company server, or perhaps at your local ISP. On one hand, there is more work involved in having your own server, and someone with enough technical s...
Every edition of 1CRM comes with the source code of the CRM system. This provides you with insight into the functionality of 1CRM and the opportunity to modify it to suit your needs. 1CRM can also be used as a platform to create CRM extensions. You can sell them, or provide them as open source softw...
Yes – to save your data and continue growing your business with 1CRM, you can apply your trial license key to a new 1CRM Subscription here anytime before your 30 day free trial is up. See Editions & Pricing for more details on the CRM solutions 1CRM offers.
Yes! You only need to purchase and apply a new license key from the Store, and all of your information will automatically become available within the upgraded Edition.
The On-Premise 1CRM Startup Edition needs to be downloaded and installed on your server. Up to 3 users have lifetime access to the 1CRM system. The 30 Day Free Trial uses the 1CRM Cloud Service – so there is no install required. We simply provide you with a link to login to your 1CRM. Up to 5 use...
1CRM Startup and Startup+ have capacity limits for targets, leads, contacts and accounts, which means once you reach the limit, you cannot add any more to the system. At that time, you can upgrade to Professional or Enterprise to continue adding more. They also have user limits, which means that yo...
Yes! You can start using 1CRM immediately with a completely free and full-featured 30-day trial – no credit card or installation required. You can also explore 1CRM immediately by accessing the Live Demo.
Yes! You can access your 1CRM anytime, anywhere, and from any Windows, Mac, iOS, Android or Windows Phone device.
Yes, you can access your 1CRM Cloud service using either HTTPS or HTTP. The HTTPS capability (HTTP over SSL or TLS) is made possible by a self-generated certificate installed on each 1CRM Cloud instance by default. If you prefer, you can install your own commercial certificate instead. Your brow...
1CRM is an all-in-one CRM system, including sales & marketing automation, full order management and project management, customer service, and daily activities, such as an integrated email and calendar system. Explore this chart to see a full list of features.
The Trial URL field above usually contains your business name, or an abbreviation of it. For example, if your business was called Sweet Woodruff, you could type ‘sweetwoodruff’ into the field, and then your Trial URL would be sweetwoodruff.1crmcloud.com. No spaces, special characters, or upperca...
As per our terms of service, 1CRM does not issue refunds. If you are on a paid plan, you can cancel at any time, but you will not receive a refund for any unused portion of your subscription.
For paid plans, 1CRM accepts all major credit cards, Paypal, and cheques. (All prices in US$
In order to use the 1CRM Mobile iPhone app, you need the following: Your 1CRM System must be running at least release 7.8.8 or later Your 1CRM System must be either the Professional or Enterprise Edition – Startup and Startup+ do not work with the App. Given you satisfy those two requir...
We’re glad you asked! CRM stands for Customer Relationship Management. It’s a business strategy that focuses on attracting, retaining, and delighting customers. Happy customers will often buy more, tell their friends about your business, and stay loyal to your brand. A CRM solution (software or serv...
