What happens: Discovery call to understand your business requirements, current processes, and goals.
Duration: 1–3 days
2. System Setup & Configuration
What happens:
Setting up your 1CRM environment (cloud or on-premise)
Configuring modules (Sales, Marketing, Projects, etc.) to match your workflows
Customizing fields, layouts, and user roles
Duration: 2–7 days (simple setups); 1–3 weeks (complex/custom setups)
3. Data Migration
What happens:
Mapping and importing data from your existing CRM or spreadsheets
Data cleansing and validation
Duration: 2–5 days (basic); 1–2 weeks (large/complex datasets)
4. Integration with Other Systems
What happens:
Connecting 1CRM to email, accounting, eCommerce, or other business tools
Duration: 1–5 days per integration
5. User Training
What happens:
Online or in-person training sessions for end-users and admins
Documentation and support resources provided
Duration: 1–3 days
6. User Acceptance Testing (UAT) & Go-Live
What happens:
Users test the system with real scenarios
Final tweaks and adjustments
Official launch of 1CRM in your organization
Duration: 2–5 days
7. Post-Go-Live Support
What happens:
Ongoing technical support
Additional training as needed
System optimization based on user feedback
Duration: Ongoing
Customisation
1CRM offers extensive customization options to tailor the software to specific business needs:
Module Designer: You can create entirely new modules to track unique business objects, such as software licenses or yachts, linking them to existing modules like Accounts and Contacts. This includes defining fields, sub-panels, filters, and list views. This feature is available in the Enterprise Edition and supports highly specific business processes.
Drag & Drop Interface: The system allows easy customization of dashboards, screen layouts, tabs, and print layouts using drag-and-drop tools, enabling users to organize information as needed without programming.
Custom Fields: 1CRM supports 18 types of custom fields, allowing detailed data capture tailored to your business model.
PDF Form Designer: Customize invoices, quotes, work orders, and other documents to reflect your brand and business style, enhancing professionalism and communication.
Themes and Languages: Users can personalize the CRM interface by choosing languages, themes, color schemes, and even background images to create a familiar environment.
Workflow and Automation: The system supports configurable workflows to automate business processes, improving efficiency and consistency.
Professional Services Group (PSG): For businesses lacking time or expertise, 1CRM offers professional customization services, including advanced customizations beyond the Studio’s capabilities that may require software changes.
Additional Costs
Setup Fees: While 1CRM offers a self-service Studio for DIY customization, professional setup and customization services by the Professional Services Group may incur additional fees. These fees depend on the complexity and scope of the work required.
Maintenance Charges: Maintenance is generally included in subscription fees for cloud-hosted versions. For on-premise deployments, maintenance costs may vary based on service agreements and updates.
Support Charges: Basic support is typically included with the subscription. Premium or extended support, including dedicated assistance, training, and advanced customization help, may involve extra costs. Pricing details for support packages are usually provided upon request or in the service agreement.
Free Trial: 1CRM offers a 30-day free trial with no credit card required, allowing businesses to explore features and customization options before committing.
Training
User Training: 1CRM provides training sessions for new users, which can be conducted online or in person. These sessions cover how to use the system effectively, tailored to different roles such as sales, marketing, or administration.
Documentation and Resources: Comprehensive user manuals, guides, and help documentation are available to assist users in learning the system at their own pace.
Ongoing Support: Support is included with subscriptions, offering assistance via email or helpdesk for troubleshooting and questions. Premium support options, including dedicated support and advanced training, may be available at additional cost.
Professional Services: For organizations needing more hands-on help, 1CRM offers professional services that include customized training programs and implementation support to ensure smooth adoption.
Security Measures
1CRM implements a range of technical and organizational security controls to safeguard customer data:
Encryption: Data is encrypted both in transit using SSL/TLS protocols and at rest within databases, ensuring that data remains protected from interception or unauthorized access.
Access Controls: Role-based access control (RBAC) restricts user permissions according to job responsibilities, minimizing exposure of sensitive information.
Authentication: Password protection combined with multi-factor authentication (MFA) strengthens user login security.
Firewalls and Network Security: Firewalls and other network security measures protect the infrastructure from external threats.
Regular Security Audits and Updates: The system undergoes regular security assessments and patch management to address vulnerabilities promptly.
Data Privacy Compliance: 1CRM adheres to relevant data privacy regulations and best practices, ensuring responsible data handling and governance.
Backup and Recovery: Regular data backups are performed to prevent data loss and facilitate recovery in case of incidents.
Updates
Regular Updates: 1CRM releases software updates on a consistent basis to introduce new features, improve performance, and address security vulnerabilities.
Automatic or Managed Deployment: For cloud-hosted customers, updates are typically applied automatically by 1CRM, minimizing disruption and ensuring all users benefit from the latest improvements.
On-Premise Updates: Customers running on-premise installations receive update packages and instructions, allowing them to schedule and manage upgrades according to their IT policies.
Security Patches: Critical security patches are prioritized and deployed promptly to protect against emerging threats.
Communication: Users are informed in advance about major updates or maintenance windows to prepare accordingly.
Data Ownership and Portability
Data Ownership: According to 1CRM’s privacy policy, the company does not have a direct relationship with the individuals whose personal data it hosts as part of client data. Each client retains full ownership and responsibility for the personal data they store in 1CRM. This means that the client controls their data and how it is used within the system.
Data Portability: Clients have the right and ability to export their data from 1CRM at any time. The system supports data export in common formats, enabling clients to move their data to other systems or retain backups independently. This ensures clients maintain control over their information and can migrate or back up their data as needed.
Data Privacy and Compliance: 1CRM acts as a data processor under data protection regulations such as GDPR, handling client data according to the client’s instructions and ensuring appropriate security measures are in place to protect that data.
Scaling Up / Down
Flexible Subscription Plans: 1CRM offers multiple editions and subscription plans designed to accommodate businesses of varying sizes and needs. Clients can upgrade or downgrade their plans to add or reduce user licenses, features, or modules based on changing requirements.
User License Adjustments: Organizations can scale the number of user licenses up or down, allowing them to pay only for what they need. This flexibility supports growth or contraction without long-term commitments to fixed user counts.
Feature and Module Scaling: Additional modules or advanced features can be added as business processes evolve, enabling incremental scaling of CRM capabilities.
Cloud and On-Premise Options: 1CRM supports both cloud-hosted and on-premise deployments, giving organizations the option to scale infrastructure and resources according to their operational preferences.
Contract Terms: Specific terms regarding scaling, such as minimum contract durations or notice periods for changes, are typically outlined in the service agreement or subscription contract. Clients are encouraged to review these terms or consult 1CRM sales/support teams for detailed policies.
The terms & conditions for contract renewal and cancellation
Renewal Policy: For on-premise perpetual licenses, support and updates subscription is mandatory in the first year and optional thereafter. If support lapses and a client later renews, the renewal period covers the time since expiration (up to 12 months in arrears) plus 12 months from the renewal date. Renewal of support for fewer users than currently licensed requires renouncing the excess user licenses.
Support Requirement: A system must be under an active support agreement to add or activate users. Support fees are charged annually per user.
Automatic Renewal: While specific automatic renewal terms for 1CRM cloud subscriptions are detailed in their Service Level Agreement, it is typical in SaaS contracts that agreements automatically renew for successive terms (often yearly) unless notice of non-renewal is given in advance.
Cancellation: Cancellation terms are not explicitly detailed in the publicly available 1CRM terms of service, but industry standard practices suggest requiring written notice prior to renewal periods. Clients are advised to consult their contract for exact cancellation notice periods and any potential fees.
User License Adjustments: Clients can reduce user licenses but must adjust support subscriptions accordingly. Adding users requires support subscription for those users.
Support and Updates: Support and updates are tied to active subscriptions; lapses may affect access to updates and support services.
Compliance
Data Privacy Regulations: 1CRM complies with relevant data protection laws such as the General Data Protection Regulation (GDPR), acting as a data processor and handling client data according to legal requirements.
Security Standards: The software employs industry-standard security measures including encryption, access controls, and regular security audits to protect data confidentiality and integrity.
Service Level Agreements (SLA): 1CRM provides SLAs outlining uptime commitments and support responsiveness, ensuring reliable service delivery.
Data Protection and Privacy: 1CRM’s policies align with best practices for data protection, including secure data storage, controlled access, and compliance with privacy regulations.
