Fast response times, personal service and targeted advice are playing an increasingly important role. With 1Tool, we combine CRM, project management and financial management applications under one interface so that you can impress your customers – whether you are an agency, bank, insurance service provider or management consultant – with outstanding services.
The modules of our service software take over all functions – from handling day-to-day office processes, project planning and implementation, to managing finances, customers and strategic business decisions.
The central storage of all data such as addresses, orders, projects or documents not only facilitates internal collaboration in your service company, but also supports you in addressing your customers in a targeted manner and providing them with services perfectly tailored to their requirements.
Because thanks to the link to all our other modules, you have exactly the data you need to work at the touch of a button.
This starts with the sale of your services, which uses sales opportunities to easily capture potential leads in the service business, then automatically sends offers via our order module and thus concludes deals. It continues with project management, which, thanks to interaction with task management, document management and time recording, always ensures that you deliver your services on time and with all the necessary resources. And finally, you can easily invoice your services with our invoicing module.
In the service business in particular, it is important that service employees are mobile and can complete their tasks and activities from anywhere. Whether with a laptop, tablet or smartphone – with 1Tool, you can access important information at any time, even when you’re on the move, and provide your customers with the best possible on-site support.
With 1Tool, we have access to modern, intelligent software that helps us to realize our full potential and manage our entire day-to-day business within a central system – from day-to-day administrative work to optimal customer care with perfectly tailored service solutions.
Christian Puntigam, MBA, Steuerberatung Puntigam
Our contact person for CRM software is available to you at any time by phone or email. We would also be happy to arrange an appointment for an exclusive consultation or training session.