1Tool - The software where service is a top priority

Nowadays, customers are placing more and more value on innovative and high-quality services.

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.

Management of the entire service business

With our software for services, we help you to digitize every area of your company, identify customer needs at an early stage and develop innovative service concepts.

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.

Project management & customer support

Contact management as our basic module forms the basis for CRM for services.

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.

Mobile services

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.

Our mobile technology for services is therefore versatile and can be used in the following areas:

  • On-site contact with customers and business partners
  • Home office option for employees
  • Fast access even outside working hours
  • Parallel work on the same data records possible

For all aspects of my service business

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

Advantages

  • More targeted advice for customers
  • Faster response times
  • Better teamwork

  • Holistic organization of sales, service and finance
  • Effective management of sales, projects and resources
  • Central storage of customer data, service information and documents

Hans-Peter Wolf

Head of Sales & Authorized Signatory

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.

Recommended modules for services

Support Tickets

€10

    Simple support & service

    Direct customer communication

    Priorities & progress

    Responsible persons

Aufträge

€10

    Fast quote creation

    Order confirmations

    Custom quote templates

    Order phases and status

Invoices

€10

    Simple invoicing

    Custom invoice templates

    Dunning

    Financial analyses

Projekte

€10

    Project phases and progress

    Detailed resource planning

    Project tasks and team members

    Comprehensive project controlling

Aufgaben

€10

    Optimal task planning

    Assignment of employees

    Status incl. notifications

    Simple team communication

Umfragen

€10

    Internal & external surveys

    Custom question types

    Automatic evaluations

    Survey series & progress

Kundenportal

€10

    Personal customer profile

    Previous projects, tickets, invoices and more

    Simple customer communication

    Document exchange

Verkaufschancen

€10

    Lead management

    Mapping of the entire sales pipeline

    Sales phases and sources

    Revenue reports and sales targets

Time tracking

€10

    Recording for tasks, projects, contacts

    Evaluation of vacation days & overtime

    Custom working time models

    Play & Stop quick recording

Contact management

€25

    Unlimited contacts

    Companies and contact persons

    Contact search and map

    Custom views and fields

    History and mobile synchronization

Try out today 1Tool

Dashboard of the 1Tool App CRM software.