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

pro Monat/User

    Einfacher Support & Service

    Direkte Kundenkommunikation

    Prioritäten & Fortschritte

    Zuständige Personen

Aufträge

€10

pro Monat/User

    Schnelle Angebotslegung

    Auftragsbestätigungen

    Individuelle Angebotstemplates

    Auftragsphasen & Status

Rechnungen

€10

pro Monat/User

    Einfache Rechnungslegung

    Individuelle Rechnungsvorlagen

    Mahnwesen

    Auswertungen von Finanzen

Projekte

€10

pro Monat/User

    Projektphasen & Fortschritte

    Detaillierte Ressourcenplanung

    Projektaufgaben & Teammitglieder

    Umfangreiches Projektcontrolling

Aufgaben

€10

pro Monat/User

    Optimale Aufgabenplanung

    Zuweisung Mitarbeiterlnnen

    Status inkl. Benchrichtigungen

    Einfache Teamkommunikation

Umfragen

€10

pro Monat/User

    Interne & Externe Umfragen

    Individuelle Fragetypen

    Automatische Auswertungen

    Umfrageserien & Fortschritte

Kundenportal

€10

pro Monat/User

    Persönliches Kundenprofil

    Bisherige Projekte, Tickets, Rechnungen uvm.

    Einfache Kundenkommunikation

    Austausch von Dokumenten

Verkaufschancen

€10

pro Monat/User

    Verwaltung von Leads

    Abbildung der gesamten Sales Pipeline

    Vertriebsphasen & Quellen

    Umsatzberichte & Verkaufsziele

Zeiterfassung

€10

pro Monat/User

    Erfassung für Aufgaben, Projekte, Kontakte

    Auswertung Urlaubstage & Überstunden

    Individuelle Arbeitszeitmodelle

    Play & Stop Schnellerfassung

Kontaktverwaltung

€25

pro Monat/User

    Unlimitierte Kontakte

    Firmen und Ansprechpersonen

    Kontaktsuche & Landkarte

    Individuelle Ansichten & Felder

    Historie & Mobile Synchronisation

Try out today 1Tool