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1Tool Handbook

Our manual takes you step by step through all the important functions and settings of our 1Tool Modules.
Discover our most popular categories or search our entire guide.

General

General information about the 1Tool user functions

Tasks

Create and manage tasks for your employees and organize them in projects using innovative methods.

order management

Create different documents, offers, orders or delivery notes.

User administration

Manage your user groups, users, roles and departments.

applicant management

Organize jobs, applications and online application forms.

Boards

Group important projects and tasks into boards. Map Kanbaan or Scrumbaan.

Accounting

Create your accounts and map your bookkeeping.

Dashboard

Configure your dashboard and show important widgets.

Document Management

Manage all documents in your organization centrally and control the entire document flow.

revenue

Control your employees and generate a comprehensive revenue forecast.

Financial management

Control important finances in the company. The finance module accesses recorded working times and planned income directly in real time.

Import / Export

Import customers, products and other important content and export data for further processing with other tools.

integration/synchronization

Synchronize your company's data with other applications. In this way, all solutions are always up-to-date.

Calendar

Manage your employees' calendars and assign permissions for different departments.

Contacts

Organize contact groups, contacts and leads. Structure your data into different groups and edit them.

Cost Management

Always get an ongoing overview of all costs in your company.

Navigate

Manage all menu items of your 1Tool Navigation and customize the solution to your needs.

Reach your target group with individually designed content and easily create newsletter campaigns.

Organization

Organize your company, the departments and your employees.

product management

Manage your product categories and products and set custom prices.

Project management

Map all projects of your organization and generate a comprehensive overview of all open projects, tasks and required resources.

Invoice management

Create and send invoices with just a few clicks and enable online payments.

seminar management

Manage seminars and enable online registration for seminars including waiting lists, online payment and the generation of place cards and certificates.

resource plan

Organize the resources in your company and thus create a resource forecast on a daily, weekly or even longer basis.

Reservations/Bookings

Accept online bookings for various objects such as rooms, containers, spaces, vehicles and also enable online payment.

Webshop

Sell your products, services and seminars online. With the integrated merchandise management system, everything is always up-to-date.

SMS marketing

Send automated and time-controlled SMS to your customers and prospects and receive answers directly in the 1Tool opposite.

ticket system

At the push of a button you get a complete overview of the number of open tickets per customer and can thus initiate further measures quickly and in a targeted manner.

Opportunities

Generate an overview of open sales opportunities at any time at the push of a button and lead your sales team online.

ERP

Manage all resources and goods in your company including warehousing, reservations of products for customers and batches.

Company Wiki

Collect the knowledge of your organization in a central location and distribute this knowledge to employees as well as customers, partners and suppliers.

Time recording

Enable your employees to record their working times in the simplest way. Whether online or via 1Tool apartment Times can be assigned directly to customers or projects.

Ready for 1Tool?

With 1Tool you have all the data at your fingertips to manage your business.

Use customer relationship management software to analyze customer flows, provide support and much more.

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