Fast response times, personal service and targeted advice are playing an increasingly important role. So that you can impress your customers - whether as an agency, bank, insurance service provider or management consultant - with outstanding services, we unite 1Tool CRM, project management and financial management applications under one interface.
The modules of our service software take over all functions - from the handling of everyday office processes, to project planning and implementation, to the control of finances, customers and strategic business decisions.
The central storage of all data such as addresses, orders, projects or documents not only facilitates internal cooperation in your service company, but also supports you in addressing your customers in a targeted manner and providing them with services that are 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 your fingertips at the push of a button.
This starts with the sale of your services, which simply uses sales opportunities to record potential leads in the service business, then automatically sends offers via our order module and thus closes deals. It continues with project management, which, thanks to the 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 bill your services with our billing module.
Especially in the service business, it is important that service employees are mobile and can carry out their tasks and activities from anywhere. Whether with a laptop, tablet or smartphone – with 1Tool you are able to call up important information at any time, even when you are on the move, and to give your customers the best possible support on site.
With 1Tool we have access to modern, intelligent software that helps us to fully exploit our potential and to control our entire day-to-day business within a central system - from daily administrative work to optimal support for our customers with perfectly tailored service solutions.
Mag. Christian Puntigam, MBA, Tax advice Puntigam
Our contact person for CRM software is available to you at any time by telephone or e-mail. We would also be happy to arrange an appointment for an exclusive consultation or training course.