1Tool – The software where service is a top priority

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

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.

1Tool | agency hero dots
Services
1Tool | 2 layers

Management of the entire service business

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

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.

Project management & customer care

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 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.

Mobile Services

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.

Our mobile technology for services can therefore be used in a variety of ways in the following areas:

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

For all aspects of my service business

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

1Tool | Christian Puntigam Reference 350x500 1

Benefits

  • More targeted advice to customers
  • Faster reaction times
  • Better teamwork

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

Hans-Peter Wolf, sales contact.

Hans Peter Wolf

Head of Sales & Authorized Officer

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.

Recommended modules for services

Support Tickets

€10

per month/user

    Simple support & service

    Direct customer communication

    Priorities & Progress

    Responsible persons

assignments

€10

per month/user

    Fast quotation

    Order confirmations

    Individual offer templates

    Order phases & status

Invoices

€10

per month/user

    Simple accounting

    Individual invoice templates

    Dunning

    Evaluations of finances

Projects

€10

per month/user

    Project phases & progress

    Detailed resource planning

    Project tasks & team members

    Extensive project controlling

Tasks

€10

per month/user

    Optimal task planning

    Allocation of employees

    Status including notifications

    Easy team communication

surveys

€10

per month/user

    Internal & External Surveys

    Individual question types

    Automatic evaluations

    Survey Series & Progress

Customer Portal

€10

per month/user

    Personal customer profile

    Previous projects, tickets, invoices and much more.

    Easy customer communication

    Exchange of documents

Opportunities

€10

per month/user

    management of leads

    Mapping of the entire sales pipeline

    Sales Stages & Sources

    Sales Reports & Sales Goals

Time recording

€10

per month/user

    Recording for tasks, projects, contacts

    Evaluation of vacation days & overtime

    Individual working time models

    Play & Stop quick entry

Contact management

€25

per month/user

    Unlimited contacts

    companies and contacts

    Contact Search & Map

    Individual views & fields

    History & Mobile Sync

Try today 1Tool

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Dashboard of the 1Tool App CRM software.