Feature reference · chapter 2 of 13

CRM: contacts, companies and sales

In the CRM you manage contacts and companies, steer sales opportunities through pipelines and share out tasks in the team.

All screenshots show sample data. Names, amounts and addresses are made up. Menu names and screenshots show the German user interface.

Contacts

Menu CRM Kontakte

All contacts with company, position, email, phone and tags. Contacts can be synced with the address book on your phone and PC.

Screenshot Contacts in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Search by name, email, phone or tag
Filter by company
Address book sync via CardDAV

Keywords Contacts Address book Phone numbers CardDAV Tags

Companies

Menu CRM Firmen

Companies group their contacts together. A tick shows whether the company is already a customer. Existing customers can be taken over as companies with one click.

Screenshot Companies in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Name, industry, town and number of contacts
Import customer companies
Search by name, town or email

Keywords Companies Organisations Industry Company list

Pipelines

Menu CRM Pipelines

A pipeline maps your sales process, from the first enquiry to the order, in stages you define yourself. The default pipeline is preselected for new leads.

Screenshot Pipelines in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Several pipelines, for example for sales and service
Your own stages per pipeline
Number of open leads per pipeline

Keywords Sales funnel Sales Stages Sales pipeline Opportunities

Tasks

Menu CRM Aufgaben

Tasks and to-dos with due date, priority and the responsible employee. Each task can be linked to a customer, lead or transaction.

Screenshot Tasks in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Filters Open, Mine, Done, All
Assign to employees
Due date and priority

Keywords To-do Task list Responsibility Due date Team

Document templates

Menu CRM Vorlagen

Word and Excel templates, such as your business letter, can be picked anywhere from the “Neu” (new) menu. Templates can be opened, edited and downloaded in the browser.