Welcome to 1CRM System 8.7. The top features in this release include:
- Compatibility with PHP version 8. All our major open source libraries were updated as well, including TC/PDF, phpmailer, SabreDAV, and dozens more. This lets 1CRM benefit from the improved performance offered by PHP 8, and helps set the stage for the revolutionary 1CRM 9.
- An all-new 1CRM Client app is provided in the macOS and iOS/iPadOS app stores – a universal Apple app for all recent Apple devices. It also supports the Apple notification system and has an option for scanning business cards.
- One of the more important integrations for 1CRM is to integrate it with Microsoft Outlook. The 1CRM Outlook Add-In presents Outlook users with a new option for how to work between Outlook and 1CRM, allowing the user to perform more functions from within Outlook, without going into the CRM as often.
- Accessibility enhancements to 1CRM include keyboard-only navigation and screen reader support.
- A new Revenue Forecast feature allows the projected income from an opportunity to be modelled as an income stream rather than a single event. Opportunities may now also include specific Revenue Forecast data that details the products and quantities involved in a sales opportunity. This data is used to generate new Revenue Forecast Tables and Product Forecast Tables. And when the Opportunity is converted to a Quote, the products and quantities from the Revenue Forecast are used to create line items on the Quote automatically.
- Microsoft Teams integration added, to schedule web video meetings with a single click.
- Zoom integration added, to schedule web video meetings with a single click.
- Integromat integration added. Use Integromat to sync 1CRM data with a wide range of other cloud applications including accounting, project management, calendar and many other types of apps.
- Zapier integration is expanded to include financial objects such as Quotes, Invoices and Sales Orders. This enables integration with QuickBooks Online, Xero, FreshBooks New/Classic, OpenERP and Saasu.
- Invoice locking has been enhanced with more rigorous controls on the deletion, cancellation and/or editing of Invoices.
- Support for salesforce.com data migration to 1CRM using salesforce.com item identifiers.
- Enhancements to the WooCommerce integration, reporting and smart list tab filters, Workflows, credit limit monitoring, CardDAV sync, the Module Designer, lead conversion, the Stripe integration, the Customer Connection portal, and many more features.