Welcome to 1CRM System 8.6. The top features in this release include:
- Support for the new WordPress Portal: 1CRM Customer Connection.
- A new Subscriptions module is added, allowing 1CRM to manage your client subscriptions for monthly or annual services. (Customer subscription self-management is available in the Customer Connection Portal.) This includes an integration with the Chargebee billing system.
- A new WooCommerce integration (Enterprise Edition only) syncs client and invoice data from WooCommerce online sales into the CRM. And syncs catalog data and order status 2-way between the CRM and the WooCommerce store.
- Integration with the WordPress plugin Booking Calendar, to support booking personal services (such as Spa, Physio, or Massage appointments), Airbnb type reservations, and technician home visits such as plumbers and appliance repairs. Contact, Account, appointment and billing information is synced into 1CRM by the Customer Connection portal.
- Milestone Billing feature allows you to easily collect initial deposits and intermediate milestone payments while delivering on an order – then generate the final milestone invoice with a single click.
- A new User Tracking solution has been added, with reports showing the time users spend in the system, and the number of records viewed or edited.
- A new Commissions module is added, allowing 1CRM to calculate and report on sales commissions based on percentages of gross profit or total sales. Aggregate commissions on a sale may be split across multiple sales staff.
- 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 has been added, to enable data synchronization with a wide range of other cloud applications.
- Integration with the Zapier service has been added, to enable sync with over 2,000 online systems – including Zapier sync with accounting systems such as QuickBooks Online and Xero.
- A PayPal payment button may now be added to Invoice PDFs you send to clients, allowing them to pay using a credit card. (Enterprise Edition only, as it requires the PDF Form Designer)
- Two factor authentication has been added for the 1CRM user login, supporting popular 2FA phone apps such as Microsoft Authenticator and Google Authenticator
- The Knowledge Base module is substantially updated, adding knowledge base categories, and obsoleting the use of Tags. (Customers can search the Knowledge Base in the Customer Connection Portal using full text searches, and browsing by Categories.)
- A new Storage Utilization screen is added, showing available or allocated storage, free space, and usage categories. Notifications may be sent for low free space, and regular storage utilization reports can be generated automatically.
- For Developers: The 1CRM REST API capabilities have been extended, and the Developer Guide content expanded to cover Webhooks.
- Major open source libraries are updated, including TC/PDF and SabreDAV.
- Google Maps integration significantly upgraded, including the ability to display multiple selected Accounts, Leads or Contacts on a common map, with identifying pop-up data displayed for each.
- Full text search added for Notes.