Divide and conquer. Only 1to1Core lets you set up your business like a major Enterprise with multiple divisions. Take control of your business from top to bottom by determining management areas and granting permissions for useage and access.
Powerful results, simple to use. We’ve made project management easy. Invite contacts, coordinate calendars and agendas, share files and notes, and discuss progress with your team, all from one secure space.
To Do List
Keep track of small or daily tasks or ideas, right on your Dashboard. They'll stay visible on your To-Do list until you mark them as complete.
Never miss a beat – co-ordinate and schedule multiple projects, team members and timelines. We make it easy to sync with Exchange™ so you don't lose legacy information.
Let 1to1Core’s patent-pending Automatic Drive send out notifications, follow-ups, invoices and more. Respond to opened, unopened and clicked links with automated responses for every contingency.
Enhanced security for you and your team. 1to1Core gives each business its own Private Cloud to store the business information in a single, secure space. Users must be authenticated to access the System and are Authorized by Role to specific functions.
Don’t just put your Rolodex online. Customize groups of prospects or customers. Create group or key contact profiles, send email blasts, follow campaigns and respond effectively to customer requests.
Make your ideas do more by creating, storing, and organizing your notes dynamically. Determine access by making them private or public; include image files like receipts for accounting and link to any contact for GRC or CRM use.
Safe, secure and properly managed Files are the hallmark of effective management. By “permissioning” files you determine access, with “links” you can share via email, and with planned Dropbox integration, legacy files are easily available. Every Contact has a secure File space that’s perfect for GRC.
Perspective insight and reporting form the heart of 1to1Core’s patent pending process management engine. From workflows to communications to revenue funnels to web hits, see each contact move through your Sales Pipe or work process.
It’s all right there. Instantly review and interact with your most used tools, vital analytical information, contacts, and ongoing Activities, Included is your customizable Dashboard
Stay in the know. Keep up-to-date on your team’s progress, without disruption. 1to1Core’s discussion Wall shows you the most recently updated Activities, Discussions, To Do’s and File posts.