<<i@h:start>>

$contact_full_name
$contact_primary_address_street
$contact_primary_address_city, $contact_primary_address_state, $contact_primary_address_postalcode

November 2nd, 2015

Dear $contact_first_name: 

It has come to my attention that what you really need is 1CRM. As such, I am now prepared to deluge you with an unprovoked attack of gratuitous marketing material: 

The integration of business data is a serious and long-standing issue for small and mid-size businesses (SMBs). Typically, an SMB buys a CRM, an operations management system specific to their business model, an accounting system, an invoicing system, and potentially a service management system. Add in their public web site, and a customer self-service portal, and the average SMB starts to feel like they are in the IT business, not their real business.

For a business managed by multiple separate systems, the clerical effort and loss of data quality associated with trying to keep data in the multiple systems in sync is both costly and inefficient. Operating a business based on these 'islands of information' is not an option in today's challenging business climate.

Yet trying to buy an integrated system that covers all these bases, matches the specifics of your business model, and is still affordable, if often an impossible task. And even when such a system can be found, migrating to a fully integrated system from today's multiple applications can be a difficult and risky process.

With 1CRM, our approach is different. We created a Customer Relationship and Business Management System (CRBM) - a system with a CRM at the core, with integrated operations management, service management and order management features, plus integration with a customer portal and (optionally) the market-leading QuickBooks accounting system. We took this approach for several reasons, the three most important being:

•	The lack of any real market need for yet another accounting system;
•	The dominant QuickBooks market share in our customer segment (1-200 employees);
•	An easier migration to 1CRM from whatever the client is running today, when 1CRM does not include an integrated accounting system. We believe that requiring a client to change both their front- and back-office systems at the same time with a NetSuite-like solution is unwise.

1CRM Finance is an optional module for 1CRM that can link the key financial data within 1CRM with a QuickBooks implementation. The key features of 1CRM Finance include:

•	1CRM Finance continually synchronizes Accounts, the Product Catalog (item list in QB), Invoice & Payment data, Opportunites (customer jobs in QB), currencies and taxes within 1CRM with the QuickBooks Accounting system from Intuit Inc.;
•	The synchronization is accomplished via the QuickBooks Web Connector (QBWC), at intervals controlled by QBWC. QBWC is free, and provides a SOAP-based web-services interface with which 1CRM Finance communicates.
•	1CRM Finance is compatible with info@hand 7.x, and later revisions;
•	1CRM Finance is compatible with conventional QuickBooks software (2010 generation or later, Pro and higher versions). It does not currently support QuickBooks Online Edition (QBOE).

1CRM Finance is a separately-priced add-on for 1CRM – with a one-time license fee of $995 US, and an annual support fee of $250 US. for On Premise deployment. See the 1CRM Finance Implementation Guide, and the How to Buy page for more details.

Kindest regards – 

Michael J.R. Whitehead
President & CEO

<<i@h:end>>