1C:CRM. Module for 1C:ERP and 1S:KA2

Main article: CRM (Customer Relationship Management System)

The Solution "1C:CRM. The module for 1C:ERP and 1S:KA2 "allows you to organize the work of sales, service, logistics, marketing, analytical service, quality service and other departments at all stages of interaction with customers and within the company.

2024: Confirmation of "Compatible!"

1CCRM:. The module for 1C:ERP and, 1C: Integrated Automation ed. 3.1 was tested by 1C and confirmed the status "Compatible! Program System. " 1C: Enterprise This was 1C-Rarus announced on March 21, 2024.

The solution was developed by 1C-Rarus together with 1C to organize the effective work of sales, service,,, logistics marketing analytical, quality and other departments at all stages of interaction with customers and within the company.

The module is designed to create a single information space of an organization or holding together with the 1C:ERP Enterprise Management, 1C: Integrated Automation, Rev. 2.5, as well as with industry configurations developed on their basis.

In 1C:CRM. Module for 1C:ERP and 1C: Integrated automation includes:

• Customer base.
• Sales management tools.
• Marketing management tools.
• Service management tools.
• Time management tools (TM).
• Project Management Tools (PM).
• KPI management tools KPI ().
• Company Business Process Management Tools (BPM).
• Access to the system via the Internet (WEB).
• Access to the system from mobile devices (iOS, Android, Windows).
• IP Telephony (CTI).
• Dispatching, workplace of the heads of subdivisions, managers for receiving and distribution of incoming events, control of the workload of employees of subdivisions with the possibility of distribution/redistribution of the workload between them.
• Use of a ready-made customer support service.

Additionally, you can connect blocks of work with the site, social networks and instant messengers, as well as services based on machine learning and artificial intelligence (AI).

2023: Ability to connect over 100 robots to help managers manage sales

The company 1C"" and the Development Center 1C-Rarus"" on July 18, 2023 announced the release of the updated version 3.1 "1S CRM:. Module for 1C:ERP and. " 1S:KA The development of the solution functionality continued. You have switched to electronic deliveries. The solution includes a check for compliance with the maintenance conditions: the presence of "1S:KP Industry" expands the functionality and capabilities integration with external services and applications.

"1C:CRM. The 1C:ERP and 1S:KA "module is a convenient, customizable customer relationship management tool. The module expands the capabilities of systems created on the basis of "1C:ERP Enterprise Management" and "1C: Integrated Automation."

This edition takes into account the wishes of companies using the 1C:CRM module in their work. The development of functionality has continued, additional tools and services have been introduced to help build effective sales.

10 innovations of edition 3.1 "1C:CRM. Module for ERP and AC ":

1. Interactive Assistant "Customer Path" will help track the customer's progress through the sales funnel. A mechanism has been implemented to control the freezing of transactions at the funnel stages.
2. The new welcome window helps you get used to the program faster, see a selection of training materials, and find answers to questions that arise.
3. Mechanisms for working with instant messengers and social networks are developed: viewing correspondence in a single window, distributing messages between managers.
4. The call timing management module ensures that 100% of leads are recorded and the timing of their development is monitored, and customer attraction channels are analyzed.
5. All marketing touches and calls are collected in the prospect card with the ability to transfer the entire story when the customer is created.
6. Mechanisms for working with mail have been developed, synchronization of only folders required by the user and allocation of letters to individual streams have been added.
7. Improved planning and forecasting of sales, management of achievement of set plans.
8. New trigger conditions have been added. You can connect more than 100 robots to help managers maintain sales.
9. The sales potential mechanism has been developed, which allows you to build a customer development strategy for the product matrix.
10. Added the ability to temporarily transfer all current cases in the event of an employee's absence from his replacement.

From June 30, 2023, the procedure for supplying the module has been changed: boxed versions have been replaced by electronic deliveries, which allows customers to quickly start working in the new module without waiting for delivery.

Starting with release 3.1.23, the solution includes a check for compliance with the maintenance conditions. The availability of an active tariff plan "1S:KP Industry" ensures the operability of additional functionality and expands the possibilities of integration with external services and applications.

Revision 3.1 is provided at no additional cost to registered users of previous products. When moving from revision 3.0 to revision 3.1, all accumulated accounting data and electronic resources are saved.

2022: Edition 3.1 received "Compatible!"

Software Product 1CCRM":. Module for 1C:ERP and 1C: Integrated Automation, "Rev. 3.1, developed by" 1C-Rarus"has been certified for the status" Compatible! Program System. " 1C: Enterprise The developer announced this on February 25, 2022.

The product can be used in conjunction with other industry solutions based on the 1C:ERP Enterprise Management and 1C: Integrated Automation configurations, forming a single comprehensive information system.

The Solution "1C:CRM. Module for 1C:ERP and 1C: Integrated Automation, "Rev. 3.1 allows you to organize the effective work of sales, service, logistics, marketing, analytical service, quality service and other departments at all stages of interaction with customers and within the company. The solution allows you to manage all processes of interaction with customers, working with partners, suppliers, organization of relationships within the company, creation of a single information space.

Added features of revision 3.1 "1C:CRM. Module for 1C:ERP and 1C: Integrated Automation "

• A single up-to-date customer base.
• Guaranteed transfer of information between departments and employees without "information failures";
• Continuously improve the business processes of the company by describing them in the work environment.
• A single tool to communicate with customers to manage the sales process.
• Objective data on customer acquisition channels (ROI) and demand tracking to expand the company's product line.
• Improving customer satisfaction.
• Analytical reporting for management decision-making.

Which modules are supported by the product "1C:CRM. Module for 1C:ERP and 1C: Integrated Automation, "Rev. 3.1

• Customer base.
• Sales management tools.
• Marketing management tools.
• Service management tools.
• Time management tools (TM).
• Project Management Tools (PM).
• KPI management tools KPI ().
• Company Business Process Management (BPM) tools.
• Access to the system via the Internet (WEB).
• Access to the system from mobile devices (iOS, Android, Windows).
• IP telephony (CTI).
• Dispatching, workplace of the heads of subdivisions, managers for receiving and distribution of incoming events, control of the workload of employees of subdivisions with the possibility of distribution/redistribution of the workload between them.
• Use a ready-made customer support service.

Connection of additional modules

• Working with social networks and instant messengers, e-mail (omnichannel).
• Integration with the company's website, the customer's personal account.
• Machine Learning and Artificial Intelligence (AI) -based services.
• Systematization of the complete cycle of customer support.

For configuration operation, "1C:CRM. Module for 1C:ERP and 1C: Integrated Automation, "Rev. 3.1 it is necessary to have the installed platform " 1C:Enterprise 8.3 "(at least version 8.3.16).

2021: Configuration Description

According to information for May 2019, the product "1C:CRM. The module for 1C:ERP and 1S:KA2 "allows you to manage all processes of interaction with customers, working with partners, suppliers, organization of relationships within the company, creation of a single information space. The solution is also designed to create a single information space for an organization or holding in conjunction with the ERP Enterprise Management 2 or Integrated Automation 2 configurations.

Configuration 1CCRM":. The module for 1C:ERP and 1S:KA2 "can be used in conjunction with other industry solutions developed on the basis of the ERP Enterprise Management 2 and Integrated Automation 2 configurations, forming a single comprehensive information system.