Average Ratings 3 Ratings
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Description
The 1tool CRM Software offers a flexible solution that combines CRM, ERP, E-Commerce, and Project Management functions. It allows for rapid implementation and adaptability in all industries. Features include robust contact management and mobile access. Checklist functionality, time-saving automation, and robust checklist functionality are also included. Contact management is a key feature that enhances customer relationship. Mobile control provides flexibility, while checklists simplify task management. Automation reduces manual work, which promotes strategic focus. The software also allows remote team collaboration, and can be customized with up to 30 modules of CRM. 1tool CRM, in summary, is a flexible solution that can be quickly implemented and adapted to different industries. It emphasizes contact, mobility, checklists and automation to enhance customer relations and efficiency.
Description
EstateWorks offers comprehensive case management and operational workflow software tailored for Trust & Estate law firms, banks, trust companies, and various fiduciary organizations. This platform enhances the estate settlement, administration, and planning processes by consolidating matter information, contact details, roles, workflows, tasks, deadlines, and financial documentation into a unified system. Users have the flexibility to create reusable checklist templates, delegate responsibilities by role, establish task dependencies, and customize tasks for specific cases. Additionally, the software features dashboards, calendars, alerts, and reporting tools that enable teams to monitor progress, manage deadlines, and assess workloads throughout the organization. EstateWorks also facilitates the generation of documents and forms, provides curated state probate forms, and enables data sharing with valuation and tax-preparation software. Designed to work in harmony with existing practice-management, billing, and fiduciary-accounting systems, it enhances overall operational efficiency in managing trust and estate matters. By streamlining these processes, EstateWorks helps users focus more on delivering value to their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Bhivo
Yes
CCH ProSystem fx
No
Lacerte
No
Microsoft Outlook
Yes
Thomson Reuters ONESOURCE
No
Thunderbird
Yes
WooCommerce
Yes
WordPress
Yes
Integrations
Bhivo
No
CCH ProSystem fx
Yes
Lacerte
Yes
Microsoft Outlook
No
Thomson Reuters ONESOURCE
Yes
Thunderbird
No
WooCommerce
No
WordPress
No
Pricing Details
€25.00 per user per month
Free Trial
No
Free Version
No
Pricing Details
$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Körbler GmbH
Founded
2002
Country
Austria
Website
www.1tool.com
Vendor Details
Company Name
EstateWorks Systems
Founded
2012
Country
United States
Website
EstateWorks.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
