Streamline your data management process with the CSV Online File + 1CRM integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

1CRM is a cloud-based CRM solution that provides business capabilities for sales management, customer support, and business operations. 1CRM combines a CRM system with order management capabilities to develop quotes, track orders, generate invoices and manage projects, resources, customer cases, and human resources.

1CRM allows users to monitor sales pipelines and record a detailed history of interactions on leads, contacts, and accounts and keep account stakeholders up-to-date and informed about potential problems.

1CRM offers sales force automation, opportunity tracking, sales forecasting, calendar management, graphical dashboards, reporting, and email integration. It integrates with third-party applications such as Google and Outlook apps.