One CRM: a Simple CRM for Cumbrian Businesses
Inside
WordPress
Data on
UK servers
No extra
subscription
Built in
Millom
Service · One CRM
The CRM features small businesses actually use
Big CRM platforms are built for large sales teams, with marketing automation and reporting most small Cumbrian businesses will never touch, and a monthly bill to match. Most businesses here need something simpler: a reliable list of customers, a record of what was said, reminders to follow up and a view of which deals are close. That is what One CRM does.
Contacts
Every customer and prospect with company, contact details, tags, custom fields and notes, searchable in seconds.
Conversation history
Calls, emails, meetings and site visits logged against each contact, so you never have to dig through old emails.
Tasks and follow-ups
Tasks with due dates and reminders for you and your team, with one list of everything due today.
Sales pipeline
A drag-and-drop board showing every prospect from first contact to won or lost.
Team permissions
Staff see their own contacts and tasks, managers see the whole pipeline, and admins manage the settings.
Import and export
Bring contacts in from a spreadsheet, and export them whenever you need to.
Your data
Customer data kept close to home
With One CRM, your customer records sit in your own website's database on servers we run and back up every day. You are not sending your customer list to a platform overseas, and you can explain exactly where it is if a customer asks. It is a simpler position for UK GDPR, and for peace of mind.
One login
The CRM is right there in WordPress.
No seat fees
Add team members without a per-user bill.
Local support
Set up and supported from Millom.
Why
A CRM without the enterprise overhead
Most small businesses only need a fraction of a big CRM. One CRM gives you the useful parts, contacts, history, tasks and pipeline, without months of setup or a monthly fee that grows each time you add a colleague.
Follow-ups
Never forget to ring someone back
Tasks are linked to the contact they are about, with due dates and reminders. A single list shows what is due today and what is overdue, so promised callbacks and quotes do not slip through the cracks.
Pipeline
See where every deal stands
The pipeline board shows every prospect at its stage, from first contact to quote to won or lost. Drag a card to move it on. At a glance you can see what is moving and what has gone quiet.
Connections
Enquiries straight into the CRM
Website forms, chatbots and AI receptionists can add new enquiries to One CRM automatically, so every lead is captured and assigned without anyone retyping it.
Security
Data on servers we manage
Contacts and history stay in your own WordPress database, on our managed servers with daily backups. Team permissions mean each person only sees what they need to.
Pricing
Set-up and licence, quoted clearly
One CRM is installed on your WordPress website with a set-up fee and an ongoing licence, both set out in your quote. Hosting and maintenance start from £25 a month.
1
Login for website and CRM
Daily
Backups
UK
Servers we manage
Millom
Built and supported here
Who it suits
Small teams across Cumbria
Client feedback
What clients say
How it works
Getting started with One CRM
Demo. We show you One CRM and talk through how you track customers now.
Set up. We install it, import your contacts from a spreadsheet and set up your pipeline stages and team access.
Go live. Your team uses the CRM inside WordPress, and we look after updates and support.
Common questions
One CRM, plain answers
FAQs
Want a simple CRM without another subscription? Call us on 01229 774591 or send a message to book a demo of One CRM.