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Transition from 1C to CRM

Transition from 1C to CRM

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For many years, the 1C program was considered the most convenient tool for accounting and automation of enterprises. But now it increasingly does not meet business requirements. Owners are no longer willing to put up with limitations due to an outdated technology stack, closed architecture, and an overloaded interface. Managers want to see the picture in real time, teams want to work in intuitive interfaces, and clients want to receive service without delays. The modern market requires flexible, scalable solutions, so an individually developed CRM system is the best Ukrainian alternative to 1C.

If you realize that your program no longer meets business needs and are looking for a way out of 1C, we are ready to offer an effective alternative. CRM is a digital ecosystem in which all components work as a single whole: sales, marketing, service, document management, communications. The transition from 1C to a CRM system is not about changing the software. It is an upgrade of the entire management logic, digital transformation of processes, and a new level of flexibility.

Why businesses refuse the 1C program

Companies are increasingly looking for 1C analogues abroad and in Ukraine not only because of the ban on Russian software or outdated approaches. The system simply does not cope with the needs of modern business. Let’s consider the key reasons why companies of various scales and industries are looking for alternatives to 1C in Ukraine.

Outdated technological stack

The 1C program is built on an architecture that was created in a different reality: when the Internet was slow, business processes were linear, and UX requirements were minimal. Today, companies require speed, flexibility, convenience and scalability.

The 1C technological stack is not designed for quick customization, complex interfaces or simple adaptation to a multi-channel business model. Any change is expensive, time-consuming and risky. In the era of microservice architecture, SaaS, REST API and real-time analytics, this is no longer simply irrelevant.

Limited opportunities for adaptation to modern business models

Business has long gone beyond the classic “sale – invoice – payment”. Today, companies work with subscriptions, marketplaces, affiliate programs, flexible sales funnels, digital channels, custom service and logistics logics. And 1C and other programs similar to 1C do not scale well for such scenarios. Due to difficulties with configuration, limited interfaces, insufficient flexibility of the data structure, full implementation of modern business models becomes impossible. Unlike 1C CRM, on the contrary, it easily adapts to unique processes, allows you to quickly test hypotheses and develop the product together with the market.

Difficulty of integration with digital infrastructure

Modern business is an ecosystem: CRM, website, IP telephony, email marketing, messengers, payment gateways, ERP, BI analytics. All this must be synchronized and connected in a single information space. The 1C program is a priori a closed system. Any integration requires finding workarounds, external developers and constant improvements. It is expensive, slow and unreliable.

Modern CRM, as an analogue of the 1C program, is specially designed for individual tasks, easily integrates into the company’s digital landscape, supports REST API, Webhooks, ready-made connectors and SDKs, allowing you to build a truly flexible digital ecosystem.

What businesses need an alternative to 1C?

The 1C analogue for small businesses and large companies is equally relevant. Regardless of the scale, format and direction of activity, today enterprises are massively abandoning outdated software in favor of personalized, scalable CRM solutions that develop together with the business, and do not pull it back.

Their own CRM system, as an alternative to 1C in Ukraine, is primarily needed by those companies that:

Develop and scale

When a business grows rapidly, it becomes cramped within the rigidly defined 1C architecture. CRM systems, especially custom ones, easily adapt to growing data volumes, staff expansion, new directions and branches.

Use digital communication and sales channels

Online sales, marketplaces, targeting, email campaigns, chatbots, multi-channel customer support – all this requires a flexible and connected infrastructure. CRM becomes the center of control of these processes, which simple 1C analogues cannot provide.

They strive for automation of business processes

Companies where the built-in logic of agreements, statuses, tasks, KPIs and dashboards is important cannot rely on the cumbersome mechanisms of 1C. CRM allows you to configure automation in a way that is convenient for the business, not for the software developer.

They work in a competitive environment

If your industry requires efficiency, flexibility, personalized service and the ability to quickly restructure processes, 1C becomes a brake. CRM, on the contrary, accelerates and stimulates changes.

They strive to reduce the costs of software support and development

Working with 1C requires narrow-profile specialists on staff, complex and expensive modifications. The CRM system is easier to maintain, is updated faster, and in the case of individual development, it is fully adapted to the needs of the business with minimal costs in the future.

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CRM system for a medical center

In which areas of business is 1C replacement needed?

Switching from 1C to CRM is the right step towards automation, security and growth. In whatever field you do business, if you want to be flexible, scalable, data- and customer-oriented, CRM, as an alternative to 1C for small businesses and large enterprises, will become the basis for a new digital architecture.

Online stores and marketplaces

CRM allows you to combine sales, marketing, customer base and analytics into a single ecosystem. A modern 1C analog program for Ukraine can take on order control, funnel automation, email marketing, chatbots, website synchronization, call tracking and integration with logistics. While 1C can hardly cope with online order processing, website synchronization, marketplaces and logistics. And there is no need to talk about integration with social networks, chatbots and email newsletters.

Companies with sales departments (B2B and B2C)

Construction, wholesale, consulting, equipment – where the transaction cycle is more than two weeks, many managers, customer segmentation, control of sales stages is required, which 1C cannot provide quickly. CRM allows you to build a complex funnel, automate reminders, conduct correspondence directly from the system, and also analyze the efficiency of the sales department.

Financial, insurance and legal companies

These areas are related to personal data, contracts, calculations, a large number of applications. Such a 1C alternative as CRM helps not to miss deadlines, control the load, and manage client cases in a single system. For such companies, the following are important: security, custom UX, integration with external services (NBU, scoring, AML), automation of the customer journey and high-level usability. And 1C does not meet any of these requirements here.

Manufacturing enterprises

In manufactories, factories, production, accuracy, control, logistics, integration with equipment and planning are important. Applications, logistics, accounting of materials, work statuses, planning of loading of workshops or trips – to implement all this in 1C, large-scale improvements are required, while an individually developed CRM is maximally adapted to the unique business processes of the enterprise. This is a full-fledged alternative to 1C Enterprise.

Service sector: medicine, education, tourism

The transition to more functional analogues of the 1C program is necessary for clinics, educational centers, agencies, service companies – everyone who works with the client in several stages, processes personal data, works with records, reminders and personalization. Where the client journey is important, 1C does not provide the necessary flexibility. CRM replaces Excel, calendars, messengers with a single platform with client history, schedule, payments and communication.

How does the transition from 1C to CRM happen?

With us, the transition from 1C to a CRM system is not a leap into the unknown, but a transparent, controlled and step-by-step process. Our team accompanies you at every stage to save all data, take into account the nuances of the business and implement a system that really works.

To transfer work from 1C to CRM with a reliable architecture, clean code and flexible logic that easily adapts to changes, scaling and team growth, several stages will be required.

Audit of the current system and business processes

The goal of the transition is not just to transfer, but to improve. An alternative to 1C Accounting must eliminate weaknesses. Therefore, before replacing 1C in Ukraine, you need to understand how everything works at the moment. Analysts conduct a thorough audit, which includes:

  • analysis of the structure of the used 1C version: which modules are used, which are not, and why;
  • analysis of all business processes: how applications are processed, how payments are recorded, how composition and interaction with customers are conducted;
  • assessment of data quality: relevance, completeness, presence of duplicates;
  • search for “manual” operations that can and should be automated;
  • analysis of integrations with the website, telephony, payment systems, bank, document management services.

Based on the analysis, a technical task will be formed taking into account the specifics of the industry, tasks and scale of the business.

Designing the architecture of a new CRM

When designing CRM, it is important to understand that it should not be a 1C clone, but a flexible tool that is adapted to your business, and not vice versa. At this stage, our team:

  • designs the UX interaction logic and user scenarios, simplifying processes for users as much as possible;
  • develops the interface and defines modules for real scenarios;
  • lays down the logic of automation (funnels, triggers, reminders, templates);
  • plans access levels, roles and delimitation of rights for departments and users;
  • defines a list of necessary integrations for advanced features.
Interface prototyping

At this stage, an interactive prototype is created – this is a visual model of the future CRM, which can be tested and improved before the start of development. With the help of prototyping, the customer can be shown the key screens of the system (customer base, documents, reports, tasks, agreements, communications), navigation, data structure, relationships between modules – to agree and make changes.

Creating UI design

Designers develop the visual style of CRM – color schemes, fonts, icons and interface elements to ensure attractiveness, logical placement of elements, compliance with the company’s visual style. The system should look modern, unique and easy to understand.

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Creating a UI design for a marketplace system

Data migration from 1C to CRM

Data transfer is one of the most important stages. Our specialists provide the safest and most accurate migration:

  • export the database from 1C: customers, orders, products, invoices, balances, payments, documents;
  • perform data cleaning and normalization: remove duplicates, eliminate formatting errors, bring to a single standard;
  • configure import into a new CRM while preserving relationships between entities.

With us, you do not lose history when switching to the Ukrainian analogue of 1C, but on the contrary – translate it into a format convenient for analysis.

Creation of software code

This is a key stage at which the prototype turns into a fully functional digital system, fully adapted to your processes. It consists of:

  • Development of the server part (backend) – the logic of the system, API, databases, using modern technologies (Node.js, Laravel, Python) for reliability, performance and scalability.
  • Creation of a user interface using languages, libraries and JavaScript frameworks (React, Vue.js, etc.). This ensures high speed of operation, adaptability to different devices and intuitive interaction logic.
  • Setting up data exchange with external systems via API or custom connectors.
Testing

Before replacing 1C, the CRM program undergoes comprehensive testing: all functions, scenarios and roles are checked, edge cases are worked out, load testing is carried out, security and stability of integrations are assessed. We test both the server and client parts – on different devices, in real business scenarios. The goal is to identify and eliminate errors before the release so that the CRM works stably, quickly and without failures from the first day of use.

Staff training and full launch

We can make CRM super-technological, but if your employees deliberately do not want to use accounting programs other than 1C, are afraid of the new management system, then it will not bring you the expected effect. Therefore, we conduct training sessions, provide documentation and video instructions, and answer questions.

Support, maintenance and development

After switching from 1C to CRM, you are not left alone with the system. We provide technical support, promptly respond to questions and problems, help expand the functionality as the business grows, update the security system. CRM will always remain relevant, fast and convenient.

What are the advantages of switching to CRM from 1C?

Replacing the 1C program with your own management system is a reboot of the entire business management logic. You move from a rigid accounting system to a flexible digital platform, gaining a number of competitive advantages.

1. Transparent and manageable sales cycle

With CRM, you can get visual funnels, statuses, auto-reminders and the history of each contact. The manager is always aware: at what stage of the funnel the client is stuck, who led him, when there were contacts, what is planned next. Managers no longer lose applications – the system itself reminds when to call back and what to offer.

2. Automation of routine tasks

CRM speeds up work, reduces the number of errors and increases the efficiency of the team, relieving employees of routine tasks. Generating invoices, sending letters, setting tasks, generating reports – all this can be automated.

3. Integration with other tools

CRM can be connected to the website, telephony, social networks, mail, messengers, advertising systems, warehouses and payments. At the same time, it will allow you to work in one window, and not switch between many tabs.

4. Analytics of current data

CRM is a 1C analogue that turns data into a management tool using customizable dashboards, KPIs, metrics in real time. The manager sees the real situation and can react quickly.

5. Flexibility and scalability

Modern CRM systems are analogues of 1C Enterprise, which do not limit you to the framework of one configuration, allow you to add modules, roles, fields, change logic and design, and grow with the business.

6. Security and access control

Delimitation of access rights, action log, encryption – all this is implemented much easier and more modern than in 1C.

7. Single point of contact with the client

It doesn’t matter where the client wrote to you: on WhatsApp, by mail, on Instagram. The built-in omnichannel CRM allows you to collect all communication and interaction history in one window.

Transition from 1C to CRM

How to switch from 1C to CRM?

Replacing 1C in Ukraine with your own management system is one of the most popular services provided by AVADA MEDIA. For more than 10 years, our team has been helping businesses of various scales and industries transition from 1C to individual CRM systems: from retail and eCommerce to manufacturing. We develop modern Ukrainian analogues of 1C that not only replace outdated programs, but also open up new management horizons.

We offer a modern and comprehensive approach to transferring your business from 1C to individual CRM – with customization of functionality and design, flexible and reliable architecture, taking into account modern information security requirements and seamless integrations with marketing, financial and analytical systems, messengers and IP telephony.

With us, the transition from 1C to CRM becomes a clear, manageable and effective process that helps bring your business to a new level of efficiency and digital maturity.

Examples of CRM systems work

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