1ClickCRM
The first marketplace application available through assisted deployment with the Quome team.
Available Now
While the full Quome Marketplace launches in Q4 2025, 1ClickCRM is available now through our assisted deployment process. Contact our team to get started!
What is 1ClickCRM?
1ClickCRM is an enterprise-grade Customer Relationship Management system built specifically for organizations that need compliance-first solutions. Unlike traditional CRM systems, 1ClickCRM is designed from the ground up with healthcare and financial services in mind.
1ClickCRM Architecture Overview
Why 1ClickCRM Matters:
- 🛡️ Compliance-First Design - Built with HIPAA and SOC 2 requirements as core features, not add-ons
- 🔒 Enterprise Security - All data encrypted at rest and in transit, with comprehensive audit trails
- 🏠 Self-Hosted Control - Runs in your dedicated Quome environment, never on shared infrastructure
- 🏥 Industry-Specific Features - Templates and workflows designed for regulated industries
Core Features
📋 Comprehensive CRM
- 👥 Contact & Company Management - Complete customer relationship tracking with secure data handling
- 💰 Deal Pipeline - Visual sales funnel with automated workflows and approval processes
- ✅ Task & Activity Management - Integrated productivity tools with compliance tracking
- 📧 Email Campaigns - SendGrid-powered email marketing with HIPAA-compliant tracking
📞 Communication Hub
- ☎️ Phone System - Twilio integration for calls, SMS, and call recording
- 📅 Calendar Booking - Google Calendar integration for automated scheduling
- 📋 Meeting Protocols - Structured meeting management and documentation
- 🤖 AI-Powered Insights - Google Gemini AI for data analysis and contact enrichment
📊 Business Operations
- 🎫 Support Ticket System - Customer service management with automated workflows
- 📄 Document Management - DocuSign integration for secure contract signing
- 💳 Financial Integration - QuickBooks connectivity for invoicing and financial tracking
- 👔 HR & Legal Modules - Employee management and legal document workflows
🔗 Advanced Integrations
- 🔄 Workflow Automation - Custom workflow engine with triggers and schedulers
- 🔗 Social Media - LinkedIn integration for lead generation and networking
- 📰 Content Management - RSS feeds, newsletters, and podcast publishing
- ☁️ Cloud Storage - AWS S3 integration for secure file management
🔒 Enterprise Security
- 🛡️ OWASP ASVS 5.0 Compliance - Enterprise-grade security framework
- 👥 Multi-Role Support - CEO, Finance, Sales, Legal, Engineering, Customer roles
- 📋 Comprehensive Audit Trails - All actions logged with security event monitoring
- 🚨 Real-time Threat Detection - Brute force protection and suspicious activity alerts
Technical Overview
Architecture:
- Backend: FastAPI (Python) with SQLAlchemy ORM and ASVS security framework
- Frontend: React + TypeScript with Vite, Radix UI components, and Tailwind CSS
- Database: SQLite (default) with PostgreSQL support for production
- Authentication: Auth0 integration with OWASP ASVS 5.0 compliance
- Container Resources: 2 CPU cores, 4GB memory with Docker Compose orchestration
Security Framework:
- OWASP ASVS 5.0 Compliance - Application Security Verification Standard implementation
- Multi-Factor Authentication - TOTP-based MFA with QR codes and backup codes
- Role-Based Access Control - Hierarchical business roles (CEO, Finance, Sales, Legal, etc.)
- Session Security - Secure JWT tokens with CSRF protection and IP validation
- Audit Logging - Comprehensive security event logging and real-time threat detection
- Argon2 Password Hashing - Secure password storage with salt
Available Now: Manual Deployment
1ClickCRM is currently available through the assisted deployment process while the full marketplace is being prepared for Q4 2025.
Deployment Process
How to Get Started:
- 📧 Contact Our Team - Email support@quome.site with "1ClickCRM Deployment Request"
- 📞 Schedule Consultation - Our team will assess your requirements and compliance needs
- 🛠️ Guided Setup - We'll handle the deployment and configuration in your Quome environment
- 🎓 Training & Onboarding - Get your team up and running with best practices included
- 🎧 Ongoing Support - Dedicated support channel for 1ClickCRM users
What's Included:
- ✅ Complete 1ClickCRM deployment in your organization
- ✅ Initial configuration and data migration assistance
- ✅ Team training sessions
- ✅ Compliance documentation and setup
- ✅ 30 days of dedicated onboarding support
Timeline:
- Initial consultation: Within 24 hours of request
- Deployment completion: 3-5 business days
- Team training: Scheduled based on your availability
🏥 Use Cases & Industries
🏥 Healthcare Organizations
- 🏥 Patient Relationship Management - HIPAA-compliant patient interaction tracking with PHI protection
- 🧪 Clinical Trial Coordination - FDA-ready participant pipeline management with consent tracking
- 🔬 Medical Device Sales - Regulated equipment sales workflows with approval processes
- 🩺 Healthcare Consulting - Client management with comprehensive audit trails and compliance reporting
💰 Financial Services
- 💎 Wealth Management - SOC 2 compliant client tracking with fiduciary responsibility controls
- 🛡️ Insurance Sales - Policy management with regulatory reporting and document signing
- 🏦 Banking & Lending - Loan pipeline management with QuickBooks financial integration
- 📊 Investment Advisory - Client portfolio management with secure document storage
🏢 Enterprise & Professional Services
- ⚖️ Legal Practices - Attorney-client privileged communications with DocuSign integration
- 📋 Consulting Firms - Project-based CRM with HR modules and time tracking
- 🧮 Accounting Services - Client management with QuickBooks sync and financial reporting
- 💻 Technology Companies - Engineering project management with technical documentation
📰 Content & Media Organizations
- 📚 Publishing Companies - Newsletter management with RSS feed automation
- 🎙️ Podcast Networks - Content creation workflows with AI-powered insights
- 📢 Marketing Agencies - Multi-client campaign management with social media integration
- 🎓 Educational Institutions - Student and faculty management with compliance controls
👥 Enterprise Role System
1ClickCRM includes a sophisticated business role system based on OWASP ASVS standards:
👑 Executive Level (Levels 9-10)
- CEO Role - Complete system access with MFA requirement for sensitive operations
- Admin Role - User management, system configuration, and audit log access
💰 Finance & Legal (Levels 6-7)
- Finance Role - Revenue data, pricing management, contract approval workflows
- Legal Role - Contract management, DocuSign integration, compliance tracking
🔧 Operations (Levels 5-8)
- Engineering Role - Technical demos, system administration, technical documentation
- Sales Role - CRM functions, lead management, sales analytics and reporting
👥 Support & Customers (Levels 1-4)
- Customer Role - Support ticket access with 2-hour session limits
- Support Staff - Customer service management with workflow automation
Integration Capabilities
Communication & Marketing:
- SendGrid - Email campaigns, drip marketing, and transactional emails
- Twilio - Phone calls, SMS messaging, and call recording
- Slack - Team notifications and workflow integration
- Mailchimp - Newsletter management and email marketing automation
Business & Finance:
- QuickBooks - Financial data sync, invoicing, and accounting integration
- DocuSign - Digital contract signing and document management
- Google Calendar - Automated meeting scheduling and calendar booking
- AWS S3 - Secure cloud storage for files and document management
AI & Content:
- Google Gemini AI - Data analysis, contact enrichment, and AI insights
- ElevenLabs - Text-to-speech for call automation and voice features
- RSS Feeds - Content aggregation and automated newsletter creation
- LinkedIn - Social media integration for lead generation
Security & Compliance:
- Auth0 - Enterprise authentication and user management
- OWASP ASVS 5.0 - Security framework implementation
- Google Contacts - Secure contact import and synchronization
- Audit Logging - Comprehensive security event tracking
Development & Customization:
- Full REST API - Complete API access for custom integrations
- Webhook Support - Real-time event notifications
- Workflow Engine - Custom automation and business process management
- Role-Based Access - Granular permission system for enterprise security
Deployment & Technical Specifications
Container Specifications:
- Resources: 2 CPU cores, 4GB memory (configurable based on organization size)
- Database: SQLite for development, PostgreSQL recommended for production
- Networking: Port 8000 for API, integrated frontend serving
- Storage: Persistent volumes for database and file storage
- Health Monitoring: Built-in health checks and performance monitoring
Deployment Architecture:
┌─────────────────────────────────────────────────────────────┐
│ Quome Environment │
├─────────────────────────────────────────────────────────────┤
│ ┌─────────────────┐ ┌─────────────────┐ │
│ │ Frontend │ │ Backend │ │
│ │ (React + TS) │◄──►│ (FastAPI) │ │
│ │ Port 3000 │ │ Port 8000 │ │
│ └─────────────────┘ └─────────────────┘ │
│ │ │ │
│ │ ┌─────────────────┐ │
│ │ │ Database │ │
│ │ │ SQLite/Postgres │ │
│ │ └─────────────────┘ │
│ │ │ │
│ ┌─────────────────────────────────────────────────────────┐ │
│ │ External Integrations │ │
│ │ Auth0 │ SendGrid │ Twilio │ S3 │ QuickBooks │ DocuSign │ │
│ └─────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────┘
What's Included:
- ✅ Complete source code and container deployment
- ✅ Auth0 authentication setup and configuration
- ✅ Integration with major business services (SendGrid, Twilio, QuickBooks)
- ✅ OWASP ASVS 5.0 security framework implementation
- ✅ Multi-role business user system (CEO, Finance, Sales, Legal, etc.)
- ✅ Comprehensive documentation and setup guides
- ✅ 30 days of deployment support and configuration assistance
Get Started Today
Ready for 1ClickCRM?
Contact our team at support@quome.site with "1ClickCRM Deployment Request" to get started with assisted deployment while we prepare the full marketplace experience.
📧 Quick Email Template - Copy & Paste into Gmail:
To: support@quome.site
Subject: 1ClickCRM Deployment Request
Hi Quome Team,
I'm interested in deploying 1ClickCRM for our organization through your assisted deployment process.
Organization Details:
- Company Name: [Your Company Name]
- Industry: [e.g., Healthcare, Financial Services, Legal, etc.]
- Organization Size: [e.g., 10-50 employees, 50-200 employees, 200+ employees]
Current Setup:
- Current CRM System: [e.g., Salesforce, HubSpot, None, Other: ___]
- Data Migration Needed: [Yes/No - if yes, approximate # of contacts/deals]
Compliance Requirements:
- HIPAA Compliance: [Required/Not Required]
- SOC 2 Compliance: [Required/Not Required]
- Other Compliance Needs: [Specify if any]
Deployment Timeline:
- Preferred Start Date: [Date]
- Go-Live Target: [Date]
- Any Critical Deadlines: [Specify if any]
Integration Priorities:
- Email Marketing: [SendGrid, Mailchimp, Other, None]
- Phone System: [Twilio integration needed: Yes/No]
- Calendar: [Google Calendar integration needed: Yes/No]
- Financial: [QuickBooks integration needed: Yes/No]
- Document Signing: [DocuSign integration needed: Yes/No]
- Other Integrations: [Specify if any]
Additional Information:
[Any specific requirements, questions, or notes]
Best regards,
[Your Name]
[Your Title]
[Your Phone Number]
Copy & Paste Ready
Simply copy the email template above, paste it into Gmail, fill in your details, and send! Our team will respond within 24 hours.
Questions About 1ClickCRM?
- Technical Questions: support@quome.site
- Enterprise Sales: Contact your account manager
- General Information: Visit our Support Portal
To deploy 1ClickCRM: Contact the team to begin the assisted deployment process for your organization.