365 CRM

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About 365 CRM

365 CRM – Smart Lead & Customer Manager

365 CRM is an all-in-one Customer Relationship Management app designed to help businesses manage leads, customers, sales, tasks, staff, and automation from a single powerful mobile platform.

Built for small businesses, sales teams, agencies, and professionals, 365 CRM simplifies daily workflows, improves team coordination, and helps convert more leads into customers.

Key CRM Modules

Lead Management

Capture, organize, track, and convert leads efficiently with complete activity history.

Click to WhatsApp

Send WhatsApp messages to leads instantly with a single tap.

Tasks, Reminders & Meetings

Assign tasks, schedule meetings, and set reminders for calls and follow-ups to never miss an opportunity.

To-Do 


Quick personal task tracking inside the CRM.

Notes & Attachments

Store notes, documents, images, and files directly inside lead and customer profiles.

Customer Management

View complete customer profiles with full communication and activity timelines.

Chat & Collaboration

Internal real-time chat for faster team communication and coordination.

Templates

Use ready-made templates for WhatsApp messages, emails, invoices, and greetings.

Dynamic Fields

Create custom fields to match your unique business process.

Department Management

Organize teams by departments and manage responsibilities efficiently.

Sales & Billing

• Create and share invoices instantly
• Generate quotations directly from the app
• Track payments and payment status
• Manage multiple payment types

HR & Team Management

• Staff management with role-based access
• Attendance tracking (manual or automated)
• AI-based face recognition attendance
• Leave approval and tracking
• Sales targets and performance monitoring
• Live location and route tracking for field staff
• Holidays Manage

Automation & Communication

• SMS, Email, and WhatsApp integrations
• Automation rules for follow-ups and task creation
• Automated birthday, anniversary, and festival greetings
• Promotional campaigns via WhatsApp, SMS, or email

Lead Sources & Integrations

• Website lead capture
• Facebook Lead Ads integration
• Google Ads lead form integration
• WordPress form integration
• Google Calendar sync
• WhatsApp Meta Cloud API support

Industry & Marketplace Lead Sources

• IndiaMART
• TradeIndia
• JustDial
• 99acres
• MagicBricks
• Housing.com
• Google Forms
• Systeme.io
• Software Suggest

Service & Operations

• Service task and follow-up management
• Lead document attachments
• Hiring module for job postings and applications

Storage & Credits

• Secure cloud storage for documents and media
• WhatsApp message credits based on subscription plan

Why Choose 365 CRM?

• Replace spreadsheets with a structured CRM system
• Track business performance anytime, anywhere
• Improve team productivity and response time
• Increase lead conversion and sales efficiency

Information

Frequently Asked Questions