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- New: Facebook Campaign Reports for better privacy and campaign insights. - Enhanced: Call management with improved permissions, recording, analyzer, lead creation, and call synchronization. - Improved: Staff access with profile change options for Store, Subadmin, and HR users. - Added: Follow-up Gap settings with better history, field ordering, and validation. - Optimized: Overall app performance for a smoother and more reliable experience.
Manage leads, sales, staff, invoices & WhatsApp follow-ups in one CRM
365 CRM – Lead Management & Sales CRM for Small Business Turn every lead into a customer and close more deals with 365 CRM – the all-in-one lead management and sales CRM built for small businesses, sales teams, and growing companies. Capture unlimited leads, automate follow-ups, send invoices, and track your team – all from one powerful, easy-to-use app. Say goodbye to messy spreadsheets and manual tracking. BOOST YOUR SALES • Lead Management – Capture, track & prioritize every lead so you never miss a sales opportunity • Lead Scoring & Boost Sales Rules – Auto-rate hot leads and focus on deals most likely to close • Lead Status, Source & Labels – Build a clear sales pipeline and know which source brings the most business • Follow-up Reminders – Never miss a follow-up and convert more leads into customers • Quotation – Send polished quotations instantly to close deals faster • Sales Targets – Set goals and motivate your team to sell more • Campaigns – Run bulk marketing campaigns to reach leads & customers AUTOMATION THAT SELLS FOR YOU • Email, SMS & WhatsApp Automation – Send automatic follow-ups based on lead activity, 24/7 • Reusable Templates – Lead, meeting, invoice, reminder & greeting templates to save time CUSTOMER & RELATIONSHIP MANAGEMENT • Customer Management – Maintain complete customer profiles with full history & preferences • Greetings – Send personalized wishes on birthdays & festivals to build loyalty • Services & Brochure – Showcase your services and share brochures with customers • Team Chat – Collaborate instantly with voice messages PRODUCTIVITY & ORGANIZATION • Tasks & To-Do – Assign, organize & monitor work with deadlines • Reminders & Meetings – Stay on top of every activity with smart alerts • Calendar – View all leads, tasks, meetings & events in one place • Sticky Notes – Save important ideas instantly • Global Search – Find any lead, customer or record in seconds INVOICING & PAYMENTS • Invoice – Create & send professional invoices in seconds • Payment & Payouts – Manage multiple payment methods and team payouts STAFF & HR MANAGEMENT • Staff & Department – Add team members with role-based access • Attendance – Face & GPS-based check-in/check-out with reports • Live Staff Tracking – Track field staff location & routes on map in real-time • Leave Management – Handle leave requests & records easily • HRMS & Hiring – Post vacancies and manage recruitment end-to-end • SOP & Holidays – Keep procedures consistent and your team informed • Document Storage – Securely store & share business files REPORTS & INSIGHTS • Reports & Charts – Detailed analytics on sales, staff, leads & attendance • User Activity – See who did what, anytime • Lead Trash – Restore accidentally deleted leads Call Tracking & Analytics - Automatically log every call with your leads and view detailed call history and analytics (calls, duration, missed/attended) per lead. - Attach the recording made by your phone's recorder to the matching lead. - See per-staff call performance reports. WHY CHOOSE 365 CRM? Unlimited lead capture at no extra cost Built for small businesses, powerful enough for scaling teams Eliminates manual tracking and repetitive work Boosts sales discipline and customer engagement Simple, affordable, and built for results 365 CRM helps you manage leads, customers, and your entire team on one smart platform. Whether you run a small business, lead a sales team, or work independently, 365 CRM gives you everything to capture leads, close deals, and grow faster. Download 365 CRM today and start closing more deals!