365 CRM

365 CRM is a Productivity & Business tool that helps businesses optimize lead tracking, manage sales, and improve growth. It offers comprehensive CRM solutions for lead management, customer relations, and sales automation.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Skill level

Non-technical

About

What is 365 CRM?

365 CRM is a comprehensive customer relationship management software designed to help businesses, particularly in India, optimize their sales processes and foster growth. It centralizes lead tracking, automates follow-ups, and streamlines lead management to reduce leakage and improve response times. The platform offers features like task management, customer reminders, live chat, and campaign management. With integrations for various lead generation platforms and communication tools, 365 CRM aims to boost productivity, enhance customer relationships, and drive sales results. It is available on web and mobile, allowing users to manage their business on the go.

Best used for

Ideal for sales reps who need to efficiently track and convert leads, manage customer interactions, and automate sales and marketing campaigns. Especially valuable for businesses looking to centralize their CRM activities and improve sales team productivity with mobile access.

Common actions

manage leads

track sales

automate follow-ups

improve customer relations

streamline business operations

mobile_appios

Capabilities

Key features

Lead management
Task management
Customer reminders
Live chat
Campaign management
Sales automation
Mobile app

Target Audience

sales rep

Integrations

facebookgoogle-adswordpressgoogle-calendargmailwhatsapp

Pricing & Plans

Freemium · Paid · Enterprise

Free

FAQs

What features are included in 365 CRM software?

365 CRM offers a comprehensive suite of features including lead tracking, task management, customer reminders, meeting scheduling, live chat, target tracking, staff management, and campaign management. It also provides integrations with various lead generation platforms and communication tools to streamline business operations.

Does 365 CRM support multi-user access and customization?

Yes, 365 CRM supports multi-user access, allowing admins to assign roles and permissions for secure collaboration. It also offers extensive customization options for organization-based systems, including custom hierarchies, departmental modules for sales, HR, finance, and marketing, and personalized performance dashboards.

How secure is the data stored within 365 CRM?

365 CRM implements enterprise-grade security measures including end-to-end encryption for data in transit and AES-256 encryption for data at rest. It also features role-based access control, two-factor authentication, regular security audits, and compliance with GDPR, CCPA, HIPAA, and ISO 27001 standards.

Can 365 CRM integrate with other software and platforms?

Yes, 365 CRM integrates with various platforms such as IndiaMART, TradeIndia, 99acres, Justdial, Facebook, Instagram, MagicBricks, Google Calendar, and WordPress. It also supports custom forms to capture and sync data, enabling seamless data synchronization and enhanced functionality for businesses.

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