365 BizTool

CRM, Staff & Lead Manager

Free · Designed for iPad. Not verified for macOS.

365 BizTool - CRM, Staff & Company Management All in One 365 BizTool is a complete business management and CRM application that helps you run your entire organization from a single app. From creating your company and departments to managing staff, leads, customers, tasks, attendance, and daily operations, everything is handled in one simple and powerful platform. Whether you are a small business, a growing company, a sales team, or a multi-branch organization, 365 BizTool brings all your work together and replaces messy manual tracking with one organized system. HOW IT WORKS 365 BizTool follows a clear structure: Company, Department, Unit, Staff, and Operations. You start by creating your company, organize it into departments and units, add your staff with role-based permissions, and then manage all your daily business activities in one place. KEY FEATURES Lead Management and Sales CRM Capture, track, and convert leads into customers Custom lead forms, lead sources, statuses, labels, and ratings Assign leads to staff and track every follow-up Smart filters to find and prioritize important leads Customer Management Maintain a complete customer database Manage customer details and history for repeat business Task and To-Do Management Create tasks and assign them to your team Track progress with statuses, labels, and attachments Personal to-do lists to stay organized every day Reminders and Meetings Set reminders for follow-ups, payments, and deadlines Schedule meetings with notes and agendas Never miss an important activity again Calendar, Events and Holidays View tasks, meetings, reminders, events, and holidays in one calendar Keep the whole team on the same schedule Staff Attendance Staff can check in and check out from the app Track attendance history and generate reports Leave Management Apply for leave digitally with reasons Approve or reject leave requests instantly Services and SOP Manage service requests and track their status Store standard operating procedures for consistent processes Team Chat Built-in chat with text, image, and voice messaging Keep all internal communication inside the platform Templates and Automation Ready-to-use Email, SMS, and WhatsApp templates Automate lead assignment and repetitive workflows Company, Department, Unit and Staff Management Organize your business structure clearly Role-based access control and permissions for data security Dashboard and Global Search Live dashboard with leads, tasks, meetings, and reminders at a glance Global search to find any record instantly Notes and Notifications Quick notes for important points Real-time notifications for assignments, approvals, and updates WHY CHOOSE 365 BizTool Built for organizations, not just small teams All-in-one platform for leads, staff, and company management Structured flow: Company to Department to Staff to Operations Eliminates manual tracking with smart automation Boosts team efficiency, discipline, and collaboration Cost-effective and scalable for growing businesses 365 BizTool is more than just a CRM. It is a complete company management platform that handles your leads, customers, staff, tasks, reminders, meetings, attendance, leave, invoices, and more in one easy and powerful app. Download 365 BizTool today and manage your entire business from anywhere.

  • This app hasn’t received enough ratings or reviews to display an overview.

- Updated labels across the Lead, Task, and To-Do modules for improved clarity, consistency, and overall user experience.

The developer, Anil Vaghani, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Seller
    • Anil Vaghani
    Size
    • 80.7 MB
    Category
    • Business
    Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • © 2024 Anil Vaghani