365 CRM

Economia

Gratis · Progettata per iPad. Non verificata per macOS.

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

  • L’app non ha ricevuto un numero sufficiente di valutazioni o recensioni per poter mostrare una panoramica.

New Changes - Project Management Module

Lo sviluppatore, Anil Vaghani, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per scoprire di più, consulta l’informativa sulla privacy dello sviluppatore .

  • Dati non raccolti

    Lo sviluppatore non raccoglie alcun dato da quest’app.

    Le procedure per la tutela della privacy potrebbero variare, ad esempio in base alle funzionalità che utilizzi o alla tua età. Scopri di più

    Lo sviluppatore non ha ancora indicato le funzioni di accessibilità supportate dall’app. Scopri di più

    Dimensioni
    • 125,4 MB
    Categoria
    • Economia
    Compatibilità
    Richiede iOS 16.0 o versioni successive.
    • iPhone
      Richiede iOS 16.0 o versioni successive.
    • iPad
      Richiede iPadOS 16.0 o versioni successive.
    • Mac
      Richiede macOS 13.0 o versioni successive e un Mac con chip Apple M1 o versioni successive.
    • Apple Vision
      Richiede visionOS 1.0 o versioni successive.
    Posizione
    • L’app potrebbe utilizzare la tua posizione anche quando non è in uso, riducendo la durata della batteria del dispositivo.
    Lingue
    • Inglese
    Età
    4+
    Fornitore
    Anil Vaghani
    • Anil Vaghani non si identifica come operatore commerciale per questa app. Se ti trovi all’interno dello Spazio economico europeo, i diritti dei consumatori non si applicano agli accordi tra te e il fornitore.
    Copyright
    • © 365 CRM