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
Ratings & Reviews
5.0
out of 5
1 Ratings
- Introduced a new Dashboard UI for a cleaner and more modern experience
- Added Lead Rating and Estimated Price in the Lead module
- General UI improvements for smoother usage
Version 2.10.0
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
Anil Vaghani
Size
119.9 MB
Category
Business
Compatibility
Requires iOS 13.0 or later.
iPhone Requires iOS 13.0 or later.
iPad Requires iPadOS 13.0 or later.
iPod touch Requires iOS 13.0 or later.
Mac Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
Apple Vision Requires visionOS 1.0 or later.
Location
This app may use your location even when it isn’t open, which can decrease device battery life.
