365 CRM
365 CRM
Free · Designed for iPad
365 CRM – Smart Lead & Customer Management for Growing Businesses
365 CRM is your all-in-one customer and lead management solution designed to simplify your sales process, improve team collaboration, and boost customer relationships. Whether you run a small business, manage a sales team, or work independently, 365 CRM gives you the tools to capture leads, close deals, and grow faster — all from one powerful, easy-to-use app.
Say goodbye to messy spreadsheets and manual tracking. With 365 CRM, you can organize contacts, track leads, automate follow-ups, and monitor performance anytime, anywhere.
CRM Core Modules
Lead – Capture, track, and prioritize every lead in one place to never miss an opportunity.
Task – Assign, organize, and monitor tasks for yourself or your team with ease.
Reminder – Stay on top of follow-ups and key activities with smart reminders.
Meeting – Schedule and manage meetings with built-in notes and notifications.
To-Do – Keep your daily goals clear and achievable.
Notes – Save important client information, meeting points, and ideas instantly.
Chat – Collaborate instantly with your team for quick decisions.
Calendar – View all your leads, tasks, reminders, and events in one place.
Customer – Maintain detailed profiles for every customer, including history and preferences.
Sales & Billing
Invoice – Create and track professional invoices in seconds.
Quotation – Send polished quotations instantly to close deals faster.
Payment Method – Manage multiple payment options seamlessly.
HR & Team Management
Staff – Add and manage team members effortlessly.
Department – Organize your business by departments for better workflow.
SOP – Store standard procedures for consistency.
Holidays – Keep your team updated on company holidays.
Target – Set sales or performance goals to motivate your team.
Attendance – Track attendance and view reports.
Leave – Manage leave requests and records in one place.
Storage – Securely store and share important documents.
Engagement & Templates
Services – Showcase your services to customers within the app.
Greetings – Send personalized greetings to customers on special days.
General Template – Save time with reusable communication templates.
Category-Wise Template – Organize templates for quick selection.
Lead Template – Use ready-to-send lead messages to speed up follow-ups.
Meeting Template – Simplify meeting communications.
Invoice Template – Keep your invoices consistent with branded templates.
Reminder Template – Set reminders with pre-filled messages.
Greeting Template – Send automated or one-click greetings.
Automation & Settings
Email Automation Rules – Automatically send emails based on activity.
SMS Automation Rules – Automate SMS alerts and updates.
WhatsApp Automation Rules – Speed up WhatsApp communication.
Lead Status – Track progress by lead stage.
Lead Source – Identify where your leads come from.
Lead Label – Group and tag the lead for better segmentation.
Why Choose 365 CRM?
Unlimited lead capture at no extra cost
Designed for small businesses but powerful enough for scaling teams
Eliminates manual tracking and repetitive work
Boosts sales discipline and customer engagement
Simple, affordable, and built for results
With our app, you can easily adopt a low-cost lead management process that speaks the language of non-technical marketing and sales professionals.
365 CRM is specially designed to boost small business growth. You can manage, convert, and track your business leads seamlessly.
365 CRM manage your leads, customers, and team in one smart platform. Start closing more deals today!
Ratings & Reviews
- Staff Tracking Module
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 Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Location
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Location
- Contact Info
- Contacts
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Anil Vaghani
- Size
- 115.5 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.
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © 365 CRM