Opportunities often slip through cracks not because of a lack of effort, but because of missed follow-ups, forgotten tasks, or delayed responses. Every business knows the frustration of realizing that a potential client has gone silent simply because the right call or meeting didn’t happen at the right time. This is exactly where 365 CRM reminders step in as a game-changer.
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The Easy and Effective 365 CRM Software for Closing Deals
Supercharge your sales with instant lead alerts, lead history tracking, easy follow-ups, and seamless lead management - all from your phone, within seconds.
Trusted by 83000+ Businesses Worldwide
Are You Prepared to Begin Your 365 CRM Journey?
Ready to grow your business? Learn how to easily track leads, build lasting customer relationships, and close more deals with our simple 365 CRM Software guide. Make your journey to success smooth and exciting—start today!
Empowering Businesses with 365 CRM Solutions
Track leads, assign tasks, set reminders, and communicate effortlessly - all with 365 CRM Software.
365 CRM: Built for Sales Teams, Loved by Sales Teams
Save Hours with Automated Lead Nurturing
Automated lead nurturing helps businesses save time by automatically guiding potential customers through the buying journey with minimal manual intervention. It involves setting up workflows that send targeted emails, messages, or content based on a lead’s behavior, interests, or position in the sales funnel. Instead of manually tracking and following up with each lead, the system automatically delivers relevant information at the right time, warming up leads until they are ready for direct engagement or a sales conversation.
Driving Growth with Data-Driven Sales Insights
Leverage sales insights to identify customer needs, optimize products, improve lead quality, enhance team performance, set realistic goals, monitor competitors, and boost retention. This data-driven approach drives growth and refines your competitive strategy.
365 CRM: Tailored to Your Business Needs
A powerful lead management CRM tailored to your business aligns with your unique processes, helping streamline customer interactions, personalize experiences, improve team collaboration, and boost productivity. As the best CRM for small business, it adapts to your needs, enhancing efficiency and growth potential.
Unlock Sales Success with 365 CRM
Transform the way you manage leads and drive sales with 365 CRM. Designed to streamline your sales processes, our 365 CRM empowers you to efficiently track, nurture, and convert leads into loyal customers.
- Boost Productivity: Centralize your data for quick access and seamless collaboration.
- Enhance Customer Relationships: Stay connected with personalized communication at every touchpoint.
- Drive Results: Gain actionable insights with advanced reporting tools.
Experience the ultimate sales solution with best lead management software CRM and unlock your true business potential.
All-in-365 CRM Software
Lead Management
Track and convert leads effortlessly from start to close.
Customer Management
Build lasting relationships with detailed customer profiles.
Project Management
Organize tasks with intuitive drag-and-drop functionality.
Marketing Automation
Simplify workflows with automated campaigns.
Email Marketing
Craft compelling email campaigns to engage your audience.
SMS Marketing
Communicate quickly with effective SMS campaigns.
WhatsApp Marketing
Deliver personalized messages instantly via WhatsApp.
Lead & Follow-Up Bot Automation
Automate lead nurturing and follow-ups.
Campaign & Channel Management
Centralize and optimize campaigns across platforms.
Connect Instagram Ads to streamline the collection and organization of potential leads directly into your system.
Google Calendar
Sync Google Calendar with your CRM to manage meetings, events, and reminders without missing a beat.
Custom Form
Create custom form URLs, capture submissions, and sync them seamlessly into your CRM.
Party & Payment Management
Simplify payment tracking and management.
Multi-Branch Management
Handle finances across multiple locations efficiently.
Inventory Management
Stay updated on stock levels and availability.
Accounts & Transaction Management
Gain full control over financial transactions.
Sales & Purchase Management
Track orders and streamline procurement.
Income & Expense Management
Monitor business finances in real-time.
Reports
Generate detailed insights for better decision-making.
Customer Birthday Reminders
Celebrate milestones with thoughtful reminders.
Payment Reminders
Ensure timely payments with automated alerts.
Meeting Reminders
Stay prepared and punctual for every meeting.
Customer Service Tracking
Resolve queries quickly and efficiently.
Service Reminders
Never miss a scheduled service with timely updates.
Staff Assignments
Assign tasks effortlessly to the right team members.
Quick Implementation
Get started with user-friendly service features.
Daily Service Updates
Stay informed with regular updates on ongoing tasks.
Smarter 365 CRM Starts Here!
Get started today and transform how you manage leads effortlessly.
Seamless Integrations with 365 CRM
Effortlessly connect 365 CRM Software with your favorite tools and platforms. From lead generation platforms like IndiaMART, TradeIndia, and MagicBricks to communication tools like WhatsApp, Google Calendar, and Gmail - integrate them all to streamline your workflow. Simplify your operations and enhance productivity with powerful integrations designed for your business.
365 CRM
Stay ahead of the competition with the 365 CRM mobile app. Take control of your business from anywhere. With real-time updates, lead management, and faster deal closures, you can stay productive whether you’re on the move or at your desk. Download the app now on the App Store or Google Play and experience unstoppable efficiency.
We’re Here to Help Your Business Grow!
Reach out today, and let’s explore how we can drive your business success.
Why Choose 365 CRM Software?
365 CRM software offers a comprehensive solution to enhance your sales processes by eliminating lead leakage, ensuring faster response times, and boosting task efficiency. It centralizes lead tracking and automates follow-ups, simplifying lead management and reducing missed opportunities.
365 CRM accelerates funnel movement by streamlining lead nurturing and ensuring timely actions, such as automated reminders and task assignments. Its robust lead management system provides real-time analytics and actionable insights, helping sales teams prioritize leads, improve conversion rates, and optimize workflows. By offering the best lead management software CRM with seamless automation and insightful tools, 365 CRM system drives productivity and overall sales performance.
<0.1%
Lead leakage
61%
Faster lead response
2x
Task efficiency
70%
Faster funnel movement
Frequently Asked Questions
CRM (Customer Relationship Management) software is a tool that helps businesses manage interactions with potential and existing customers. It centralizes customer information, tracks interactions, automates workflows, and provides insights to improve customer satisfaction and increase sales.
CRM software can be used by businesses of all sizes, from startups to large enterprises, across various industries. It is ideal for sales teams to manage leads, marketing teams to personalize campaigns, and customer support teams to handle inquiries efficiently. Small businesses can use CRM to streamline operations and scale quickly, while enterprises benefit from advanced features like automation and analytics. Industries such as retail, healthcare, real estate, e-commerce, and finance can leverage CRM to enhance customer engagement. Nonprofits and educational institutions can also use it to manage donor or student relationships effectively, ensuring better organization and improved outcomes.
Best CRM For Lead Management Software offers features like lead tracking, task management, reminders, meeting scheduling, live chat, target tracking, staff management, and campaign management to streamline your business operations.
Yes, our CRM lead management software supports multi-user access. Admins can assign roles and permissions to ensure secure and efficient collaboration among team members.
Yes! You can customize:
For Organization-Based Systems
- Custom Hierarchies
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Define roles and permissions based on your organizational structure.
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Assign access levels to departments, teams, or individual users.
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Departmental Modules
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Create modules for Sales, HR, Finance, and Marketing tailored to each department's workflows.
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Automate cross-departmental processes like lead handovers or approvals.
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Performance Dashboards
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Generate team or department-specific dashboards to monitor productivity and KPIs.
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Customize reports for organizational performance tracking.
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We implement enterprise-grade security measures, including:
- End-to-End Encryption
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All data transmitted between the client (your device) and the server is secured using end-to-end encryption.
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This ensures that even if the data is intercepted during transmission, it cannot be read or altered without proper decryption keys.
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Encryption is applied to both inbound and outbound communication channels.
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Role-Based Access Control (RBAC)
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Restrict data access based on user roles and responsibilities.
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Assign permissions to ensure only authorized users can view, edit, or delete sensitive information.
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Secure Authentication
- Two-Factor Authentication (2FA): Add an extra layer of security by requiring users to verify their identity with a second factor like an OTP or biometric verification.
- Single Sign-On (SSO): Simplify and secure login processes by integrating with trusted identity providers.
- Data Encryption at Rest
- All stored data is encrypted using AES-256 encryption, ensuring that data remains secure even in the unlikely event of a server breach.
- Regular Security Audits
- Conducted by certified security professionals to identify and fix vulnerabilities proactively.
- Periodic penetration testing to assess system robustness against attacks.
- Secure APIs
- APIs are protected using token-based authentication to prevent unauthorized access.
- Implemented rate-limiting to protect against DDoS attacks.
- Backup and Disaster Recovery
- Regular automated backups stored in secure, geographically distributed locations.
- Quick data recovery options in case of accidental deletion, hardware failure, or system crashes.
- Compliance with Industry Standards
- GDPR, CCPA, and HIPAA compliance for data protection and privacy.
- ISO 27001 certification for information security management.
Where is my data stored?
Your data is stored on secure cloud servers located in data centers that comply with global security standards like GDPR, ISO 27001, and HIPAA.
Yes, 365 CRM can integrate with various software platforms like TradeIndia, 99acres, Justdial, Facebook, Instagram, MagicBricks, Google Calendar, SoftwareSuggest and WordPress, allowing seamless data synchronization and enhanced functionality to streamline your business processes. Additionally, the CRM supports custom forms, enabling you to collect and manage data specific to your business needs.
We offer flexible pricing options, including:
- A Basic Plan for small teams.
- A Dimond Plan with advanced features.
- An Enterprise Plan for large organizations.
Visit our pricing page for details, including discounts for annual subscriptions.
Let’s Get in Touch!
Have questions or need assistance? We’re just a message away!
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Growing a business means handling leads, tasks, meetings, documents, services, and team coordination all at once. The real challenge is not only managing them but managing them efficiently. Manual processes take time, create confusion, and often lead to missed opportunities. This is where 365 CRM stands out as the smarter choice. With automation at its core, it reduces repetitive work, increases accuracy, and helps you focus on growth instead of routine.
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If you're looking for a CRM that keeps getting better with time, 365 CRM software just raised the bar. With a powerful set of new updates, it’s now faster, more secure, and more convenient for your team to manage leads, tasks, services, and internal processes. Whether you're a business or a growing enterprise, these latest features are designed to save time, reduce errors, and boost productivity, without complicating your workflow.
Let’s explore the latest updates in 365 CRM that help your business work smarter and faster.
Boost Your Sales Efficiency with 365 CRM on the Go
Now that you've downloaded the 365 CRM mobile app, you're equipped with all the tools you need to revolutionize your lead management. Whether you're at the office, on the go, or working remotely, the app ensures you stay connected and in control at all times.
