CRM365 helps you to  Stay Ahead of your competition …!! By using CRM365 you will be advanced interns of opportunity Knowing ,Locking with OEMs with automated work flow.Your staff engagements with clients will be more informed and productive.CRM365 assures you  personalized experience to all your client base irrespective of the client volume.

By Using CRM365 your staff feels coming to office is a fun and they love every customer interaction as it makes them feel more informed.

It gives their Daily schedules before starting their day and staff can lead their day with more planning.

Features List

CRM365 helps you to  Stay Ahead of your competition …!!

  • Contact Management : It maintains complete customer life cycle management which includes primary and secondary decision makers details ,products he purchased and potential business opportunities.
    Contact management helps you to strategize marketing to individual customers which makes them feel important which intern helps to win customer trust.
  • Opportunity Management : Opportunity Classification and qualifying them to potential conversions with targeted closure dates will help Sales team to prioritize their engagements with specific customers . lead Scoring will provide insights of opportunity ,this helps to optimize sales process.
  • Managing High Quality Leads : Lead score helps to track closely high Quality leads .This helps to demonstrate to customer on how serious you are to serve him. The Higher the lead scoring, the higher the productivity of the teams.



This provides insights of ongoing engagements with the customers.

Reportsand Dashboards

It offers real time data updates and platforms that can be accessed from various platforms improving ease of access for a variety of personnel.
These reports helps management to take data -driven decisions

Investment in CRM  BI is an Investment in the future of your business

  • Sales Analytics :Helps to create better Marketing campaign’sby analyzing the hard data of previous campaigns.
  • CRM On Mobile : CRM on mobile helps staff to engage valued customers in a more informed way.They can check and manage complete life cycle of customer management through this App which supports on Android & IOS platforms.
  • Sales force Automation: Helps to automate outgoing calls and sales campaigns as well as the organization of data for more effective feature campaigns.
  • Sales Forecasting :Forecasting helps you to create a benchmark with your results versus with efforts.
  • Email Integration : Now you can gain all of the automation and the organization of a dedicated Email client inside your CRM User interface.
  • Work Flow & Approvals : Helps to automize internal workflows and approval status
  • Sales Data : It gives ability to organize sales and customer data in to manageable chunks
  • File Storage : It provides file storage which helps to pull out as and when required by users.
  • Sales Performance Management : Helps to see what aspects of the sales team are  performing well and which need improvement.By identifying problem areas with concrete data ,they can be more efficiently addressed.
  • Chat Integration : By Integrating Chat Feature directly to your CRM ,You can chat with employees , Partners and provide customer support all from the same UI.
  • Call Center Integration :You can have seamless call center integration with your CRM which helps to have complete control on lead generations and customer interactions.
  • Cloud Based or On-premise Integration :CRM365 can be used as Cloud Based or On Premise.
  • Product Level Quotes:Facilitates product level quotes along with edit option for follow-up quotes.
  • Access Control System :Provides role based access control system and based on the permissions ,employees are allowed to view relevant data.
    This feature helps to manage complete confidentiality of the data and opportunities registered with the application.
  • Third Party Integration :Provides flexibility to integrate to Social Media ,Call center ,Complaint Management ,inventory management etc.


It provides flexibility of software to grow along with your organization.

This feature provides flexibility of software to grow along with your organization.It gives great flexibility to changed/Modify as and when an organization needs.

  • Email Marketing Integration : Having flexibility to integrate Mailchimp or Constant contact
  • Social Media Platform Integration : This facility helps you to integrate with Oktopost and hoot suite to stream line your social media management and allow multiple tea members to work together from different platforms.
  • Opportunity Management /Case Management : Provides flexibility to track ,reopen,close the opportunies.


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