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- Launch 365 CRM directly from your Dock or taskbar.
- Work without distractions in a dedicated window, separate from your browser tabs.
- Manage multiple 365 CRM accounts and switch between them without logging out.
365 CRM is a customer relationship management platform designed to help businesses organize leads, manage customer interactions, and coordinate sales activities from a centralized system. It supports lead tracking, lead history, follow-up scheduling, task assignment, customer reminders, meeting management, notes, calendars, live chat, and sales target monitoring. Teams can use the platform to maintain customer profiles, assign roles and permissions, monitor staff activity, and access reports for sales and performance analysis. The CRM also includes marketing automation and campaign management features, with support for email, SMS, WhatsApp, and lead capture from platforms such as Facebook, Instagram, Google Ads, WordPress, Google Forms, and selected business listing services. Additional tools cover project management, customer service tracking, service reminders, payment and transaction management, inventory, sales and purchases, income and expenses, payroll, attendance, and multi-branch operations. With web and mobile access, 365 CRM helps sales, marketing, service, HR, and administrative teams manage business processes, maintain timely follow-ups, and keep operational information organized.
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