Ohana360: CRM ve Müşteri Takip

Ohana360

About this app

Ohana360 is an all-in-one CRM and customer tracking application for small and medium-sized businesses. All your processes, from leads to quotes, orders to invoices, service requests to appointments, are in one application; the same data across phone, tablet, web, and desktop.

14-DAY FREE TRIAL
Register, no credit card required; try all applications with your team.

SALES TRACKING
• Collect and qualify leads, turn them into opportunities with a single touch
• Progress opportunities step-by-step on the Kanban board, track closing dates
• Company and person cards, related records, and activity flow all on one page
• Prepare quotes, share as PDFs, convert to orders and invoices

SERVICE AND CUSTOMER SUPPORT
• Manage support requests with SLA durations, queue and assignment rules
• Requests from web forms are automatically recorded

FINANCE AND COLLECTIONS
• Quote, order, and invoice flow; • Due date tracking, partial payment, delay alerts
• Product and price list, stock quantity and critical level notification

WHATSAPP AND EMAIL
• WhatsApp with one touch for every registration with a phone number; ready-made templates, sending is recorded
• Write your email from the registration page, the conversation remains in the record

SECTORAL APPLICATIONS
• Law360: case file, hearing schedule, power of attorney and collection; Transfer from UYAP Lawyer Portal
• Real Estate360: portfolio, buyer request, matching and property viewing tracking
• Clinic360: patient registration, appointment calendar, reminders and collections
• Influencer360, Accommodation360, eCommerce360, Job360, HR360, Newsletter360, Survey360

TASKS, CALENDAR AND CHAT
• ToDo360 task board, quick add, repetitions and reminders
• Unified calendar: appointments, hearings, events and tasks in one view
• Team chat: channels, groups, file sharing, push notifications

REPORTS AND DASHBOARD
• Report builder: filter, grouping, metrics and graphs; Ready-made report templates
• Organize dashboards with tiles, open them with a single touch on your phone

SCREENS THAT CHANGE TO YOUR TASTE
• Edit the page: arrange, hide, and save record and homepage components by drag and drop
• Custom objects, custom fields, validation rules, flows, and automations; no code required
• Access control with profiles, roles, sharing rules, and authorization sets

API AND ARTIFICIAL INTELLIGENCE
• Open REST API: programmatic access to your data with API keys specific to your organization
• AI-friendly: give your API key to your AI assistant; • Let it handle the setup, transfer your data, and prepare your reports.
• Web-to-Lead and Web-to-Case: Direct registration to CRM from forms on your site.
• Webhooks: Instantly forward registration events to Zapier, Make, or your own service.

CORPORATE INFRASTRUCTURE
• GDPR tools: information texts, IYS permission registration, storage and destruction policy, data application tracking.
• Two-factor authentication, device sessions, audit log, data import and export.
• Turkish and English interface; iOS, Android, web, and macOS desktop.

Log in with your Ohana360 account; if you don't have an account, register for free from the application. Package and subscription management is available in the web version (ohana360.com).

What’s new

Edit Page: customise record and home pages with drag and drop, the phone applies the same layout. Permission sets with ready templates. Setup redesigned with clear explanations on every page. Org Map, custom logic in validation rules, Recycle Bin as a full list, Excel import. Legal360 UYAP import. 14-day free trial. Simplified dashboards and notifications. Privacy and consent tools. Chat notifications open the channel, Shortcuts panel. Phone heading wrap and bottom spacing fixes.