365 CRM Organization

Trueline Solution - TLS India

About this app

365 CRM Organization – Complete Company and Team Management

365 CRM Organization is a powerful and user-friendly platform designed to help organizations manage their entire business structure in one place. From creating a company to managing departments, staff, and daily operations, the app simplifies complex workflows into an easy-to-use system.

With 365 CRM Organization, you can not only manage leads and customers but also handle staff tasks, attendance, meetings, reminders, and organizational processes in a structured way.

How 365 CRM Organization Works

Company Management
* Start by creating your company in the system
* Manage multiple companies under one platform if needed


Department Management
* Organize your company by creating departments
* Structure workflows department-wise for better clarity


Staff Management
* Add staff under each department
* Assign roles and responsibilities with access control
* Manage user profiles and monitor staff activities


Business Modules

Once your company, departments, and staff are set up, you can manage all key organizational activities in one place:
Leads
* Capture, track, and convert leads into customers
* Prioritize important leads and track follow-ups


Tasks and To-Do
* Create tasks and assign them to staff
* Track daily to-dos and monitor progress


Reminders and Meetings
* Set reminders for follow-ups, tasks, and events
* Schedule and track meetings with notes and updates


Staff Attendance and Leave
* Staff can check in and check out from the app
* Track attendance history and generate reports
* Manage leave applications and approvals digitally


Company Operations
* Centralized company-level control for all modules
* Department-wise performance tracking
* Unified view of organizational data and workflows


Why Choose 365 CRM Organization
* Built for organizational business sectors, not just small teams
* Structured flow: Company → Department → Staff → Operations
* All-in-one platform for lead, staff, and company management
* Eliminates messy manual tracking with automation
* Boosts team efficiency, discipline, and collaboration
* Cost-effective and scalable for growing organizations


365 CRM Organization is more than just a CRM – it is a complete company management platform. From creating your company and departments to managing staff, leads, tasks, reminders, meetings, attendance, and leaves, everything is handled in one simple and powerful app.

What’s new

What’s New
- Improved performance for To-Do and Task modules for faster and smoother usage