365 CRM

Trueline Solution - TLS India

About this app

365 CRM – Lead Management & Sales CRM for Small Business

Turn every lead into a customer and close more deals with 365 CRM – the all-in-one lead management and sales CRM built for small businesses, sales teams, and growing companies. Capture unlimited leads, automate follow-ups, send invoices, and track your team – all from one powerful, easy-to-use app. Say goodbye to messy spreadsheets and manual tracking.

BOOST YOUR SALES
• Lead Management – Capture, track & prioritize every lead so you never miss a sales opportunity
• Lead Scoring & Boost Sales Rules – Auto-rate hot leads and focus on deals most likely to close
• Lead Status, Source & Labels – Build a clear sales pipeline and know which source brings the most business
• Follow-up Reminders – Never miss a follow-up and convert more leads into customers
• Quotation – Send polished quotations instantly to close deals faster
• Sales Targets – Set goals and motivate your team to sell more
• Campaigns – Run bulk marketing campaigns to reach leads & customers

AUTOMATION THAT SELLS FOR YOU
• Email, SMS & WhatsApp Automation – Send automatic follow-ups based on lead activity, 24/7
• Reusable Templates – Lead, meeting, invoice, reminder & greeting templates to save time

CUSTOMER & RELATIONSHIP MANAGEMENT
• Customer Management – Maintain complete customer profiles with full history & preferences
• Greetings – Send personalized wishes on birthdays & festivals to build loyalty
• Services & Brochure – Showcase your services and share brochures with customers
• Team Chat – Collaborate instantly with voice messages

PRODUCTIVITY & ORGANIZATION
• Tasks & To-Do – Assign, organize & monitor work with deadlines
• Reminders & Meetings – Stay on top of every activity with smart alerts
• Calendar – View all leads, tasks, meetings & events in one place
• Sticky Notes – Save important ideas instantly
• Global Search – Find any lead, customer or record in seconds

INVOICING & PAYMENTS
• Invoice – Create & send professional invoices in seconds
• Payment & Payouts – Manage multiple payment methods and team payouts

STAFF & HR MANAGEMENT
• Staff & Department – Add team members with role-based access
• Attendance – Face & GPS-based check-in/check-out with reports
• Live Staff Tracking – Track field staff location & routes on map in real-time
• Leave Management – Handle leave requests & records easily
• HRMS & Hiring – Post vacancies and manage recruitment end-to-end
• SOP & Holidays – Keep procedures consistent and your team informed
• Document Storage – Securely store & share business files

REPORTS & INSIGHTS
• Reports & Charts – Detailed analytics on sales, staff, leads & attendance
• User Activity – See who did what, anytime
• Lead Trash – Restore accidentally deleted leads

Call Tracking & Analytics
- Automatically log every call with your leads and view detailed call
history and analytics (calls, duration, missed/attended) per lead.
- Attach the recording made by your phone's recorder to the matching lead.
- See per-staff call performance reports.

WHY CHOOSE 365 CRM?
Unlimited lead capture at no extra cost
Built for small businesses, powerful enough for scaling teams
Eliminates manual tracking and repetitive work
Boosts sales discipline and customer engagement
Simple, affordable, and built for results

365 CRM helps you manage leads, customers, and your entire team on one smart platform. Whether you run a small business, lead a sales team, or work independently, 365 CRM gives you everything to capture leads, close deals, and grow faster.

Download 365 CRM today and start closing more deals!

What’s new

- Updating a lead's status no longer reloads the list — you stay exactly where you were scrolled.
- The lead now moves out of the list instantly if it no longer matches your selected status filter.
- Status counters and amounts at the top update in real time.