The Easy and Effective 365 CRM Software for Closing Deals

Supercharge your sales with instant lead alerts, lead history tracking, easy follow-ups, and seamless lead management - all from your phone, within seconds.

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Best 365 CRM Software in India

Trusted by 83000+ Businesses Worldwide

Aamantranam
Akshar Global
EPIS
E Tax
Future Match
Innovative
LPI
Shreeja Health Care
Sokonis
Trueline Solution
UID
yami
Yamuna
Yuppeco

Are You Prepared to Begin Your 365 CRM Journey?

Ready to grow your business? Learn how to easily track leads, build lasting customer relationships, and close more deals with our simple 365 CRM Software guide. Make your journey to success smooth and exciting—start today!

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Best 365 CRM Software

Empowering Businesses with 365 CRM Solutions

Track leads, assign tasks, set reminders, and communicate effortlessly - all with 365 CRM Software.

365 CRM: Built for Sales Teams, Loved by Sales Teams

Save Hours with Automated Lead Nurturing

Save Hours with Automated Lead Nurturing

Automated lead nurturing helps businesses save time by automatically guiding potential customers through the buying journey with minimal manual intervention. It involves setting up workflows that send targeted emails, messages, or content based on a lead’s behavior, interests, or position in the sales funnel. Instead of manually tracking and following up with each lead, the system automatically delivers relevant information at the right time, warming up leads until they are ready for direct engagement or a sales conversation.

Driving Growth with Data-Driven Sales Insights

Leverage sales insights to identify customer needs, optimize products, improve lead quality, enhance team performance, set realistic goals, monitor competitors, and boost retention. This data-driven approach drives growth and refines your competitive strategy.

Driving Growth with Data-Driven Sales Insights
365 CRM: Tailored to Your Business Needs

365 CRM: Tailored to Your Business Needs

A powerful lead management CRM tailored to your business aligns with your unique processes, helping streamline customer interactions, personalize experiences, improve team collaboration, and boost productivity. As the best CRM for small business, it adapts to your needs, enhancing efficiency and growth potential.

Unlock Sales Success with 365 CRM

Unlock Sales Success with 365 CRM

Transform the way you manage leads and drive sales with 365 CRM. Designed to streamline your sales processes, our 365 CRM empowers you to efficiently track, nurture, and convert leads into loyal customers.
  • Boost Productivity: Centralize your data for quick access and seamless collaboration.
  • Enhance Customer Relationships: Stay connected with personalized communication at every touchpoint.
  • Drive Results: Gain actionable insights with advanced reporting tools.
Experience the ultimate sales solution with best lead management software CRM and unlock your true business potential.

All-in-365 CRM Software

Lead Management

Lead Management

Track and convert leads effortlessly from start to close.

Customer Management

Customer Management

Build lasting relationships with detailed customer profiles.

Project Management

Project Management

Organize tasks with intuitive drag-and-drop functionality.

marketing automation

Marketing Automation

Simplify workflows with automated campaigns.

email marketing

Email Marketing

Craft compelling email campaigns to engage your audience.

SMS Marketing

SMS Marketing

Communicate quickly with effective SMS campaigns.

whatsapp marketing

WhatsApp Marketing

Deliver personalized messages instantly via WhatsApp.

Lead Follow Up Bot Automation

Lead & Follow-Up Bot Automation

Automate lead nurturing and follow-ups.

Campaign Channel Management

Campaign & Channel Management

Centralize and optimize campaigns across platforms.

Meta

Facebook

Effortlessly capture leads from your Facebook campaigns and sync them directly into your CRM for quick follow-up.

housing

Housing.com

Automatically capture property-related inquiries from Housing.com and manage them seamlessly in one place.

Instagram

Instagram

Connect Instagram Ads to streamline the collection and organization of potential leads directly into your system.

99 acres

99Acres

Sync your real estate inquiries from 99Acres into your CRM to handle property leads more effectively.

india mart

IndiaMart

Manage and track B2B leads generated from IndiaMart, ensuring no opportunity is missed.

trade india

TradeIndia

Simplify the handling of leads from TradeIndia by integrating them into your CRM dashboard.

Magicbricks

MagicBricks

Capture inquiries from MagicBricks and connect them directly to your CRM for streamlined property lead handling.

just dial

Just Dial

Automatically sync leads generated from Just Dial into your CRM for instant access and follow-up.

Google Form

Google Forms

Integrate Google Forms for effortless lead import and organisation into your CRM system.

google ads

Google Ads Lead Forms

Seamlessly connect Google Ads Lead Forms to capture campaign leads and manage them centrally.

WordPress Forms

WordPress

Integrate WordPress forms with your CRM to ensure website leads are automatically captured and organised.

google calendar

Google Calendar

Sync Google Calendar with your CRM to manage meetings, events, and reminders without missing a beat.

Google Forms Ads Lead Forms

Custom Form

Create custom form URLs, capture submissions, and sync them seamlessly into your CRM.

systemeio

Systeme.io

Capture and sync leads from Systeme.io funnels and forms into your CRM for streamlined follow-ups and automated engagement.

510932 Layer 1

Face Attendance

Face Attendance

Party Payment Management

Party & Payment Management

Simplify payment tracking and management.

Multi Branch Management

Multi-Branch Management

Handle finances across multiple locations efficiently.

Inventory Management

Inventory Management

Stay updated on stock levels and availability.

Transaction Management

Accounts & Transaction Management

Gain full control over financial transactions.

Sales Purchase Management

Sales & Purchase Management

Track orders and streamline procurement.

Income Expense Management

Income & Expense Management

Monitor business finances in real-time.

Reports

Reports

Generate detailed insights for better decision-making.

Customer Birthday Reminders

Customer Birthday Reminders

Celebrate milestones with thoughtful reminders.

Payment Reminders

Payment Reminders

Ensure timely payments with automated alerts.

Meeting Reminders

Meeting Reminders

Stay prepared and punctual for every meeting.

Customer Service Tracking

Customer Service Tracking

Resolve queries quickly and efficiently.

Service Reminders

Service Reminders

Never miss a scheduled service with timely updates.

Staff Assignments

Staff Assignments

Assign tasks effortlessly to the right team members.

Quick Implementation

Quick Implementation

Get started with user-friendly service features.

Daily Service Updates

Daily Service Updates

Stay informed with regular updates on ongoing tasks.

Smarter 365 CRM Starts Here!

Get started today and transform how you manage leads effortlessly.

Seamless Integrations with 365 CRM

Effortlessly connect 365 CRM Software with your favorite tools and platforms. From lead generation platforms like IndiaMART, TradeIndia, and MagicBricks to communication tools like WhatsApp, Google Calendar, and Gmail - integrate them all to streamline your workflow. Simplify your operations and enhance productivity with powerful integrations designed for your business.

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Top Integrations with 365 CRM Software
365 CRM mobile app

365 CRM

Stay ahead of the competition with the 365 CRM mobile app. Take control of your business from anywhere. With real-time updates, lead management, and faster deal closures, you can stay productive whether you’re on the move or at your desk. Download the app now on the App Store or Google Play and experience unstoppable efficiency.

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We’re Here to Help Your Business Grow!

Reach out today, and let’s explore how we can drive your business success.

Why Choose 365 CRM Software?

365 CRM software offers a comprehensive solution to enhance your sales processes by eliminating lead leakage, ensuring faster response times, and boosting task efficiency. It centralizes lead tracking and automates follow-ups, simplifying lead management and reducing missed opportunities.

365 CRM accelerates funnel movement by streamlining lead nurturing and ensuring timely actions, such as automated reminders and task assignments. Its robust lead management system provides real-time analytics and actionable insights, helping sales teams prioritize leads, improve conversion rates, and optimize workflows. By offering the best lead management software CRM with seamless automation and insightful tools, 365 CRM system drives productivity and overall sales performance.

lead leakage

<0.1%

Lead leakage

Faster lead response

61%

Faster lead response

Task efficiency

2x

Task efficiency

Faster funnel movement

70%

Faster funnel movement

Frequently Asked Questions

CRM (Customer Relationship Management) software is a tool that helps businesses manage interactions with potential and existing customers. It centralizes customer information, tracks interactions, automates workflows, and provides insights to improve customer satisfaction and increase sales.

CRM software can be used by businesses of all sizes, from startups to large enterprises, across various industries. It is ideal for sales teams to manage leads, marketing teams to personalize campaigns, and customer support teams to handle inquiries efficiently. Small businesses can use CRM to streamline operations and scale quickly, while enterprises benefit from advanced features like automation and analytics. Industries such as retail, healthcare, real estate, e-commerce, and finance can leverage CRM to enhance customer engagement. Nonprofits and educational institutions can also use it to manage donor or student relationships effectively, ensuring better organization and improved outcomes.

​Best CRM For Lead Management Software offers features like lead tracking, task management, reminders, meeting scheduling, live chat, target tracking, staff management, and campaign management to streamline your business operations.
 

Yes, our CRM lead management software supports multi-user access. Admins can assign roles and permissions to ensure secure and efficient collaboration among team members.

Yes! You can customize:

For Organization-Based Systems

  • Custom Hierarchies
    • Define roles and permissions based on your organizational structure.
    • Assign access levels to departments, teams, or individual users.
  • Departmental Modules
    • Create modules for Sales, HR, Finance, and Marketing tailored to each department's workflows.
    • Automate cross-departmental processes like lead handovers or approvals.
  • Performance Dashboards
    • Generate team or department-specific dashboards to monitor productivity and KPIs.
    • Customize reports for organizational performance tracking.

We implement enterprise-grade security measures, including:

  • End-to-End Encryption
    • All data transmitted between the client (your device) and the server is secured using end-to-end encryption.
    • This ensures that even if the data is intercepted during transmission, it cannot be read or altered without proper decryption keys.
    • Encryption is applied to both inbound and outbound communication channels.
  • Role-Based Access Control (RBAC)
    • Restrict data access based on user roles and responsibilities.
    • Assign permissions to ensure only authorized users can view, edit, or delete sensitive information.
  • Secure Authentication
    • ​Two-Factor Authentication (2FA): Add an extra layer of security by requiring users to verify their identity with a second factor like an OTP or biometric verification.
    • Single Sign-On (SSO): Simplify and secure login processes by integrating with trusted identity providers.
  • Data Encryption at Rest
    • ​All stored data is encrypted using AES-256 encryption, ensuring that data remains secure even in the unlikely event of a server breach.
  • Regular Security Audits
    • Conducted by certified security professionals to identify and fix vulnerabilities proactively.
    • Periodic penetration testing to assess system robustness against attacks.
  • Secure APIs
    • APIs are protected using token-based authentication to prevent unauthorized access.
    • Implemented rate-limiting to protect against DDoS attacks.
  • Backup and Disaster Recovery
    • Regular automated backups stored in secure, geographically distributed locations.
    • Quick data recovery options in case of accidental deletion, hardware failure, or system crashes.
  • Compliance with Industry Standards
    • GDPR, CCPA, and HIPAA compliance for data protection and privacy.
    • ISO 27001 certification for information security management.

Where is my data stored?

Your data is stored on secure cloud servers located in data centers that comply with global security standards like GDPR, ISO 27001, and HIPAA.

Yes, 365 CRM can integrate with various software platforms like TradeIndia, 99acres, Justdial, Facebook, Instagram, MagicBricks, Google Calendar, SoftwareSuggest and WordPress, allowing seamless data synchronization and enhanced functionality to streamline your business processes. Additionally, the CRM supports custom forms, enabling you to collect and manage data specific to your business needs.

We offer flexible pricing options, including:

  • A Basic Plan for small teams.
  • A Dimond Plan with advanced features.
  • An Enterprise Plan for large organizations.
    Visit our pricing page for details, including discounts for annual subscriptions.
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Let’s Get in Touch!

Have questions or need assistance? We’re just a message away!

Happy Customers

Customer satisfaction is at the heart of everything we do. Hear directly from our clients about how our services have made a difference for their business.

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“Thank you so much 365 CRM and team to provide wonderful solutions for business automation and management about company and staff and even about my personal events and calendar.”

Y
Yashvi Donga

“365 CRM is actually very good, making it easy for small and medium-sized businesses to track leads and respond to them on time. To me, CRM has the potential to 10x a company's income. I would strongly propose startups that would be ideal for you.”

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Nirmal Patel

“Awesome experience with 365 Team Management application. it's make easy to our life for day to day activities which was challenge for our business. Good supporting system and customer care as well as.”

K
Kapil Chhabra

“CRM that is highly recommended The customer service was excellent. They were quite helpful in guiding me and answering all of my inquiries.”

A
Abhay Navar

“Great service support. I'm so happy. Thank you 365 CRM team”

J
Jiya Jain

“Awesome experience with 365 Team Management application. it's make easy to our life for day to day activities. Best service ever.”

B
Bansi Patel

“We were lacking in follow-up management. We only tried the 365 CRM free trial at first, but we subsequently profited from ts follow-up on-time reminder. Eventually, we were able to convert more leads. We now use 365 crm on a regular basis.”

D
Dhaval Patel

“If you are looking for a crm, this is the greatest one. Here are some of the reasons why. * You CAN track your leads and follow-ups; it also indicates in red when you fail to follow-up on your leads.* LEADS CAN BE FETCHED FROM YOUR RESPECTIVE SOURCE and directly sent automatically with alternate lead assigned to team. * MONITORING YOUR SALES IS VERSY EASY.”

S
Sagar Kadu

“When looking for a strategic IT-partner for the development of a corporate CRM solution, we chose 365 CRM System. The company proved itself a reliable provider of IT services. And also team is very supportive. Thank you for the best service.”

K
Khushi Makwana

“Superb service and the way you guys have coordinate is wow. I will surely recommend to other friends of mine who are also entrepreneurs”

K
Kaizad

“I really like using 365 CRM for my business. It's easy to use, and it helps me keep track of my leads. The automatic reminders are handy, and the reports give me useful information. The customer support is good too - they're quick to help when I have questions. I recommend it!”

C
Chetan Chaudhari

“There is a problem in this CRM...I have been using it for a long time...I have not been able to add the calling system, or the second follow up date or time has not come in the age line, even when you Follow up has to be seen to see the lead up and down of the entire system...in which time more time is wasted,,,experience is true compared to other CRM....”

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NEHA PARVIN ANSARI

“I am happy as of now with the process explained to me. Software is easy accessible with easy interface. I am delighted by post sales service i.e Trainning and Support especially by Preeti Mam.. Thank You”

S
Sandeep Singh

“365 CRM Software is a powerful tool for streamlining sales processes and enhancing customer relationships. With features like lead scoring, automation, and reporting, it helps businesses improve efficiency and close deals faster. While it may have a learning curve, its user-friendly interface and strong customer support make it a valuable asset for many organizations.”

A
Arun Vekariya
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Our Blogs

Here are the latest company news from our blog that got the most attention.

Lead tracking software interface of 365 CRM
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Are You Losing Leads? 365 CRM Helps You Convert Faster

Generating leads is no longer the biggest challenge for businesses. The real challenge begins after the lead arrives. Many companies invest heavily in ads, campaigns, and promotions, yet struggle to convert inquiries into paying customers. The reason is rarely the product or pricing. Most of the time, leads are lost due to poor follow-ups, unorganized tracking, and unclear ownership.

This is where 365 CRM plays a critical role.

Instead of relying on spreadsheets, manual notes, or memory-based follow-ups, 365 CRM provides a structured system that ensures every lead is tracked, followed up, and moved forward with clarity. If you’ve ever wondered why your lead volume looks good, but conversions remain low, this blog will explain how 365 CRM helps you convert faster and more consistently.

  • 10 Feb, 2026
  • 0 Comment
Custom Invoice Brochures with 365 CRM
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Now, let's Create Custom Invoice Brochures with 365 CRM

In every growing business, invoices, quotations, and company documents play a crucial role in communication. Whether it’s an official company profile, a legal document, or a detailed quotation, the way you present your files creates a strong impression on clients. To simplify this entire process, the upgraded 365 CRM now introduces multiple new features that help businesses design, customize, and share professional-grade documents, including custom invoice brochures, without depending on external tools.

This update is all about refinement, flexibility, and clarity - designed to make document management effortless while ensuring every file matches your business standards.

  • 30 Jan, 2026
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365 CRM Hiring Module dashboard
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Smarter Hiring Made Easy with the Upgraded 365 CRM Module

Hiring becomes stressful when information is scattered across spreadsheets, follow-ups get missed, and candidate tracking becomes confusing. The upgraded 365 CRM Hiring Module is designed to eliminate these challenges. With new tools, intelligent color indicators, dynamic filters, QR-based form completion, and customizable hiring pipelines, the entire recruitment flow becomes organized, fast, and transparent.
This updated module isn’t just an improvement—it's a complete shift from old-style hiring to a smarter, structured, technology-driven process.

  • 20 Jan, 2026
  • 0 Comment
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Boost Your Sales with 365 CRM

Boost Your Sales Efficiency with 365 CRM on the Go

Now that you've downloaded the 365 CRM mobile app, you're equipped with all the tools you need to revolutionize your lead management. Whether you're at the office, on the go, or working remotely, the app ensures you stay connected and in control at all times.

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