A high-performance customer relationship platform engineered for sales teams to track leads, automate WhatsApp follow-ups, and close more deals.
CRM 365 brings your entire sales process under one intuitive command center—from first inquiry capture to quote delivery and final agreement signing.
Equipped with interactive drag-and-drop Kanban deal pipelines, direct WhatsApp and SMS customer messaging, automated reminder alerts, and real-time revenue forecast dashboards.
Everything your commercial sales team needs to manage client interactions, quotes, and revenue growth.
Visual drag-and-drop opportunity board customized to your sales stages (New Inquiry, Qualified, Quote Sent, Won) with real-time value totals.
Chat directly with prospects from within their CRM profile via WhatsApp Business API and SMS with full conversation history preservation.
Generate branded quotation documents in seconds with itemized product catalogs, tiered pricing, discounts, terms, and direct PDF download.
Ensure zero dropped leads with automated follow-up scheduling, calendar reminders, overdue task escalation, and rep activity tracking.
Evaluate individual sales representative win rates, average deal cycle times, lead source ROI, and projected monthly revenue streams.
Distribute leads by geographic territory or product division, maintain complete customer account history, and sync orders to accounting ERPs.
One-time enterprise license ownership with automated WhatsApp follow-ups and conversion forecasting.
Solo consultants, small sales squads, and direct lead capturing.
Growing sales departments managing high inbound inquiries across channels.
Commercial sales teams requiring WhatsApp Business chats and revenue forecasting.
Corporate organizations, insurance agencies, and telemarketing operations.
CRM 365 empowers high-velocity conversion across client-focused industries:
Experience CRM 365 with your real sales pipeline and lead stages in a personalized walkthrough.