# 365 CRM — Lead, Sales & Team Management

> All-in-one mobile CRM for lead, customer, sales, task, and staff management. (iPhone/iPad app by Anil Vaghani.)

- Source: https://appshunter.io/ios/app/365-crm/id6446213236 (this page in markdown: same URL + `.md`)
- Developer: [Anil Vaghani](https://appshunter.io/developer/1676722185)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 16.0 · 130 MB
- Languages: American English
- Released: 2023-04-05
- Data updated: 2026-09-06
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/365-crm/id6446213236/reviews.md

## What is 365 CRM?

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

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!

## Key features

- Lead management with activity history
- Task, reminder, and meeting scheduling
- Customer profile management
- Internal team chat and collaboration
- Invoice and quotation generation
- Staff management with role-based access
- Automated communication (SMS, Email, WhatsApp)


## Frequently asked questions about 365 CRM

### What is 365 CRM?

365 CRM is a comprehensive mobile application designed to help businesses manage leads, customers, sales, tasks, and staff. It aims to simplify daily workflows and improve team coordination.

### Is 365 CRM free to use?

Yes, 365 CRM is available for free. It does not have any in-app purchases or advertisements, making it a completely free tool for businesses.

### What devices does 365 CRM support?

365 CRM is compatible with iPhone, iPad, and iPod devices. It is designed to be accessible on various Apple mobile platforms.

### How often is 365 CRM updated?

The app was last updated on June 3, 2026, indicating a commitment to ongoing development and improvements. The latest version available is 2.11.9.

### What age rating does 365 CRM have?

365 CRM has an age rating of 4+, making it suitable for a wide range of users. This indicates it contains no mature content.

### Can 365 CRM integrate with other platforms?

Yes, 365 CRM supports integrations with various platforms including Facebook Lead Ads, Google Ads, WordPress forms, and Google Calendar. It also features WhatsApp Meta Cloud API support.

### What are the key HR and team management features in 365 CRM?

365 CRM offers staff management with role-based access, attendance tracking (manual or automated with AI face recognition), leave approval, sales target monitoring, and live location tracking for field staff.

### How does 365 CRM handle communication and automation?

The app integrates with SMS, Email, and WhatsApp for communication. It also provides automation rules for follow-ups, task creation, and sending automated greetings or promotional campaigns.

## Version history (last 5 releases)

### 2.14.3 — 2026-09-03

- Fixed meeting & reminder assign and status update issues
- Fixed invoice/quotation quantity default value issue
- Fixed estimate amount display issue on lead creation
- Improved HR requirement status display
- Fixed keyboard close issue
- Minor bug fixes and performance improvements

### 2.14.2 — 2026-08-27

- Fixed meeting & reminder assign and status update issues
- Fixed invoice/quotation quantity default value issue
- Fixed estimate amount display issue on lead creation
- Improved HR requirement status display
- Fixed keyboard close issue
- Minor bug fixes and performance improvements

### 2.14.1 — 2026-08-26

- Employee Live Tracking Report
- On-Field Activity Reports – route timeline, daily distance & live tracking
- Bulk Lead Export with ready notification
- Add Confirm Date And Cancel Date wise filter in Lead Module
- Cancel Lead Report with filter-wise export
- On Boarding flow restart option
- Add preview in storage module and file type wise filter option 
- Add pending & complete On boarding user report
- Improved performance, pagination, search, tracking and loading experience

### 2.14.0 — 2026-08-25

- Employee Live Tracking Report
- On-Field Activity Reports – route timeline, daily distance & live tracking
- Bulk Lead Export with ready notification
- Add Confirm Date And Cancel Date wise filter in Lead Module
- Cancel Lead Report with filter-wise export
- On Boarding flow restart option
- Add preview in storage module and file type wise filter option 
- Add pending & complete On boarding user report
- Improved performance, pagination, search, tracking and loading experience

### 2.13.9 — 2026-08-24

- Employee Live Tracking Report
- On-Field Activity Reports – route timeline, daily distance & live tracking
- Bulk Lead Export with ready notification
- Add Confirm Date And Cancel Date wise filter in Lead Module
- Cancel Lead Report with filter-wise export
- On Boarding flow restart option
- Add Preview in storage module and file type wise filter option 
- Add pending & complete On boarding user report
- Improved performance, pagination, search, tracking and loading experience

## Apps similar to 365 CRM

| App | Rating | Price | Category |
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| [MYEVENTZ](https://appshunter.io/ios/app/myeventz/id6739251546) | — | Free | Business |
| [Cratio CRM](https://appshunter.io/ios/app/cratio-crm/id6480040702) | — | Free | Business |
| [Getlead CRM-Leads\|Deals\|Tasks](https://appshunter.io/ios/app/getlead-crm-leadsdealstasks/id1557445421) | — | Free | Business |
| [Runo Call Management CRM](https://appshunter.io/ios/app/runo-call-management-crm/id1528004506) | — | Free | Business |
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## More apps by Anil Vaghani

- [Clothes On Rent](https://appshunter.io/ios/app/clothes-on-rent/id6502638574)
- [365 BizTool](https://appshunter.io/ios/app/365-biztool/id6566185100)
- [WapMonkey](https://appshunter.io/ios/app/wapmonkey/id6749894400)
- [365 Community](https://appshunter.io/ios/app/365-community/id6756965945)

All apps by Anil Vaghani: https://appshunter.io/developer/1676722185

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-06.*
