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Modules of CRM365cloud

Sales Automation

CRM365cloud provide software that automates order processing to order tracking, managing information, contact management, inventory management (monitoring and control), customer management, sales analysis and employee performance evaluation. CRM365cloud helps in time-saving, improves performance, increasing revenues, and takes care of customer service resulting in repeating customers.

Lead Management

Sales start with leads acquisition, nurturing and tracking. Sales leads are essential to convert them into revenue generating opportunities. After lead convert into opportunity, there were many subtasks like analysis, proposal, negotiation, follow up, task assign and an event. After closing the lead, client’s account gets created in the customer relationship management software, and the team start working on that project.

Opportunity Management

Opportunity management software gives an insight of leads in sales. Simple leads are just basic information, and that's insignificant unless it is filtered as per your needs. This opportunity module does this analysis and filtering job.

Inside the pipeline outlook, you can watch opportunities at a glance. For immediate reference, you can label opportunities so that priorities are directly seen:

Hot — this is a topmost priority lead or opportunity, and that should be worked instantly.

Medium — this is a lead, that should be worked as a buyer is active.

Cold — The opportunity is held from the buyer's view.

No person wants to spend time on irrelevant or useless leads, that's why our customer relationship management software is for you as your thousands of leads get filtered through this complex mechanism and you can focus on most relevant data.

Since a salesperson is sometimes away from the office, their mobile may be their sole connection with CRM, and the opportunity data they need to see and update. CRM365cloud's CRM Mobile App brings opportunity management right to your iPhone or Android mobile.

Task Management

If a salesperson has some query or having a problem in understanding client's requirement, that's when a salesperson uses task management module and assign a task to the concerned person to arrange a meeting with the client for further discussion.

The purpose of CRM is to reach the client at the right time. This module helps the sales representative to manage their activities and reminds about the follow-ups.

Campaign Management

Campaign Management enables the planning and tracking of marketing activities. The collected leads can be stored into CRM that provides an accurate measurement of the marketing campaign's’ success.

Invoice Management

In CRM365cloud, you can make invoices with a professional look, which can be shared via email and downloaded in PDF. Managing invoices is the most tedious part of any business. With our CRM software, you can now raise invoices automatically. The invoices are created in company's letterhead in our CRM software. You can also convert quotations into invoices with a single click, and it can be either printed out or emailed to customers. In CRM365cloud, you can set reminders for invoice due dates. With Customer relationship management software, you can stay on top of your billing. Create, customize and mail invoices & get paid on time.

Mobile Application / Edition

Mobile application enhances communication with clients. You can check out and update the information via mobile when you are out of the office.

A CRM software with a mobile application can help you up to date with client's data. It can help take notes, change stage deals, reschedule appointments when you are away from your computer.

View meetings, events, and get account updates on the fingertip with a mobile CRM app. You can access and update your CRM data anytime, even while offline.

Cloud Base System

CRM365cloud CRM uses the cloud-hosted delivery method via the traditional "on-premise installation". Technology allows hosted delivery or cloud computing and lets businesses gain a rented "anytime anywhere" access to their CRM systems. The prime benefit is that it charges the business by usage. Other than this benefit, there are faster implementations with contract lock-ins, improved uptime, 24/7 support and increased return on investment.

Barcode Integration

Barcode Module used to gather information related inventory. We will provide Barcode reader which helps to view your inventory, product details, expiry dates and all other details. We also provide barcode gun which will generate a barcode. Barcode module can be used for managing employee's information as well.

Contact Management

CRM365cloud is far more than a contacts list software (names, numbers and addresses) – CRM software allows you to trace and manage all phases of your client relationship. Access important customer data including contacts, communication history, and more quickly and easily with CRM365cloud. With the basic information, CRM365cloud gives you a full insight of your contacts’ communications; history; won sales; purchased products; pain-points; and accordingly presents you with an apparent and actionable analysis.

Admin & Dashboard Module

Admin gave role rights as per job role. Admin can send an alert to take a follow up for a particular party. Admin can assign a task to any executive, and he or she will get that task on their dashboard automatically.

The user can quickly view reports, lead, opportunity and payment schedule detail. Mainly user views all the details in list view as well as a graphical funnel.

Purchase Management

Purchase Management module has three sub tools: Purchase order, Purchase Invoice, Purchase Returns.

If you buy any assets or any valuable thing like: laptop, Car, Etc... then it`s entry would be store in purchase management.

Account Management

CRM365cloud allows users to enter and maintain various demographic and other information about suspects, prospects and customers, and even other organizations like business partners, associations and competitors. Companies can be organized into hierarchies to track the ‘parent-child’ relationships of parent companies and subsidiaries at multiple levels.


Follow up - WhenWhen the invoice due date comes in the nearby future, the system gave you the announcement for that. client follow up due date comes in near by future then system gave you notification for that.

Task & Event - When task completion date or event date comes in the nearby future then system gave you a notification.


CRM365cloud allows you to track your office assets, like any vehicle if it is used for office work then using a mobile application or web application you can track that vehicle. As well as we provide GPS vehicle tracking machine integrate with web and mobile application.