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365 CRM Organization icon
Trueline Solution - TLS India
4.0
ratings
32 MB
Size
Verified

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About the app

365 CRM Organization – Complete Company and Team Management 365 CRM Organization is a powerful and user-friendly platform designed to help organizations manage their entire business structure in one place. From creating a company to managing departments, staff, and daily operations, the app simplifies complex workflows into an easy-to-use system. With 365 CRM Organization, you can not only manage leads and customers but also handle staff tasks, attendance, meetings, reminders, and organizational processes in a structured way. How 365 CRM Organization Works Company Management * Start by creating your company in the system * Manage multiple companies under one platform if needed
 Department Management * Organize your company by creating departments * Structure workflows department-wise for better clarity
 Staff Management * Add staff under each department * Assign roles and responsibilities with access control * Manage user profiles and monitor staff activities
 Business Modules
 Once your company, departments, and staff are set up, you can manage all key organizational activities in one place: Leads * Capture, track, and convert leads into customers * Prioritize important leads and track follow-ups
 Tasks and To-Do * Create tasks and assign them to staff * Track daily to-dos and monitor progress
 Reminders and Meetings * Set reminders for follow-ups, tasks, and events * Schedule and track meetings with notes and updates
 Staff Attendance and Leave * Staff can check in and check out from the app * Track attendance history and generate reports * Manage leave applications and approvals digitally
 Company Operations * Centralized company-level control for all modules * Department-wise performance tracking * Unified view of organizational data and workflows
 Why Choose 365 CRM Organization * Built for organizational business sectors, not just small teams * Structured flow: Company → Department → Staff → Operations * All-in-one platform for lead, staff, and company management * Eliminates messy manual tracking with automation * Boosts team efficiency, discipline, and collaboration * Cost-effective and scalable for growing organizations
 365 CRM Organization is more than just a CRM – it is a complete company management platform. From creating your company and departments to managing staff, leads, tasks, reminders, meetings, attendance, and leaves, everything is handled in one simple and powerful app.

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Permissions

Contacts: access your contacts

Storage: access photos, media, and files on your device

Internet: use your internet connection

Camera: take pictures and record video

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