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Frequently Asked Questions

Everything you need to know about 365 CRM. Can't find the answer? Talk to our team.

CRM (Customer Relationship Management) software helps businesses manage interactions with current and potential customers, streamline processes, and improve profitability.

Key features include lead management, marketing automation, seamless integrations, performance analytics, task management, and communication tools.

Yes. You can define custom role hierarchies and permissions based on your org structure, create department-specific modules for Sales, HR, Finance, and Marketing with automated cross-departmental workflows, and build custom dashboards to track team-level KPIs and performance metrics.

Yes, 365 CRM integrates with TradeIndia, 99acres, Justdial, Facebook, Instagram, MagicBricks, Google Calendar, SoftwareSuggest, and WordPress for seamless data sync. It also supports custom forms to collect and manage data specific to your business.

Yes, we offer a 14-day free trial so you can explore all the premium features before making a commitment.

Yes, our mobile app is available on both iOS and Android, allowing you to manage your business on the go.

Simply sign up for our free trial, and our onboarding wizard will guide you through importing your contacts and setting up your first campaign.

Our CRM is designed for sales teams, marketing professionals, support agents, and business owners across various industries looking to optimize their operations.

Yes, our CRM supports multi-user access with customizable role-based permissions to ensure data security and team collaboration.

We prioritize your data security with end-to-end encryption, regular automated backups, and strict compliance with global data protection regulations.

We offer flexible pricing plans tailored to businesses of all sizes. Please visit our pricing page or contact sales for a detailed breakdown.

We offer 24/7 email and chat support, along with a comprehensive knowledge base and dedicated account managers for enterprise plans.

Yes, the mobile app includes offline capabilities. Your changes will automatically sync once your connection is restored.

Absolutely. We provide extensive video tutorials, live webinars, and personalized onboarding sessions to ensure your team is set up for success.

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