App Profile: 365 CRM Organization

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.