FAQs

CRM (Customer Relationship Management) software is a tool that helps businesses manage interactions with potential and existing customers. It centralizes customer information, tracks interactions, automates workflows, and provides insights to improve customer satisfaction and increase sales.

CRM software can be used by businesses of all sizes, from startups to large enterprises, across various industries. It is ideal for sales teams to manage leads, marketing teams to personalize campaigns, and customer support teams to handle inquiries efficiently. Small businesses can use CRM to streamline operations and scale quickly, while enterprises benefit from advanced features like automation and analytics. Industries such as retail, healthcare, real estate, e-commerce, and finance can leverage CRM to enhance customer engagement. Nonprofits and educational institutions can also use it to manage donor or student relationships effectively, ensuring better organization and improved outcomes.

​Best CRM For Lead Management Software offers features like lead tracking, task management, reminders, meeting scheduling, live chat, target tracking, staff management, and campaign management to streamline your business operations.
 

Yes, our CRM lead management software supports multi-user access. Admins can assign roles and permissions to ensure secure and efficient collaboration among team members.

Yes! You can customize:

For Organization-Based Systems

• Custom Hierarchies
  • Define roles and permissions based on your organizational structure.
  • Assign access levels to departments, teams, or individual users.
• Departmental Modules
  • Create modules for Sales, HR, Finance, and Marketing tailored to each department's workflows.
  • Automate cross-departmental processes like lead handovers or approvals.
• Performance Dashboards
  • Generate team or department-specific dashboards to monitor productivity and KPIs.
  • Customize reports for organizational performance tracking.

We implement enterprise-grade security measures, including:

• End-to-End Encryption
  • All data transmitted between the client (your device) and the server is secured using end-to-end encryption.
  • This ensures that even if the data is intercepted during transmission, it cannot be read or altered without proper decryption keys.
  • Encryption is applied to both inbound and outbound communication channels.
• Role-Based Access Control (RBAC)
  • Restrict data access based on user roles and responsibilities.
  • Assign permissions to ensure only authorized users can view, edit, or delete sensitive information.
• Secure Authentication
  • ​Two-Factor Authentication (2FA): Add an extra layer of security by requiring users to verify their identity with a second factor like an OTP or biometric verification.
  • Single Sign-On (SSO): Simplify and secure login processes by integrating with trusted identity providers.
• Data Encryption at Rest
  • ​All stored data is encrypted using AES-256 encryption, ensuring that data remains secure even in the unlikely event of a server breach.
• Regular Security Audits
  • Conducted by certified security professionals to identify and fix vulnerabilities proactively.
  • Periodic penetration testing to assess system robustness against attacks.
• Secure APIs
  • APIs are protected using token-based authentication to prevent unauthorized access.
  • Implemented rate-limiting to protect against DDoS attacks.
• Backup and Disaster Recovery
  • Regular automated backups stored in secure, geographically distributed locations.
  • Quick data recovery options in case of accidental deletion, hardware failure, or system crashes.
• Compliance with Industry Standards
  • GDPR, CCPA, and HIPAA compliance for data protection and privacy.
  • ISO 27001 certification for information security management.

Where is my data stored?

Your data is stored on secure cloud servers located in data centers that comply with global security standards like GDPR, ISO 27001, and HIPAA.

Yes, 365 Lead Management CRM can integrate with various software platforms like TradeIndia, 99acres, Justdial, Facebook, Instagram, MagicBricks, Google Calendar, SoftwareSuggest and WordPress, allowing seamless data synchronization and enhanced functionality to streamline your business processes. Additionally, the CRM supports custom forms, enabling you to collect and manage data specific to your business needs.

We offer flexible pricing options, including:

• A Basic Plan for small teams.
• A Dimond Plan with advanced features.
• An Enterprise Plan for large organizations.
  Visit our pricing page for details, including discounts for annual subscriptions.

Yes, you can enjoy a 7-day free trial with full access to all features. No credit card is required to sign up.

• 24/7 customer support via email, chat, and phone.
• A comprehensive knowledge base with articles and video tutorials.
• Personalized onboarding assistance for new customers.

Yes, our CRM software is available for both iOS and Android devices. The app lets you access customer data, update records, and manage tasks from anywhere.

Yes, you can access essential features offline. Changes made offline are synced automatically when you reconnect to the internet.

• Visit our website and sign up for an account.
• Choose a plan that fits your needs.
• Follow the step-by-step onboarding process to configure your CRM.

• One-on-one training sessions for teams.
• Access to video tutorials.
• A dedicated account manager for premium plans to guide you through the setup process.