Customers and contacts
Every customer with its people, tax ID, tags and owner. Automatic customer codes and duplicate detection by tax ID.
CRM One360 brings together your customers, leads, opportunities, support tickets, tasks and every email you exchange with them. Each email is linked to its customer automatically, so the whole story is in one place. It installs from the Microsoft Store in a minute, works on one computer or on every computer in the office, and your data stay on your computers: no monthly fees to keep using them. And with Claude, you can ask your CRM questions in plain language.
Most CRMs are cloud services you pay for every month, per user, forever. Your email lives elsewhere, so the conversation with each customer is split in two and nobody sees the whole picture.
CRM One360 puts the CRM and the email together, on your own computers, for a single payment. Every email is linked to its customer, lead or contact automatically, and the Customer 360° view shows everything at a glance.
Every customer with its people, tax ID, tags and owner. Automatic customer codes and duplicate detection by tax ID.
Prospects with their status, source and last activity. Convert a lead into a customer in one click, with all its history.
Your sales on a Kanban board: drag them from stage to stage, with amounts, probability and the weighted forecast.
IMAP and POP3 accounts, personal and shared, unified inbox, conversations, templates, signatures, rules and scheduled sending.
Support cases numbered per company, tasks with reminders by notice and email, and a dashboard with what is overdue.
Everything about a customer on one screen: contacts, opportunities, every email, tickets and activities.
And also: users, roles and permissions, customer portfolio by salesperson, multi-company, currency per company, Excel import and export, GDPR tools and automatic backups. See every feature →
On one computer the data are kept in SQLite, with nothing else to install. To work from several computers, CRM One360 moves them to PostgreSQL, free, with a guided wizard.