Features

About 360 Pro CRM

Everything you need to run your business in one platform

360 Pro CRM brings your core business tools together into a single, connected system. From managing leads and conversations to automating follow-ups and collecting payments, every feature is designed to work seamlessly with the rest of the platform.

CRM & Pipeline Management

Manage leads, deals, and customers from one place

Track every contact from first inquiry to closed deal with a flexible CRM and visual pipelines. Organize contacts, monitor deal stages, and keep your team aligned without juggling spreadsheets or disconnected tools

Email Marketing

Send targeted emails that connect and convert

Create, schedule, and track email campaigns directly inside your CRM. Use tags, segments, and automations to send the right message at the right time, all while keeping communication history tied to each contact.

2-Way SMS Messaging

Text customers and leads in real time

Send and receive text messages from your business number and keep all conversations logged in one inbox. Use SMS for follow-ups, reminders, promotions, and customer support without switching platforms.

Integrated Phone System & Call Tracking

Make and receive calls directly from the platform

Handle inbound and outbound calls, track call activity, and automatically log call history to contact records. Gain visibility into call volume, duration, and outcomes to better manage follow-up and performance.

Unified Conversations Inbox

All conversations, one place

Manage email, SMS, calls, and messages from a single inbox so nothing gets missed. Every interaction is automatically tied to the correct contact for full visibility and context.

Workflow Automations

Automate follow-ups, tasks, and internal processes

Build automated workflows that trigger based on actions, timing, or conditions. Reduce manual work by automating reminders, notifications, follow-ups, and internal assignments.

Appointment Scheduling

Let customers book time without back-and-forth

Create booking links, manage availability, and automate confirmations and reminders. Appointments sync with your CRM so schedules, contacts, and conversations stay connected.

Invoicing & Payments

Send invoices and get paid faster

Create and send invoices, accept payments, and track payment status directly in the platform. Keep billing tied to contacts and deals for complete financial visibility.

Subscription & Recurring Billing

Manage recurring revenue with ease

Set up subscriptions and recurring payments for ongoing services. Automatically track billing cycles, payment history, and active subscriptions without separate tools.

Landing Page & Funnel Builder

Capture leads and drive conversions
Build landing pages and funnels to capture leads, promote offers, or schedule appointments. Every form submission flows directly into your CRM for immediate follow-up.

Forms & Surveys

Collect information where it matters

Create custom forms and surveys to capture leads, qualify prospects, or gather feedback. Responses are automatically stored in contact records for easy access.

Reputation Management

Monitor and respond to customer reviews

Request reviews, track feedback, and respond from one dashboard. Protect your online reputation while staying connected to customer sentiment.

Reporting & Analytics

See what’s working and where to improve

Access real-time dashboards and reports across leads, pipelines, communication, and campaigns. Use insights to optimize workflows and make informed decisions.

Document Signing

Send and collect signatures digitally

Create and send documents for e-signature directly from the platform. Signed documents are stored securely and attached to contact records.

Courses & Digital Products

Deliver content and manage access

Create and manage digital products or courses, control access, and track engagement. Ideal for onboarding, training, or selling educational content.

Communities

Build and manage private communities

Create membership-based communities to engage customers, clients, or teams. Keep communication and engagement tied to your CRM.

AI Employee

AI Employee (Ultra & Enterprise Plans)

AI-powered assistance that works for you
Leverage AI to assist with conversations, follow-ups, content creation, and voice interactions. AI tools are designed to save time while maintaining a human experience.

Voice AI

Automated calling, routing, and follow-up

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Conversation AI

AI-powered chat and SMS engagement

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Review AI

Automated reputation monitoring and responses

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Content AI

On-demand marketing and business content creation

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