---
title: 365 CRM Reviews
meta_title: '365 CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how 365 CRM works for a business like yours.
date_modified: '2026-08-18'
parent_category:
  name: Construction
  url: https://www.g2.com/categories/construction
---


# 365 CRM Reviews
**Vendor:** 365 CRM  
**Category:** [Construction CRM Software](https://www.g2.com/categories/construction-crm)
## About 365 CRM
365 CRM is an all-in-one CRM software built to help sales, marketing, and operations teams work from a single dashboard. Its powerful lead management engine lets you capture, track, and convert leads faster while cutting lead leakage to near zero and boosting response times. Automate outreach with WhatsApp automation, email automation, and multi-channel campaigns, all from one place. Smart reminders, meeting scheduling, live chat, and call recording ensure no customer or follow-up is ever missed. The integrated HRMS & payroll suite handles attendance, hiring, and automated salary payouts, while real-time map location tracking keeps you updated on field team movement. Built-in project planning and target tracking tools keep every goal on schedule. 365 CRM connects with Facebook, Google Ads, IndiaMART, WordPress, and 1000+ apps via Pabbly Connect, making it a complete CRM solution for growing businesses of every size.






- [View 365 CRM pricing details and edition comparison](https://www.g2.com/products/365-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-26+08%3A29%3A01+-0500&secure%5Bsession_id%5D=0ab1a82f-8bc8-4d2b-bba0-14e6759ede4e&secure%5Btoken%5D=df7682f53510d869b103cad94df50a2837747b84ec2ac8c6112d452a3d652bf7&format=llm_user)

## 365 CRM Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Additional Functionality**
- Bid Management
- AI Copilot
- Project Tracking
- Client Tracking
- Calendar Management
- Quotes/Estimates
- Calendar/Reminder System
- Lead Management
- Activity Tracking
- Customizable Reports
- Task Management
- Third-Party Integrations
- Project Management
- Inventory Management
- Email Marketing
- Activity Dashboard
- Collaboration Tools
- Communication Management
- Customizable Templates
- API
- Buyer Management
- Document Management
- Workflow Management
- Project Time Tracking
- Reporting/Analytics
- Contract/License Management
- Data Import/Export
- Warranty Tracking
- Estimating
- Customizable Fields
- ACH Payment Processing
- Forecasting
- Sales Approval
- Subcontractor Management
- Change Order Management
- Scheduling
- For AEC Industry
- Procurement Management
- Job Costing
- Sales Pipeline Management
- Generative AI
- Contact Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## Top 365 CRM Alternatives
  - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (511 reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,693 reviews)
  - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,247 reviews)