Contacts and accounts
See notes, files, tasks, campaigns, and activity history without hunting through disconnected tools.
365soft CRM
Premium CRM, sales, support, and accounting tools in one calm workspace. Built for teams that want customer care to feel organized, personal, and fast.
360°
Customer profiles, activity, files, deals, and invoices together.
1 place
CRM, accounting, support tickets, tasks, and insights.
Fast
Daily workflows designed for focus and fewer clicks.
Warm by design
Everything your team needs to make customers feel remembered.
365soft CRM keeps the whole relationship visible, from first lead to signed deal, invoice, support request, and next follow-up.
Leads and deals
Move opportunities forward with clear stages, next actions, and a pipeline your team can trust.
Tasks and appointments
Keep follow-ups, meetings, and deadlines close to the customer record where they belong.
Support and service
Track tickets, answers, subscriptions, and service quality with the same customer context.
Premium convenience
A modern workspace that feels easy from the first login.
Find the full story quicklyCustomer records bring details, files, comments, and activity into one clear view.
Reduce repeated workUse one system for sales, support, invoicing, and internal follow-up.
Work with confidencePermissions, backup habits, and organized data help teams stay in control.
Built for real work
Competitive features without the heavy feeling.
Choose the tools you need today and keep room to grow into deeper CRM, accounting, and support workflows.
Customer clarity
Contacts, accounts, leads, deals, and campaigns stay connected so every conversation starts with context.
Daily momentum
Tasks, appointments, comments, and reminders help teams keep promises and move faster.
Useful insight
Reports and activity views show where attention is needed, without burying teams in complexity.
Why teams choose it
Warm customer care, structured business control.
365soft CRM is made for growing companies that want a system people actually enjoy using: practical, comprehensive, and easy to understand.
- Simple onboarding
- Scalable workflows
- Sales visibility
- Support continuity
- Accounting tools
- Team permissions
Compare plans
Compare CRM plans
Built for small businesses that need CRM, sales, invoicing, support, automation, and secure business management in one workspace.
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Features
Compare all plans
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|---|---|---|---|
| Plan Usage | |||
| Best for | Solo businesses | Small and growing teams | Larger companies |
| Users | 1 user | up to 100 users | 100+ users |
| Storage | 5 GB | 20 GB | Custom |
| Core CRM | |||
| CRM dashboard and global search | |||
| Leads and lead conversion | |||
| Contacts and accounts | |||
| Deals, Tasks, calendar and appointments | |||
| Customer timeline, notes and tags | |||
| Products and services | |||
| Sales Pipeline | |||
| Deals and pipeline board | 5 pipelines | 15 pipelines | Custom |
| Pipeline stage updates | |||
| Custom sales pipelines | |||
| Campaign-to-pipeline mapping | |||
| Service group-to-pipeline mapping | |||
| Lead source tracking | |||
| Campaign management | Custom | ||
| Lead scoring | Basic | Advanced | Custom |
| Sales forecasting | |||
| Communication and Email | |||
| Email integration | Custom | ||
| Email signature | |||
| Send emails from CRM | |||
| Email history on contacts and deals | |||
| Email templates | 50 templates | 100 templates | Custom |
| Offers, Contracts and Documents | |||
| Offers / quotes | |||
| Contracts | |||
| File storage and attachments | Custom | ||
| Subscriptions / recurring services | Custom | ||
| FAQ / knowledge base | |||
| Solutions search | |||
| Reports and Dashboards | |||
| CRM reports | |||
| Scheduled reports | Add-on | Add-on | Custom |
| CSV export | |||
| Activity log | |||
| Calls and meetings reports | |||
| Notifications | |||
| Automation and AI | |||
| Workflow automation | 10 workflows | 20 workflows | Custom |
| Internal notifications and task actions | Custom | ||
| Custom fields | 20 fields | 50 fields | Custom |
| Custom modules | 3 modules | Custom | |
| AI lead scoring | Add-on | Custom | |
| Stale deal alerts | |||
| Security and Access Control | |||
| Two-factor authentication | |||
| User roles and permissions | Custom | ||
| Audit log | 30 days | 60 days | Custom |
| Data export | |||
| Data, Backup and Infrastructure | |||
| Backup retention | 7 days | 14 days | Custom |
| Extended backup retention | Add-on | Custom | |
| Custom subdomain | |||
| Separate database | |||
| White label option | Custom | ||
| Service and Onboarding | |||
| Support channel | Email support | Email / Chat support | Dedicated support |
| Service level agreement | Add-on | ||
| Add-ons | |||
| Extra users | Add-on | Custom | |
| Extra cloud storage | Add-on | Add-on | Custom |
| Accounting workspace | Add-on | Add-on | Custom |
| AI assistance | Add-on | Add-on | Custom |
| Data import assistance | Add-on | Add-on | Custom migration |
| Onboarding support | Add-on | Add-on | Custom onboarding |
| Scheduled reports | Add-on | Add-on | Custom onboarding |
| Extended backup retention | Add-on | Add-on | Custom onboarding |
Every package includes a 14 Day trial. Business stays simple and competitive, then grows with add-ons for accounting, extra users, advanced automation, reporting, priority support, API/integrations, backups, or more storage.
Package upgrades and add-ons
Choose the plan that fits your current size, then add only the advanced tools you need. Solo is built for one individual or solo business. Business is the main team package and can be expanded with accounting, extra users, more storage, advanced automation, reporting, support, and setup assistance.
Accounting workspace
Incoming and outgoing invoices, VAT and taxes, bank statements, and payment reminders in one place.
Extra users
Add team members beyond your plan limit. Available as a flexible add-on for Business plans.
Extra cloud storage
Expand your file storage beyond the included quota for contacts, deals, and document attachments.
AI assistance
AI-powered lead scoring, smart suggestions, and advanced automation to accelerate your pipeline.
Data import & onboarding
Professional data migration from your existing tools and guided setup support for your team.
Give your team a workspace customers can feel.
See 365soft CRM locally, explore the demo, or contact us for the best package for your business.