Contact & Lead Management for Operations Teams
Manage contacts, track leads through visual pipelines, and build stronger client relationships with integrated communication history.
About CRM
The CRM module is the relationship layer of OPS360. Store detailed client and vendor profiles with company information, billing addresses, bank details, and tax data. The visual lead pipeline lets you drag deals through custom stages, giving your team a clear picture of where every opportunity stands.
Group contacts by category, industry, or custom tags for targeted communication and reporting. CRM Analytics tracks conversion rates, pipeline velocity, deal values, and team performance. Every interaction (emails, WhatsApp messages, tasks, invoices, and bookings) is automatically linked to the contact record, building a complete communication history without manual logging.
For multi-location businesses, contacts can be associated with specific sites, teams, and projects. Import contacts in bulk, export as CSV, and integrate with WhatsApp Business for broadcast campaigns to segmented lists.
At a Glance
CRM key capabilities
Contact profiles with company, billing, and tax details
Visual lead pipeline with custom stages
Contact groups and segmentation for targeted outreach
CRM analytics: conversion rates, pipeline velocity, deal values
Automatic communication history (email, WhatsApp, tasks, invoices)
Bulk import/export contacts
Key Benefits
Contact profiles with company, billing, and tax details
Visual lead pipeline with custom stages
Contact groups and segmentation for targeted outreach
CRM analytics: conversion rates, pipeline velocity, deal values
Automatic communication history (email, WhatsApp, tasks, invoices)
Bulk import/export contacts
Multi-location contact association
Works Great With Other OPS360 Features
CRM integrates seamlessly with the rest of the OPS360 platform. Data flows between features automatically: no manual exports, no copy-paste, no switching between tools.
Popular Across Industries
See how CRM powers operations across these industries.
Ready to Get Started?
Start your free 14-day trial and see how OPS360's CRM transforms your operations. No credit card required.
