A CRM with built-in email for small and medium-sized companies: customers, leads, opportunities, pipeline, tickets, tasks and every email with them, in one program.
On your computers: on the computer itself if you work alone, or on the office computer that holds the data if you work from several. We have no access to them.
English, Spanish, German, French, Italian, Portuguese, Dutch, Polish, Catalan, Galician and Basque. Each user chooses the language in Settings → Preferences, and the user manual is in all of them.
Windows 10 or 11, with the Microsoft Store.
No. Gmail and Outlook.com / Hotmail no longer let programs like CRM One360 sign in with a user name and password. CRM One360 works with the email accounts of your own domain or hosting provider that offer IMAP or POP3 with a password.
Yes: shared accounts such as info@ or sales@, choosing who can read and who can send from each one.
Yes: by the address of the customer, lead or contact. You can also link an email by hand or create a lead, ticket or task from it.
Yes. System → Switch to multi-user moves your data to PostgreSQL (free) with a guided wizard; the other computers connect to it.
Yes, unless they have the «See all customers» permission. Administrators assign the portfolio in Settings → Customer assignment.
No. It is a one-time payment of €4.99 in the Microsoft Store.
Yes, from Excel or CSV: customers, leads and contacts. You see what will happen with each row before importing, and nothing is overwritten.
System → Backup: automatic backups every few days, «Back up now» and «Save as…», which creates a single .zip to keep outside the computer.
Claude reads the data through the extension installed on your computer, only what you ask about and within the permissions an administrator sets. See the Claude page.