365clientsStart free trialBuilt for the way small businesses actually work.
Not a bloated enterprise CRM. Not a basic spreadsheet. A purpose-built tool for agents and service pros who want to grow.
Start free trialNever lose a lead again.
One place for every contact, every note, every conversation. No more sticky notes, lost emails, or forgotten follow-ups.
- Contact management — Rich contact profiles with full history, notes, and custom fields for your niche.
- Company tracking — Group contacts by company. See every deal, contact, and interaction in one view.
- Custom fields — Add the fields that matter to your business — property type, budget, service area, anything.
- Activity log — Log calls, meetings and notes on the contact in a click. Emails and texts sent from 365clients are saved to their history automatically.
Contact management
Company tracking
Custom fields
Activity log
Follow up like clockwork.
Follow-up reminders, automated follow-up sequences and AI-drafted messages keep you in front of every client — without the mental overhead of remembering who needs what.
- Follow-up reminders — Set a follow-up date on any contact or deal, and see everything due or overdue on your dashboard.
- AI email drafts — One click and you have a personalized follow-up email ready to review and send.
- Activity scheduling — Schedule calls, meetings, and tasks right from the contact or deal view.
- Pipeline health — See stalled deals at a glance so you know exactly where to spend your energy.
Follow-up reminders
AI email drafts
Activity scheduling
Pipeline health
A pipeline that tells you what to do.
Visual Kanban boards, deal tracking, and probability scoring make it obvious which opportunities need your attention right now.
- Visual pipeline — Drag-and-drop Kanban boards with stages you can rename, reorder, add or remove, and mark as won or lost.
- Lead scoring — Score any lead with AI in one click, then filter and sort your contacts by score to see who's hot.
- Revenue forecasting — 30/60/90-day revenue forecasts from your real pipeline, plus your win rate and why deals were lost.
- AI Reports — Ask a question about your business in plain English and get the answer as a table or chart, ready to export.
Visual pipeline
Lead scoring
Revenue forecasting
AI Reports
Your personal AI sales coach.
Get coaching on open deals, AI-written follow-up emails, and a business summary whenever you want one.
- Deal coaching — AI analyzes each deal and tells you the best next move to keep it progressing.
- Email generation — Drafts written from the contact's details and history — just review, edit if needed, and send.
- Contact summaries — Walk into any call with a full AI-generated summary of the relationship history.
- Business summary — One click on your dashboard gives you an AI summary of your pipeline, hot leads and what needs attention.
Deal coaching
Email generation
Contact summaries
Business summary
Built for small teams
Works with the tools you already use.
Payments, SMS and email are built in today. Calendar and inbox sync are on the way — marked below so you know exactly what ships with your account.
Security you can trust
Your clients' data is safe with us.
Encrypted in transit and at rest
All data encrypted in transit (TLS 1.3) and at rest (AES-256).
SOC 2 infrastructure
Hosted on Supabase — enterprise-grade, compliance-ready infrastructure.
Role-based access
Control exactly what each team member can see and do.
Ready to see it in action?
Set up your workspace in under 5 minutes. No training required.
Start your 7-day free trial7-day free trial, then from $39.99/mo · Cancel anytime