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 — Every call, email, and meeting logged automatically so nothing slips through.
Contact management
Company tracking
Custom fields
Activity log
Follow up like clockwork.
Smart reminders and AI-drafted messages keep you in front of every client — without the mental overhead of remembering who needs what.
- Smart reminders — Get notified exactly when to follow up, based on contact activity and deal age.
- 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.
Smart 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 for every stage of your process. Built for how you actually work.
- Lead scoring — AI scores every lead so you know who's hot and who needs more nurturing.
- Revenue forecasting — 30/60/90-day revenue forecasts based on your real pipeline data.
- Win/loss tracking — Understand why you win and lose deals so you can close more of the right ones.
Visual pipeline
Lead scoring
Revenue forecasting
Win/loss tracking
Your personal AI sales coach.
Get real-time coaching on open deals, AI-written follow-up emails that sound like you, and a business summary waiting every morning.
- Deal coaching — AI analyzes each deal and tells you the best next move to keep it progressing.
- Email generation — Drafts that match your tone and context — just review, edit if needed, and send.
- Contact summaries — Walk into any call with a full AI-generated summary of the relationship history.
- Morning briefing — Start each day with an AI summary of your pipeline, hot leads, and what needs attention.
Deal coaching
Email generation
Contact summaries
Morning briefing
Built for small teams
Works with the tools you already use.
365clients connects with your calendar, email, and messaging tools so you can keep your existing workflow.
Security you can trust
Your clients' data is safe with us.
End-to-end encryption
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.
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