Main Features

All-in-One CRM Features for Business

Explore the complete set of CRM features built into CRMOnline — from a smart calendar with automated reminders to WhatsApp integration, sales pipeline management, analytics, mobile field sales app, open API and recurring subscription billing. Everything you need to run, automate and grow your business in one cloud CRM platform.

A powerful calendar tool that helps your team never miss a scheduled meeting and keeps customers in the loop automatically.

  • Send automated appointment reminders by SMS, email or WhatsApp so clients show up on time.
  • Receive instant notifications when an invitee confirms a meeting, and assign visits between team members.
  • Built-in snooze that alerts you about upcoming meetings, calls and visits without manual tracking.
  • Tasks linked to a customer, contact, lead, supplier, account and many other modules — perfect for building structured action plans toward a specific business goal.
  • Shared team calendar with role-based access and color-coded events for fast visual planning.
  • Powerful analytics tools, including ready-made reports and visual charts, let you track every process happening inside your CRM in real time.
  • Monitor sales performance, product stock levels, orders, purchases and warehouse movement — all visualized in one dashboard.
  • Drill down by team member, date range, product category or customer segment to identify what drives revenue and what blocks growth.
  • Export reports to Excel or PDF and schedule automatic delivery to managers’ inboxes.
  • Workflow automation lets you turn routine, repetitive processes into automated chains that run on their own.
  • Flexible event tracking and trigger configuration — react instantly to anything that happens in the system.
  • Advanced response actions: send emails, create tasks, send SMS or WhatsApp messages, update records, notify managers.
  • Delayed and scheduled responses for follow-ups and drip sequences.
  • For example, when a new lead is created the system can automatically generate a task “Call the lead” within one day, send a welcome email, and assign the lead to the right sales rep — all without manual work.
  • Send invoices, quotes and any other documents directly via WhatsApp from the customer card.
  • Send automated appointment and payment reminders via WhatsApp.
  • Full visibility and control over every conversation with customers across the team.
  • Real-time, two-way customer communication directly inside the CRM — no app switching.
  • Receive text messages, photos and videos from customers and store them automatically with the right contact.
  • View the full WhatsApp conversation history right inside the customer card next to deals, tasks and notes.
  • A complete sales process with full control over goods remaining in the warehouse or shop floor.
  • A simple and transparent path for goods, from the moment they arrive in stock to the moment they are delivered to the customer.
  • Products catalog with variants, barcodes, images and pricing rules.
  • Multi-warehouse management with real-time stock balances.
  • Purchase preparation and supplier purchase orders.
  • Returns to suppliers and credit notes.
  • Stock transfers between warehouses.
  • Sales orders and customer order processing.
  • Quotations and price proposals.
  • Delivery notes and shipping documents.
  • Custom price lists per customer or segment.
  • Exchanges and returns from customers.
  • Distribution routes and delivery planning.
  • Built-in accounting and invoicing.
  • Open REST API for integration with any third-party service — e-commerce, ERP, marketing platforms, payment gateways, accounting software, custom internal tools.
  • Webhook support for real-time event delivery to your own systems.
  • Detailed developer documentation and sample requests.
  • Product showcase module for sales representatives — create orders and accept payments directly from the rep’s mobile device while on a customer visit.
  • Convenient mobile app for selling on the go, designed for field sales reps and merchandisers.
  • Personal price lists for flexible interaction with each customer, including discounts and special terms.
  • Offline mode — work without internet and sync automatically when back online.
  • Create and manage orders from your phone.
  • Accept and track payments anywhere.
  • Process returns and refunds in a few taps.
  • Full calendar with appointments and tasks.
  • Time tracking and team work hours.
  • Browse the full product catalog with stock and pricing.
  • Automatic recurring payments for subscription-based and membership businesses.
  • Automated notifications to the customer when a subscription is about to expire or renew.
  • Multiple payment methods: standing order, credit card, check, cash — all tracked in one place.
  • Direct integration with MASAV bank file format for automated debit collection.
  • Detailed subscription reports and churn tracking.