Manage all your customer relationships in one central hub. View contact details, communication history, deals, and activity logs for a more personalized approach.

Send and receive professional emails directly from Loomy360. Use templates, attach files, and track communication without leaving your CRM workspace.

Plan, manage, and collaborate on projects with your team or clients. Break work into milestones, track progress visually, and keep everything organized in one place.

tay on top of your day-to-day work by creating, assigning, and tracking tasks for yourself or your team. Set deadlines, update statuses, and never miss what matters most.

Automate your repetitive workflows—from sending follow-up emails to assigning tasks—so your team can focus more on closing deals and serving clients.

Track every stage of your sales pipeline with precision. Manage estimates, proposals, invoices, and payments while keeping your sales process smooth and transparent.

Effortlessly create and send engaging surveys to your leads, customers, or team. Collect feedback in real-time to make smarter decisions and improve your services or processes.

Capture, track, and nurture your leads from the moment they enter your system. Assign sources, score leads, and convert them into paying customers with ease.

Generate dynamic QR codes linked to your campaigns, products, or services. Perfect for print or digital use—track scans and analyze performance right from Loomy360.

Track and manage all your company spending in one place. From vendor payments to internal costs, Loomy360 helps you organize, categorize, and monitor expenses for better financial control and reporting accuracy.

A milestone is a significant point or stage in a project that marks progress toward its completion. It’s used as a checkpoint to track project performance and ensure that key tasks or deliverables are completed on time.

It’s used to create forms that your customers or potential customers can use to request an estimation of cost for services or products from your company.