Team365 2026: Benefits, Features & Pricing

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

How Software Advice ensures transparency

Software Advice lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Users can talk to our advisors for free to receive software recommendations matching their needs. Software providers pay us for sponsored profiles to reach users interested in their products.

How Software Advice verifies reviews

Software Advice carefully verified over 2 million reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Independent research methodology

Researchers at Software Advice use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or talk to an advisor, this has no influence on our research or methodology.

Wondering if Team365 is right for your organization?

Our CRM Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Team365

4.5

(2)

Pricing

Starting at $6.00 per month

About Team365

Team365 is designed to help businesses automate the process of sending email alerts, assigning tasks and updating certain fields of a record when a rule is triggered with the help of workflow rules. The intelligent workflows in Team365 CRM let users automate repetitive tasks and give teams a productivity boost. It creates workflows for different business use cases, sends automated, yet personalized emails to prospects and customers, triggers webhooks and sends instant notifications via connected applications.

Introducing Team365 CRM, the pipeline-centric CRM solution built and priced for small businesses. Team365 CRM offers an easy-to-use interface combined with the right feature set to help small businesses win more customers and grow faster. It takes less than 30 minutes to set up Team365CRM.

Engage prospect
Get a 360-degree view of contacts with every piece of information neatly arranged in one place. Connect with business prospects through built-in telephony, email, Twitter and webforms. Team365CRM makes communication easy.

Manage pipelines
Team365 CRM clutter-free pipeline management tools will help teams get complete control over sales pipelines and ensure users stay on t...

Team365 Screenshots

Team365 Pricing and Plans

Starting price: $6.00 per month

Free Trial

Free Version

Basic

$6.00

per user, per month

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Team365 Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Team365
Activity Dashboard
Batch Processing
Calendar/Reminder System
Campaign Management
Channel Management
Commission Management
Contact Database
Contact Management
Contract/License Management
CRM
Customer Database
Customizable Fields
Customizable Reports
Data Import/Export
Data Security
Document Storage
Email Marketing
Field Sales Management
Forecasting
For Small Businesses
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Qualification
Lead Scoring
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Proposal Generation
Prospecting Tools
Real-Time Reporting
Referral Tracking
Reporting & Statistics
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Shared Contacts
Social Media Integration
Source Tracking
Third-Party Integrations
Web-based Deployment

Team365 User Reviews

Overall Rating

4.5

Ratings Breakdown

50%

Secondary Ratings

Ease of Use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Have you used Team365 and would like to share your experience with others?

Sanjay S.

Verified reviewer

Oil & Energy

501-1000 employees

Used daily for free trial

Review source

Reviewed June 2020

Avi Feedback

Exilent

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Feel n user friendly GUI smooth functioning

Cons:

Need to explore api option for integration with other ERP like navision Sap etc

John C.

Verified reviewer

Government Administration

51-200 employees

Used daily for less than 6 months

Review source

Reviewed June 2021

It really helps

Team 365, It has helped us to organize the data of our clients, to make a much more orderly follow-up of the products we deliver (social projects and resources for their execution) and it has allowed us to follow up on the execution of our clients' projects.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Since we use the software in a nonnative English-speaking environment, the software has proven to be very intuitive since some of the users has little knowledge of English.

Cons:

We have been experiencing troubles exporting data, sometimes we have to do a lot of formatting in order to get de data ready for our other systems very similar to MS-Project.

Showing 1 - 2 of 2 Reviews