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Team365

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Overview
Team365

Team365 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Team365
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...

op of every deal that matters. It includes pipeline view, customization, multiple pipelines and activity management. Close more deals Team365 CRM provides the necessary automation for small businesses to eliminate manual work from their sales processes and drastically cut down on the time they need to spend on each deal. Data management and security Team365CRM helps businesses handle and protect customer data with ease, with its built-in privacy and data security features. It lets users import and export data, manage roles and profiles, audit logs and ensure GDPR compliance.

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Team365 User Interface

0
0

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

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    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

    5

    50%

    4

    50%

    3

    0%

    2

    0%

    1

    0%

    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?

    SS
    Sanjay S.

    Verified reviewer

    Oil & Energy

    501-1000 employees

    Used daily for free trial

    Review source

    Reviewed June 2020

    Avi Feedback

    5

    Exilent

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Feel n user friendly GUI smooth functioning
    Cons:
    Need to explore api option for integration with other ERP like navision Sap etc

    Read More

    JC
    John C.

    Verified reviewer

    Government Administration

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed June 2021

    It really helps

    4

    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

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    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.

    Read More

    Showing 1 - 2 of 2 Reviews

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