# Team365 Software Reviews, Demo & Pricing - 2026 > Review of Team365 Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/team365-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / Team365 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. Overview # Team365 2026: Benefits, Features & Pricing 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Team365 4.5 [(2)](https://www.softwareadvice.com/crm/team365-profile/#reviews) 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. Wondering if Team365 is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## Team365 User Interface ## Popular Team365 Alternatives Main Product Team365 4.5 [(2)](https://www.softwareadvice.com/crm/team365-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.50Value for money - 4.50Customer support - 4.50Functionality Pricing Starting at $6.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6059)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(995)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.97Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Odoo](https://www.softwareadvice.com/crm/odoo-profile/) 4.2 [(1311)](https://www.softwareadvice.com/crm/odoo-profile/reviews/) Ratings Breakdown - 4.04Ease of use - 4.09Value for money - 3.87Customer support - 4.17Functionality Pricing Starting at $31.10 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price ## 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 Workflow Automation ## 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 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 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. 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