Last Updated
Overview
Team365 CRM software streamlines sales pipeline visibility and customer engagement for small businesses. While customization options are not extensive, the system’s automated workflows and AI-based deal insights help teams focus on high-value leads without administrative overload.
Overall Rating
Based on 3 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Team365 CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Team365 CRM?
Team365 CRM is a cloud-based customer relationship management (CRM) platform designed to support businesses of all sizes in effectively managing sales and customer engagement. It offers AI-powered lead management to prioritize opportunities, workflow automation to reduce manual tasks, and real-time analytics to track sales performance. These features help businesses improve productivity, gain better visibility into their sales pipeline, and convert more leads, addressing common challenges faced by growing sales and support teams.
Team365 CRM Pricing
The Team365 CRM price structure is designed to accommodate growing teams with varying customer volumes and user needs. It offers tiered plans:
- Starter Plan: ₹125/month
- Basic Plan: ₹600/month
- Business Plan: ₹1,200/month
- Enterprise Plan: ₹1,800/month
Disclaimer: The pricing is subject to change.
Team365 CRM Integrations
Team365 CRM enables integration capabilities exclusively within its Business and Enterprise plans. It also supports major browsers, including Chrome and Firefox, for improved accessibility and performance.
Who Is Team365 CRM For?
The software is ideal for a wide range of industries and sectors, including:
- IT services
- Sales and marketing teams
- Customer support departments
Is Team365 CRM Right For You?
Are you looking for a CRM solution that combines simplicity with powerful sales pipeline management? Team365 CRM offers a unified platform to automate workflows and provide real-time sales insights, helping businesses win more deals and improve productivity. Ideal for small and medium-sized businesses, it addresses common pain points such as manual task overload and limited sales visibility.
With guaranteed 100% security and scalable cloud deployment, Team365 CRM ensures your data is safe as your business grows.
Still have questions about Team365 CRM? Call (661) 384-7070 for more details and personalized assistance.
Team365 CRM Features
Automated Data Collection
Team365 CRM software simplifies capturing leads from multiple sources such as social media platforms, websites, and email campaigns. This automatic aggregation reduces manual data entry, ensuring new leads are promptly acquired, which accelerates the sales pipeline and boosts revenue opportunities.
Database Management
The platform efficiently organizes, filters, and de-duplicates customer information collected from various channels. This streamlined data handling enhances communication efforts like email marketing and social media outreach, facilitating better customer relationship management.
Work Alignments And Task Management
The software ensures timely task delegation and lead follow-ups, allowing sales teams to promptly act on new leads. Effective task management helps maintain momentum in lead progression and improves overall productivity.
Scheduling And Tracking Leads
Users can plan follow-up actions with automated reminders and monitor lead statuses within specific timeframes. This feature aids teams in managing daily workloads systematically, reducing the risk of missed opportunities.
Process Automation
By automating repetitive tasks, the software accelerates lead follow-ups and maintains continuous customer contact. This reduces the likelihood of leads slipping through the cracks while saving time and effort, ultimately enhancing conversion rates.
Pros And Cons of Team365 CRM
Pros
Intuitive even for non-English speakers
Smooth, user-friendly interface design
Easy integration with third-party tools
Cons
Exporting data needs excessive formatting
Some features feel overly advanced
Team365 CRM Reviews
Total 3 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Mid Market, 51-100 employees
“Powerful software for smaller teams”
Pros
This solution is perfectly sized for smaller companies that dont need an overwhelming CRM system. The setup and training support really make getting started easier. It handles our daily operations smoothly and finally lets us move away from managing everything through spreadsheets.
Cons
Can be a bit hard to understand some of the more complex features.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
8
Sales, 101-500 employees
“Excellent CRM that scales perfectly”
Pros
I find it user friendly plus API is available for all my integration requirements.
Cons
Sometimes it gets buggy and when you need help and support response takes forever
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
9
Mid Market, 101-500 employees
“Perfect Tool for managing Small Business Sales”
Pros
I find this really effective for my small business needs. Accessing everything is easy and connecting third party marketing tools happens without any difficulty. Setting it up was surprisingly smooth and the customer support team has been great. There are tons of useful features packed in here.
Cons
No complains as such. Its working fine
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
Does Team365 CRM offer an API?
Yes, Team365 CRM provides API.
Does Team365 CRM have a mobile app?
Yes, Team365 CRM offers a mobile application available on Android.
What language does Team365 CRM support?
Software is primarily available in English.
What types of pricing plans does Team365 CRM offer?
Team365 CRM offers tiered pricing to support teams of all sizes, including Starter (₹125), Basic (₹600), Business (₹1,200), and Enterprise (₹1,800) monthly plans. Request a personalized Team365 CRM cost quote for your business today!
What other apps does Team365 CRM integrate with?
Integration is available in Business and Enterprise plans. The software supports Chrome and Firefox for optimal performance.
Who are the typical users of Team365 CRM?
Typical users are SMBs in IT, sales, and support, drawn by versatile Team365 CRM features.
What level of support does Team365 CRM offer?
Team365 CRM offers support via phone, email, and an online contact form for demos, queries, and assistance.