Team365 Pricing, Features, Reviews & Comparison of Alternatives

Team365

CRM tool with lead management & workflow automation

5.0/5 (1 review)

Team365 overview

What is Team365?

Team365 is a cloud-based customer relationship management software designed to help businesses of all sizes capture prospect information, forecast sales opportunity, automate follow-up activities, and boost sales productivity. It sends smart alerts about activities and deal updates, allowing sales teams to pick up tasks where they left off.

Key features of Team365 include pipeline management, marketing automation, lead management, workflow automation, email marketing, lead scoring, document storage, sales pipeline management, and lead generation. Marketing professionals can import data from various sources, track task progress, view past imports, and get visibility into territory performance, pipelines, and open deals.

Team365 allows managers to generate custom reports and gain sales insights in order to generate more leads. Users can also schedule reports to be delivered to their inbox directly.

Team365 lets support teams receive notifications about new tasks assigned and upcoming appointments. Teams can view complete details related to customer conversations, company touchpoints, appointments scheduled, and deals, to understand client interactions and engage in personalized conversations.
www.allegientservices.com

Pricing

Starting from
$6/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, India

Supported languages

English
Team365 screenshot: Team365 CRM drag-and-dropWHY TEAM365 CRM MATTERTeam365 screenshot: Team365 login pageTeam365 screenshot: Team365 dashboardTeam365 screenshot: Team365 organizationsTeam365 screenshot: Team365 daily reportsTeam365 CRM

Team365 reviews

Excellent
1

Very good
0
Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  5.0
  5.0
  5.0
Sanjay Singh

Avi Feedback

Used daily for free trial
Reviewed 2020-06-15
Review Source: Capterra

Exilent

Pros
Feel n user friendly GUI smooth functioning

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Team365 pricing

Starting from
$6/month
Pricing options
Subscription
Free trial
View Pricing Plans

Team365 offers a 60-day free trial for new users, after which the software is available across 2 pricing tiers. Pricing and functionality - outlined below - scales with number of users.
Basic: $6/user/month
Business: $12.55/user/month

Team365 features

Activity Dashboard
Contact Management
Customer Database
Customizable Reporting
Email Integration
Reporting & Statistics
Social Media Integration
Third Party Integration

API (448 other apps)
Activity Tracking (199 other apps)
Automatic Notifications (240 other apps)
Calendar Management (208 other apps)
Custom Fields (165 other apps)
Customizable Branding (250 other apps)
Customizable Templates (210 other apps)
Data Import/Export (225 other apps)
Electronic Payments (169 other apps)
Real Time Data (155 other apps)
Reminders (209 other apps)
Surveys & Feedback (183 other apps)

Videos and tutorials

Additional information for Team365

Key features of Team365

  • Bulk Actions
  • Calendar/Reminder System
  • Cataloging / Categorization
  • Contact Import/Export
  • Customizable Fields
  • Email Marketing
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management
  • Lead Segmentation
  • Live Chat
  • Marketing Automation Integration
  • Quotes/Proposals
  • Reporting/Analytics
  • Request Escalation
  • Sales Pipeline Management
  • Search
  • Search/Filter
  • Segmentation
  • Source Tracking
  • XML / RSS
View All Features