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Team365 Logo

CRM tool with lead management & workflow automation

Team365 - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

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.

Starting from

6

/user

Per month

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Team365's key features

Most critical features, based on insights from Team365 users:

Segmentation
Shared Contacts
Lead Management
Contact Management
Data Import/Export
Search/Filter

All Team365 features

Features rating:

Activity Dashboard
Batch Processing
Calendar/Reminder System
Campaign Management
Channel Management
Commission Management
Contact Database
Contract/License Management
Customer Database
Customizable Fields
Customizable Reports
Document Storage
Email Management
Email Marketing
Field Sales Management
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Distribution
Lead Generation
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Mobile Access
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real-Time Reporting
Referral Tracking
Reporting & Statistics
Reporting/Analytics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Social Media Integration
Source Tracking
Task Management
Territory Management
Third-Party Integrations
Web-based Deployment
Workflow Management

Team365 alternatives

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Team365 pricing

Value for money:

Starting from

6

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

Team365 support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
24/7 (Live rep)
Chat
FAQs/Forum
Knowledge Base

Training options

Webinars
In Person
Documentation
Live Online
Videos

Team365 reviews

Overall rating

4.5

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7.5/10
Rating distribution

5

4

3

2

1

1

1

0

0

0

Team365 FAQs

Q. What type of pricing plans does Team365 offer?

Team365 has the following pricing plans:
Starting from: $6.00/month
Pricing model: Free, Subscription
Free Trial: Available

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Q. Who are the typical users of Team365?

Team365 has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business


Q. What languages does Team365 support?

Team365 supports the following languages:
Hindi


Q. Does Team365 support mobile devices?

Team365 supports the following devices:
Android


Q. Does Team365 offer an API?

No, Team365 does not have an API available.


Q. What level of support does Team365 offer?

Team365 offers the following support options:
Email/Help Desk, Phone Support, 24/7 (Live rep), Chat, FAQs/Forum, Knowledge Base

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