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Team365 Logo

CRM tool with lead management & workflow automation

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Team365 - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

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.

Starting price

6per user /
per month

Alternatives

with better value for money

Team365’s user interface

Ease of use rating:

Team365 reviews

Overall rating

4.5

/5

2

Positive reviews

50

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.50/10
Rating distribution

5

4

3

2

1

1

1

0

0

0

Team365's key features

Most critical features, based on insights from Team365 users:

Activity dashboard
Batch processing
Calendar/Reminder system
Campaign management
Channel management
Commission management
Contact database
Contact management
Contract/License management
CRM

All Team365 features

Features rating:

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 management
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
Quotes/Estimates
Real-Time reporting
Referral tracking
Reporting/Analytics
Reporting & statistics
Sales forecasting
Sales pipeline management
Sales reports
Sales trend analysis
Search/Filter
Segmentation
Shared contacts
Social media integration
Source Tracking
Task management
Territory management
Third-Party integrations
Web-based deployment
Workflow management

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Team365 pricing

Value for money rating:

Starting from

6

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Team365 price and value

Value for money rating:

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 FAQs

Related categories