TEAM365 CRM

Deployment

WindowsMacLinuxAndroidiPhone/iPadWeb-based

Best for

SmallMediumLarge

Overview

About TEAM365 CRM

Team365 CRM is a cloud-based CRM software that caters to more than 2000+ small businesses such as agencies, developers, personal trainers, designers, service professionals, consultants, freelancers, and many more. It has modules for deals, contacts, proposals, tasks and activities, Gmail integration, notes, and many more.Team365 CRM relieves businesses from redundant and time-consuming tasks and creates simplified workflows for them. Team365 CRM software streamlines the sales data and sales workflow and helps lead management teams set proposals, manage follow-ups, and automate all CRM tasks.

It provides companies with a clear view of their sales pipeline, leads, customer data, etc. and enables them to close more deals.

At a glance

Software information

Industries served, licensing and the support TEAM365 CRM provides.

Licensing

  • Monthly Payment
  • Annual Subscription
  • Quote Based
  • One-Time Payment
  • Free
  • Free trial

Support

  • Phone
  • Email
  • Live Chat
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs
  • On-Site Training

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • On-Site Training
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Capabilities

TEAM365 CRM features

The full feature set, grouped by module.

CRM Software

  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation

Lead Management Software

  • Contact Management
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Sales Tracking
  • Source Tracking

Lead Generation Software

  • Contact Database
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Pipeline Management
  • Operations Management

Plans

TEAM365 CRM pricing

Price Type
Month
Free Version
Yes
Payment Frequency
Monthly Payment, Annual Subscription, Quote Based, One-Time Payment, Free
Free Trial
30 Days

Media

Screenshots & video

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