- Deploy web forms to capture your website visitors' details and Generate new leads.
- Send and receive emails from within the product.
- Keep a complete timeline view of every interaction with your prospects.
With Team365 Customer relationship management software, small businesses can now manage their customer relationships more easily than ever. Whether you’re ready to move beyond spreadsheets or simply replace legacy sales tools, we are here to help you get started. Let’s Team365CRM?
All of your prospect information, including emails, activities, tweets and more, can be easily captured in Team365CRM application so that you have all the necessary information on hand to move the conversation forward. Manage yourpipelines effectively and win more customers.
We believe every business needs a CRM (Customer Relationship Management application), no matter how small they are. Team365 CRM software is not an excuse for businesses to continue using inefficient spreadsheets for their customer-related operations, but with Team365application, we’re looking to provide a user-friendly CRM packed with the right features, and most importantly, for the right price. Team365 removes the complexity associated with full-blown CRMs, making it easy for its users to set up, track day-to-day activities, manage customer relationships, and ultimately grow faster.
Get a unified view of your sales pipeline&sales forecast with a drag and drop workflow, simple customization, and actionable revenue insights.
Crush your sales goals with the only Pipeline View that automates your workflow while providing clear insights into your actual and expected revenue.
Add multiple pipelines for greater precision
Users on Basic or Enterprise plans can create multiple pipelines for different teams, products, and sales processes.
Always up to date and ready for action
Use Close’s powerful Smart View filtering to keep your Pipeline View updated—automatically.
Better sales forecasting and goal alignment
Get an instant view into the actual and expected values within every stage of your pipeline as a one-time, monthly, or annual total
Simple, intuitive, and actually fun to use
Update deals with one-click. Drag and drop to advance your leads to another stage.
Join teams all over the world increasing their productivity with Teamwork
Per day customer acquisition
“We recommend Team365 CRM because it’s great and their agents are determined to make it fit their customer’s needs.”
Team365 online CRM is vital to IT services because of the times in which things get resolved” We're able to prioritize calls that have a clinical impact, thus improving patient care.
Fresh and simple CRM tools. That is what we are looking for in today’s world where simplicity is overlooked and not found in other tools.
Team365 Customer Relationship management applicationis intuitive, it’s easy to customize to make it fit in your company’s branding and the out-of-the-box functionality it develops is really unparalleled. It makes my life a lot easier.
Here are a few ways we keep you in control of your data while you use our offerings.
You can request to download a copy of all your data we have stored right from your Team365 Account. We’ll send you a link to download it and include a guide that helps explain what it all is.
You’re also able to request that we delete your data from one or many offerings. We walk you through selecting the data you want to remove, and let you know how it’ll affect your account.
Hear from us all the time, never again, or only when something major happens in your account. You’re in control of how and when we reach out to you.
When you use our services, we give you choices on how and when we share your data and how we use it to keep in touch with you.
We save all the data you share with us (except your TurboTax tax preparation information) to your centralized Team365 Account, not just to the offering(s) you use. This keeps all of your data protected in one place and lets us do the hard work for you when you ask us to – like filling out loan applications for you with the info we know, or giving a tax expert a bird’s eye view of your financial situation, so you can get the help you need quickly
We believe helping you to power your prosperity includes keeping the data you share with us safe. We promise to never sell your personal information, and to give you transparency and control over how your data is shared.