Get the Full Picture with a Unified CRM Tool

Team365 CRM application breaks the walls between your marketing, sales, and support teams, enabling them to do their best work from one shared view of the customer management and enhance productivity, processes, and pipeline visibility with in teams

Sales Pipeline-centric CRM built and priced for small businesses

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?

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Engage Prospects

  • 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.
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Manage Pipeline

  • Customizable deal stages and options for multiple pipelines.
  • Workflows automationeliminates time spent on repetitive tasks.
  • Stay on top of your activities and follow-ups.
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Close Deals

  • Real-time notifications for better sales collaboration.
  • Dashboards that give you an overall picture of your sales pipeline.
  • Make sales on the go with apps for iOS and Android.
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Never let a deal slip through the cracks

  • Smart alerts ensure that you are notified about tasks and updates associated with a deal.
  • You can pick-up a conversation right from where it was left off, regardless of the channel it was started on.

A new way to look at your customer pipelines

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.

Why Team365 ?

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.

More Focus, More Visibility, More Deals Won.

Get a unified view of your sales pipeline&sales forecast with a drag and drop workflow, simple customization, and actionable revenue insights.

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This Ain't Your Run-Of-The Mill Pipeline View

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.

Trusted by over 500+ companies

Join teams all over the world increasing their productivity with Teamwork

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Trusted By 500+ Companies

Horiba india
Avi-oil
Gelaro grace studio
Jaipur golden
Surya
Gangaram
Webkul
holostik

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Privacy in action

Here are a few ways we keep you in control of your data while you use our offerings.

Download data

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.

Delete data

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.

Marketing preferences

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.

Being transparent

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.

How we use your data

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’ll never sell your personal information

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.

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