Team365 CRM pulls together all opportunities, factors in sales stage and probability of closing & shows how much revenue you can expect.
Gain deeper insights into your sales pipeline, open deals, territory performance & much more with sales insights and custom reports. Schedule reports to get them delivered right into your email inbox.
Smart alerts ensure that you are notified about tasks and updates associated with a deal. You can pick-up a conversation right form where it was left off, regardless of the channel it was started on.
Efficient sales CRM software for everything you need to increase sales and manage your team, find the best leads, understand customers better.
Boost sales productivity with real-time notification, easy data import, and access to relevant information in one place.
Receive notification when a new record is assigned to you. Get reminders about your upcoming appointment.
Import your data from other CRMs and spreadsheets into Team365 CRM in just a few clicks. Track progress and view past imports.
Effective lead management starts with knowing your leads. A good sales CRM software tells you everything you need to know about your lead, form one screen.
With Team365 CRM, get complete details about your customers-conversations, deals (open, won or lost), touchpoints with your company, tasks and appointments scheduled with them. Learn how they’ve interacted with your website, products, and engage in personalized conversations.
Don’t let your website visitors slip through the cracks.Every website visitor is potential lead who can become a customer for life. Use Team365 CRM to attract visitor and turn your website into new lead generation machine.
Artificial intelligence powered insights helps analyze the sales pipeline and helps you focus on deals that will drive revenue.
Effective lead management starts with knowing your leads. A good sales CRM software tells you Develop long-lasting customer relationship by proactively meeting your customer’s needs and helping them grow.
Surface upsell and cross-sell opportunities with account-level activities and conversations.
Nurture personal relationships with customers using segmentation and sales sequences.
Effective lead a clogged sales pipeline is often the stagnant deals across multiple stages. What’s the solution? A sales CRM application that help you visualize your sales pipeline, forecast and modify it according to your sales process.
Team365 CRM tool gives you complete visibility across all stages. Quickly see how many deals are in each stage, and filter by their expected close date, and make smart decision to move deals up the sales ladder. Let your sales CRM focus on deal management, while you focus on selling.
Effective leads get a unified view of your sales pipeline with a drag and drop workflow, simple customization, and actionable revenue insights.
Crush your sales goals with the only sales pipeline view that automates your workflow while providing clear insights into your actual and expected revenue.