Team365 CRM
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Team365 CRM
By Allegiet Unified Technology Pvt Ltd
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4.6 out of 5 stars
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Team365 CRM Reviews & Product Details

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Team365 CRM Overview

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What is Team365 CRM?

What is Team365 CRM? Team365 CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Team365 CRM to build lasting customer relationships and maximize team productivity. Our expanded support for phone, email, live chat and in-person meetings make Team365 CRM the most tightly integrated system in the market. Team365's AI-powered sales assistant, AI provides advanced interpretations, solutions and predictions for salespeople. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications and built-in gamification. Our key features include: - Lead Management - Workflow Automation - Advanced Analytics - Process Management - Marketing Automation - Pipeline Management Automate routine sales, marketing, and support functions using Team365 CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process. Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. Set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration. Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Team365 CRM succeeds in meeting both of these requirements.

Team365 CRM Details
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Product Description

What is Team365 CRM? Team365 CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Team365 CRM to build lasting customer relationships and maximize team productivity. Our expanded support for phone, email, live chat and in-person meetings make Team365 CRM the most tightly integrated system in the market. Team365's AI-powered sales assistant, AI provides advanced interpretations, solutions and predictions for salespeople. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications and built-in gamification. Our key features include: - Lead Management - Workflow Automation - Advanced Analytics - Process Management - Marketing Automation - Pipeline Management Automate routine sales, marketing, and support functions using Team365 CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process. Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. Set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration. Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Team365 CRM succeeds in meeting both of these requirements.

Seller Details
Seller
Allegiet Unified Technology Pvt Ltd
Year Founded
2009
HQ Location
New Delhi
Twitter
@team365_crm
4 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®

Recent Team365 CRM Reviews

Jola M.
JM
Jola M.Mid-Market (51-1000 emp.)
4.0 out of 5
"Big for small team"
It's a small solution that helps small companies that do not require a massive CRM solution. It takes care of the set up and training. It helps wit...
Read more
Vivek M.
VM
Vivek M.Small-Business (50 or fewer emp.)
5.0 out of 5
"Stellar simplified CRM for all scale of business"
Simple UI and APi availability for integration needs
Read more
MP
Mahendra P.Mid-Market (51-1000 emp.)
5.0 out of 5
"super app for small Business to manage sales"
it is easy to use for small business, ease to access, ease of integration of third party marketing tools, ease of implementation,awsome customer su...
Read more
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6 Team365 CRM Reviews

4.6 out of 5
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Team365 CRM Pros and Cons

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Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Vivek M.
VM
Sales Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Team365 CRM?

Simple UI and APi availability for integration needs Review collected by and hosted on G2.com.

What do you dislike about Team365 CRM?

Buggy at some time and the support takes a longer time Review collected by and hosted on G2.com.

What problems is Team365 CRM solving and how is that benefiting you?

Over all target tracking and also pipeline management Review collected by and hosted on G2.com.

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Joseph M.
JM
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Team365 CRM?

I have had the pleasure of using Team365 CRM for my business, and I must say it has been a game-changer. This comprehensive customer relationship management platform has impressed me with its extensive range of features and its seamless integration with our existing workflow. Among the many outstanding aspects of Team365 CRM, there are a few that truly stand out and make it the best CRM solution I have come across. Review collected by and hosted on G2.com.

What do you dislike about Team365 CRM?

One aspect that I find somewhat lacking in Team365 CRM is its customization options. While the platform offers a decent level of customization, it does not provide as much flexibility as some other CRM solutions on the market. I would appreciate more control over the layout and design elements, as well as the ability to create custom fields tailored to our specific business needs. Review collected by and hosted on G2.com.

What problems is Team365 CRM solving and how is that benefiting you?

Team365 CRM has successfully tackled the management of customer relationships. Prior to implementing this CRM platform, we struggled with scattered customer data, inconsistent communication, and missed opportunities. Team365 CRM has centralized all our customer information, enabling us to access a comprehensive view of each customer's history, interactions, and preferences. This has facilitated more personalized and targeted engagement, leading to stronger customer relationships, increased satisfaction, and ultimately, improved customer retention. Review collected by and hosted on G2.com.

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MP
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: Organic
What do you like best about Team365 CRM?

it is easy to use for small business, ease to access, ease of integration of third party marketing tools, ease of implementation,awsome customer suppurt, there have lots of features. Review collected by and hosted on G2.com.

What do you dislike about Team365 CRM?

easy to access of sales and pipe line, and contact to customer. Review collected by and hosted on G2.com.

What problems is Team365 CRM solving and how is that benefiting you?

help to manage sales of small customer also help to small customer who

will not affort of CRM cost. Review collected by and hosted on G2.com.

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Verified User in Airlines/Aviation
UA
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Team365 CRM?

Team365 has proven invaluable in streamlining our client data management and enabling us to maintain a structured approach to tracking the delivery of our products, particularly for social projects and resource allocation. Additionally, it has greatly facilitated our ability to monitor the progress of our clients' projects. Review collected by and hosted on G2.com.

What do you dislike about Team365 CRM?

Exporting data has been a challenging aspect for us, often requiring significant formatting efforts to prepare the data for integration with our other systems, which bear resemblance to MS-Project. Review collected by and hosted on G2.com.

What problems is Team365 CRM solving and how is that benefiting you?

Due to the fact that we operate in a non-native English-speaking environment, the software's intuitiveness has been highly beneficial, especially for users with limited English proficiency. Review collected by and hosted on G2.com.

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Jola M.
JM
Head of Business Systems, Procurement and Planing
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Team365 CRM?

It's a small solution that helps small companies that do not require a massive CRM solution. It takes care of the set up and training. It helps with day to day and avoid using excel sheet for everyting. Review collected by and hosted on G2.com.

What do you dislike about Team365 CRM?

Some of the options may be slightly more advanced. Review collected by and hosted on G2.com.

What problems is Team365 CRM solving and how is that benefiting you?

It helps reduce use of Excel and make all the operations more automated and visable. Review collected by and hosted on G2.com.

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Gamze Özlem .
G
Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Team365 CRM?

user-friendly, easy to use, different reports, Review collected by and hosted on G2.com.

What do you dislike about Team365 CRM?

The product continues to review. There are no negative comments for now. Review collected by and hosted on G2.com.

What problems is Team365 CRM solving and how is that benefiting you?

Pipeline tracking, quick access to the reports I want Review collected by and hosted on G2.com.

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