8.5
SpotScore
Team365 Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
SOC 2Overview
Pricing
Features
Buyer feedback
Alternatives
Security & Compliance
Support
FAQ
Blogs
What is Team365?
Team 365 is a cloud based Contact Relationship Management (CRM) software. This CRM system helps you to keep track of your prospects, customers and contacts. It also helps you to organize projects, manage appointments and view reports. It has the powerful integration with Outlook for contact management and tasks management, various tools for sale force automation - case tracking, lead conversion and sales campaign management.
Pricing
Free Trial available
Best For
Suited for small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:Global
Platform
Web + mobile app (iOS & Android)
Team365 was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Team365
- Team types
- Large Enterprises, Medium Business
Why teams choose Team365
The integration with Outlook enhances productivity significantly.
Sales force automation tools are comprehensive and effective.
Project organization features help teams stay on track.
Is Team365 right for you?
What buyers should know before choosing Team365
Team 365 is a cloud-based CRM that provides a robust solution for managing contacts, appointments, and projects. The seamless integration with Outlook enhances contact and task management, while its sales force automation tools like lead conversion and case tracking streamline sales processes.
The reporting tools offer valuable insights, and the overall cloud-based nature provides easy accessibility. However, the interface could benefit from a more modern design, and the system’s customization options are somewhat limited.
Team365 pros and cons
- Team365 pros
The integration with Outlook enhances productivity significantly.
Sales force automation tools are comprehensive and effective.
Project organization features help teams stay on track.
- Team365 cons
Customization options are limited compared to competitors.
The interface may feel cluttered for new users.
Ready to try it?
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Start your free trial — no credit card required.
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See how it stacks up
Compare Team365 side-by-side with top CRM Software alternatives.
What is the pricing of Team365?
Team365 Pricing Plans
Basic
Dashboard
Unlimited User ( No Caping)
User and access Control
Contact & Lead Management
Opportunity Management
Show more +
Business
Includes features of Basic plan, plus
Unlimited User (No Caping)
Sales Process Automation
Smart notifications By Email (Opportunity,SO & PO)
Calendar & Task Management (Coming Soon)
Show more +
Enterprise
Includes features of Business plan, plus
Multiple Pipelines
Revenue Forecasts & Quotas
Inventory and Order fulfilment
Opportunity Line Items
Show more +
Weighing your options?
Not sure if Team365 fits your budget?
Team365 reviews and ratings
Buyer sentiment
Buyer sentiment is very strong across 8 reviews, with consistently positive feedback.
What buyers like
- Cloud-based CRM accessible from anywhere.
- Integrates with Outlook for contact management, calendar syncing, and task management.
- Includes valuable tools for sales force automation such as case tracking, lead conversion, and sales campaign management.
Common complaints
- Some users may find that customization options are limited compared to more advanced CRM solutions.
- The user interface may feel outdated and not as modern as some newer CRM platforms.
- New users may face a bit of a learning curve before they can fully utilize all of Team 365's features.
Are you using Team365?
- See if Team365 fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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How big is your team?
We tailor recommendations to companies your size.
What are the features of Team365?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Referral tracking entails gathering information throughout the entire referral process, from a customer registering to become a referrer to…
Team365 security and data handling
Key compliance certifications and security features for IT and security teams evaluating Team365.
Certifications
Developer & data
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Team365 Support Options
Frequently Asked Questions About Team365
Common questions buyers ask before choosing Team365.
Team365 is a CRM Software. Team365 offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Referral Tracking and many more functionalities.
Buyers commonly note the following limitations of Team365: Customization options are limited compared to competitors.; The interface may feel cluttered for new users.; Pricing can be a barrier for smaller businesses..
Some top alternatives to Team365 includes Bigin by Zoho CRM, Creatio CRM, SuperOffice CRM, Thryv and Adsoup.
Team365 offers Free Trial, Subscription pricing models
The starting price is not disclosed by Team365. You can visit Team365 pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].