--- title: "Team365 Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Team365 Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/205794/Team365-CRM/" page_type: "product" language: "en" --- # Team365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Team365 ## What is Team365? Team365 customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. It manages your pipeline so you can keep deals moving forward. And you can see everything about a lead in one place. Start using the free Team365 CRM today. It's easy to set up and intuitive to use, so you can get back to growing your business. ## What is Team365 used for? [Lead Management](https://www.capterra.com/lead-management-software/)[Sales Force Automation](https://www.capterra.com/sales-force-automation-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $6 Per User, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Team365?[Manage this product listing](https://www.g2.com/products/team365-crm/claim_requests/new?auto=true) ## Team365 Overview Updated August 2026 AI summary Team365 offers businesses a CRM solution that spans contact management, sales pipeline tracking, and lead management, supporting small to enterprise-sized organizations. With capabilities like workflow management, reporting, and mobile access, it also includes options for campaign management, customizable reports, and marketing automation. Team365 is available as a web-based or Android platform for flexible deployment. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Team365 4.5 (2) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $6 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.5 (6,068) Value For Money 4.5 (2) Value For Money 4.3 (4,685) Customer Service 4.5 (2) Customer Service 4.4 (4,478) ## Team365 alternatives Highest Rated [4.8 (659)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars ## FAQs about Team365 Overview ### What company size and specific industries is Team365 built for? Team365 is designed for small businesses and enterprise customers. It is aimed at organizations that need a solution suitable for both smaller teams and large-scale operations, rather than a product focused on a single industry or sector. Features and Usability ### What are the key features of Team365? Team365 offers CRM, lead management, and lead scoring for tracking prospects, plus workflow automation, pipeline management, and opportunity management for sales processes. It also includes contact and customer databases, email management, reporting and analytics, document storage, and third-party integrations for managing sales and customer records. Getting Started and Support ### What training and onboarding options does Team365 offer? Team365 provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars can present feature overviews and setup topics, documentation offers written reference material, and videos provide self-paced viewing for learning product workflows. Getting Started and Support ### What customer support options does Team365 offer? Team365 provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. With no reviewer feedback available on support experiences, no claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Team365 supports **Data Security** and **Customer Database**, giving teams a secure way to store customer information and maintain organized records for sales and relationship management. However, it does not offer **Real-Time Data**. Instead, it provides other highly rated capabilities, including **Contact Database** (**47%**), **Search/Filter** (**45%**), and **Contact Management** (**44%**), helping businesses quickly find customer details, keep contact records up to date, and work more efficiently across daily CRM tasks. Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Search/Filter 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Contact Management 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Data Import/Export 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Team365 59 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Field Sales Management: Manage or track sales completed by field teams/employees - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Live Chat: Ability to chat online in real time - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Reporting: Active reporting of data and metrics - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Web-based Deployment: SaaS, web-based, online deployment - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 4.5 (2) Free Trial Free Version Basic $6.00 Per User,Per Month Value for money 4.5 (2) 4.5 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JC John C. Project Manager Government Administration ### "It really helps" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 5/10 June 29, 2021 Team 365, It has helped us to organize the data of our clients, to make a much more orderly follow-up of the products we deliver (social projects and resources for their execution) and it has allowed us to follow up on the execution of our clients' projects. Pros Since we use the software in a nonnative English-speaking environment, the software has proven to be very intuitive since some of the users has little knowledge of English. Cons We have been experiencing troubles exporting data, sometimes we have to do a lot of formatting in order to get de data ready for our other systems very similar to MS-Project. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Sanjay S. Head IT Oil & Energy ### "Avi Feedback" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 15, 2020 Exilent Pros Feel n user friendly GUI smooth functioning Cons Need to explore api option for integration with other ERP like navision Sap etc Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.