# Team365 Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Team365 Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/205794/Team365-CRM --- # Team365 Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.allegientservices.com/&name=Team365) ## 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. [4.8 (650)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting Price $6 Per User, Per Month Starting Price $15 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.9 (641) Value For Money 4.5 (2) Value For Money 4.9 (534) Customer Service 4.5 (2) Customer Service 4.9 (593) ## Team365 alternatives [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,306)](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 [4.6 (6,035)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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. 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 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 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 57 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Software's ability to perform similar action on multiple similar files simultaneously Notifications/alerts for upcoming events or tasks Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage various distribution channels, build relations with channel partners, and track their performance Tracking, calculating, and paying commissions and earnings to employees Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Store and organize documents in a centralized system Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Manage or track sales completed by field teams/employees Designed for small businesses Form predictions based on past and present data/trends Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Automatically identify and save contact information of potential customers Route and distribute your leads to third party buyers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Divide leads into buckets based on predefined criteria and routing rules Ability to chat online in real time Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Track all opportunities for potential sales and convert them into recurring revenue A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Active reporting of data and metrics Log and store the source of contacts/leads Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Share contacts with other applications like Gmail and CRM Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes SaaS, web-based, online deployment 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)