Team365 pulls together all opportunities, factors in sales stage and probability of closing & shows how much revenue you can expect.
Visualise your pipeline
Gain deeper insights into your pipeline, open deals, territory performance & much more with sales insights and custom reports. Schedule reports to get them delivered right into your email inbox.
Never let a deal slip
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.
Grow your business the with smartest CRM
Improve customer engagement, drive leads to closure, and nurture existing customers with our AI-based sales CRM
Refreshing BusinessSoftware that your Teams will love
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.
Data import and migration
Import your data other CRMs and spreadsheets into Team365 in just a few clicks. Track progress and view past imports.
360° customer view
Effective lead management starts with knowing your leads. A good sales CRM tells you everything you need to know about your lead, form one screen.
With Team365, get complete details about your customers-conversations, deals(open, won or lost), touchpoints with your company, and tasks and appointments scheduled with them. Learn how they’ve interacted with your website and your products, and engage in personalized conversations.
Generate more leads for your business
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 to attract visitor and turn your website into lead generation machine.
Drive the right deals to closer with AI-powered insighs
AI helps analyze the sales pipeline and helps you focus on deals that will drive revenue.
@ See which deals are going to closer using AI-based insights
@Get deal predictions and actionable insights with AI
@Automate follow-up activities and improve productivity with workflows.
Nurture relationships through the customer lifecycle
Effective lead management starts with knowing your leads. A good sales CRM tells y Develop long-lasting 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.
Visual sales pipeline
Effective lead A clogged sales pipeline is often the stagnant deals across multiple stages. What’s the solution? A sales CRM that help you visualize your pipeline and modify it according to your sales process.
Team365 CRM gives 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.
More focus, more visibility, more deals won with the help of pipeline
Effective lead 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 Pipeline View that automates your workflow while providing clear insights into your actual and expected revenue.