Get the full picture with a unified CRM

Team365 CRM breaks the walls between your Marketing, Sales, and Support teams, enabling them to do their best work from one shared view of the customer.

 

 

Pipeline-centric CRM built and priced for small businesses..

 

With Team365, small businesses can now manage their customer relationships more easily than ever. Whether you’re ready to move beyond spreadsheets or simply replace legacy sales tools, we are here to help you get started. Let’s Team365?

A new way to look at your customer pipelines

All of your prospect information, including emails, activities, tweets and more, can be easily captured in Team365 so that you have all the necessary information on hand to move the conversation forward. Manage your pipelines effectively and win more customers.

Why Team365?

We believe every business needs a CRM, no matter how small they are. Team365 small is not an excuse for businesses to continue using inefficient spreadsheets for their customer-related operations. With Team365, we’re looking to provide a user-friendly CRM packed with the right features, and most importantly, for the right price. Team365 removes the complexity associated with full-blown CRMs, making it easy for its users to set up, track day-to-day activities, manage customer relationships, and ultimately grow faster.  

 

Multiple pipelines for customer operations

With the option to create multiple pipelines with fully customizable stages, Team365 empowers small businesses to run their distinct customer operations inside their CRM. Team365 pipeline view allows users to see their customer information in the most visually  engaging way, and extend it to the entire customer journey.

Get complete customer context 

From emails to activities to deals, all your contact information is organized neatly and sequentially in one place. Empowered with a complete view of your contacts, you won’t lose valuable time looking for specific information when getting on a quick call with a prospect or meeting with them directly.

Engage prospects

Every lead counts. Never miss out on engaging with your prospects. Get a 360-degree view of your contacts with every piece of  information neatly arranged in one place. Connect with your business prospects through email, over the phone, Twitter, and web forms. Team365 makes communication easy.

Always up to date and ready for action

Use Close’s powerful Smart View filtering to keep your Pipeline View updated—automatically.

Better sales forecasting and goal alignment

Get an instant view into the actual and expected values within every stage of your pipeline as a one-time, monthly, or annual total.

More focus, more visibility, more deals won.

Get a unified view of your sales pipeline with a drag and drop workflow, simple customization, and actionable revenue insights.

This ain't your run-of-the mill Pipeline View

Crush your sales goals with the only Pipeline View that automates your workflow while providing clear insights into your actual and expected revenue.

Add multiple pipelines for greater precision

Users on Basic or Enterprise plans can create multiple pipelines for different teams, products, and sales processes.

 

Always up to date and ready for action

Use Close’s powerful Smart View filtering to keep your Pipeline View updated—automatically.

 

Better sales forecasting and goal alignment

Get an instant view into the actual and expected values within every stage of your pipeline as a one-time, monthly, or annual total.

 

Simple, intuitive, and actually fun to use

Update deals with one-click. Drag and drop to advance your leads to another stage.

You're in Good Company

Don't take our word for it. Check out our customer stories.