--- title: Team365 CRM Reviews meta_title: 'Team365 CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Team365 CRM works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 8 scale: '5' date_modified: '2026-06-30' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Team365 CRM Reviews **Vendor:** Allegiet Unified Technology Pvt Ltd **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 8 ## About Team365 CRM What is Team365 CRM? Team365 CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. Over 150,000 businesses across the world use Team365 CRM to build lasting customer relationships and maximize team productivity. Our expanded support for phone, email, live chat and in-person meetings make Team365 CRM the most tightly integrated system in the market. Team365's AI-powered sales assistant, AI provides advanced interpretations, solutions and predictions for salespeople. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications and built-in gamification. Our key features include: - Lead Management - Workflow Automation - Advanced Analytics - Process Management - Marketing Automation - Pipeline Management Automate routine sales, marketing, and support functions using Team365 CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process. Accelerate your sales team's productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas. Set up multiple currencies, use AI predictions to prioritize leads and deals likely to convert, and track website visitors to convert more prospects. Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration. Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers' data and giving employees the freedom to get their work done. Team365 CRM succeeds in meeting both of these requirements. ## Team365 CRM Pros & Cons **What users like:** - Users love the **ease of use** of Team365 CRM, making organization and task management effortless and clear. (1 reviews) - Users value the **organizational efficiency** of Team365 CRM, which simplifies task management and follow-ups effortlessly. (1 reviews) - Users appreciate the **ease of use and organization** in Team365 CRM, enhancing task management and follow-up efficiency. (1 reviews) **What users dislike:** - Users find the **slow loading** times of Team365 CRM frustrating, impacting their overall experience with the tool. (1 reviews) - Users experience **slow performance** with Team365 CRM, as some features take a while to load. (1 reviews) ## Team365 CRM Reviews ### 1. Team365 CRM: A Vital, Cloud-Based Pipeline That Boosts Productivity **Rating:** 5.0/5.0 stars **Reviewed by:** Florence N. | Contract Technical Writer, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2026 **What do you like best about Team365 CRM?** Team365 CRM is a helpful platform that enables customers to connect while doing business. Because it’s cloud-based, it helps maximize productivity while also supporting solid relationships. Research shows that AI-powered interpretations can provide real-time solutions and forecasts for people in sales roles. Overall, it feels like a vital pipeline for management. **What do you dislike about Team365 CRM?** It can feel somewhat complex and not quite intuitive, especially when it comes to interfacing with other systems. **What problems is Team365 CRM solving and how is that benefiting you?** Teams 365 CRM helps simplify our processes so employees spend less time manually logging data. ### 2. Easy Simple and Helpful CRM for Daily **Rating:** 3.5/5.0 stars **Reviewed by:** Sufiyan K. | Growth Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 13, 2025 **What do you like best about Team365 CRM?** What I like best about Team365 CRM is how easy it is to use and how well it keeps everything organized. It really helps me stay on top of my tasks and follow-ups without any confusion. **What do you dislike about Team365 CRM?** The only thing I dislike about Team365 CRM is that it can be a bit slow at times and some features take a little while to load. Other than that, it works pretty well overall. **What problems is Team365 CRM solving and how is that benefiting you?** Team365 CRM helps me keep track of leads, follow-ups, and client interactions in one place. It saves me a lot of time and makes my work more organized, so I don’t miss any important calls or meetings. ### 3. Stellar simplified CRM for all scale of business **Rating:** 5.0/5.0 stars **Reviewed by:** Vivek M. | Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2024 **What do you like best about Team365 CRM?** Simple UI and APi availability for integration needs **What do you dislike about Team365 CRM?** Buggy at some time and the support takes a longer time **What problems is Team365 CRM solving and how is that benefiting you?** Over all target tracking and also pipeline management ### 4. A Game-Changer for Efficient Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph M. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Team365 CRM?** I have had the pleasure of using Team365 CRM for my business, and I must say it has been a game-changer. This comprehensive customer relationship management platform has impressed me with its extensive range of features and its seamless integration with our existing workflow. Among the many outstanding aspects of Team365 CRM, there are a few that truly stand out and make it the best CRM solution I have come across. **What do you dislike about Team365 CRM?** One aspect that I find somewhat lacking in Team365 CRM is its customization options. While the platform offers a decent level of customization, it does not provide as much flexibility as some other CRM solutions on the market. I would appreciate more control over the layout and design elements, as well as the ability to create custom fields tailored to our specific business needs. **What problems is Team365 CRM solving and how is that benefiting you?** Team365 CRM has successfully tackled the management of customer relationships. Prior to implementing this CRM platform, we struggled with scattered customer data, inconsistent communication, and missed opportunities. Team365 CRM has centralized all our customer information, enabling us to access a comprehensive view of each customer's history, interactions, and preferences. This has facilitated more personalized and targeted engagement, leading to stronger customer relationships, increased satisfaction, and ultimately, improved customer retention. ### 5. super app for small Business to manage sales **Rating:** 5.0/5.0 stars **Reviewed by:** Mahendra P. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Team365 CRM?** it is easy to use for small business, ease to access, ease of integration of third party marketing tools, ease of implementation,awsome customer suppurt, there have lots of features. **What do you dislike about Team365 CRM?** easy to access of sales and pipe line, and contact to customer. **What problems is Team365 CRM solving and how is that benefiting you?** help to manage sales of small customer also help to small customer who will not affort of CRM cost. ### 6. Really organized CRM software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Team365 CRM?** Team365 has proven invaluable in streamlining our client data management and enabling us to maintain a structured approach to tracking the delivery of our products, particularly for social projects and resource allocation. Additionally, it has greatly facilitated our ability to monitor the progress of our clients' projects. **What do you dislike about Team365 CRM?** Exporting data has been a challenging aspect for us, often requiring significant formatting efforts to prepare the data for integration with our other systems, which bear resemblance to MS-Project. **What problems is Team365 CRM solving and how is that benefiting you?** Due to the fact that we operate in a non-native English-speaking environment, the software's intuitiveness has been highly beneficial, especially for users with limited English proficiency. ### 7. Big for small team **Rating:** 4.0/5.0 stars **Reviewed by:** Jola M. | Head of Business Systems, Procurement and Planing, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Team365 CRM?** It's a small solution that helps small companies that do not require a massive CRM solution. It takes care of the set up and training. It helps with day to day and avoid using excel sheet for everyting. **What do you dislike about Team365 CRM?** Some of the options may be slightly more advanced. **What problems is Team365 CRM solving and how is that benefiting you?** It helps reduce use of Excel and make all the operations more automated and visable. ### 8. Sales **Rating:** 4.0/5.0 stars **Reviewed by:** Gamze Özlem . | Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Team365 CRM?** user-friendly, easy to use, different reports, **What do you dislike about Team365 CRM?** The product continues to review. There are no negative comments for now. **What problems is Team365 CRM solving and how is that benefiting you?** Pipeline tracking, quick access to the reports I want - [View Team365 CRM pricing details and edition comparison](https://www.g2.com/products/team365-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-08+15%3A40%3A52+-0500&secure%5Bsession_id%5D=1c945adb-2204-45d5-a020-4da2e7e42236&secure%5Btoken%5D=9da1cf0a4ab18db73e86659039c0677da0546d19160078eb2fb33802493af30f&format=llm_user) ## Team365 CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Team365 CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,653 reviews) - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - 4.4/5.0 (14,166 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,257 reviews)