Team365 CRM

What Team365 CRM does

Team365 CRM, operated by Customer Success Technology Pvt Ltd, is a cloud-based multi-tenant SaaS CRM platform founded in 2021 and headquartered in Greater Noida, India. The company sells a horizontal CRM aimed at small and medium businesses, with a secondary push into mid-market and enterprise segments via a dedicated Enterprise tier and a partner/reseller channel. Core products include the Team365 CRM web and Android applications (sales pipeline management, lead capture, AI-powered deal predictions, workflow automation, email integration, smart alerts, invoicing) and the Team365 Invoice add-on module (quotations, proforma invoices, sales/purchase orders, payment tracking, tax management) available on web and mobile. The platform is built on a multi-region cloud architecture spanning AWS, DigitalOcean, and OVH across the US, EU, Australia, Singapore, Japan, and India, with TLS/AES-256 encryption, SOC 2-aligned security practices, GDPR and CCPA compliance, and SSO via Google, Facebook, LinkedIn, and Office 365.

The business model is subscription-based with four tiers priced in Indian rupees (Starter ₹125/month, Basic ₹600/month, Business ₹1,200/month, Enterprise ₹1,800/month) and a 35% annual billing discount. Additional revenue comes from usage-based email credit top-ups (in denominations of 2, 5, and 10 Lakh), professional services (migration, kickstart, training, account restoration), and transaction fees routed through Stripe, PayPal, and Instamojo billing partners. Go-to-market blends product-led growth (free trial, no credit card, self-serve onboarding, free migrations) with sales-led enterprise demos and a channel partner program targeting independent consultants and global distributors. According to the company's About page, the platform is used by 1,000+ businesses across 5+ countries, with named enterprise customers including Horiba India, Avi-Oil India, and Jaipur Transport Co. The company is bootstrapped with no disclosed external funding and operates with 11–50 employees.

Name

Team365 CRM

Legal name

Customer Success Technology Pvt Ltd

Website

https://team365.io

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Team365 CRM is a bootstrapped India-based cloud SaaS CRM serving 1,000+ SMB and enterprise customers across 5+ countries. It offers tiered subscription plans (₹125–₹1,800/month), AI-powered deal predictions, visual sales pipelines, invoicing, and a partner/reseller channel.

Ownership category

akta.pro rank

Product category

Customer Relationship Management (CRM) Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Sales pipeline management
• Customer relationship management
• Cloud CRM software
• Lead management platform
• Sales automation tools

Headquarters

HQ city

Delhi

HQ country

India

HQ region

Asia

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. CRM Subscription Plans: Tiered subscription model with four plans: Starter (₹125/mo), Basic (₹600/mo), Business (₹1,200/mo), Enterprise (₹1,800/mo). Annual billing available with 35% discount. Revenue from recurring monthly/annual subscriptions.
2. Email Credits / Topups: Additional email credits available for purchase in denominations of 2 Lakh, 5 Lakh, and 10 Lakh. Monthly plans include automatic email credit additions each month.
3. Professional Services: Migration services, kickstart services, and training services available for additional fees. Account restoration fee of ₹7,500 for restoring from backup.
4. Billing Partners: Payments processed through Stripe, Instamojo, and PayPal billing partners. Customer Success Technology acts as billing partner on behalf of Team365.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels10 records

Core offering

Team365 CRM is a cloud-based, multi-tenant SaaS customer relationship management platform that provides a 360-degree view of the sales cycle and pipeline. It offers lead generation and management, visual drag-and-drop sales pipeline, AI-powered deal predictions and forecasting, email integration and marketing, workflow automation, invoicing, and payment tracking for small to medium businesses and sales teams.

Product overview

Team365 CRM is a cloud-based sales CRM platform with a modular architecture consisting of the Team365 CRM core product (available as web and mobile app) for customer relationship management, sales pipeline tracking, lead generation, and team collaboration, plus the Team365 Invoice add-on module (available as web and mobile app) for invoicing, quotation management, and payment tracking. The CRM and Invoice modules are designed to work together, with invoicing integrated into the CRM workflow for seamless billing operations. The platform is priced across four tiers (Starter, Basic, Business, Enterprise) and is targeted at small businesses through enterprise organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Team365 CRM (Web) A cloud-based CRM platform accessible via web browser (Chrome, Firefox, Windows, macOS, Linux) providing unified sales pipeline management, lead generation, sales analytics, team collaboration, AI-powered deal predictions, and customizable dashboards for small to enterprise businesses.
• Team365 CRM (Mobile App) Android mobile application enabling sales teams to manage customer relationships, track deals, view pipelines, and receive notifications on mobile devices.
• Team365 Invoice (Web) Web-based invoicing solution for generating, sending, and tracking invoices; supports quotation management, proforma invoices, sales orders, payment tracking, and tax management; integrated with the CRM for seamless billing workflow.
• Team365 Invoice (Mobile App) Android mobile application for invoice management, enabling users to create and manage invoices on mobile devices with camera access for document capture.

Quantifiable outcome

• No hidden fees - transparent pricing model
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability3 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core.

• StripecoreTechnology or IntegrationStripe is the primary payment processing partner for Team365 CRM. They handle secure payment transactions and store payment information for future billing as authorized by users. Stripe processes credit card payments on behalf of Team365.
• PayPalcoreTechnology or IntegrationPayPal is a payment processing partner for Team365 CRM. They handle secure payment transactions and store payment information for future billing as authorized by users.
• InstamojocoreTechnology or IntegrationInstamojo is a payment processing partner for Team365 CRM based in India, serving the Indian market with payment gateway services.
• AWS (Amazon Web Services)coreTechnology or IntegrationCloud infrastructure provider. AWS KMS used for key management. Backups encrypted using AES-256 at AWS S3. Data residency in US region uses AWS infrastructure.
• Authorized Reselling PartnerscoreChannel Partner/ Reseller/ DistributorRegional reselling partners who market and sell Team365 CRM in their territories. Personal details are shared when users sign up through partner referral links. Partners can contact users about Team365 products they've signed up for.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Team365 CRM