TASKDESKS CRM vs Team365 Comparison

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

TASKDESKS CRM

CRM Software

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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Team365

CRM Software

4.7 9 user ratings

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Overview

Description

Taskdesks is a CRM platform that focuses on giving users pan organization connectivity across various functions such as sales, customer service, marketing, and business development. This empowers them to drive better customer relationships and interactions. Users can build loyalty among their customers, grow their sales, access detailed information about customers and leads, and know the history of the particular deals and projects. Across various projects, they can easily visualise tasks and progress in the form of Kanban boards, list views, and table views. With more visibility about every customer and project, more leads can be closed, proposals can be easily tracked, and the sales cycle can be organised on end-to-end sales. Taskdesks comes with a free plan of 15 days for a single user and one guest user. This includes all the features of the CRM. Users can then upgrade to the Standard Plan that allows unlimited number of guest users. Read more

Team365 software is a unified CRM platform used to collaborate with your team to automate business workflows. Create multiple pipelines with customizable stages to manage customer operations inside their CRM. Manage your contacts to make call with a prospect or meeting with them directly. Monitor leads to manage your business prospects through email, over the phone, Twitter, and web forms. Measure the performance of your pipeline via Dashboard. Marketing teams, Small, Medium and Large companies make use of the software. Read more

Pricing Options

Free Trial Not Available
Starts at $49.00. Offers Free-forever plan.

Free Trial Available

SW Score & Breakdown

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

76%
Reviews

60%
Momentum

62%
Popularity

63%

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

96%
Reviews

75%
Momentum

64%
Popularity

67%

Features

Total Features	6 Features	21 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 3 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 16 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online

Reviews & Ratings

User Rating	Not Available	4.7/5 9 user ratings
Rating Distribution	Not Available	Excellent 66.7% Very Good 33.3% Average 0% Poor 0% Terrible 0%
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Pricing

Pricing Options	Free Trial Not Available Starts at $49.00. Offers Free-forever plan.	Free Trial Available
Pricing Plans Monthly Plans Annual Plans	Free Free Standard $49.00 $49.00 per month	Basic Others Business Others Enterprise Others
	View Detailed Pricing	View Detailed Pricing

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