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Average Ratings 0 Ratings

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features
design
support

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Description

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

Description

Team365 CRM offers a straightforward and user-friendly interface packed with distinctive features designed to enhance lead conversion rates effectively. Its intuitive dashboard enables the execution of 'macros' to optimize the way leads are contacted and monitored throughout the sales journey. Administrators have the capability to track missed opportunities and identify top-performing agents, allowing for informed, strategic decisions based on comprehensive sales reporting. Here is a glimpse of the features available in Team365CRM: - Sales pipeline: Utilize our visual pipelines for easy drag-and-drop management of deals, activity tracking, and lead follow-ups. - Automations: Streamline your sales processes by automating routine tasks, allowing you to concentrate on closing deals. - Lead generation: Generate, prioritize, and follow up on leads with a robust suite of tools tailored for efficiency. - Integrations: Effortlessly incorporate Team365CRM into your business with our open API or choose from over 275 existing integrations. - Reports and insights: Analyze and forecast your team’s performance, while monitoring the effectiveness of their actions through dynamic dashboards. With these features, Team365 CRM not only simplifies sales management but also empowers businesses to make data-driven decisions that propel growth.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Google Maps Yes 
OverSOC Yes 
Panaseer Yes 
Salesforce Yes 
Slack Yes 
Tango Card Yes 
Tremendous Yes 
Zapper Yes 

Integrations

Google Maps No 
OverSOC No 
Panaseer No 
Salesforce No 
Slack No 
Tango Card No 
Tremendous No 
Zapper No 

Pricing Details

$10,000 Annually
Pricing starts at $10,000 per year for unlimited users and unlimited features.
Free Trial Yes 
Free Version No 

Pricing Details

$18 per month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Orca by Cortez Labs

Founded

2019

Country

United States

Website

www.orcaforce.co

Vendor Details

Company Name

Customer Success Technology

Founded

2019

Country

India

Website

team365.io

Product Features

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management Yes 
Feedback Management Yes 
Lead Engagement No 
Loyalty Program Yes 
Referral Tracking Yes 
Rewards Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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