TeamGram is an all-in-one CRM and collaboration tool for SMBs that helps increase productivity within the sales cycle. Teams are encouraged to work together and share information between managers, sales teams, accountants, field technicians, and more. Users are able to prepare sales quotes, create orders, manage invoices and payments, analyze and manage leads, create multi-user tasks, track inventory, customize forms, and build custom applications.
TeamGram’s features for customer relationship and sales management enable organizations to learn about their customers and collect customer contact details, as well as create meeting notes, quotes, and more. Users can define deals and follow-ups, and generate sales quotes using the quote builder. TeamGram allows users to access customer records when entering orders, pick products from a list or define new products, and automatically fill in unit prices and apply discounts.
Organizations can manage and track inventory with real-time inventory status updates, and list products by availability. Users can add details, data and images to products and define minimum inventory levels by item to set up alerts. Users can access current customer and vendor balances, and match payments to outstanding invoices. TeamGram provides users with breakdowns for post-dated cheques and overdue payments, and displays which portion has been paid or overdue for each invoice.
Users are able to manage tasks, assign them to individuals, and set due dates. TeamGram will automatically send a notification to the person that the task is assigned to, and send an alert when a task is complete. Users can add photos and drawings to help explain a specific task, and share pictures, notes, or other files to document the progress with the team. Important notes can be published instantly on the company’s internal news feed, with links to a variety of files including contracts, drawings, customer records, products, orders, and more.
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- Customer Pipeline
- Call Logging
- Interaction Tracking
- Customer Support
- List Management
- Lead Segmentation
- Source Tracking
- Knowledge Management
- Discussion Boards
- Sales Pipeline Management
- Form Builder
- Lead Notifications
- Lead Enrichment
- Quotes / Proposals
- Contact Import/Export
- Group Management
- Search / Filter
- Encourage collaboration throughout the business with TeamGram by enabling users to share information between managers, sales teams, field technicians, accountants, and more.
- Access and view meeting notes, quotes, orders, and reminders via the built-in CRM tool for sales and client management.
- Manage and track inventory by creating a product list, setting minimum inventory alerts, and monitoring real-time inventory updates
- Prepare quotes using TeamGram’s quote builder tool and convert them to orders with a click.
- Build custom web and mobile apps that are unique to the organization’s way of doing business, and begin using them right away.
Frequently Asked Questions
Starting from: $6.00/month Pricing model: Subscription Free Trial: Available (No Credit Card required)
Mid Size Business, Small Business