TeamGram Review

TeamGram is an all-in-one customer relationship management software designed for small and medium-sized businesses. It is a sales management and collaboration tool that helps companies and organizations establish strong relationships with their customers, increase productivity within the sales cycle and encourage all members of their team to work together and close more sales. The program makes it easy to gather customer information, prepare sales offers, manage orders and delegate sales tasks. The CRM software also includes inventory and tracking management, as well as the possibility for colleagues to share information, documents and files with each other. It allows users to organize customer information in one place. Therefore, they will be able to enter customer contact details, meeting notes, quotes and other information; and access it anytime and anywhere. Another reliable feature offered by this solution is the inventory management. With this feature, users can easily update their inventory. When an order is processed and completed, the software automatically deducts sold products from their inventory. Last but not least, TeamGram offers users the ability to create custom business apps.

TEAMGRAM- TUTORIAL

The following tutorial will show you how to take advantage of this powerful CRM software:

TEAMGRAM – FEATURES

• Manage your contacts and opportunities: consolidate inbound and outbound leads into one location, then evaluate and qualify them. Create opportunities for qualified leads, assign sales potential, negotiate conditions and monitor progress.
• Manage your quotes and orders: save time by creating quote templates for your company and sending them to prospects
• Organize your inventory: check the status of your inventory while working on an opportunity. Receive notifications when inventory levels reach a certain point. Create vendor orders and never miss a sales opportunity
• Improve your sales activities: assign various tasks – such as meetings, phone calls, emails, visits and tasks – to your colleagues or yourself. Easily track team progress at any time
• Receive instant notifications: get notifications on your mobile device when you are assigned a task or when a task you assigned is completed. Set reminders for important tasks and activities. Never miss a deadline.
• Calendar: plan better by viewing your upcoming tasks on your calendar, filter tasks for optimal visibility
• Create your own workflow: every company has a different workflow customize it with internal modules to make your work more Do work easy
• Enable applications for deployment: deploy pre-designed applications optimized for industry to manage vacation requests, record customer visits or shift reports.
• Integrate web forms into your website: easily convert your custom apps into web forms and publish them directly to your website.