TeamGram CRM

TeamGram is the all-in-one CRM and collaboration tool to share, organize and manage the internal information of your company. Prepare winning sales quotes, analyze & manage leads, create orders, manage multi-user tasks, track inventory, customize forms, manage invoices and payments, and build custom applications.

• Company News Feed:
Share the latest updates with your team. Comment on their posts. Share files and images. The news feed is the best way to keep the whole company on the same page. Start building a collective memory for your company and increase productivity.

• Task Management:
Need to get something done? Create a task in TeamGram. Set the due dates and priorities. Link to contacts, companies, deals and more. Assign tasks to others and view their progress. Get notified when a task you assigned is completed. Instantly notice delayed tasks and act on it.

• CRM & Sales Management:
Everything about your customers in one place. Instantly access your contact database from anywhere. Define a deal for each prospective sale. Write notes about customer meetings and negotiations related to each deal. Check out your previous interactions with your customers before a new meeting or a phone call. Easily manage the sales process.

• Quote Builder:
Easily create stunning sales quotes. Choose your customer, your products, quantities and prices. Apply variable discounts. Customize by adding your companys logo, additional information and images. Quickly revise your quotes when needed. Send your quotes by email through TeamGram and get notified when your customer reads them. Easily convert your accepted quotes to sales orders.

• Orders:
In TeamGram, orders and CRM are tightly integrated. Access customer records while entering orders. Or list orders right from a customers page. View who ordered which products, and when you have to deliver them. Quickly create supplier and/or customer orders during your meetings with your customers, or wherever you are. Let your team know about the new orders instantly, save time.

• Your Custom Apps:
Build applications specifically answering your company’s unique needs. Create customized forms for internal use and access them from anywhere. This is the simplest way to deploy corporate applications.

• Document Management:
Proposals, contracts, images, drawings, spreadsheets, scanned documents and faxes... Mobile access to virtually any type of file you can attach to your notes and custom app documents. Fast and easy file storage for your company.

• Accounts:
Keeping track of accounts receivable, collecting payments in time is as important as the actual sale. Add the fulfilled sales orders into your customers account with a single click, save time, easily follow-up. Quickly access your customers payment history before your meeting, manage your risk.