CRM & Sales Management

• CRM and Sales Management:

Instantly access your contact database from anywhere. Get instant access to all customer interactions: attach notes and files to share with sales reps. Keep track of your sales pipeline on the go, viewing the stages of all your deals. Customize and manage your deal stages with a single drag and drop.

• Lead Management:

Effortlessly create leads by scanning business cards and connect multiple lead sources. Track the performance of different lead channels and sell smarter while boosting your sales team’s performance.

• Activity Management:

Need to get something done? Create an activity in TeamGram. Set the due dates and priorities. Assign tasks to others and view their progress. Mark the location of an activity on the map. Get instant notifications for completed activities.

• Quote Builder:

Easily create stunning sales quotes. Choose your customer, your products, quantities, and prices. Apply variable discounts. Further customize by adding your company’s logo, detailed information and images. Easily convert your accepted quotes to sales orders.

• Company News Feed:

Share the latest updates with your team. Comment on their posts. Share files and images; build a collective knowledge base for your company.