TeamGram

Description

TeamGram is an all-in- one web & mobile tool built and priced for small businesses. It helps your team manage sales, customer relationships and to-do lists.


⚫ To do lists / Task management:

Quickly assign tasks to any user on any device. Capture and share valuable information about each task. Attach relevant notes, files or photos. Track progress. Get reminders & notifications delivered straight to mobile.

⚫ Customer Relationship Management:

Everything about your customers in one place. Capture valuable customer information with the ease of a status update. Drag & drop important files and photos right into your sales notes. Link your posts to customers and contacts. Use hashtags, search tools and filters to instantly access anything on any device.

⚫ Proposal Management:

Easily create stunning sales proposals. Choose your customer, your products, quantities. Apply variable discounts. Customize by adding your company's logo, additional information and images.

Save multiple templates for further use. Send your proposals to your customers via e-mail from within TeamGram and keep track of them. Quickly revise your proposals when needed. Convert your accepted proposals to sales orders with a single click.

⚫ Sales Orders:

Orders and CRM are tightly integrated in TeamGram. Access customer records while entering orders. View who ordered which products, and when you have to deliver them. Quickly create orders from anywhere.

⚫ Company News Feed:

Share notes about your deals, tasks you are working on, and just about anything worth sharing with coworkers. Connect your notes to customer records, products, opportunities, tasks, or orders. Let your coworkers access related information with a single click. Like and comment on your team’s posts. Share files and pictures.

⚫ Custom Apps:

Create custom forms for internal use and access them from anywhere. This is the simplest way to deploy corporate applications for internal use.

⚫ 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.

⚫ Go Mobile:

Download TeamGram’s free iOS and Android apps to use all features on the go. Assign tasks, share notes, images & files, create proposals and orders, use your custom apps and more. Stay updated with mobile notifications and reminders.