TeamGram Review

Task Management

TeamGram is a collaboration tool which allows employees and team members to work together so they can facilitate their sales process and close more deals. For that matter, the CRM software offers collaboration features, and one of them is task management. With TeamGram, tasks can be assigned to coworkers. When someone assigns a task, the software instantly sends a notification to the person whom the task is assigned to. Also, the person who assigns the task will be able to view the progress of the task; and when it is completed, he or she will receive a notification.

Share Notes Pictures, And Files

TeamGram, moreover, includes the capability to share notes, pictures, and drawings which can be used to help coworkers obtain more information about the tasks assigned to them. Notes and files can also be used to show how a particular task was completed or to document any problems encountered. As coworkers share notes, these notes can be linked to customer records, products, and orders; so that coworkers can easily access any related information they need.

Access Customer Information And Prepare Quotes

The CRM software permits users to organize customer information in one place. Thus, they will be able to enter customer contact details, meeting notes, quotes, and other information; and access them anytime, from anywhere. Additionally, TeamGram makes the preparation of sales quotes a breeze.  Users simply need to select the customer, products, and quantities. After they submit their sales quotes, they will be able to track them. They can also easily revise the sales quotes they prepared.

Create Orders Fast

In TeamGram, creating customer orders can be done quickly. As users enter orders, they can immediately access customer records. They can even create orders directly from a customer’s page. Also, TeamGram permits them to automatically fill in the unit prices of their products.

Access And Monitor Transactions

TeamGram lets users easily access information and records related to their transactions. For instance, they will be able to check the current balances of their customers and vendors, as well as the previous invoices and payments. They can also track overdue payments, and drill down to the specific portions that are paid and not yet paid for each invoice.

Manage And Track Inventory

Another reliable feature offered by TeamGram is inventory management. With this feature, users can easily update their inventory. When an order is processed and completed, the software automatically deducts the sold products from their inventory. Through the aid of inventory alerts, they will be notified when they are running low on products.

Build Custom Apps

Lastly, custom web and mobile apps can be created through TeamGram. Users can build special apps to match the unique processes of their business. As an example, they can create an app for getting daily sales reports, tracking the time they’re  spending for each client, or tracking vacation requests. Furthermore, they will be able to transform their custom apps into web forms and publish them on their website. As a result, when customers fill out web forms, they will be notified instantly.