Name: TeamGram
Author: TeamGram

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Accounting

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Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

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Integration Platform as a Service (iPaaS)

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Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

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Customer Relationship Management (CRM)

Sales Intelligence

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TeamGram is a CRM software designed to streamline the sales process and increase sales team productivity. It is suitable for businesses of all sizes, from small startups to large enterprises. Sales professionals, sales managers, business development teams, marketing teams, and customer service teams in various industries rely on TeamGram to improve their customer relationship management and drive sales growth.

## Key Features

**Customizable Sales Pipelines**: According to the vendor, TeamGram allows users to define their unique sales pipeline, adapting to their specific selling style. Users can view, measure, analyze, and improve all aspects of sales within the customizable sales pipeline.

**A Better Way to Track Sales Opportunities**: TeamGram CRM provides a visual representation of the sales pipeline, allowing users to quickly see how opportunities are progressing. Users can easily access more detailed information and update opportunities by dragging and dropping.

**Hit Your Targets**: The vendor claims that TeamGram enables users to set targets for individual users, departments, or the entire company. Actual performance can be measured against these targets in real-time, providing visibility into sales team performance.

**Instant Access to Information**: TeamGram consolidates customer information in one secure, searchable, and ultra-fast repository, allowing users to access meeting notes, emails, sales quotes, contact details, and more instantly.

**Identify Qualified Leads**: According to the vendor, TeamGram CRM includes powerful lead management tools that help users identify more qualified leads, enabling businesses to feed more sales opportunities into their pipeline.

**Reduce Time Spent on Preparing Sales Quotes by 90%**: The vendor claims that TeamGram CRM offers a super-fast quoting engine that helps sales teams generate sales quotes 10 times faster, enhancing efficiency and reducing time spent on administrative tasks.

**Long Sales Cycles**: TeamGram is optimized for businesses with extended sales cycles that span weeks or months, providing the necessary tools and functionalities to manage and track sales opportunities throughout the entire cycle.

**Growth Aspirations**: The vendor states that TeamGram simplifies sales scalability by providing enhanced visibility and heightened productivity, supporting the growth aspirations of companies with a flexible CRM solution.

**Ease Of Use And Cost Effectiveness**: TeamGram operates in the cloud, eliminating the need for expensive installations, setups, servers, administrative tasks, or training. The user-friendly interface of TeamGram makes it easy for teams to navigate and utilize the CRM effectively.

**Return On Investment**: According to the vendor, TeamGram offers immediate return on investment through enhanced sales performance, providing actionable data and streamlining the sales process to help companies achieve higher sales revenues and improved ROI.

Ease of Use: Users have consistently found TeamGram to be easy to use, regardless of the team members' level of computer knowledge. The intuitive and user-friendly user interface contributes to its ease of use. Some users have even described it as a lifesaver for coordinating tasks and keeping everyone informed about what needs to be done.

Affordability: Many reviewers appreciate that TeamGram is an inexpensive solution compared to larger tools with similar features. Its affordability, along with its user-friendly interface and extensive features, are major positives for users. It provides a comprehensive package without the need for additional supporting apps.

Effective Task Management: The ability to assign tasks, write notes, and monitor task completion in TeamGram is highly valued by users. It facilitates effective supervision and allows teams to stay on top of their work. The centralization of task communication and priority in TeamGram streamlines workflow and ensures attention to detail.

Cumbersome Contact Management: Some users have found it cumbersome to add business contacts in TeamGram compared to other apps that automatically filter information from business cards into neat categories.

Lack of Notifications for Incoming Calls: Reviewers have expressed frustration with the Incoming Calls feature, as it requires manually checking the tab for new calls instead of receiving alerts, making it less helpful and efficient.

Inconvenient Phone Message Handling: Users have mentioned that phone messages do not show up on the tasks page in TeamGram, which is inconvenient for those who keep the tasks page open and prefer a centralized view. This forces them to regularly check the separate phone messages tab for missed calls.

TeamGram has proven to be an invaluable tool for team communication and task management, with users finding it easy to use and navigate. It serves as a centralized hub for scheduling client appointments and keeping all important data in one accessible place. Users praise TeamGram as a gem among CRM systems, appreciating its sleek design and intuitive interface. The affordability of TeamGram compared to other CRM options is also highly valued by customers. Additionally, the support team is highly regarded for their knowledge and responsiveness in resolving any issues that may arise. 

One of the key use cases for TeamGram is its ability to help sales organizations stay organized and streamline productivity. It enables easy customer follow-up and provides access to all customer data in one place, making it ideal for managing sales leads and tracking progress. Another valuable use case is the software's ability to keep users connected to their company even during long business trips. This feature enhances communication and collaboration within teams, ensuring that tasks are not overlooked or forgotten. Users have found TeamGram to be their final choice after trying multiple CRM programs, as it not only provides good service but also continues to improve and update its application over time. Overall, TeamGram helps teams stay organized, focused, and on task, enhancing attention to tasks and enabling effective teamwork in serving their consumers' community.

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

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TeamGram

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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TeamGram

Overview

What is TeamGram?