Name: Teamzy
Author: Teamzy

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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### Contact Management
Users generally appreciate Teamzy's contact management features for keeping in touch with clients and prospects efficiently. While some users praise the software for its ease of integrating contacts and setting up reminders for daily activities, others have expressed frustration over potential data loss issues and a lack of responsive customer service. Despite these mixed reviews, Teamzy seems to offer a systematic approach to managing contacts and ensuring that important connections are not overlooked. The software's ability to help users stay organized and engaged with their network is highlighted as a key benefit by many reviewers.

### Customer Support and Service
Users have expressed varied opinions about Teamzy's customer support and service, ranging from needing great support to encountering issues with zero customer service. Some users have highlighted the positive aspects of the support provided by Teamzy, such as assistance with training and setup, ease of downloading contacts, and the availability of scripts for different connection scenarios. On the other hand, there are concerns raised about the lack of responsiveness and effectiveness of the customer service team, with instances where users faced challenges in accessing the system or lost data without adequate support for resolution. This mixed feedback indicates that while Teamzy offers valuable customer connection software and systematic approaches, there are areas where improvements in customer support and service could enhance the overall user experience.

### Business Growth and Development
Users consistently praise Teamzy for its ability to help them connect with prospects and customers, manage their daily actions, and build strong relationships to achieve their goals. The software's emphasis on setting and tracking daily activities and goals has been particularly well-received, with users noting how it keeps them on track and accountable. Additionally, the feature that allows users to centralize customer information and notes has been highlighted as a valuable tool for nurturing and expanding client relationships. The overall sentiment regarding Teamzy's business growth and development functionalities appears to be positive, with users finding it instrumental in enhancing their productivity and relationship management efforts.

### Sales and Prospecting
Users appreciate Teamzy's efficient prospect management tools, particularly the customizable reminders and communication features that help in staying connected with leads and important contacts. However, some users express concerns about the pricing, especially for those just starting out, which led them to explore other alternatives. Despite this, Teamzy is recognized for its systematic approach in keeping clients and prospects engaged, ensuring that no valuable connections slip through the cracks.

### Marketing and Outreach
Users appreciate Teamzy's robust communication features, such as email, text, and social media integration, which streamline their outreach efforts and help them stay connected with their contacts. However, some users express concerns about the pricing, finding it to be on the higher side compared to other solutions available in the market. Despite this drawback, Teamzy's marketing and outreach functionalities receive positive feedback for their effectiveness in facilitating meaningful connections with prospects and customers.

Teamzy CRM is a contacts app designed specifically for network marketers. According to the vendor, it serves as a customer relationship management (CRM) tool that helps network marketers organize and manage their contacts, track their interactions, and build relationships with prospects and team members. Teamzy CRM is said to be suitable for network marketing teams of all sizes, from individual entrepreneurs to larger teams and organizations. It is reportedly used by network marketers, direct sales professionals, MLM distributors, relationship marketers, and independent business owners.

## Key Features

**Easy setup, no credit card required**: According to the vendor, Teamzy CRM offers a simple and hassle-free setup process, allowing users to get started quickly without the need for a credit card.

**Build Authentic Relationships**: The vendor claims that Teamzy CRM helps network marketers build authentic relationships with prospects, customers, and team members.

**Save Time and be Efficient**: Teamzy CRM is said to enable users to complete income-producing activities in less than an hour a day, potentially helping them save time and increase efficiency.

**Get Organized and In-Control**: According to the vendor, Teamzy CRM allows users to track and manage their prospects, customers, and team members, helping them stay organized and in control of their network marketing business.

**Follow a Proven System**: The vendor asserts that Teamzy CRM provides users with a proven system to grow their network marketing business, guiding them on what to do next for business growth.

**Import your Facebook friends, customers, and back-office**: Teamzy CRM reportedly allows users to import their Facebook friends, customers, and back-office data, making it easy to keep track of their network.

**Organize, track, and build meaningful relationships all in one place**: According to the vendor, Teamzy CRM provides a centralized platform for users to organize, track, and build meaningful relationships with their prospects, customers, and team members.

**Daily reach outs with our built-in Power Hour tool**: Teamzy CRM is said to offer a built-in Power Hour tool that guides users on who to contact next, helping them complete daily reach outs efficiently.

**Get reminders for follow-ups and reach outs to nurture relationships**: According to the vendor, Teamzy CRM sends reminders to users for follow-ups and reach outs, ensuring that no prospect or customer falls through the cracks and helping users nurture relationships consistently.

**Always know what to say with built-in scripts**: Teamzy CRM reportedly provides users with built-in scripts to help them know what to say in various situations, potentially improving communication effectiveness.

Easy to use and get started with: Users have found Teamzy to be user-friendly and easy to get started with, making it ideal for new businesses that engage in a lot of reach outs. Several reviewers appreciated the simplicity of the software, which allowed them to quickly navigate through its features without any hassle.

Effective goal tracking and reminders: Many users have praised Teamzy's ability to help them track their goals effectively by breaking them down into daily steps. The reminder feature in particular has been highly valued by reviewers, as it helps them stay accountable and on track with their tasks. This feature has proven especially beneficial when dealing with a large database or managing multiple prospects simultaneously.

Comprehensive customer relationship management: Reviewers have commended Teamzy for its capabilities in recording actions under each contact's profile, allowing users to easily recall past interactions and maintain a comprehensive record of customer relationships. Users appreciate being able to keep all customers in one location and add them manually or import from an Excel sheet effortlessly. This centralized approach streamlines communication and ensures that important information is readily accessible when needed.

Lack of Features for Growing Business: Some users have expressed that the software lacks certain features necessary for a growing business. They feel that it falls short in providing the tools and capabilities needed to effectively manage and expand their operations.

High Monthly Cost for Startups: Several reviewers have mentioned their dissatisfaction with the high monthly cost of the software, especially when they are struggling financially as a startup. This has hindered their ability to invest in the software and utilize its benefits fully.

Negative Customer Service Experience: Some users have had negative experiences with customer service, which has prevented them from using the software altogether. They feel let down by the lack of support and assistance provided, leading to frustration and disappointment.

Teamzy has proven to be a valuable tool for individuals managing the demands of their business and striving for organizational efficiency. Users have expressed that the software simplifies their workflow and has impressed them with its user-friendly setup process and seamless integration of contacts. The Teamzy team, known for their responsiveness and helpfulness, has been commended for their support even after users have no longer needed the app.

Although there have been some setbacks, such as instances of data loss where contacts, notes, ratings, and sales disappeared from the system, users still regard Teamzy as a great tool for running their business and ensuring that clients are kept up to date. The systematic approach of Teamzy has been appreciated by users in preventing clients, prospects, and friends from falling through the cracks. However, some users have encountered frustrations with the lack of customer service support when issues arise.

Despite these challenges, users who have switched to other platforms have done so due to partnerships with their company or finding alternatives that better suit their specific needs. It is worth noting that while some users initially struggled to adapt to Teamzy's interface, they ultimately grew to appreciate it and found it to be a time-saving solution for their work.

Starter

Professional

Unlimited

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Teamzy

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Teamzy

Overview

What is Teamzy?