• Company News Feed:
Share the latest updates with your coworkers. Comment on their posts. Share files and pictures. The news feed is the best way to keep the whole company on the same page. Start building a collective memory for your company and become a better team.
• Task Management:
Need to get something done? Create a task in TeamGram. Set the due dates and priorities. Link to contacts, companies, opportunities and more. Assign tasks to others and view their progress. Get notified when a task you assigned is completed. Easily view and update the tasks assigned to you. Instantly notice the delayed tasks and act on it.
• Integrated CRM:
Everything about your customers in one place. Check out your previous interactions with your customers before a new meeting or a phone call. Link your posts to customers and contacts. Track sales opportunities. Instantly access your contact database from anywhere.
Easily create stunning proposals. Choose your customer, your products, quantities and prices. Apply variable discounts. Customize by adding your company's logo, additional information and images. Ensure every proposal you send meets your company standards.Quickly revise your proposals when needed. Easily convert your accepted proposals to sales orders.
View who ordered which products, and when you have to deliver them. Quickly create orders during your meetings with your customers, or wherever you are. Let your team know about the new orders instantly, save time.
• Your Custom Apps:
Create applications specifically answering your company’s needs. That’s right, create customized forms for internal use and access them from anywhere. This is the simplest way to deploy corporate applications.
• 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.
• NEW - Accounts:
Keeping track of accounts receivable, collecting payments in time is as important as the actual sale. Add the fulfilled sales orders into your customers account with a single click, save time, easily follow-up. Quickly access your customer's payment history before your meeting, manage your risk.