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About Teamwork CRM

Teamwork CRM is a cloud-based customer relationship management software that allows businesses to centralise lead and sales management in one place. Organizations can use the platform to construct various pipelines for processes, sales teams, and marketing campaigns, as well as track tasks to spot problems and possibilities. Teamwork CRM is a set of integrated business management software that help teams communicate more effectively, collaborate more easily, increase sales, support clients, and complete projects more efficiently.Contact management is a feature of Teamwork CRM that allows businesses to save, update, and organise information about organisations and customers in a centralised repository for future reference. Custom fields, Single Sign-On (SSO), data import/export, board and list views, data sorting, and more are among the features available. Managers can also use reports to get insight into indicators such as sales forecasting, probability score, negotiations, and marketing.Gmail, Import2, Zapier, Teamwork Desk, and other in-house and third-party applications are all supported by Teamwork CRM. Monthly/annual subscriptions are available, and support is provided via phone, email, and other online methods.

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    79%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    61%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

Teamwork CRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    79%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Document Management

Ability to store and manage various information and documents in electronic format.

Teamwork CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

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Pricing screenshot
Pricing screenshot

Disclaimer: The pricing details were last updated on 17/01/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Teamwork CRM Pricing.

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Teamwork CRM FAQs

What is Teamwork CRM used for?

Teamwork CRM is CRM Software. Teamwork CRM offers the following functionalities:

  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management

Learn more about Teamwork CRM features.

What are the top alternatives for Teamwork CRM?

Does Teamwork CRM provide API?

Yes, Teamwork CRM provides API.

Teamwork CRM Contact

Vendor Details

Cork, Ireland Founded : 2007

Contact Details

+353 21 430 7675

https://www.teamwork.com/crm/

Social Media Handles

Not available

Grid Report for Teamwork CRM

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