What is Teamwork CRM?

Teamwork CRM is a CRM system that allows organizations to centralize lead and sales management in one place. Organizations can use the platform to create multiple pipelines for processes, sales teams, and marketing projects, as well as track tasks to identify problems and possibilities.

Contact management is a feature of Teamwork CRM that allows businesses to save, update, and organize information about organizations and customers in a centralized 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 gain insight into metrics like sales forecasting, opportunity score, sales, and marketing.

Gmail, Import2, Zapier, Teamwork Desk, and other in-house and third-party apps are all supported by Teamwork CRM. Monthly/annual memberships are available, and assistance is given by phone, email, and other online methods.

Teamwork CRM Features

• Reporting/Analytics
• Sales Pipeline Management
• Search/Filter
• Segmentation
• Calendar/Reminder System
• Cataloging/Categorization
• Document Storage
• Email Response Control
• Forecasting
• Interaction Tracking
• Internal Chat Integration
• Lead Generation
• Lead Management
• Lead Qualification
• Marketing Automation
• Mobile Access
• Performance Metrics
• Quotes/Estimates