Team Up CRM

Additional features

Customers / Clients Management

Maintain comprehensive profiles for both individual contacts and company accounts, capturing key details like their assigned category and the specific products or services they subscribe to.

Individual Profiles

Detailed records for each individual contact within your CRM.

Company Profiles

Centralized information for the organizations you work with.

Detailed Information

Ability to add specific data points relevant to each contact or company, such as their industry, size, or key stakeholders.

Category Assignment

Organize your customers and clients into defined categories for better segmentation and targeted actions.

Products & Services Subscription Details

Track the specific offerings each customer or client is currently utilizing.

Email Association with Customers / Clients

Directly link important email correspondence to the relevant customer or client profiles, providing a holistic view of communication history.

One-click view of all related emails

Quickly access a complete archive of all emails exchanged with a specific customer or client.

Document Management

Attach and organize important files and documents directly to customer/client records, with version control capabilities.

Attach Documents

Upload and link various file types (e.g., contracts, proposals) to relevant records.

Categorize Documents

Assign categories or tags to documents for easier organization and retrieval.

One-click view of all related documents

Instantly see all documents associated with a particular customer or client.

Check-in / Check-out (Document Version History)

Track changes made to documents over time, allowing you to revert to previous versions if needed.

Appointment and Meeting Management

Schedule and link appointments and meetings directly to customer/client contacts for clear context and follow-up.

Tag with relevant customers / clients

Associate scheduled events with the specific individuals or companies involved.

One-click view of all related appointments and meetings

Easily see a history of past and upcoming engagements with a particular contact.

Relationship Manager Assignment

Designate a specific team member as the primary point of contact for each customer or client.

Assign relationship manager to customers / clients

Identify the responsible individual for managing the relationship.

Search customers / clients by relationship manager

Quickly find all customers or clients assigned to a particular team member.

Powerful Search

Utilize a robust search engine to find information quickly across various data points within the CRM.

Free text search in customer / client notes and names

Find records by typing keywords present in their name or any notes associated with them.

Filtered search by category

Narrow down your search results by selecting specific customer or client categories.

Filtered search by relationship manager

Find customers or clients based on their assigned relationship manager.

Free text search in document content

Locate documents by searching for specific words or phrases within the document's text.

Search by document category

Find documents based on their assigned category.

Free text search in appointments, meetings, and tasks

Find scheduled events and to-do items by searching for keywords in their descriptions or titles.

Reports and BI

Analyze your business data and visualize key trends to support more informed decision-making.

Data Analysis

Tools and features to examine and interpret your CRM data.

Data Visualization

Presenting data in graphical formats (charts, graphs) for easier understanding.

Monitor Important Data

Track key performance indicators (KPIs) and other critical business metrics.

Calendar

Effectively manage your personal and team schedules, facilitating better coordination.

Manage Agenda

Organize your daily, weekly, and monthly schedule.

Share Calendar with Colleagues

Allow team members to view each other's availability for improved collaboration.

Alerts

Set up notifications for upcoming appointments, deadlines, and other important events.

Reminders

Receive prompts to ensure timely follow-up on tasks and engagements.

Task Management

Assign and track tasks within your team, linking them to relevant records and documents.

Assign Tasks to Team

Delegate specific actions to team members.

Link Documents with Tasks

Associate relevant files with tasks for easy access.

Automatic Outlook Synchronization

Seamlessly integrate your CRM data with your Microsoft Outlook account.

Emails (Outlook Sync)

Automatically synchronize email communication between Outlook and the CRM.

Appointment and Meetings (Outlook Sync)

Keep your Outlook calendar and CRM events in sync.

Contacts (Outlook Sync)

Ensure your contact lists are consistent between both platforms.

Tasks (Outlook Sync)

Synchronize your to-do lists between Outlook and the CRM.

Customization

Tailor the CRM to your specific business needs through various configuration options.

Workflows (Rule-based automation)

Define sets of rules that trigger automatic actions based on specific events or conditions within the CRM.

Fields (Custom properties for entities)

Create unique data fields to capture information specific to your industry or business processes.

SMS System Integration

Connect the CRM with an SMS platform to send text messages to contacts.

Third-Party Data Integration

Integrate the CRM with other external software and data sources to streamline data flow and workflows.