TeamGram is a comprehensive CRM and collaboration solution designed for small and medium-sized businesses (SMBs). It significantly enhances productivity throughout the sales cycle by promoting seamless teamwork and information sharing among various departments, including managers, sales teams, accountants, and field technicians.

 

One of the TeamGram pros is that users gain access to a wide range of capabilities, including the ability to create sales quotes, manage orders, handle invoices and payments, analyze and nurture leads, assign multi-user tasks, monitor inventory, customize forms, and develop custom applications.

 

The platform's customer relationship and sales management features empower organizations to gain in-depth insights into their customers. They can collect and organize customer contact details, create meeting notes, and generate quotes, among other tasks. Users can define deals, schedule follow-ups, and effortlessly create sales quotes using the built-in quote builder. When entering orders, users can access customer records, select products from a catalog, define new products, and have unit prices and discounts applied automatically.

 

Real-time inventory management is simplified with TeamGram, providing up-to-the-minute status updates and product availability listings. Users can enrich product listings with details, data, and images, while also setting minimum inventory levels with alert notifications. 

 

In this TeamGram overview, we should mention that efficient task management is a key feature, allowing users to assign tasks, set due dates, and automatically notify responsible team members. The platform ensures seamless communication by sending alerts when tasks are completed and facilitating the addition of photos, drawings, and file sharing to document progress.