TeamGram

All-in-one CRM & collaboration tool for SMBs

4,9 /5 (34 reviews) Write a Review!

TeamGram Overview

What is TeamGram?

TeamGram is an all-in-one CRM and collaboration tool for SMBs that helps increase productivity within the sales cycle. Teams are encouraged to work together and share information between managers, sales teams, accountants, field technicians, and more. Users are able to prepare sales quotes, create orders, manage invoices and payments, analyze and manage leads, create multi-user tasks, track inventory, customize forms, and build custom applications.

TeamGram’s features for customer relationship and sales management enable organizations to learn about their customers and collect customer contact details, as well as create meeting notes, quotes, and more. Users can define deals and follow-ups, and generate sales quotes using the quote builder. TeamGram allows users to access customer records when entering orders, pick products from a list or define new products, and automatically fill in unit prices and apply discounts.

Organizations can manage and track inventory with real-time inventory status updates, and list products by availability. Users can add details, data and images to products and define minimum inventory levels by item to set up alerts. Users can access current customer and vendor balances, and match payments to outstanding invoices. TeamGram provides users with breakdowns for post-dated cheques and overdue payments, and displays which portion has been paid or overdue for each invoice.

Users are able to manage tasks, assign them to individuals, and set due dates. TeamGram will automatically send a notification to the person that the task is assigned to, and send an alert when a task is complete. Users can add photos and drawings to help explain a specific task, and share pictures, notes, or other files to document the progress with the team. Important notes can be published instantly on the company’s internal news feed, with links to a variety of files including contracts, drawings, customer records, products, orders, and more.

TeamGram Overview

Pricing

Starting from
US$12,00/month

Pricing options

Free Trial
Subscription
Value for money

Starter - $12 user/month

Professional: $24 user/month

XL: $48 user/month

Plus: $64 user/month

Discounts for annual billing available.


TeamGram Features

Devices
Business size
S M L
Markets
United States, Canada, Australia, India, Brazil
Supported Languages
English, Portuguese, Turkish

Media

Write notes about deals, tasks, or anything worth sharing with coworkers, and have them published instantly on the company's internal news feed
Get an at-a-glance view of the business via the dashboard including notes, tasks, sales, orders, and more
Create custom forms and fields, and customize templates for quotes and orders
Assign tasks to the whole team, set due dates and view progress
View all active sales in one page and use drag & drop to move them from one stage to the next
Manage and track inventory and view real-time product availability
Manage payments and collection with easy access to current customer and vendor balances
TeamGram screenshot: Write notes about deals, tasks, or anything worth sharing with coworkers, and have them published instantly on the company's internal news feed TeamGram screenshot: Get an at-a-glance view of the business via the dashboard including notes, tasks, sales, orders, and more TeamGram screenshot: Create custom forms and fields, and customize templates for quotes and orders TeamGram screenshot: Assign tasks to the whole team, set due dates and view progress TeamGram screenshot: View all active sales in one page and use drag & drop to move them from one stage to the next TeamGram screenshot: Manage and track inventory and view real-time product availability TeamGram screenshot: Manage payments and collection with easy access to current customer and vendor balances

TeamGram Reviews

TeamGram Reviews

Overall rating
4,9
/
5
Excellent
29

Very good
5

Average
0

Poor
0

Terrible
0

Value for Money
4,8
Features
4,5
Ease of Use
4,7
Customer Support
4,8
100% recommended this app
Brian S.

Everything we expected and so much more

The few "problems" we did have we were able to work with the supprt team or our salesman Henrique and they were resolved. The support team is awesome, very knowledgeable and fast to respond. Even when we created our own problems they were willing to step and and correct our mistake in a very fast time frame. We looked at several other products and are so glad we decided to go with Teamgram, everyone loves it. Thank you Henrique and the entire Teamgram support team.


Andrea M.

Perfect for small teams

We have been using it for several years and it is very heavily utilized the help us stay organized. We are not a sales team so don't utilize all of the features but the ones we do use are very helpful.


Berke K.

Our company personal organizer

We are using Teamgram on daily basis and very satisfied with its services so far. Our management will keep continueing to use it and so we will.


Kelley L.

Overall Very Useful Tool


Murat G.

Why we selected TeamGram as our CRM tool?

TeamGram has a very responsive and resourceful team that is fully committed to support our on-boarding. The tool is self-serving. Min training is required.


Brian S.
Industry: Public Safety
Company size: 11-50 Employees

Everything we expected and so much more

Used Daily for 6-12 months
Reviewed on 2020/01/20
Review Source: Capterra

The few "problems" we did have we were able to work with the supprt team or our salesman Henrique and they were resolved. The support team is awesome, very knowledgeable and fast to respond. Even when we created our own problems they were willing to step and and correct our mistake in a very fast time frame. We looked at several other products and are so glad we decided to go with Teamgram, everyone loves it. Thank you Henrique and the entire Teamgram support team.

Pros

We work in a very challenging industry with many vendor and part numbers. The ease of uploading and updating price lists has been a huge advantage of software we prevously used. Also the team aspect of Teamgram is a great help for our sales team, everyone is on the same page and know what everyone else is working on. The shared information, contacts, quotes, sales etc is a great tool that helps everyone from sales to service to parts.

Cons

This is a hard one to answer as most of the problems we encountered were self inflicted and caused by us. The few "problems" we did have the support team and our salesperson worked with us and resolved or discovered a work around. We really don't have anything to say we liked the least.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Andrea M.
Industry: Individual & Family Services
Company size: 2-10 Employees

Perfect for small teams

Used Daily for 2+ years
Reviewed on 2019/10/29
Review Source: Capterra

We have been using it for several years and it is very heavily utilized the help us stay organized. We are not a sales team so don't utilize all of the features but the ones we do use are very helpful.

Pros

This software is a lifesaver for our small team. We list tasks and can assign just ourselves or add anyone who may be able to help. We utilize a team approach so several people may be working on the same thing. Being able to write notes on tasks and the bar showing how complete the task is are also very helpful. We also try very hard to enter contacts so that everyone doesn't just hoard their own.

Cons

Adding contacts is a little tedious. I have an app on my phone that takes a picture of a business card and filters all of the info into neat little categories. With TeamGram I have to first create a company then add a contact. We also tried the Incoming Calls feature for awhile and decided it wasn't a good fit for us because it required that everyone check the tab regularly. It would be more helpful to have an alert that a call came in. Instead, we reverted back to IM.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Berke K.
Industry: Leisure, Travel & Tourism
Company size: 11-50 Employees

Our company personal organizer

Used Daily for 1+ year
Reviewed on 2020/10/02
Review Source: Capterra

We are using Teamgram on daily basis and very satisfied with its services so far. Our management will keep continueing to use it and so we will.

Pros

Teamgram is being used for several years in our company. We are keeping all the data of our clients, suppliers and more. We are requesting for annual leave thru teamgram where our supervisors can approve it. We are also inserting the necessary informations and new thru there so everyone in our company can check it out. It is mendatory to use teamgram in our company

Cons

At the beginning some of us was a bit confused about the interface and the system but after we got used to it we saw that it is very easy to use and very effective for a company like us. There is nothing negative I can say abour this product.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Kelley L.

Overall Very Useful Tool

Used Daily for 1-5 months
Reviewed on 2018/04/23
Review Source: Capterra

Pros

I like all that it can do and find it useful with a sales team spread between 3 cities.
The software is able to follow a project lead all the way through shipment of the product.
The fact that it is cloud-based is a huge feature.
The mobile app is excellent even though several of the features are not enabled and the screen looks different in the mobile format.

Cons

It does not seem to be stable since I have several times had it crash multiple times through active use.
I wish that the threads or parts of the projects were easier to tie together no matter what screen you are in.
There is no feature to auto-fill the cells even though some information is often repeated. I wish it had this feature. The duplication of the information is a time stinks.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Murat G.
Industry: Information Technology & Services
Company size: 11-50 Employees

Why we selected TeamGram as our CRM tool?

Used Daily for 1+ year
Reviewed on 2019/12/11
Review Source: Capterra

TeamGram has a very responsive and resourceful team that is fully committed to support our on-boarding. The tool is self-serving. Min training is required.

Pros

We're a small organization operating globally with regional offices in Toronto, Delaware, Dubai and Istanbul. We're searching for a CRM tool that is not cumbersome to implement and that we can operate globally with min overhead. After being introduced to TeamGram, we're up and running in less than 48 hours. TeamGram is a streamlined product that comes with intuitive and user-friendly UI. If you want agility and speed, do not have IT resources, TeamGram is the right tool.

Cons

At this moment, I do not have any negative comments.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,7/10
Based on 34 user ratings
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TeamGram Pricing

TeamGram Pricing

Starting from
US$12,00/month
Free Trial
Subscription
Value for money

Starter - $12 user/month

Professional: $24 user/month

XL: $48 user/month

Plus: $64 user/month

Discounts for annual billing available.

Starter - $12 user/month

Professional: $24 user/month

XL: $48 user/month

Plus: $64 user/month

Discounts for annual billing available.

Value for Money
4,8/5
Based on 34 user ratings
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TeamGram Features

TeamGram Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,5/5
Based on 34 user ratings
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Categories

Additional information for TeamGram

Additional information for TeamGram

Key features of TeamGram

  • Call Logging
  • Contact Import/Export
  • Customer Pipeline
  • Customer Support
  • Discussion Boards
  • Form Builder
  • Group Management
  • Interaction Tracking
  • Knowledge Management
  • Lead Enrichment
  • Lead Notifications
  • Lead Segmentation
  • List Management
  • Quotes / Proposals
  • Sales Pipeline Management
  • Search
  • Search / Filter
  • Source Tracking

Benefits

  • Encourage collaboration throughout the business with TeamGram by enabling users to share information between managers, sales teams, field technicians, accountants, and more.

  • Access and view meeting notes, quotes, orders, and reminders via the built-in CRM tool for sales and client management.

  • Manage and track inventory by creating a product list, setting minimum inventory alerts, and monitoring real-time inventory updates

  • Prepare quotes using TeamGram's quote builder tool and convert them to orders with a click.

  • Build custom web and mobile apps that are unique to the organization's way of doing business, and begin using them right away.

  • TeamGram FAQs

    TeamGram FAQs

    Below are some frequently asked questions for TeamGram.

    Q. What type of pricing plans does TeamGram offer?

    TeamGram offers the following pricing plans:

    Starting from: US$12,00/month

    Pricing model: Subscription

    Free Trial: Available

    Starter - $12 user/month Professional: $24 user/month XL: $48 user/month Plus: $64 user/month Discounts for annual billing available.

    Q. What are the main features of TeamGram?

    TeamGram offers the following features:

    • Call Logging
    • Contact Import/Export
    • Customer Pipeline
    • Customer Support
    • Discussion Boards
    • Form Builder
    • Group Management
    • Interaction Tracking
    • Knowledge Management
    • Lead Enrichment
    • Lead Notifications
    • Lead Segmentation
    • List Management
    • Quotes / Proposals
    • Sales Pipeline Management
    • Search
    • Search / Filter
    • Source Tracking

    Q. Who are the typical users of TeamGram?

    TeamGram has the following typical customers:

    Small Business, Mid Size Business

    Q. What languages does TeamGram support?

    TeamGram supports the following languages:

    English, Portuguese, Turkish

    Q. What type of pricing plans does TeamGram offer?

    TeamGram has the following pricing plans:

    Subscription

    Q. Does TeamGram support mobile devices?

    TeamGram supports the following devices:

    Android, iPhone

    Q. What other apps does TeamGram integrate with?

    TeamGram integrates with the following applications:

    FreshBooks, Mailchimp, Microsoft Excel, QuickBooks Online Advanced, Zapier

    Q. What level of support does TeamGram offer?

    TeamGram offers the following support options:

    Phone Support, Online Support, Knowledge Base