Teamwork CRM is the fifth product of the Teamwork platform. Although there are many CRM applications available in the market, Teamwork CRM is aimed to be the final piece of a product suite that supports Teamwork users from beginning to end. It is a simplified application that makes it easy for teams to see the big picture of their sales pipeline. And it has a clean and easy-to-use interface that allows anyone on the team to start using it, to go where they need to go, and do what they need to do.
Features, Benefits, Strengths
- Sales Pipeline Management – Teamwork CRM helps streamline the sales process by enabling users to easily organize and manage their deals. Multiple pipelines allow users to create and manage custom pipelines for processes, sales teams, markets, and others. A pipeline board view lets them get a clear overview of every stage of the pipeline, so the team can clearly spot blockages, bottlenecks, or opportunities. Other features include customizable pipleline stages, separate leads and opportunities, ability to sort and filter deals, deal auto-prioritization, activities, and product library.
- Reporting and Forecasting – The customer relationship management application helps users monitor key metrics for a better understanding of sales team performance. Sales reporting enables them to see the bigger picture of how the team is performing using visual reports. It has forecasting features that can accurately predict future sales for a period of time, so users can focus on their pipeline. Stage probability lets them set a score for each stage of the pipeline that helps quantify the likelihood of closing a deal.
- Contact Management, Integrations, and more – Teamwork CRM provides the single place to store and organize all prospect and customer contact information. Users can capture important details of contact persons in every company. They can store company information for deals and link it to contacts that they are interacting with in that business. Custom fields allow them to capture specific customer information and add those to contact and company forms. It integrates seamlessly with Teamwork Projects, Desk, and Chat, as well as with Gmail. It also has data import functionality, and is mobile device friendly.
Teamwork CRM’s Pro plan is priced at $8 per user per month billed annually ($10 per user monthly). For the Enterprise plan, contact the sales team to request a quote. A 30-day free trial period is also offered, so those interested can try for free first, and upgrade (or cancel) later.
Social Network Presence
Teamwork CRM is ideal for sales teams, marketing teams, and support teams. Teamwork product users can get the best value in using it together with the other products in the platform. It can be used by businesses of all sizes and in various industries.
Some of their Clients
The Teamwork platform is used by over 20,000 companies like PayPal, eBay, Disney, Forbes, Microsoft Studios, Vevo, Louis Vuitton, HP, and Honda.
Sean Ware stated that moving to Teamwork CRM made a positive difference in how they visualize, understand, and manage their sales process.
Why Teamwork CRM
Teamwork CRM recently launched in April 2019, but the Teamwork platform has been around since 2007. As a standalone product, it helps users improve their sales processes, which leads to company growth. As a CRM product in the Teamwork platform suite, it provides businesses a complete solution on a single platform to run their business from beginning to end.
Teamwork CRM is the newest product of Teamwork, a privately held software company with headquarters in Cork, Ireland. It was founded in 2007 by Peter Coppinger and Daniel Mackey. The Teamwork team were using leading CRM software, but found them clunky, cumbersome, difficult to use, and not detailed enough in reporting. They knew they can build a better CRM, and when customers asked for it, they also realized it was the missing final product in their platform that can provide a single, end-to-end business solution for their customers.
Recommended Project Management Software
If you’re interested in learning more about top rated project management software, the editors at Project-Management.com actively recommend the following:
ClickUp is one of the highest-rated project management tools today. Use Docs, Reminders, Goals, Calendars, Chat, scheduling, assigned comments, custom views, & more with this all-in-one project management tool.
Used by 800,000+ teams in companies like Airbnb, Google, and Uber, it brings all of your projects into a single app! Built for teams of all sizes and industries, Our fully customizable & proprietary features make it a must-have for anyone wanting to keep project management in one place.
monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.