What is team-up CRM?
Team Up CRM helps manage your customer relationship calendar and share your calendar with your college for better collaboration.
Suitable for businesses and companies in various industries looking for a social CRM.
This software is web-based SaaS cloud and can run on the cloud, but does not have a version that can be installed on personal computers and mobile phones.
Software features include: calendar, reminder system, document storage, and task manager.
Manage individual and company profiles by adding detailed information to profiles such as categories, details for sharing products and services.
Connect important emails with relevant customers or customers and view all emails related to a contact or customer with one click.
Attach and categorize the document with relevant clients View all documents related to a client with one click and enter and exit to record the history of copying documents.
Tag appointments and meetings with relevant customers and view all appointments and meetings related to a contact with one click.
Assign a relationship manager to customers that help you find all customers by the relationship manager.
Search for customers with free text in customer notes and names.
Search for customers with filters such as category, relationship manager.
Search for documents in free text in the contents of the documents.
Search for documents by document category.
Search for appointments, meetings and tasks with free text.
Manage your schedule and share your agenda with your college for better collaboration.
Assign tasks to your team and associate documents with tasks
Set up alerts and reminders.