Notebooks are.Teamwork CRM is the fifth product in the eponymous company’s suite of web-based work management tools. Plus, Users can use the Notebook feature in Teamwork to share important project notes and updates with clients. They both offer all the support, transparency, and accountability that you expect from Teamwork Projects, and they both enable you to optimize your projects in different ways even more so when used together.Gantt Chart (See 7) Board View. Projects, you have the option of using both List View and Board View to manage your workload.
A super-simple Kanban board view helps you identify deals that are stuck and address general pain points, as well as spot the best opportunities.Set custom sort and filter parameters, and automatically prioritize deals so you always follow-up on time. You can build and manage multiple pipelines with custom sales stages, custom fields, and segments for different markets, teams, and sales processes. Pipeline managementTeamwork makes your pipelines coherent by allowing you to visualize them end-to-end.
The integration automatically populates your Easy Insight reports with Teamwork CRM data, so you can make use of advanced business intelligence and analytics. Once your reports and forecasts are done, quickly export your findings as an Excel file, with your selected display metrics and visualization(s) automatically replicated in the exported file.These features are boosted by integration with the Easy Insight cloud-based analytics tool. It also allows for more detailed granular reporting.Sales reporting and forecasting tools allow you to sort by pipeline, date, and a range of custom filters like “match all” and “match any.”You can also set up stage probability scores to generate realistic metrics for deals made.
Gmail add-onThanks to a handy add-on, Teamwork CRM is also a Gmail CRM. You can also de-link tasks from CRM deals if you need to, so your projects don’t get borked if you need to link a task with a new or different deal. Export History retains a record of all your data exports, and CSV files you’ve generated remain downloadable for 30 days after you’ve created them.Teamwork CRM integration with Teamwork ProjectsTeamwork recently rolled out closer integration between Teamwork (project management) and Teamwork CRM, allowing you to turn CRM leads and opportunities into project tasks.In the Teamwork project management tool, you can create new tasks from a CRM deal, or link a deal with a task you already created in Teamwork and assign it to team members, add comments, pick specific start/end dates and give it a priority level ranking. You can also sort and filter your data export. Custom fields allow you to record and sort information specific to your niche business needs.Contacts, companies, and users can all be exported from your contact record as CSV files. Contact managementA contact management database ties together your network, from client to lead.
So while it’s still early days for Teamwork CRM, the platform looks to have a promising future, backed by the company’s consistent track record and attention to customer feedback. The road aheadWith a large pre-existing user base across a range of work and project management tools, it makes a lot of sense for Teamwork to build their own CRM, offering their customers the ‘missing link’ needed to attain holistic business management.On a bigger picture level, Teamwork is following a trend of other work management platforms, like monday.com, who are throwing their hat into the CRM ring.The company has a medium-term and long-term road map for its CRM, with Social CRM tools, sales force automation, email solution, and deeper integration with other Teamwork products being three major focus points. Say you receive a new inquiry from someone about your company’s product or service, just go to the Teamwork widget on the right-hand side of your inbox and click ‘add lead.’ After that, you can select what pipeline to add them to, including stage, source, contact info, company info, title and industry, and/or add a follow-up reminder.The Teamwork CRM Gmail add-on is available on the G Suite Marketplace.
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