Essential Skills & Features

TeamGram has a consistent user interface throughout the app. Here are the main parts: Logo Clicking on the TeamGram logo...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]TeamGram has mobile apps for iOS and Android devices. Almost every feature (except...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]Notes are messages attached to other CRM records. They are a convenient way...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]TeamGram knows the hierarchy of your organization and uses this information to make...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]Connecting related pieces of information makes all of that information much more powerful....

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]Leads are new people who may become your customers. You will want to...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]TeamGram stores your customer database in two sets of connected records: Contacts (real...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]Reporting is an integral part of TeamGram. Most sections come with built-in reports...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]If you store product information (brand, model, price, etc) in TeamGram, you can...

Get familiar with the language of sales. Here is a glossary of terms used throughout TeamGram. [ht_toggle title=”Leads” id=”” class=””...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]Tags and hashtags are very powerful yet simple tools to organize, segment and...

[ht_message mstyle=”info” title=”Summary” show_icon=”true” id=”” class=”” style=”” ]Custom apps allow you to expand TeamGram’s functionality beyond lead and deal management,...

If you have a compatible cloud PBX system, you may be able to initiate phone calls from TeamGram simply by...

TeamGram has a built-in search engine that instantly indexes everything you store in it. To find a record, simply type...

A supplier order (or a purchase order) is a document that lists the items you are buying from a vendor...