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Overview
TeamGram

TeamGram 2026: Benefits, Features & Pricing

On this page
  • Overview
  • User Interface
  • Popular Alternatives
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

TeamGram
TeamGram
4.9
(35)

Pricing

Starting at $24.00 per month

About TeamGram

TeamGram is a cloud-based integrated customer relationship management (CRM), quotation, proposal and sales management solution that helps businesses manage their workflows and sales cycle.

TeamGram offers CRM capabilities that enable businesses to manage interactions with new and existing customers. Users can define deals for prospective sales and prepare sales quotes that can be revised and converted into orders. The solution enables users to manage and track their inventories in real time and add products when required. The task management feature allows users to create and assign tasks to themselves or coworkers, set due dates and track progress.

TeamGram also offers a mobile app for iOS and Android devices for remote usage. Services are offered on a monthly subscription basis that includes support via email, phone and online video tutorials.

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TeamGram User Interface

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TeamGram Pricing and Plans

Starting price: $24.00 per month
Free Trial
Free Version

DOX Pro

$24.00

per user, per month

Plan includes:

  • Automatic Price Look-Ups
  • Custom Quote Templates
  • Discount Calculations
  • E-Mail Sending
  • PDF File Generation
  • Product Pictures in Line Items
  • Signature Images
  • Web Quotes

DOX Premium

$48.00

per user, per month

Plan includes:

  • Automatic Price Conversion to Different Currency
  • Automatic Price Look-Ups
  • Custom Quote Templates
  • Discount Calculations
  • Electronic Management Approvals for Outgoing Quotes
  • E-Mail Sending
  • PDF File Generation
  • Product Pictures in Line Items
  • Quotes With Items Priced in Multiple Currencies
  • Signature Images
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TeamGram Features

  • Popular features found in CRM
    Calendar Management
    Customer Journey Mapping
    Email Management
    Quotes/Estimates
    Reporting/Analytics
    Sales Pipeline Management
    Segmentation
    Task Management
    Territory Management
    Workflow Management
  • More features of TeamGram
    Access Controls/Permissions
    Activity Tracking
    API
    Business Card/Badge Scanning
    Calendar/Reminder System
    Call List Management
    Call Recording
    Catalog Management
    Client Management
    Collaboration Tools
    Contact Database
    Contact Management
    Content Library
    CRM
    Customizable Branding
    Customizable Fields
    Dashboard
    Data Import/Export
    Data Management
    Document Management
    Document Storage
    Email Marketing
    File Sharing
    Forecasting
    Interaction Tracking
    Internal Chat Integration
    Knowledge Management
    Lead Capture
    Lead Distribution
    Lead Management
    Lead Qualification
    Marketing Automation
    Mobile Access
    Mobile App
    Performance Management
    Performance Metrics
    Pipeline Management
    Prospecting Tools
    Real-Time Notifications
    Real-Time Reporting
    Referral Tracking
    Reminders
    Sales Reports
    Search
    Search/Filter
    Social Media Integration
    Templates

TeamGram Integrations

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

See all 7 integrations

TeamGram User Reviews

Overall Rating

4.9

Ratings Breakdown

5

86%

4

14%

3

0%

2

0%

1

0%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.7

Functionality

4.6

Have you used TeamGram and would like to share your experience with others?

Andrea's profile
Andrea M.

Verified reviewer

Individual & Family Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2019

Perfect for small teams

4

Previously 5

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.

Ratings Breakdown

4
Ease of use
Previously 5
4
Value for money
5
Customer support
4
Functionality
Previously 5
icon
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.

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UT
Uddhav T.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed December 2020

A simple and good tool for client Management

5

Nice experience, good supoort.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
The platform is easy to use, I am Mutual Fund Distributor and using the platform client management and service to clients.
Cons:
Not applicable least or best, as total software is useful

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BO
Baha O.

Used monthly for less than 12 months

Review source

Reviewed April 2018

a good product to track our sales pipeline and CRM

4

Ratings Breakdown

4
Ease of use
4
Value for money
5
Customer support
3
Functionality
icon
Pros:
I really like the mobile capabilities. Also deal and lead functions in the system are robust and useful.
Cons:
no ability to take a picture of a business card and the contact info in the business card will be uploaded to the system automatically

Read More

VR
Verified
Reviewer

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

We know that our information is in safe hands.

5

I feel everything is in my hand with teamgram. During long business trips teamgram helps me to keep in touch with my company and know anything about what happens. we try several CRm programs, but we are sure that teamgram is the final stop for us. They are not giving us best service, but also improve and update application al the time.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
We didn't realize how much effect TeamGram was making to our business until we looked at our yearly results. We use TeamGram with maximum performance.
Cons:
No major cons, but I hope they add more department and company reporting details and a better looking reporting dashboard.

Read More

SR
Sophie R.

Verified reviewer

Individual & Family Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2019

The To - Do List

5

It has helped us stream line our productivity to ensure nothing accidentally falls in the cracks.

Ratings Breakdown

5
Ease of use
5
Functionality
icon
Pros:
We have been using this software as a company for several years now to help organize tasks that need to be done, share contact information, and keep track of phone messages. As a team we jokingly refer to it as the "to do list." As a supervisor I feel good knowing I can communicate the need of which tasks need to get done, and what the priority is all in one central place. Additionally, I like knowing when I get assigned to tasks, that it is something that needs to get done to help the team.
Cons:
I don't like that you can't prioritize or tag individuals in phone messages, so that they can get an alert. It is tedious to check that tab regularly to make sure no calls are missed.

Read More

VR
Verified
Reviewer

Used daily for more than 2 years

Review source

Reviewed April 2018

The most interactive software for doing customer follow up.

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
Teamgram has given us a very important advantage for our company. It is very easy to store the records of our customers' data and service provided, and even easier to access it.
Cons:
Lead management could be better if they added more features like filtering our junk leads and being able to pull more lead information from the web

Read More

SR
Sophie R.

Verified reviewer

Individual & Family Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

I love TeamGram, it really helps our team stay organized which helps us better serve our consumers.

5

Our team stays more organized and on task. I feel that we pay better attention to the tasks at hand and are able to stay focused on our team approach and our mission of serving our consumers/community. I am certain that if a task is put on our team to do list, it won't fall through the cracks.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
This software allows all parties to assign tasks, create memos, and record missed messages which really helps our small company focus on a team approach. By utilizing the team approach, we have been able to make our daily operations more efficient and use that saved time networking for our consumers.
Cons:
I don't have any negative feedback to offer. I think that the software fits the specific needs of the company.

Read More

CB
Can Bulent B.

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

TeamGram is a very powerful tool for every sales organisation.

5

We manage our sales organisation and easily followup customers. Wherever we are, we reach all customer data in one place.

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
We are using TeamGram for sales management. Our sales cycle is so long so we should follow-up customer's each step and shouldn't forget what we have been speaking and what happened, what are they thinking etc. Quotes are so important for us as well. TeamGram gives us to do all things in one place. Very easy to use so sales team easily adapt to use it. TeamGram is a very powerful tool for every sales organisation.
Cons:
Actually, we don't have special requirements but we know that this is not a final product. They are adding new features nearly every day.

Read More

Seyfi Ü.

Mechanical or Industrial Engineering

51-200 employees

Used daily for more than 2 years

Review source

Reviewed April 2018

Teamgram offers an almost limitless solution to your problems.

5

Ratings Breakdown

5
Ease of use
5
Value for money
5
Customer support
5
Functionality
icon
Pros:
It's very easy to prepare proposals. You can easily follow up your customers. Teamgram sales and support team's are very professional, patient, and supportive.
Cons:
Salesperson based sales target definition feature. It's very easy to prepare proposals. You can easily follow up your customers. Teamgram sales and support team's are very professional, patient, and supportive.

Read More

Haluk's profile
Haluk K.

Verified reviewer

Used daily for less than 6 months

Review source

Reviewed April 2018

Better than expected for email marketing

5

Ratings Breakdown

4
Ease of use
5
Value for money
4
Customer support
4
Functionality
icon
Pros:
Really like the Mailchimp integration. Helps us manage our sales process. A lot of our customers come from our website, in-store, and education fairs, and it saves us time managing it all in TeamGram. Also I really enjoy how the platform lets you add special dates to every contact - we use it for birthdays and sales reminders.
Cons:
It would be awesome if they could add marketing automation features and more list options to the platform.

Read More

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