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Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10About 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...
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Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10Average User Ratings
Overall
Ease-of-use
4.5
Value for money
5.0
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
January 2020
Brian from Fire & Rescue Products
Company Size: 11-50 employees
Industry: Public Safety
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2020
Everything we expected and so much more
The few "problems" we did have we were able to work with the supprt team or our salesman Henrique and they were resolved. The support team is awesome, very knowledgeable and fast to respond. Even when we created our own problems they were willing to step and and correct our mistake in a very fast time frame. We looked at several other products and are so glad we decided to go with Teamgram, everyone loves it. Thank you Henrique and the entire Teamgram support team.
Pros
We work in a very challenging industry with many vendor and part numbers. The ease of uploading and updating price lists has been a huge advantage of software we prevously used. Also the team aspect of Teamgram is a great help for our sales team, everyone is on the same page and know what everyone else is working on. The shared information, contacts, quotes, sales etc is a great tool that helps everyone from sales to service to parts.
Cons
This is a hard one to answer as most of the problems we encountered were self inflicted and caused by us. The few "problems" we did have the support team and our salesperson worked with us and resolved or discovered a work around. We really don't have anything to say we liked the least.
Reasons for Choosing TeamGram
Teamgram offered all of the features we were looking for and more at a very affordable price point. When using the demo trial, the sales and support team were extremely helpful. We were hoping that this was not just a "to make the sale" tactic and we were extremely happy to see that this is the normal operating process for them. What you see from the start is what you get and we can tell you it actually got better after we purchased and started using the product.
Reasons for Switching to TeamGram
We were using two different software providers, one for CRM and one for quoting. Neither offered the complete package and sometime we had software issues where the programs would not "talk" properly. We needed to find a all in one software package, that answer was Teamgram
October 2019
Andrea from EmployAbility: Employment and Housing Solutions, LLC
Company Size: 2-10 employees
Industry: Individual & Family Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
October 2019
Perfect for small teams
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.
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.
December 2020
Uddhav from Udyam
Company Size: 2-10 employees
Industry: Financial Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2020
A simple and good tool for client Management
Nice experience, good supoort.
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
April 2018
Kelley from AML Limited
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
2.0
Functionality
3.0
April 2018
Overall Very Useful Tool
Pros
I like all that it can do and find it useful with a sales team spread between 3 cities. The software is able to follow a project lead all the way through shipment of the product. The fact that it is cloud-based is a huge feature. The mobile app is excellent even though several of the features are not enabled and the screen looks different in the mobile format.
Cons
It does not seem to be stable since I have several times had it crash multiple times through active use. I wish that the threads or parts of the projects were easier to tie together no matter what screen you are in. There is no feature to auto-fill the cells even though some information is often repeated. I wish it had this feature. The duplication of the information is a time stinks.
October 2020
Berke from Tekser Tourism
Company Size: 11-50 employees
Industry: Leisure, Travel & Tourism
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
October 2020
Our company personal organizer
We are using Teamgram on daily basis and very satisfied with its services so far. Our management will keep continueing to use it and so we will.
Pros
Teamgram is being used for several years in our company. We are keeping all the data of our clients, suppliers and more. We are requesting for annual leave thru teamgram where our supervisors can approve it. We are also inserting the necessary informations and new thru there so everyone in our company can check it out. It is mendatory to use teamgram in our company
Cons
At the beginning some of us was a bit confused about the interface and the system but after we got used to it we saw that it is very easy to use and very effective for a company like us. There is nothing negative I can say abour this product.