CRM Documentation
Find guides, references, and tutorials to help you use CRM app effectively.
Key Features
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Track and monitor all your sales opportunities through your sales pipelines to drive growth.
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Stay updated with real-time notification, ensuring you never miss important updates and can respond promptly
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Unlimited User
Everyone in your organization can collaborate seamlessly, enhancing teamwork and productivity
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​Capture all key information about your contacts and organizations to better engage with your audience.
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Enhance customer satisfaction by efficiently and promptly managing cases until resolution
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Unlimited Leads & Cases
Grow without constraints ensuring every potential opportunity and customer issue is tracked and managed efficiently.
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Automate CRM interactions, extract valuable insights for reporting, or enhance your existing tools with CRM As A Service capabilities.
All your tools work together for enhance efficiency and productivity
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Tailor the structure and flow of your data collection and sales process to fit your specific business needs
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Interaction & Audit Trail Tracking
Track all key information changes and get an accurate and comprehensive view of your customer data.
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Multi-Languages
English, French, Spanish, Portuguese, German, Korean, Italian, Japanese, Chinese, Indonesian, Arabic, Netherlands, Hindi, etc.
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Frequently Asked Questions
Where is my Data Stored and is it Secure?
TeamsWork Servers and databases are hosted on Microsoft Azure. Unlike most competitors on the internet where you don't really know where your data is stored and if it's secure, with Microsoft Azure Cloud Services, you can be sure that your data is secure with the guarantee of maximum availability, security and confidentiality.
Our company is not using Microsoft Teams, can I still use your Product?
Unfortunately no. Our product has been designed to work within Microsoft Teams and its ecosystem.
However, anyone with an email address can raise a ticket and correspond with your support team.
How do you Count the Number of Opportunities?
Every time a user create a new opportunity, it will be accounted for the monthly or yearly subscription period. At the end of the period, we count how many opportunities were created and you will be charged based on that, as simple as that!
How does TeamsWork comply with data privacy standards such as HIPAA and GDPR?
Our Apps provide comprehensive privacy and security protections that enable our customers to operate our products in compliance with HIPAA and GDPR.
Read more about HIPAA Compliance.
Read more about GDPR Compliance.
