Top 8 Features of TeamGram Saving Time for Your Sales Team

There are lots of new features baked into the TeamGram platform. Instead of outlining everything new, we’ve picked out our favorite ones that have made the biggest difference in the day-to-day activities of salespeople.

Let’s dig in!

Templates for proposals and orders

Proposal templates save your sales team time and energy, and add consistency to your quote and order processing tasks. TeamGram’s template application builds proposal templates that can be designed with zero coding. The “what you see is what you get” (WYSIWYG) interface helps customizing the look and feel of a template. Designing quotes in advance makes proposals a breeze for the sales team to prepare, customize, and send.

Canned emails

A canned email is an email with content copied from a template. All that’s needed to be done is to send the email by selecting the recipient (a lead, a contact or a company). Select a template, hit the send button, and presto! You’ve just automated a tedious, repetitive task and now you have more time for selling.

Web forms

TeamGram’s custom web form feature is a very powerful tool for getting any type of information from your customers, leads, or even suppliers in your CRM. Previously, you had to copy the form code from TeamGram and insert it into your website. Now, you can host any type of form you want directly on TeamGram.

The most important benefit of hosted web forms is that they allow you to collect data in your CRM from anyone you share the link with, without having to code.

Mobile app

Whether you are a member of a mobile sales team that collects orders from the field, who needs to checks his/her notes before stepping into a customer meeting, or you’re simply tracking your team to see your their progress when you are away from your desk, the app delivers full access to documents, notifications, scan barcodes and business cards, log incoming calls, and create notes.

Reminders for your activities and notifications

Notifications keep you up-to-date with your customer engagement. This provides assistance to keep you informed and in charge of the customer relationship. Depending on how you use a CRM and your role within the company, certain notifications may be more relevant to you. Managing your notifications in TeamGram is simple, and allows you to take control of your inbox.

Pipeline view

The pipeline view gives your salespeople a bird’s-eye view of the sales process. As a deal moves through the pipeline, it is easier to drag-and-drop the deal between each stage. With a pipeline view, they can filter deals by deal owner or by probability, enabling you to view deals by sales rep or prospect, providing full visibility and control of all deals.


TeamGram dashboard provides real-time insights into vital business metrics, without having to dig through spreadsheets. Quickly discover what needs your attention and make faster decisions with complete transparency into all of your sales efforts.

Automatic calculations

When you are creating proposals and orders, the product prices, taxes and totals are automatically calculated.

If you haven’t yet seen the TeamGram demo, click here. If you are looking for a CRM that will work to automate your entire sales efforts, check out the plan that will suit you the best here.  

Share on linkedin
Share on twitter
Share on facebook