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Why Sales Notes Matter — and How TeamGram CRM Makes Them Effortless

How many customer conversations does a salesperson have in a day? What gets discussed? And how much of it is still remembered by the next call? Answering those questions honestly can be uncomfortable. Because between conversations, details slip away quietly — and with them, opportunities. Now there is a simple solution.

The New TeamGram Mobile App: A Completely Rebuilt Mobile CRM Experience

There are plenty of moments when you need your CRM away from your desk: capturing notes right after a customer visit, checking an opportunity’s status on the move, adding a new lead you met at a trade show, or even creating and sending a quote while you’re still in a meeting. That’s why we rebuilt TeamGram Mobile from the ground up.

Introducing TeamGram AI

To help sales teams move faster, stay organized, and sell more effectively, we’re introducing a major new capability in TeamGram CRM: TeamGram AI.

Speed Up Your Quotes With Product Sets in TeamGram CRM

Do you often find yourself manually adding the same group of products to one quote after another? You’re not alone. Many products and services are sold in bundles, and entering each item separately every time is both time-consuming and error-prone. That’s why we’re introducing a new feature in TeamGram CRM: Product Sets.

New: Manage Customer Contracts in TeamGram CRM

If your sales process includes signing contracts with customers, we’ve got a powerful new feature for you: TeamGram CRM now supports contract creation and management. You can now manage the entire journey—from lead generation to signed contract and renewal—on a single platform.
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