We’ve redesigned TeamGram CRM’s sales opportunities dashboard! These updates will help you gain clearer insights into your sales process, identify potential issues early, and make better decisions.

Sales opportunities that linger in any stage of the sales process longer than expected often signal potential issues. Identifying these delays early and addressing them promptly ensures your sales process stays on track and maintains momentum. With TeamGram CRM’s new Stuck Opportunity Alerts feature, managing and accelerating your sales pipeline is now simpler than ever.

Finding new customers who might be interested in your products or services is an important job for any sales team. In this article, we’ll explore how to do that.

Writing detailed meeting notes after every customer interaction is essential. Here is why, and how your team can do it effectively.

In the fast-paced world of sales, every minute counts. Sales teams are often juggling multiple tasks—from prospecting and lead nurturing to closing deals and maintaining customer relationships. With so much on their plates, it’s easy for important follow-ups and communications to be delayed or even forgotten. This is where the Email Automation feature in TeamGram CRM steps in, ensuring that critical communications happen on time, every time, freeing up your sales team to focus on what they do best: selling.

We are introducing two new tools that make your TeamGram CRM news feed more powerful and flexible: Custom Note Tags and Outlook Tags. These new features allow you to instantly see the status of your team’s customer interactions and manage your notes more effectively.