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Why limit TeamGram to your sales team? Bring the whole company onboard with our new limited-user licenses. Don’t pay the full CRM cost for non-CRM users.
Per user per month, paid annually.
A Better Way to Share Information
Share notes and file attachments.
Granular access controls.
Link notes to company and contact records.
Share comments, likes.
Find anything with lightning-fast search engine, #hashtag support.
Access from anywhere with mobile apps.
Per user per month, paid annually.
Multiuser Task Management
Use all activity types supported by your CRM plan, assign them to anyone, including non-CRM users.
View tasks assigned to each user and track progress.
Share notes and files about activities.
See what is coming up and what is overdue.
Create recurring activities (if included in your CRM plan)
Get notified when an activity you assign to another user is completed.
Access from anywhere with mobile apps.
Per user per month, paid annually.
Build and Deploy No-Code Apps
Build simple form-based internal apps for vacation requests, expense reporting, HR evaluations, breakdown reports and more.
Add forms to your website for service requests, etc. and process them internally on TeamGram (If supported by your CRM plan).
Link forms to customer records.
Build kanban, list and calendar views of your forms.
Send forms for internal approvals (If supported by your CRM plan).
Access from anywhere with mobile apps.
Your CRM users do not need additional limited-user licenses. These licenses allow non-CRM users to access specific features of TeamGram.
Limited-user licenses are only available for use with annual CRM Pro and CRM Premium subscriptions. Monthly subscriptions, DOX, CRM Mini, CRM Express and legacy plans are not eligible.
| CRM Start | CRM Express | CRM Plus | CRM Premium | DOX Plus | DOX Premium | |
|---|---|---|---|---|---|---|
Main Features | ||||||
| Customer Records | ||||||
| Sales Pipeline Management | ||||||
| Internal News Feed | ||||||
| Activity Management | ||||||
| Lead Management | ||||||
| Quoting | ||||||
| Multiple Currencies in Quotes | ||||||
| Management Approval Flows | ||||||
| Sales Analytics | ||||||
General | ||||||
| Search engine | ||||||
| Tagging | ||||||
| Record linking | ||||||
Sales Pipeline Management | ||||||
| Drag-and-Drop Kanban View | ||||||
| Customizable Pipelines | ||||||
| Sales Forecasts | ||||||
| Sales targets | ||||||
| Gamification | ||||||
| Custom Default Probability Values for Each Stage | ||||||
| Sales Analytics | ||||||
| Custom Widgets with External Data Sources | ||||||
Sales Opportunities | ||||||
| Opportunity Owners | ||||||
| Opportunity Values | ||||||
| Opportunity Winning Probabilities | ||||||
| Opportunity Next Steps | ||||||
| Opportunity Notes and Attachments | ||||||
| Opportunity Pricing Tables | ||||||
Customer Records | ||||||
| Companies | ||||||
| Contacts | ||||||
| Customer/Contact Notes & Attachments | ||||||
Quotes | ||||||
| Customizable Quote Templates | ||||||
| PDF Generation and Sending | ||||||
| Web Quotes | ||||||
| Internal Management Approvals | ||||||
| Multiple Currencies and Currency Conversions in Quotes | ||||||
| Formula-Based Unit Prices and Quantities | ||||||
Activities and Reminders | ||||||
| Next Steps for Opportunities | ||||||
| Activity Scheduling | ||||||
| Recurring Activities | ||||||
Leads | ||||||
| Lead qualification | ||||||
| Leads from web forms | ||||||
| Leads from inbound emails | ||||||
| Lead Outreach Sequences (cadences) | ||||||
Custom Forms | ||||||
| No-code Custom Forms | ||||||
| Web Forms | ||||||
| Internal Approval Flows | ||||||
Customization | ||||||
| Your logo on screen | ||||||
| Customizable pipeline stages | ||||||
| Custom fields | ||||||
Mobile App | ||||||
| IOS and Android apps | ||||||
| Barcode Reader | ||||||
| GPS Geotagging | ||||||
Email Features | ||||||
| Convert incoming emails to notes | ||||||
| Convert incoming emails to leads | ||||||
| Send with user’s email address | ||||||
| Integration with Google and Microsoft email services | ||||||
Integrations | ||||||
| Excel import/Export | ||||||
| Invoicing (QuickBooks, FreshBooks, Xero) | ||||||
| Email marketing (Mailchimp, Euromsg Express) | ||||||
| Google Workspace (Email, Calendar, Drive) | ||||||
| Microsoft 365 (Email, Calendar, OneDrive) | ||||||
| Cloud PBX systems | ||||||
| Zapier | ||||||
| Custom integrations with API and Webhook (ERP, etc.) | ||||||
Security | ||||||
| SSL | ||||||
| 2-Factor authentication | ||||||
| User roles | ||||||
| Access hierarchy | ||||||
| Record-level access restriction settings | ||||||
| User and department level authorization | ||||||
| Internal Approval Flows | ||||||
Support | ||||||
| Online support library | ||||||
| Email support | ||||||
| Priority support | ||||||
Usage Limits | ||||||
| Number of Records (All types, global) | 20,000 | 100,000 | 250,000 | 1,000,000 | 125,000 | 500,000 |
| Number of Pipelines | 1 | 3 | 10 | 100 | – | – |
| Max Number of Open Opportunities | 100 | 500 | 2,500 | 5,000 | – | – |
| Max Number of Company and Contact Records | 2,500 | 10,000 | 50,000 | 200,000 | 25,000 | 100,000 |
| Storage | 10 GB | 50 GB | 100 GB | 1000 GB | 50 GB | 500 GB |
| Quote templates | 3 | 20 | 3 | 20 |
||
| Number of custom apps | 0 | 0 | 5 | 10 | 0 | 0 |
| API rates | 1 call/sec | 1 call/sec |
| Monthly Plans | Yearly plans | |
|---|---|---|
500.000 records extra | $80/month | $650/year |
500 GB storage extra | $80/month | $650/year |
10 quote templates extra | $40/month | $325/year |
10 custom apps extra | $80/month | $650/year |
+1 transaction/sec API rate increase | $110/month | $900/year |
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