Now with AI Sales Assistant

Stop losing sales
to disorganization

TeamGram CRM
Dashboard
Pipeline
Forecast
Team
Calendar
+ New Opportunity
Initial meeting
3
Crestline Heavy Eq.
Annual parts supply
Ironbridge Mfg
Component sourcing
Summit Excavators
Spare parts
RFP
2
Duracon Industries
Bulk supply agreement
Ridgeline Equip. Co.
Preferred supplier deal
Quote sent
3
Keystone Machinery
Multi-year supply contract
9.000 $
Harford Equipment
Framework agreement
17.500 $
Trident Fabricators
Anlık sipariş — 3. Çeyrek
11.000 $
Negotiating
2
Axford Crane Works
Annual supply renewal
28.000 $
Stuck
Broadfield Heavy Eq.
3-year supply contract
44.000 $
Won
3
Carver & Sons Mfg
Volume pricing agreement
36.000 $
Pentland Machinery
Annual supply renewal
29.000 $
Greystone Equipment
Preferred supplier deal
44.000 $


Core SALES Features

One tool your whole sales team will actually use

Leads, contacts, deals, follow-ups, meetings — all in one place. Ready to go today, not months from now.

Pipeline Management

See every deal at a glance. Move opportunities through your custom stages with drag-and-drop. Always know what needs attention and what’s about to close.

Leads, Contacts and Companies

Qualify and convert leads, keep a complete profile of every customer and prospect — including communication history, and all related deals — in one place.

Activity Management

Never miss a follow-up. Set reminders. See your team’s work load. Keep track of recurring tasks. Make sure the right actions happen at the right time.

Quote Generation

Create professional quotes in seconds using your own templates. Customer data, prices, even discounts are pulled in automatically — just adjust, approve, and send.

Contract Management

Use templates and up-to-date CRM data to draft ready-to-sign contracts instantly. Keep track of deadlines and renewals. Archive and securely access signed contracts.

Sales Dashboards

Understand where your revenue comes from and where it’s going. Manager dashboards give instant visibility into pipeline health and team performance.

Customer Support Management

Sales closed. Now keep customers delighted with an amazing support desk.

Linked to full history

Every ticket connects to the customer’s full record — so support agents always have complete context.

SLA tracking with breach alerts

Set response time targets by priority level. TeamGram CRM warns you before a breach occurs — not after.

Works for any industry

Software companies, machinery dealers, appliance repair services — if you have customers, this works for you.

TeamGram CRM – Support Requests
All open requests
248 requests
Date Subject Customer Priority Status Assigned to
Today 14:37 Starter motor failure Whitney Construction
Critical
Inbox
Today 14:19 No power to panel Ace Partners
High
Inbox
Today 11:52 Remote control not working Bolt Machinery
High
In progress
Lucy Ming
Today 10:18 Broken panel switch Rocky Logistics
Normal
Waiting
Sam Bryce
Today 09:44 Starter motor failure Simple Solutions
Critical
In progress
Khaled Rashed
Today 08:30 No power to panel Beck Partners
Low
In progress
Lucy Ming

Artificial Intelligence

Your AI-powered
sales co-pilot

Lead Data Enrichment

Add new leads and AI automatically researches key details, so you can prioritize and focus on the most promising ones.

Voice Notes & AI Rewriting

Dictate notes after a call. AI transcribes, cleans up the text, and turns it into a polished entry — automatically.

Sentiment Analysis

AI reads your sales notes and flags deals as trending positive, neutral, or at risk — so managers always know where to focus.

Summaries & Coaching

One click gives managers a full briefing on any deal, and gives reps AI-generated suggestions to improve their chances of closing.

Knowledge Management

What your team knows today
shouldn’t disappear tomorrow

Notes that connect to everything

Every note is linked to the relevant contact, company, opportunity, or support ticket — so it appears in the news feed and on the related record. Context is never lost.

Managers stay in the loop — effortlessly

No more status meetings just to find out what’s happening. The news feed gives managers a real-time view of everything their team is working on, without interrupting anyone.

AI-powered sentiment tags

Managers can filter notes by sentiment to instantly surface the deals and conversations that need their attention — and step in before it’s too late.

A long-term memory for your whole company

The news feed is fully searchable and never deletes anything. Whether you’re onboarding a new rep or revisiting a customer from two years ago, the full history is always there.


Grace Wong

Whitney Construction

Mary Dunsfield

Jean-Marc Bernard

Ace Partners

Jack Dalton

Laura Simpson

Bolt Machinery Inc

Ben Dunkirk

CUSTOMER StORIES

Rating: 5 out of 5.

Rating: 5 out of 5.

Rating: 5 out of 5.

Integrations

TeamGram CRM plays well
with your existing tools

Your team already uses accounting systems, email, phones, and more.
TeamGram CRM connects to all of them — so data flows automatically and nobody wastes time on double entry.

Accounting&ERP
Email & Calendar
Email Marketing
Messaging
Phone Systems
Custom Integrations

</> API

TeamGram CRM connects to many more business tools, and new integrations ship regularly.
Talk to our team to find out if yours is already supported.

Security

Passkeys & MFA

Modern authentication methods tie access to a physical device — so even a stolen password isn’t enough to get in. Passkeys and MFA provide a strong additional layer of protection for every account.

Record-level access rights

Control who can see or edit individual records — not just broad categories. Sensitive meeting notes, confidential deals, or restricted accounts can be locked down precisely, without affecting anyone else’s workflow.

Hierarchical rights management

Access rights granted to a user or department automatically flow up the organization chart. Managers can always see what their direct reports can see — without needing separate authorization for every level.

Stolen device protection

TeamGram is entirely cloud-based. Nothing is stored locally on laptops, phones, or tablets. If a device is lost or stolen, access can be revoked instantly — your data stays where it belongs.

Secure data centers

Hourly backups, geographically distributed redundant systems and ISO 27001 certified data centers provide peace of mind and ensure continuity for your business in case of disasters.

PQC, SSL and IP restriction

TeamGram CRM supports Post-Quantum Cryptography for highest level network security. For high-security applications, IP-restriction option limits access to designated networks.

Pricing

Simple pricing. No surprises.

All plans include a 14-day free trial. No credit card required. Cancel any time.

Monthly
Annual Save up to 30%
CRM Express

For small teams getting organized and tracking deals for the first time.

Contact & company records
Basic sales pipeline management
Basic support ticketing
Basic reports
Mobile app
CRM Pro

For growing teams who want to optimize their sales and post-sales processes with advanced features and security.

Everything in CRM Express
Dashboards
Lead management
Customizable quote templates
Advanced support ticketing
Recurring activities
Advanced security and access management
Custom fields in all forms
CRM Premium

For established businesses needing contract management, help desk SLA management, advanced sales processes and maximum customization.

Everything in CRM Pro
Sales goals dashboard
Differential pricing & discount rules
Multiple currencies in quotes
Customer orders
Contract management
Internal approvals
SLA timers and breach alerts in support tickets
Conditional custom fields

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