TeamGram Professional Services

Not sure how to start your CRM project?
Get help from our experts.

Work with a team that has hundreds of successful deployments under its belt.

  • Training Sessions
  • Setup Services
  • Customizations
  • and more.
Professional services from TeamGram make it easier to launch a successful CRM project.
CRM Fundamentals

An introductory training session recommended for all TeamGram users. Delivered in a live video call.

8 participants maximum. 90 minutes.

System Administrator Training
Technical training for people in charge of adding and authorizing users, customization, importing and exporting data, backups, template editing, and custom application development.
3 participants maximum. 90 minutes.
Basic Account Setup
A TeamGram expert will setup your company in TeamGram and invite your users. Includes a 30-minute consultation call, setting up one custom application form and one quote template.

Expected completion: 5 business days

Data Import Assistance
A TeamGram expert will help you import your data from an Excel or CSV file. Must be purchased separately for each record type to be imported.

Expected completion: 2 business days

Quote/Order Template Design
A TeamGram expert will create one customized quote or order template for your company. You must provide your logo image and letterhead design in a compatible format.

Expected completion: 3 business days

Custom Application Development
A TeamGram expert will create a custom application for your company. Includes a 20-minute consultation call.

Expected completion: 3 business days

Email Template Definition
A TeamGram expert will create up to 5 email templates according to your specifications.

Expected completion: 3 business days

Technical Consulting
Explain what you want to do with your CRM system. Our expert will suggest the best ways to achieve your goals and help you implement them.
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