Beyond CRM - teamWork XRM is more than a CRM solution, where scope is confined not only till closing the deal. Once a deal is closed teamWork lets you manage Sales Order, help you execute Project, reminds you for Payment and provides excellent customer support after order is executed.
Our Features
Consolidated Database
Manage individuals to companies, directors, and corporate shareholders
Leads Management
Automate, Track & Control your Leads. Create Quotations & Manage all your Sales orders .
Register Management
All Registers will be updated in real-time as long as data is being inputted or modified in the system.
Track your work, manage your employees, generate reports and so much more.
Users can keep track of Due Dates and every single key event, track of current tasks due and activities completed for companies, deals, and people.
Manage Officers, employees, processes, partners, assets, suppliers, website leads, repeat customers, vendors, and partners in one place.
Document Management
Manage all Office documents, PDF records, and email functions. Track, store, and process hassle-free business documents.
Template / Resolution Generation
Generate customizable Template that automate document generations whether it is resolution, appointment letter, proposal, contract, or any other type of routine document.
Streamline the sales process by tracking and measuring every sales activity and correspondingly planning, organizing, and monitoring the work of the sales team.
Project and Task Management
Manage your various projects & define personal and team tasks to work on. You can Assign tasks to one another & Update task status when completed.
Send messages with the mass group through calls, emails, text messages, etc., regarding documents, quotes, purchases, and tasks associated with each lead and client.
CRM & Project and Task Management
Customer Relationship Management
Project and Task Management
