Beyond CRM: Manage Every Business Relationship in One Place
teamWork XRM is a robust platform designed to manage and streamline all your business relationships—not just customers. Whether it's clients, suppliers, partners, or internal teams, teamWork XRM provides a centralized system to handle interactions, tasks, and data efficiently.
Our Features
Consolidated Database
Maintain a unified repository for all contacts, including individuals, companies, directors, and corporate shareholders.
Timesheet & Activity Tracking
Monitor employee activities, manage timesheets, and generate comprehensive reports to optimize productivity
Leads & Sales Cycle Management
Track and manage leads through the entire sales cycle with automated workflows and real-time updates.
Efficiently manage information related to officers, employees, partners, suppliers, and more within a single platform
Automatically update all registers in real-time as data is entered or modified, ensuring accuracy and compliance
Keep track of key events, deadlines, and tasks across companies, deals, and contacts to ensure timely follow-ups.
Document Management
Organize and access all business documents, including PDFs and emails, with ease and security
Template / Resolution Generation
Automate the creation of documents such as resolutions, appointment letters, proposals, and contracts using customizable templates.
Assign and monitor tasks, set deadlines, and collaborate with team members to ensure project success.
Send bulk communications via calls, emails, or text messages regarding documents, quotes, purchases, and tasks associated with each lead and client.
Why Choose teamWork XRM?
Extended Relationship Management: Go beyond traditional CRM by managing a wide array of business relationships in one system.
Real-Time Data Synchronization: Ensure all information is up-to-date across departments, enhancing collaboration and decision-making.
Customizable Workflows: Adapt the system to fit your unique business processes and requirements.
Enhanced Compliance: Maintain accurate records and documentation to meet regulatory standards effortlessly.
Ready to transform your relationship management approach?
Contact us today to learn more about how teamWork XRM can benefit your organization.
