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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Instead of spending excessive time inputting data and generating contacts, prioritize the conversion of leads into successful deals. Consolidate all pertinent lead information in one centralized location. Utilize straightforward, pre-defined reports to help optimize your workflow and remove obstacles. By organizing your processes, you can enhance revenue generation. Monitor upcoming tasks and gather insights from historical data. After consulting with numerous businesses, we identified essential features to develop a user-friendly CRM. You can establish multiple sales pipelines to oversee various facets of your sales strategy. Additionally, leads within a sales pipeline can be filtered by users, products, sources, zones, contacts, or any combination thereof. Furthermore, you can perform a variety of tasks directly from the sales pipeline view, including adding or renaming leads, assigning users to leads, or transitioning leads through different stages of the pipeline, thus simplifying your sales management. This comprehensive approach ensures that your team stays aligned and focused on closing deals efficiently.

Description

Teamwork CRM offers a user-friendly sales management tool that allows you to distinctly categorize your leads and opportunities into separate pipelines. This feature enhances your oversight and governance of the sales process, eliminating the hassle of managing leads through various spreadsheets and emails. With Teamwork CRM, you gain comprehensive insights into your sales journey, enabling you to expedite the process and ensure that no opportunity is overlooked. By consolidating all relevant information from initial contact to deal closure, your team can concentrate on priorities and monitor the advancement of each deal at every phase of the sales cycle. By distinguishing between leads and opportunities, you can foster a more results-oriented pipeline, ultimately leading to more accurate revenue forecasts. Enhanced visibility not only streamlines operations, but it can also contribute to a significant increase in revenue generation, empowering your team to achieve better results. This systematic approach can transform how your sales team operates, making it easier to identify bottlenecks and optimize strategies for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Zapier Yes 
AccessOwl No 
Box Yes 
COZYROC SSIS+ Suite No 
Campaign Monitor Yes 
Complyance No 
Ema No 
HubSpot Data Hub No 
Integrately No 
Integry Yes 
Kualitee No 
Mailjet Yes 
Minoa No 
Nango No 
Olark Yes 
StarfishETL No 
Vessel No 
WiserNotify No 
Workers by Delos No 
Zoho Directory No 

Integrations

Zapier Yes 
AccessOwl Yes 
Box No 
COZYROC SSIS+ Suite Yes 
Campaign Monitor No 
Complyance Yes 
Ema Yes 
HubSpot Data Hub Yes 
Integrately Yes 
Integry No 
Kualitee Yes 
Mailjet No 
Minoa Yes 
Nango Yes 
Olark No 
StarfishETL Yes 
Vessel Yes 
WiserNotify Yes 
Workers by Delos Yes 
Zoho Directory Yes 

Pricing Details

$9 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$8 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clinchpad Technologies

Founded

2012

Country

New Caledonia

Website

clinchpad.com

Vendor Details

Company Name

Teamwork.com

Founded

2007

Country

Ireland

Website

www.teamwork.com

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture No 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management No 
Territory Management No 

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