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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

OneTeam consolidates opportunity information to provide comprehensive insights at both the company and division levels, empowering business development and pipeline managers to concentrate on fostering growth. Users can monitor tasks, keep detailed notes, and organize a contact plan along with a document repository. The system keeps track of contacts, records phone conversations, and seamlessly integrates with Outlook. It also enables users to gather competitive intelligence, conduct SWOT analyses, document customer feedback, and formulate strategies grounded in quantitative data. The notification panel offers a centralized view of schedule adjustments, assignments, tasks, updates, and notes related to all opportunities. Additionally, each opportunity features an activity feed to document all changes and updates. Users can connect with Microsoft Teams for secure virtual meetings and synchronize their schedules with Outlook. Communication templates allow for secure emailing within the team, while custom data call templates can be created for NDAs, TAs, and information requests. These can be dispatched through the workflow contained in the data call dashboard, ensuring a streamlined process for managing critical documents and requests. This comprehensive tool enhances collaboration and efficiency across all business functions.

Description

Access a vast array of contacts in mere seconds, including suppliers and both potential and current customers, all organized within one comprehensive database. You can efficiently plan tasks for yourself or assign them to others, ensuring that you never forget or overlook any important task again. With tasks always accessible on your mobile phone, there's no need to download any additional software; everything will seamlessly integrate into your phone's main calendar. You can synchronize with various email services such as Gmail, Yahoo, Outlook, and Thunderbird, allowing you to send thousands of emails straight from the CRM application. Customers can be categorized based on any criteria you choose, and you can utilize document templates in Word or Excel, with data from the CRM automatically populating these documents. The program enables you to quickly find the document you need by searching through both descriptions and content, guaranteeing that you can locate important files without hassle. With such efficient features, managing your professional relationships and tasks has never been more streamlined.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
GovWin IQ
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
Thunderbird
Yahoo! Mail

Integrations

Gmail
GovWin IQ
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Teams
Microsoft Word
Thunderbird
Yahoo! Mail

Pricing Details

$829 per month
Free Trial
Free Version

Pricing Details

$26.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OneTeam

Founded

2015

Country

United States

Website

www.oneteam.net

Vendor Details

Company Name

Tango CRM

Founded

2003

Country

Lithuania

Website

tangocrm.com

Product Features

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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