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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail No 
GovWin IQ Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook No 
Microsoft Teams Yes 
Microsoft Word Yes 
Thunderbird No 
Yahoo! Mail No 

Integrations

Gmail Yes 
GovWin IQ No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Outlook Yes 
Microsoft Teams No 
Microsoft Word No 
Thunderbird Yes 
Yahoo! Mail Yes 

Pricing Details

$829 per month
Free Trial No 
Free Version No 

Pricing Details

$26.00/month/user
Free Trial No 
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 No 

Types of Training

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

Types of Training

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

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 No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Product Features

CRM

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

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