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Description
One client transitioned from a cumbersome bookings ledger that required a pencil, ruler, and eraser to an easy-to-use interface on their existing laptop and the smartphone they carry. Another customer discovered that switching from a cumbersome filing cabinet filled with customer cards to the efficient search functionality of Pet Manager saved them countless hours in locating client information. Resorts have noted that their patrons appreciate the enhanced communication regarding their pets. The Automated Email & SMS feature operates seamlessly in the background, elevating user experience to new heights. Clients have shared that their check-in and check-out processes are now considerably more streamlined and reliable. They can efficiently organize their daily tasks by accessing and processing arrivals and departures in real-time. Furthermore, users value the ability to generate precise invoices and quotes, sending them directly to clients with just a single click from their Kennel Software, which has significantly improved overall efficiency. This transformation has not only simplified administrative tasks but also strengthened customer relationships through timely communication.
Description
Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.
API Access
Has API
API Access
Has API
Integrations
Stripe
Xero
Pricing Details
$30 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Pet Manager
Founded
2013
Country
Australia
Website
www.petmanager.com.au
Vendor Details
Company Name
Evolution Technologies
Country
United Arab Emirates
Website
evolutiontech.ae/team-up-crm.html
Product Features
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