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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.
Description
Upload and share, your clients can comment and approve. It's simple to save time. WebProof InDesign plugin allows you to upload your new design directly to WebProof without having to create a PDF. Clients and internal proofreaders will receive a link to view the project online. You can make text edits directly on the document or artwork. Even if you are working on multiple projects simultaneously, it is easy to see the status of each one. You can quickly see which jobs are urgently needed and which have been approved without having to open a single document. This view is displayed on a large central monitor that provides live updates and allows everyone to track the progress of the work.
API Access
Has API
API Access
Has API
Integrations
Adobe Illustrator
Adobe InDesign
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10/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
Evolution Technologies
Country
United Arab Emirates
Website
evolutiontech.ae/team-up-crm.html
Vendor Details
Company Name
WebProof
Founded
1998
Country
Denmark
Website
www.webproof.com
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
Product Features
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Online Proofing
Audit Trail
Due Date Tracking
File Sharing
Markup Tools
Role-Based Permissions
Status Tracking
Version Control
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration