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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
They possess all the essential data necessary for the smooth operation of a business, aiding in future planning while also documenting its historical information. As organizations expand, so do their various departments and the multitude of related documentation. Effectively overseeing these documents becomes crucial, as a disorganized system can lead to chaos that drains resources and hinders operational efficiency, ultimately affecting customer satisfaction and the overall success of the business. This situation necessitates the use of advanced technology that not only provides efficient storage solutions but also helps minimize storage costs, keeps thorough records of all information, and facilitates version control—the method of maintaining different iterations of documents. i-doc is consistently refined to address these challenges and to explore innovative opportunities for future growth. By leveraging such technology, businesses can ensure that they remain competitive and agile in a rapidly changing environment.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
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
Evolution Technologies
Country
United Arab Emirates
Website
evolutiontech.ae/team-up-crm.html
Vendor Details
Company Name
Somnetics
Website
somnetics.in/software/i-doc
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
