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TeamServer Modules

 

TeamServer CRM offers many modules which can be configured to suit your business process. Any of these can be turned on or off or renamed to suit the way you want to operate. We can apply your corporate look to the pages, and integrate forms into your website. The following modules are currently available:

Contact Management.
A central list of your customers and contacts with a history of all communications, and sales opportunities with each customer. Bring up customer information fast, call and email them at the click of a mouse and group your customers for targeted marketing activities.

Customer Support.
Use the built in customer support desk to monitor and control all support requests. Also grant your customers access to your own on-line support desk so they can log calls and review call progress on-line, all from within the same application.

Sales Lead Management.
Provide central Sales Lead management enabling remote workers and telesales organisations to carry out telesales and enquiry follow-up activities. You can also have enquiries from your web site inserted directly into your CRM database, enabling any available sales person to respond and take action in a timely manner to maximise sales.

Long-Term Sales Pipeline Management.
Keep track of long-term sales opportunities to maximise your sales potential. View a snapshot of your sales pipeline at a glance.

Shared Calendars and Task Lists.
Manage your own and your employees time more effectively with shared calendars, to-do lists and reminders linked to any part of the system.

Stock and Pricing Management.
Keep track of stock movements, and easily produce quotations, sales orders, invoices and purchase orders from within your web browser.

Communication Tools.
Easy and cost effective communication with your team with integrated chat and WebMail tools.

Campaigns and Project Management.
Keep track of complex campaigns with multiple contacts from different organisations.