A key feature of TeamServer is the ability to structure your business process from start to finish. Custom lists of the critical data required at each key stage of the business process can be made easily accessible from the main logon screen and ordered into a clear overview of the business process.

For example;-
1: New Leads (23)
2: Qualified Enquiries (14)
3: Outstanding Quotations (18)
4: Overdue Invoices (12)

Each step is displayed as a link, which when clicked takes the user directly to the list of data associated with that step. Appropriate action can then be taken to move the ‘job’ onto the next step in the business process.

This feature is extremely flexible and spans all modules, including sales leads, accounts, contacts, quotations, sales orders, opportunities, support tickets and products. This enables almost any business processes to be defined and implemented in TeamServer CRM to improve efficiency, effectiveness and ultimately improve the profitability of your business.