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TeamServer contains many modules which can be used to semi-automate your business. Any of these modules can be hidden or renamed to provide an efficient user experience.
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.
Manage Stock and Pricing.
Keep track of stock movements, and easily produce quotations, sales orders, invoices and purchase orders from within your web browser.
Communicate With Your Team.
Easy and cost effective communication with your team with integrated chat and WebMail tools.
Manage Campaigns and Projects.
Keep track of complex campaigns with multiple contacts from different organisations.
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