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TEAM UP

TEAM UP delivers an all-encompassing solution for client relationship management, enabling organizations to enhance their operational efficiency. This social CR...

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TEAM UP delivers an all-encompassing solution for client relationship management, enabling organizations to enhance their operational efficiency. This social CR...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

TEAM UP delivers an all-encompassing solution for client relationship management, enabling organizations to enhance their operational efficiency. This social CRM boasts intuitive features designed for overseeing client data, tasks, and meetings. While customization options may be somewhat restricted, its powerful functionalities and emphasis on quick access to information render it an attractive option for managing business activities.

Product Details

What Is TEAM UP?

TEAM UP CRM is a social customer relationship management tool designed to provide intuitive features for managing extensive client and customer information. It allows organizations to effectively organize related documents, tasks, and meetings, all while benefiting from rapid search functions for immediate data retrieval. This dynamic software includes a powerful reporting and business intelligence tool that helps businesses track and analyze their data efficiently, supporting informed decision-making across various sizes and types of organizations.

TEAM UP Pricing

The pricing for TEAM UP is tailored to meet the specific requirements of your business. Discover a pricing plan that aligns with your budget and operational needs.

TEAM UP Integrations

Details regarding the vendor's integrations are not readily accessible. To understand more about its integration capabilities, consider watching the TEAM UP demo.

Who Is TEAM UP For?

TEAM UP is well-suited for a diverse array of businesses, including:

  • Professional service firms

  • Financial services and wealth management

  • Small and medium-sized enterprises (SMEs)

  • Legal and consulting firms

  • Customer support and service teams

Is TEAM UP Right For You?

If your organization is in search of a comprehensive CRM solution to consolidate client information, optimize workflows, and improve decision-making through quick access to data, then TEAM UP CRM presents an attractive array of features. Its focus on swift search capabilities and thorough client management, paired with robust business intelligence tools, makes it a strong option for fulfilling CRM requirements.

Still unsure if TEAM UP suits your needs? Reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
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✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✘ lead management
✘ market position
✔ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
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✘ crm for b2b sales
✘ crm for education
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✘ donation tracking
✘ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
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✘ customer management
✔ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
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✘ reporting analytics
✘ resource allocation
✔ workflow automation
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✘ inventory management
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✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
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✘ guest intelligence crm
✘ multi currency support
✘ opportunity management
✘ performance management
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✔ analytics and reporting
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✘ customer servicesupport
✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
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✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
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✘ customer service support
✘ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
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✘ customer support ticketing
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✘ crm for political campaigns
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✘ email marketing integration
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✘ small business crm software
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✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
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✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Calendar syncs well with Outlook
  • ✔ Fast search across tasks and emails
  • ✔ Helpful for tracking documents and tasks

Cons

  • ✘ Limited third-party integrations
  • ✘ Lacks some advanced features

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

TEAM UP CRM offers flexible pricing tailored to your business needs. Get a custom TEAM UP cost quote that aligns with your specific requirements and budget.

TEAM UP offers support via phone, email and online contact form.

Information regarding the specific languages supported by Evolution Technologies' TEAM UP CRM is not available.

TEAM UP CRM is well-suited for a variety of businesses and teams, including professional service firms, financial services, SMEs, legal and consulting firms, and customer support teams.

Information regarding TEAM UP API is not available.

Details about TEAM UP CRM's integrations aren't publicly listed.

No, it does not have a mobile application.