TeamGram CRM Review

TeamGram is an intuitive and robust CRM ideal for small to mid-sized businesses with 200+ employees. Essentially it helps sales teams get organized and keep a closer tab on leads. You can choose one of their three plans, depending on the level of sophistication you require.

At first look, it seemed like just another, run-of-the-mill CRM that’s trying to find its niche among hundreds of others. However, upon diving deeper, it offers some interesting and useful features. Read on to find out whether TeamGram will be a good fit for your business.

Unique Selling Proposition

TeamGram’s main focus is on providing users with an easy to use business productivity tool to get organized, get more things done, and close more deals.

Who is it for?

TeamGram will work for every business with a sales team, especially those offering virtual or physical products. It works best for companies that do business with other companies (B2B), however, many B2C businesses are also using it successfully. To name but a few ideal industries: distributors, manufacturers, companies with outside teams (repair, maintenance, inspection), and construction industry.

Who is it not for?

TeamGram might not be ideal for subscription-based businesses, enterprises, and solopreneurs.

How popular is it?

One of the things we really like to know when reviewing a CRM application is to find out how popular the product is and if any big names in the industry are using it. But we also understand this information can be a little sensitive for some businesses. Here’s the response we got from TeamGram when we asked them about their customer base:

“We have clients from all over the world. Currently, thousands of users in more than 25 countries are using TeamGram.”

Free Trial and getting started

TeamGram offers a 14-day free trial, and getting started was extremely simple and quick. TeamGram also offers free help to get you started on the right foot and customize the software.

You can import more than just contacts, but the import process is a little complex due to certain rules. For instance, if a contact is missing their first and last name, the whole record will be ignored. Likewise, many CRMs can detect duplicate records and delete them, but TeamGram wants you to make sure there are no duplicate records and no blank lines in between.

Moreover, phone numbers must be alphanumeric strings and not a number.  Lastly you can’t add custom fields on the fly while importing data. For instance, we couldn’t find a match for “department” column and had to stop the import process. But interestingly, after we added a custom field under contacts through the control panel, it automatically matched the corresponding columns. (the “*” indicated custom field).

Mobile friendly

The TeamGram website is mobile friendly, and in addition to this, they have iOS and Android apps, which include nearly all of the functionalities. Their iPad App has been recently launched as well.

Their Android App has more than 10 thousand downloads and an impressive rating of 4.6 on Google Play Store. We simply loved the Android app. It was very responsive and well designed. Their iOS app was also pretty fast and responsive, but not quite as good as its Android counterpart.  The iOS app wasn’t super intuitive. For instance , when we clicked new lead, on Android, it automatically defaulted to the “name” field and the keyboard popped up. On iOS, we had to tap new lead, then tap again on the name field in order to start entering the data.

3^rd party Integration

Any business owner would like their new CRM to be able to talk to their existing systems. TeamGram offers integration with a few other apps. These include Freshbooks, Quickbooks, Contaazul, Zapier, MailChimp and some cloud-based virtual PBX companies. They are receptive to suggestions for further integration requests.

Pricing plans

TeamGram offers three pricing plans: the low-end plan is basic, and the high-end version is quite pricey. Their mid-level plan offers the best value-for-money and is their most popular offering.

The only apparent issue with this plan is that it only allows 150 Gb of storage space as well as only up to 5 templates. A few years ago, 150 gigs space was more than enough for most small businesses. Nowadays, with insanely high-speed internet and high-quality pictures, HD videos and other media, this may pose a problem for some businesses.

What we liked about TeamGram

• Neat and simple user interface with absolutely no clutter
• Anyone with very basic computer knowledge and web experience can master TeamGram within days if not hours without any help
• Powerful lead nurturing
• Hashtags and keywords for powerful tagging and organizing unrelated but similar data
• Reports baked into each module for neat performance analysis and tracking
• Simple yet powerful templates for virtually everything such as invoices, emails, and quotes
• Restricting access to sensitive data is a matter of two mouse clicks
• You can build custom apps that can be tailored for literally any business

What we didn’t like much

• No drip email campaigns unless you integrate MailChimp
• Automation is lacking – for instance you can’t automate to trigger an action based on a condition like automatically sending an email, or an offers to a new lead.
• Not as customizable as some of its competitors, for example, you can’t rearrange the tiles on the dashboard, you can’t disable any of the menus, and no custom fields available in the basic plan
• Comparatively overpriced especially after they recently bumped their prices up, although you can save by opting for yearly subscriptions

A quick look at TeamGram features

Dashboard

The dashboard was one of the very few features that failed to impress us. It seemed rather superfluous. It’s essentially a live summary of everything you have in TeamGram but it does offer some valuable info in the form of tiles. The good news, we are informed, is that their new version dashboard is imminent.

These sections wrap all the important information about a contact or company into one neat module. In other words, you can access notes, activities, deals, quotes, orders, attachments and applications related to a contact or company from a single page. Nice.

Newsfeed

The concept of News Feed in TeamGram is clearly based on social media. You can post the current tasks you’re working on, add companies/contacts to the updates, attach photos and files, and more. The centralized news feed can help keep the entire team in sync.

Activities

Activities is a comprehensive task management system. It shows your activities, activities assigned to other, and activities by the department. There is also a pipeline that lets you sort the activities either based on the priority or by the due date.

We liked the simple daily, weekly or monthly calendar that’s tucked in under the activates menu. However, we couldn’t figure out if it was possible to integrate the calendar with Google or iCloud Calendar. Activities can be exported to excel, and several different reports can be generated to keep an eye on your overall progress. And last but not least, you can create recurring tasks which is always very useful.

Contacts and Companies

TeamGram offers two different modules that allow you to manage your clientele, no matter they are direct customers or other businesses.

These sections wrap all the important information about a contact or company into one module. In other words, you can access notes, activities, deals, quotes, orders, attachments and applications related to a contact or company from a single page.

Products

Product section is also fairly comprehensive and allows you to create products, add their name, brand, image, model, SKU, unit price, tax %, and more. Nothing too fancy, but there is nothing that you’ll miss either.

Reporting

TeamGram has a somewhat unique approach to reporting. Instead of having a separate section for reporting loaded with all sorts of graphs and charts that can be confusing, they’ve baked reporting into each module. This is a neat approach. You can also use the advanced filtering options in each section to make more sense of your data. Once you get your data, you can import and manipulate (visual, comments etc) in excel or other formats.Further, the soon-to-be-released Dashboard will take into account some visual concerns and allow for more informative presentation of the data in TeamGram.

Tags and hashtags

This is one of our favorite features of TeamGram. You can add smart tags or hashtags virtually anywhere in the system. Just add a # to the start of any character string, and then you can pull everything that has that tag by one click. This can be useful in many ways. For example, just drop #needsFollowUp (or any other predetermined hashtag) to any lead, and this will further help avoid any leads being overlooked.

Applications

These are applications that offer native integration with TeamGram with just a couple mouse clicks. Although you’re allowed a limited number of applications based on your plan (unless you have the unlimited plan), just a couple apps that your business needs can make a world of difference.

The most notable apps include Incoming calls, customer visits, vacation request, sales reports, timesheets, problem tickets, shift reports, dispatch and so on. On top of that, you can create a custom application starting from scratch with a blank template.

Users

User management in TeamGram seems a little thin, but is adequate and gets the job done, but they have  a very comprehensive rights&access management structure, with a slightly different take: access rights are based on record ownership, and rights can be shared within a department. Instead of giving access to users, you can grant access to a department and everyone in it will share the rights. Then you can also create individual exceptions for the ones within the same department. You can add users, assign them roles and positions and add them to different departments. Something that we would love to see here is the ability to add custom roles. You only get three roles out of the box, which will suffice for most businesses, but some more diverse business models may need more tailored roles.

Control panel

Just as the name suggests, this is where you can control the back end of the entire CRM application. From your profile or company’s logo to your payment settings to the default options for any of themodules, the control panel has everything for you to fine-tune TeamGram according to your needs.

Other features

Other features of TeamGram include attachments, Leads, Deals, Quotes, Customer orders, and supplier orders. Most of these features have become pretty standard in any CRM, but we liked the way you can drag and drop files/photos to attach them to your contacts. Another handy little feature is the ability to choose who in your company can see certain information about activities, leads, deals, quotes,contacts, and companies. This ensures sensitive customer information will never fall into thewrong hands.

Conclusion 

Just like any other product, TeamGram has its pros and cons. It is a simple, intuitive and responsive application. Although it’s not the most customizable CRM, some of its innovative features, powerful contact and task management, and nifty reporting make it a desirable choice for sales oriented businesses.

If you run a sales team with a B2B business model, and especially if you sell physical or virtual products, TeamGram is worth your serious consideration. Take advantage of their 14-day free trial, test drive TeamGram and see if it meets the guideline minimum 80% fit.