1. Account Management: Users can centrally Manage Accounts & Contacts just as any other CRM. And this data is always available to your whole team.
2. Organize at the Company or Account level: Companies are stored and tracked distinct from individual contacts, allowing you to be organized around your Accounts. Company and Contact forms are fully customizable.
3. Track Leads and Manage Opportunities: Whether a prospect originates from the web, an inside sales phone call, or an outside sales visit, TeamScope allows you to track all selling activities, in all channels so you have a detailed prospect history. Manage a pipeline of opportunities from lead to close which is fully customizable Opportunity form.
4. Incorporate your sales methodology: You may customize your sales stages and milestones to fit your sales process.
5. E-mail Correspondence management and Task Management: It can create a new Company and/or Contact record from an e-mail with one button click. Generate follow-up tasks, appointments, and reminders. You may create and assign follow-up Tasks and Appointments with reminders.
6. Web forms process: Application can extract and filing the relevant data.
7. TeamScope CRM is fully integrated with a number of popular business programs, including Microsoft Word, PaperPort Deluxe, and QuickBooks.
8. Analytics: You may get consolidated data with Dashboards. You see all relevant data for a Company, Account, Opportunity or Project in one place, on one screen with reporting capability. It also allows an optional tap into full power of the Microsoft Access report designer to build sophisticated reports and charts tailored to meet your specific needs.
9. Mobile Sales Team support: Since it runs within the Microsoft Exchange environment and it is using its full power.