TeamWave: The Best CRM Solution to Streamline Small Business Processes

As the business industry becomes increasingly competitive and the demand for personalised services rises, small business owners are turning to technology to maintain a competitive advantage. Customers are the lifeline of a business, and having a small business means staying connected with customers to effectively meet their needs and remain ahead of the competition.

By finding the right CRM software that offers tools for contact management, lead management, and project management, small businesses can streamline their operations and enhance their efficiency. Not only that, but the right CRM system can significantly help in tracking leads, analysing customer data, and providing valuable customer insights which are all essential components to business growth.

This is where high-quality CRM software plays a crucial role in achieving these goals. While there are many options in the market, it is important to find one that fits your business needs and budget.



What is TeamWave?

TeamWave is an all-in-one CRM software (customer relationship management software) designed to help small business owners streamline their daily tasks. Through this software, you can reduce the time and effort spent on each project and be able to increase efficiency in your overall operations.

Designed with an intuitive user interface, TeamWave enables small businesses to be more efficient and effective when it comes to business processes, sales tracking, contact management, and marketing automation.

With TeamWave, small businesses can obtain a clear view of their sales deals at various stages and sales pipelines. You can fully customise your sales CRM to fit your business’s specific needs while staying organised with the entire workflow.



TeamWave Features

TeamWave is an all in one CRM software that offers the best CRM features to assist sales teams in managing their projects. Some of its key features include:



Sales Management

With TeamWave's sales pipeline management, you don't need any prior CRM experience or training. This feature is built around a proven method that helps you get a full picture of your company's sales at various stages.



Visual Sales Pipeline

By sorting and filtering deals based on their potential closing dates, you can make informed decisions and boost your chances of success.

List View

The list view of deals allows you to choose columns and their display order, set advanced filters, export data, bulk-edit, and click and drag columns.

Sales Forecasting

With forecasting tools, you can focus on the right deals and activities for effective sales planning.

Email Integration

Automatically link emails to your contacts and deals so you can view all interactions with a prospect in one place.

Activities and Tasks

Customise Your CRM

Set up custom sales pipeline, define each of its stages, and control who has access to view them. With powerful filters, you can easily sort your deals by criteria and create custom fields to capture more data on deals. With TeamWave's API, you can integrate with any software or build custom features.

Setup & Track Sales Goals

Set sales objectives easily for individual team members and track critical performance metrics, including the value and quantity of deals progressed or won.

Sales Reports

Get an insight into your sales pipeline and track progress towards monthly targets. Measure the performance of both individuals and the team, with access to a comprehensive view of each team member's sales activity.

Team Collaboration

By delegating and sharing actions and notifying others when important notes are stored, you are training your sales team to be more efficient in handling clients which is helpful in potentially winning more deals.

Contact Sharing

Have the option to keep your pipelines, contacts, and sensitive work in private by assigning different levels of access to each team member based on their roles.

Web Forms

Seamlessly gather relevant information for your business with customised web forms. Use them not only to collect prospect customer data but also to facilitate easy communication towards them.

Smart Filter

Easily categorise your contacts, companies, or deals based on their specific attributes. With custom filters, you can quickly identify which contacts, companies, or deals meet your specified criteria.

Data Import & Export

Our CRM system checks for duplicates and incomplete entries, ensuring seamless data transfer to and from other software. With a combined import flow for all data objects, you can import all your CRM data into TeamWave in one session. Plus, you have the flexibility to download customer data whenever through our API.

Auto-sync emails

TeamWave also allows you to effortlessly store email conversation threads related to deals or contacts in just a single click, and have the flexibility to choose which conversations you want to share with your sales team and which ones you want to keep private.

Plan More, Do More

With the goal of enhancing the productivity of your sales team, TeamWave enables you to create deals, write notes, and schedule activities all within your inbox. What's more, you can instantly view sales history for each contact as soon as you open an email from them.

Time-off Management

Using this feature, you can smartly manage your employees' schedules with an easy leave request and approval process of their vacations, leaves, and time-offs. Stay on top of national and company holidays and important events with the team calendar.

Automatic Check-ins

With TeamWave's 'Check-ins' feature, collecting regular employee feedback is made easy and automated.

Custom Roles

TeamWave provides you with the ability to control access levels for your team members based on their responsibilities. To ensure data security, you can control employee access to internal data through advanced visibility settings and user permissions.

Noticeboard

Utilise the noticeboard to share stories and events from the workplace. Share engaging content such as announcements, company events, job postings, and other updates. Through this feature, you get to highlight your company's culture, values, and achievements.

Zapier

With Zapier, you can establish a connection between TeamWave and over 1,000 other apps. Acting as an intermediary between two distinct applications, Zapier allows for the automation of data transfer between TeamWave and any of the compatible apps through a configured workflow called 'Zaps'.

QuickBooks

With TeamWave Projects, exporting project timesheet is just a click away. Generate a time-log report and export it to QuickBooks Invoice with ease. Keep a tab on your entire customer base and their account status, invoices and payments all within your TeamWave CRM software.

You can also reduce dual data entry by linking invoices, payments, and more for efficient recordkeeping. Plus, have the option to view payment details, overdue payments, and income, directly within the TeamWave Contact.

G Suite or Google workspace

Using TeamWave's Gmail add-on, you can manage your business conveniently using your Gmail inbox. In this feature, you can easily turn any email into a deal, contact, or more. Access all your Google Drive files directly from within TeamWave.

To streamline your workflow, TeamWave also provides two-way syncing between its CRM and Google Calendar, ensuring you never miss an important meeting or deadline.

Mailchimp

As the world's most popular cloud-based marketing automation platform, Mailchimp integrates with TeamWave to provide you with the tools that you need to maintain your contacts and deals efficiently.

When you view a contact in TeamWave, you can see a MailChimp subtab that displays the activity rating, a timeline view of campaign events, and the click rate for the selected list.

Exporting a single or multiple records from TeamWave to a selected list in MailChimp becomes easy after setting up a list.

To keep your contacts updated, you have the option to choose a MailChimp list and import subscribers, or schedule periodic imports from a MailChimp segment.