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CRM

Introducing Email Notifications and Activity Reminders to Teamwork CRM

We are delighted to release the final piece of our notifications solution to Teamwork CRM with Email Notifications and Reminders. Until now, notifications were available in-app via the bell icon. To date this is how users received notifications for any changes to the deals they were following. However, there was still a notification gap to be filled. Once you were out of the application, you had no means of understanding how your deals progressed.

Introducing the Trash Can to Teamwork CRM

Time for the first CRM release of 2021 and it’s one that a lot of our customers have been requesting over the last few months. Up until now, Teamwork CRM has not included a way for our users to recover or restore CRM deals (leads, opportunities, activities and notes) that were deleted, whether by design or accident. Once a user deleted these CRM artifacts, they were permanently removed, which is not an ideal user experience and has been the cause of some anxiety for some of our customers.

Introducing Notifications to Teamwork CRM

When dealing with sales opportunities, it is essential that you are always up-to-date with where deals are in the pipeline, the latest sales activities and, the overall deal progress (or lack thereof). If you aren’t aware of what’s happening with your deals, then you can’t take the required action to get a deal back on track, or help push a deal over the line.

Enhanced filters in Teamwork CRM

One of Teamwork CRM’s guiding principles is to allow our customers map Teamwork CRM to how they work, rather than having our customers change the way they work to accommodate Teamwork CRM. For that reason, we put significant emphasis on giving users the power to customize Teamwork CRM, whether it is their pipelines, stages, rotting periods, activity types, or, of course, custom fields.

With CRM and Neo, Freshworks brings the iPhone moment in business software closer to reality

A CRM is a CRM is a CRM…right? Wrong. With due apologies to Gertrude Stein and William Shakespeare, a Customer Relationship Management software bought from just about any vendor wouldn’t “smell as sweet.” At our just-concluded Refresh 2020 virtual global conference, we took great pains and absolute delight to explain why not.

Capping a decade of blitzscaling, Freshworks makes big splash in CRM and platform play

Oftentimes, it starts like a dream—fleeting, chaotic, unsolicited, and without structure. The idea is a strange thing, isn’t it? The way it begins and evolves is like life itself—literally out of nowhere, and then, in a hard act to follow, it branches out and sprouts arms and legs, and lands firmly upon the ground of reason to sustain itself through the years.

What's new in Teamwork CRM

Over the past few months, the Teamwork CRM engineers have been dedicating most of their time to several significant features. Our new email integration that is currently in beta, our company and contact sync with Teamwork, and the introduction of notifications are just some of the features that you will soon be able to avail of! While those items have been our main focus, we have also released some really valuable features to Teamwork CRM. Here are three such items that we have recently added:.