Teams | Collaboration | Customer Service | Project Management

Teamwork CRM customers can rejoice in the addition of our new email solution for all GSuite Outlook users. Since we launched Teamwork CRM, we’ve worked hard to bring additional value to all of our customers. At Teamwork, we always listen to our customers for feedback as they use our products each day. A request that we’ve frequently heard for Teamwork CRM is the need for an email solution. Our customers explained how most of their sales conversations took place over email.

Although many of us are still in lockdown around the world, the first month of the year has passed by quickly in Teamwork as we've been focused on delivering valuable features across our platform.

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.

Following on from the introduction of notifications to Teamwork CRM and the enhancement to our filters last month, we’re closing out the year by enhancing the functionality of our custom fields along with improving our integration with Teamwork by allowing you to sync your CRM companies and contacts with your Teamwork projects.

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.

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.

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.