Enable your sales team to keep track of sales opportunity with visual sales pipeline, list or timeline view. Connect CRM to your business emails, schedule activities, manage contacts, customize settings and generate insights.

Email Integration

We offer a convenient way to connect your emails to TeamWave CRM. Get complete visibility of all communication around your deals and contacts. Automate the process of creating deals and contacts by creating rules & workflow for your email address. Simply BCC or FORWARD emails to your TeamWave "smart BCC address”. All emails will be automatically linked to relevant deals and contacts in CRM.


Visual Sales Pipeline

TeamWave’s CRM is built around a proven sales pipeline management methodology. Get complete visibility of your deals across stages. Quickly see how many deals are in each stage, sort and filter by their expected close date, make smart decisions and stay in control of a complex sales process.


Sales Forecasting

Reliable sales forecasting is a key element of any sales strategy, and this is where our Timeline View really comes into it’s own. See ongoing deals arranged by their likely close date next to deals you’ve already closed for easy comparison.


Sales Reports

TeamWave’s simple but effective sales reporting shows you beautiful charts that help you to understand how your team is performing. Our reports allow you to compare individual results and identify opportunities for improvement, mastering statistics such as conversion rates.


Activities & Appointments

An activity is anything that moves your deals toward closing. A phone call, meeting, an email or anything else (activity types are fully customizable). Using our scheduling tool, you can attach activities to deals and see your entire to-do list on one, easy-to-navigate page that syncs with Google calendar. Always see and know what's coming next.


Customization

Every company has different sales cycles, so we made TeamWave easy and intuitive to customize. You can modify your sales pipeline stages and add as many custom fields as you’d like. You also have the option to create custom features or integrate with any software via TeamWave’s API.


Notifications

Get email notifications and browser alerts (In-app) for deal updates, appointments / activities, and more. Everything you need to know, so you never miss a thing.

Multiple currencies for multi-nationals

If you have a global business, TeamWave can handle multiple currencies while allowing your team to collaborate effectively. Default currency can be set at the organization-level, so your team can work in the currency of the country where the organization is based.

Rotten Deal Alert

Set the acceptable number of days of inactivity for deals in any sales stage. Once the idle deals cross the specified number of threshold days, they will be marked in orange color. The default pipeline, which comes with predefined number of threshold days can be customized for any and every stage.

Contact Management

Your business contacts can be manually added or imported (via .csv, .xlsx file) or synced with address books (Google Contacts, MailChimp). You can download your customer data at any time, and you can also use our API to download all or some of it.

Tags on Everything

Group everything into specific categories with Tags. This will aid with filter and search functions. Use “Tags” with deals, contacts, files and more.