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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhanced customer support is achievable since all relevant information is securely stored in the database, ensuring that important details are never lost; if a client requests specific information, you can retrieve it instantly, eliminating the hassle of sifting through files for hours. A straightforward search will enable the system to locate the needed data efficiently. Additionally, the automation of business processes allows for seamless transitions in document handling through the use of predefined workflow templates. Furthermore, the entire history and analytics of documents are maintained on the server, providing insights into who handled the document, the timing of their work, and the modifications made. If an issue arises with a document, the version control feature allows you to revert to previous iterations of the file, and it's worth noting that the EDMS retains all earlier versions for easy access. This comprehensive system not only streamlines operations but also enhances accountability and traceability within the document management process.

Description

Team Up is a social CRM designed to simplify the management of client and customer information alongside associated documents, tasks, and meetings, offering rapid search capabilities that enable users to retrieve any information within moments. It also features a comprehensive Reports & BI tool that assists in monitoring and analyzing business performance. Users can easily link significant emails to the corresponding customers, allowing them to access all related correspondence with a single click. Additionally, documents can be attached and organized by relevant clients, and users can view all files associated with a particular customer at the click of a button. Furthermore, Team Up provides a check-in and check-out functionality to maintain a detailed version history of documents, ensuring that users can track changes effectively. This seamless integration of features enhances collaboration and improves overall efficiency in managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

Contact Evolution Technologies for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

FOSS Software

Founded

2001

Country

United States

Website

www.fossware.com/article/1/741410329271519

Vendor Details

Company Name

Evolution Technologies

Country

United Arab Emirates

Website

evolutiontech.ae/team-up-crm.html

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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