Forget whiteboards, sticky notes and defunct software. TeamVisual CRM software puts all your sales data in one place.
Perfect for contractors – organise staff as well as customer data. Plan and reassign cars, vans and people, then update the data in real time.
Get fast access to what matters most to you. Want to reproduce that whiteboard or pile of sticky notes? Consider it done.
Out in the field? Or up Ben Nevis? You don’t need Internet access to view your sales data. It’s synchronised to the cloud.
Get the most out of TeamVisual with personalised UK support for your business.
TeamVisual training is available onsite with real people, no more waiting for online support to answer your emails.
CRM software can help your business by simply providing a way to manage the relationship with your customers by organising widely used data into an easily accessible format.
In TeamVisual’s case the term CRM is used to describe the core benefits of the cloud based system. Customer Relationship Data is vital for your sales team, and with the cloud you know that the entire team will have the latest information available at their fingertips.
TeamVisual is ideally suited to companies that need a solution for contractor management, but in truth the software is the ideal candidate for any business that needs Customer Data or a Project Management Solution that is uniquely configured to their needs. So if the other CRM or Project Management solutions don’t quite do what you’re looking for, get in touch to see how we can configure the software to meet your requirements.
Unfortunately we do not offer a free version of the software for testing. This is due to the highly configurable nature of the system. We want each installation to have the maximum amount of impact when delivered, so our dedicated team will set you up and meet your unique requirements before launching throughout your team.
TeamVisual’s simple payment plan does mean that you are free to leave the subscription at any point, plus there’s no up-front payment. So if you want to test the system for a couple of months, then you’d like to leave you’ll only ever pay for the time that the software was active. Simple.