Free
Explore CRM basics
- Store up to 100 customer records with basic information
- Manage 1 pipeline with up to 10 open deals
- Add 3 labels per contact for basic organization
- Track leads with basic information
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CRM
Build Lasting Customer Relationships
Centralize all customer information and interactions. Track products, billing details, and customer activities in one unified platform.
Core Features
Customer Management
Create, import, and manage customer profiles from multiple sources to maintain a consistent and unified database.
- Create and manage customer profiles
- Import from multiple sources
- Maintain unified database
- Consistent data management
360° Customer View
Access detailed customer profiles that consolidate financials, communication history, activities, notes, and support tickets in one place.
- Consolidated financial records
- Communication history tracking
- Activity and notes logging
- Support ticket integration
Automatic Data Sync
Keep customer records automatically updated across all connected applications within the ecosystem.
- Real-time data synchronization
- Cross-application updates
- Automated record maintenance
- Ecosystem-wide consistency
Lead & Contact Management
Capture leads from various channels, convert them into contacts or opportunities, and track their status throughout the sales process.
- Multi-channel lead capture
- Lead to contact conversion
- Opportunity tracking
- Sales process monitoring
Deal & Pipeline Management
Create, manage, and track deals with visual pipelines, custom stages, probability tracking, and revenue forecasting.
- Visual pipeline management
- Custom stage configuration
- Probability tracking
- Revenue forecasting
Customer Segmentation
Use dynamic filters and custom fields to segment customers based on demographics, spending patterns, engagement level, or lifecycle stage.
- Dynamic filtering options
- Custom field definitions
- Demographic segmentation
- Lifecycle stage tracking
Task & Activity Tracking
Schedule tasks, follow-ups, calls, and appointments directly linked to customer profiles to ensure timely engagement.
- Task scheduling and reminders
- Follow-up automation
- Call and appointment logging
- Profile-linked activities
Team Collaboration
Assign owners, share updates, and collaborate with colleagues through shared notes, comments, and internal tagging.
- Owner assignment
- Shared notes and comments
- Internal tagging system
- Team update sharing
Document & File Management
Attach, categorize, and share customer-related documents such as proposals, contracts, and invoices directly in the CRM.
- Document attachment
- File categorization
- Secure sharing
- CRM-integrated storage
Custom Labels & Tags
Apply color-coded labels or tags for quick categorization and filtering of contacts, deals, or companies.
- Color-coded labeling
- Custom tag creation
- Quick categorization
- Advanced filtering
Customer Self-Service Portal
Empower customers with a secure portal to view orders, invoices, quotes, and to update or manage their profiles.
- Order and invoice viewing
- Quote access
- Profile self-management
- Secure customer portal
Analytics & Reporting
Generate real-time dashboards and reports to track key metrics such as sales performance, conversion rates, and customer activity.
- Real-time dashboards
- Custom report generation
- Key metrics tracking
- Performance analytics
Workflow Automation
Automate key processes such as notifications, follow-up reminders, deal stage transitions, and data entry to improve efficiency.
- Automated notifications
- Follow-up reminders
- Deal stage transitions
- Data entry automation
Omnichannel Interaction Tracking
Record and manage communications from multiple channels including email, calls, website forms, and chat.
- Email communication logging
- Call tracking
- Website form integration
- Chat history management
Role-Based Access Control
Configure permissions based on user roles to protect sensitive data and streamline collaboration.
- Role-based permissions
- Data protection
- Access control configuration
- Collaboration streamlining
Customer Feedback & Surveys
Collect structured customer feedback and satisfaction scores to enhance service quality.
- Structured feedback collection
- Satisfaction score tracking
- Survey management
- Service quality enhancement
Integration with Other Applications
Connect seamlessly with Finance, Projects, and Support modules to maintain a holistic customer insight across operations.
- Seamless app integration
- Finance module connection
- Projects module sync
- Support module linkage
Data Quality Management
Use duplicate detection, validation rules, and cleansing tools to maintain accurate and reliable customer information.
- Duplicate detection
- Data validation rules
- Cleansing tools
- Accurate information maintenance
AI-Powered Lead Scoring
Automatically prioritize leads based on engagement, likelihood to convert, and historical sales data.
- Engagement-based scoring
- Conversion likelihood analysis
- Historical data integration
- Automated lead prioritization
Seamless Integrations
CRM integrates with other ecosystem apps and 50+ third-party services
Ecosystem Apps
Works seamlessly with other TeamUp applications
Third-Party Tools
Connect with your favorite business tools
Custom APIs
Build custom integrations with API access
Workflow Automation
Automate tasks with Workflow Builder
Perfect For
Sales Organizations
Manage complex sales pipelines and track all customer interactions.
Customer Success Teams
Monitor customer health and identify upsell opportunities.
Account Managers
Maintain complete visibility into all customer relationships.
Why Choose CRM
Easy to Use
Intuitive interface designed for simplicity
Secure & Compliant
Bank-level security with compliance certifications
Always Available
99.9% uptime guarantee with 24/7 support
Scales With You
Grows as your business expands
Cost Effective
Pay only for what you use
Expert Support
Get help when you need it most
Ready to Get Started with CRM?
Join thousands of businesses already using CRM to boost productivity and efficiency.