Ascensio System, the developer of IT solutions for corporate use, has released a CRM module for TeamLab, a multifunctional Web office for business collaboration, document and project management. The new toolset, integrated directly in the platform, provides users with an array of features for customer relationship management.
The CRM system developed by TeamLab is mainly oriented at sales force automation. It can be classified as operational, aiming at contact database coordination, client information collection, and deal opportunities control.
The CRM tools are divided into four main sections: Contacts, designed to store and track all the necessary data, Tasks, to create convenient reminders; Opportunities, to track potential deals; and Cases, to have all the information on one event in one place.
TeamLab CRM provides customization options, like User Fields that allow for determining additional information about the client, opportunity, or case. For speedy and convenient segmentation users can tag the content as well.
TeamLab CRM lets users not only upload files, but also create documents, presentations and spreadsheets. Some crucial CRM options are equipped with access rights restriction options.
"Building a CRM module for TeamLab, we focused on the basic needs of sales teams in SMB," says Dmitry Orlov, head of sales at Ascension System. "The survey results showed that any CRM system must have a database with detailed contact information, easy-access options, deal tracking, and an array of notifications and reminders. This is exactly the functionality set we are ready to provide now. Further upgrades and enhancements are also expected, depending on to the feedback we hope to receive."