PROS / The customer support is extensive, and the application stores all the contact information you need.
CONS / This CRM solution doesn't have many sales and marketing tools, like the ability to create email marketing campaigns.
VERDICT / While TeamWox is great for collaborative work, it lacks many of the marketing features found in higher-ranked CRM software.
While the TeamWox CRM solution ranks high for all the customer relations management tools that are included, it lacks some sales and marketing tools that are found in the best CRM software. Additionally, TeamWox seems to work like a souped-up address book rather than a true CRM solution. Nevertheless, it still has some good features and tools that will help you connect with your customers and bring a little more transparency to your organization, especially if you are still working with giant spreadsheets of contact information.
TeamWox has a wide array of tools that will help you move your customer relationship tracking to its system, including email integration and tools that import your contact lists. TeamWox can help you keep track of all of your contacts with ease. It has tools to help you connect quickly with clients from within the CRM application, including sending and receiving email and using an internal dialer to make phone calls.
While you can track a great deal of information about your customers and contacts with TeamWox, it does lack many modern integrations, such as the ability to track your contacts' social networking profiles and print maps with directions to their address through a service like Google Maps. TeamWox does link contacts together and create groups to keep track of several customers in a similar area, and you can pull up every action with them that you've recorded with TeamWox's contact history function.
TeamWox analyzes and reports on the processes that are executed in the application specifically, but that's where its marketing functionality ends. You can't create email campaigns or print customized stationery, nor can you set automated email campaigns from TeamWox.
While this application isn't difficult to use, the interface behind TeamWox's CRM software feels dated and clunky. That's not to say we had a hard time using it – everything is neatly labeled and navigation is simple – it just wasn't a very pleasant experience while we used it.
TeamWox provides a great deal of helpful information in its FAQs and tutorials, so you'll be well prepared to use the software. If you have a question that isn't answered by these resources, you can get personalized support via email or telephone.
TeamWox does a fantastic job managing and consolidating your customers' information, and its collaborative capabilities are impressive. Unfortunately, when it comes to marketing, sales and support, the company lags behind the competition.