Managing customers digitally
You have many customers but slowly lose the overview. teamspace handles that — customer data stored long-term, safely and GDPR-compliant.
Digital customer management, not paper folders
Customers create a lot of data. Paper folders hit limits quickly. A digital solution stores customer data long-term, safely and GDPR-compliant.
Which data is important?
It varies by company; some basics apply to most. Whether your customers are businesses or consumers, the contact management in teamspace covers both. Need additional fields? Custom fields let you decide what to store and in which format.
Customers, anytime, anywhere
teamspace is cloud-based — your team can access customer data from the office, home office or on the road. A salesperson at a customer visit can create new leads on the spot from a smartphone or tablet (teamspace works as a Progressive Web App). Contacts and calendars sync with Outlook, Mac or smartphone if you want.
Contact activities at a glance
teamspace logs every interaction. The timeline shows when you last spoke to a customer and about what — meetings, calls, emails, tickets. Employees new to a customer get the full picture immediately.
Company hierarchies and special contacts
Build an organisation chart for your customers — assign people to departments or subsidiaries. Mark special contacts (chief buyer, data protection officer); VIPs can have a dedicated owner.
Granular permissions
Sensitive data needs protection. A rich permission system grants the right access — key account managers see their accounts but not others’.
Suitable for leads and suppliers too
Manage not just customers but leads and suppliers in the same CRM database.
Read on
Reviewed in a requirements check
You have questions on this topic? In a 15- to 30-minute meeting we discuss your specific requirements, free of charge and without obligation.
Software that fits your setup?
In a 15-minute meeting we look at your requirements together and give an honest first opinion.