TeamWox is the next product on our lineup of the top ten best CRM software packages. It provides a great deal of the functionality that you'll find in traditional CRM software, but with greatly expanded collaborative features. In truth, TeamWox ends up being more of an open address book with notes than a soup-to-nuts CRM application; it does a fantastic job of keeping track of customer relationships, but it falls short when it comes to back-end marketing and sales tools.
Despite its relative lack of marketing tools, TeamWox is a great way to keep track of your customers and your interactions with them. If it's time to move past your giant spreadsheet of contact information, TeamWox can help you keep track of all of your contacts with ease.
One of the biggest barriers to adopting CRM software is the time and effort it takes to migrate from whatever you were using in the past to keep track of your contacts, whether it was a spreadsheet, a pocket address book, your brain or another CRM software package. TeamWox has a wide array of tools that will help you move your customer relationship tracking to its system, including email integration and contact-list-import tools.
While you can track a great deal of information about your customers and contacts with TeamWox, it does lack a many more-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.
You can 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 recording with TeamWox's contact history function.
Unfortunately, this is where TeamWox falls behind some of the other CRM software that we reviewed. It offers analytics and reporting on the processes that are executed in the application specifically, but that's about where its marketing functionality ends. You can't create email campaigns or print customized stationery. We would love to see 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 for the switch. If you have a question that isn't answered by these resources, you can get personalized support via email or telephone.
Your TeamWox purchase does not include automatic updates outside of the initial year of included service. So, unfortunately, if TeamWox puts out an update two years from now, you'll be out of luck.
TeamWox does a fantastic job managing and consolidating your customer's information, and its collaborative capabilities are impressive. Unfortunately, when it comes to marketing, sales and support, the company lags behind the competition.
The customer support is extensive and the application stores all of the contact information you could hope for.
TeamWox falls behind significantly when it comes to sales and marketing tools.
While TeamWox is great for collaborative work, it lacks many of the features found in higher-ranked CRM software.