Teamogy Review

Teamogy is a CRM software that brings everything together into a single platform: projects, finances, clients, tasks, documents, and team communication. This helps managers make informed decisions, employees save time, and businesses grow sustainably.
Companies can plan and monitor projects using Kanban boards and Gantt charts, leverage ready-to-use templates, and track budgets against actual costs in real time. Detailed time tracking ensures resources are allocated efficiently and profitably. Financial and operational management features include budgeting, invoicing, expense tracking, and forecasting.

TEAMOGY – TUTORIAL

TEAMOGY – FEATURES

• Centralized contacts: all business contacts centralized with advanced segmentation options
• Opportunity tracking: opportunities tracked in Kanban or list view with next steps, deadlines, owners, and expected close dates
• Opportunity discussions: opportunity-based discussions available to relevant team members with appropriate access rights
• Email history: complete email communication with prospects stored within each opportunity
• Time and cost tracking: monitor time and financial effort invested in each opportunity with proactive limits
• Quotes management: create quotes directly within the system and link approved quotes to specific projects
• Project monitoring: track all projects in real time, including worked hours and task deadlines
• Purchase order control: system suggests maximum purchase order amounts based on approved budgets
• Project discussions: project-specific discussions for authorized team members
• Email integration: link all customer email communication to projects, documents, or tasks
• Document management: centrally attach all project-related documents (orders, contracts, meeting notes, invoices)
• One-click invoicing: invoice projects with one click and send approved invoices directly
• Flexible time tracking: multiple time entry options, including a built-in timer
• Task creation: create tasks individually or as recurring series, with support for sub-tasks.