SALES MANAGEMENT

Everything your sales team needs
to close more deals

From the first lead to a signed contract, TeamGram CRM keeps your entire sales process organized, visible, and moving — so nothing slips through the cracks.

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Pipeline Management

See every deal.
Miss nothing.

A clear, visual picture of your entire sales process — organized by stage, assigned to the right people, updated in real time.

Custom stages that match how you sell

Configure your pipeline stages to reflect your actual sales process — not a generic template someone else designed.

Drag-and-drop pipeline view

Move opportunities through your custom stages with a single drag. Your pipeline always reflects where things actually stand.

AI that watches your pipeline for you

TeamGram AI reads your team’s conversation notes, detects sentiment, and flags deals that are stuck or neglected — so you can see at a glance which opportunities are on track and which need attention.

TeamGram CRM
Dashboard
Pipeline
Forecast
Team
Calendar
+ New Opportunity
Initial meeting
3
Crestline Heavy Eq.
Annual parts supply
Ironbridge Mfg
Component sourcing
Summit Excavators
Spare parts
RFP
2
Duracon Industries
Bulk supply agreement
Ridgeline Equip. Co.
Preferred supplier deal
Quote sent
3
Keystone Machinery
Multi-year supply contract
9.000 $
Harford Equipment
Framework agreement
17.500 $
Trident Fabricators
Spare parts
11.000 $
Negotiating
2
Axford Crane Works
Annual supply renewal
28.000 $
Stuck
Broadfield Heavy Eq.
3-year supply contract
44.000 $
Won
3
Carver & Sons Mfg
Volume pricing agreement
36.000 $
Pentland Machinery
Annual supply renewal
29.000 $
Greystone Equipment
Preferred supplier deal
44.000 $
Vantage Components Inc.
Industrial parts & supply solutions
1 Yonge St, Unit 7
Toronto, ON M5T 1R6, Canada
+1 (410) 555-0188 · vantagecomps.ca
Quotation
Issue date: 18 May 2027
Valid until: 18 June 2027

Prepared for

Summit Excavators Ltd.
Attn: Michael Bates, Head of Procurement
5898 Davenport Rd
Toronto, ON M2K 7P2, Canada

Prepared by

Laura Simpson
Account Executive
laura@vantagecomps.ca
+1 (410) 555-0199

Line items
Product / description Qty Unit price Amount
Hydraulic pump assembly
Hydraulic pump assembly
Model HP-4400X · High-pressure industrial grade, 3000 PSI rated
 4 $2,100.00 $8,400.00
Hydraulic pump assembly
Starter motor unit
Model SM-220V · 24V DC, OEM compatible, 2-year warranty
 2 $2,600.00 $5,200.00
Hydraulic pump assembly
Annual service & support contract
Priority response SLA · Covers all supplied units for 12 months
 1 $3,900.00 $3,900.00
Subtotal $17,500.00
Discount (10%) − $1,750.00
Total (USD) $15,750.00

Terms of sale

  1. Payment is due within 30 days of invoice date. Late payments are subject to a 1.5% monthly interest charge.
  2. This quotation is valid until date shown above. Prices are subject to change after expiry.
Sam Bryce signature
Laura Simpson · Account Executive · 18 May 2024
Name & title

Quote Generation

Professional quotes.
In seconds.

Create accurate, branded quotes using your own templates. Customer data, prices, and discounts are pulled in automatically — just review, approve, and send.

Your templates, your brand

Build quote templates that match your brand and product catalog. Every quote looks professional from day one.

Data populated from CRM automatically

Customer name, address, products, pricing, even pictures are pulled straight from the CRM record. No copy-pasting, no manual data entry errors.

Approval workflow built in

Quotes above a threshold can require manager sign-off before they go out — keeping pricing consistent and protecting margins.

Leads, Contacts, Companies

Every customer.
Fully in context.

Qualify and convert leads. Keep a complete profile of every contact and company — communication history, related deals, and everything else — all in one place.

Lead qualification and conversion

Capture inbound leads, qualify them, and convert the promising ones into contacts and opportunities with a single click.

Complete communication history

Every email, call, meeting, and note is linked to the right CRM records — so anyone on the team knows exactly where things stand.

Company-level relationships

See all contacts, deals, and activities for an account in one view. Understand the full relationship, not just individual interactions.

Summit Excavators — Notes
Summit Excavators
Info
Contacts
Notes
Activities
Opportunities
Quotes
More ⌄
Grace Wong
Grace Wong
Summit Excavators Michael Bates
Today 11:42
No open service tickets. Confirmed with Michael. He’s happy and ready for the renewal negotiation next week.
Like Comment Add activity
Sam Bryce
Sam Bryce
Summit Excavators Tom Snyder
Today 10:36
Missing parts delivered this morning. Spoke with their maintenance manager. He thanked us for the quick response.
Like Comment Add activity
Jean-Marc Bernard
Jean-Marc Bernard
Summit Excavators Michael Bates
Yesterday 15:35
Michael called. He is frustrated about the missing parts still being unresolved. Renewal is coming up. Need to resolve this before then.
Like Comment Add activity
11:42

Activities

Call to schedule mtg
Sam Bryce
Axford Crane Works
Yesterday 12:00
Follow-up call
Grace Wong
Harford Equipment
Tomorrow 16:00
Send updated pricing
Jean-Marc Bernard
Pentland Machinery
Tomorrow 09:00
Send contract
Grace Wong
Carver & Sons MFG
Today 11:00
Intro call
Sam Bryce
Summit Excavators
Today 11:00
Send missing parts
Sam Bryce
Summit Excavators
Yesterday 09:30

Activity Management

Every follow-up.
Always on time.

Never let a task fall through the cracks. Set reminders, track your team’s workload, and make sure the right actions happen at the right time.

Reminders that actually remind you

Set follow-up reminders on any deal or contact. Get notified before it matters — not after it’s too late.

Recurring tasks for consistent processes

Set tasks that repeat automatically — weekly check-ins, monthly reviews, renewal reminders — so your process runs like clockwork without manual effort.

Automations for less admin, more selling

Automatically assign follow-up tasks, send reminders, and trigger actions when deals move or deadlines approach — so your team spends less time organizing and more time closing.

Contract Management

From handshake
to signed contract.

Use templates and up-to-date CRM data to draft ready-to-sign contracts instantly. Track deadlines and renewals. Archive and securely access everything you’ve ever signed.

Draft contracts in seconds

CRM data — company name, terms, pricing, contact details — is automatically inserted into your contract templates. No manual preparation needed.

Never miss a renewal deadline

Contract expiry dates are tracked automatically. You’ll know about upcoming renewals weeks in advance — before the customer even thinks to ask.

Secure archive, instant access

Signed contracts are stored securely and linked to the customer record. Find any contract in seconds — no more searching through email or shared drives.

Contract signing meeting
Contract Status
Signed ▾
Preparing
Waiting for signature
Signed✓
Terminated
Executed
Dashboard
Sales Pipeline
Forecast
Team
New Opportunity
Pipeline status
Pipeline value
€19.8M
↑ 8%
Open opportunities
552
↑ 12
Stuck deals
128
23%
Avg. deal age
193
days
Pipeline valueMonthly
€15M €20M Jan Mar May Jul Sep
New opportunitiesMonthly
Oct Dec Feb Apr Jun Aug
Velocity
€86,071
per day
Closed opportunities
Total amount won
€879K
# opportunities won
84
Average win
€10,466
per opportunity
Win rate
52%
Avg. time to win
36
days

Dashboards & Reports

Every number that matters.
All in one place.

From pipeline health to individual rep performance, TeamGram gives sales managers a complete, real-time picture of what’s happening — and what needs attention.

Know where you stand, always

A live view of your pipeline means no more end-of-quarter surprises. Managers stay informed without chasing updates from their team.

Catch problems early

When deals stop moving, TeamGram flags them before they quietly die. Less revenue lost to neglect, more deals rescued in time.

Coach your team with facts, not instinct

See exactly how each rep is performing and where they need support — so your coaching conversations are grounded in data, not gut feeling.

Ready to see what your team can really do?

Join growing businesses who closed more deals, lost fewer leads, and spent less time on admin — with TeamGram CRM.

Start your free trial
Request a demo instead
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