TeamVisual 7 was launched in early 2014, the uptake of the new Software has been significant with positive feedback on the new benefits. The introduction of the Documents enhancement has allowed “users” complete flexibility when linking Documents to Customers/prospects;

TeamVisual CRM

TeamVisual  “Tree View” displays the link to any Document, this allows “users” to see all related Documents allowing instant access to related information. Word/Excel/PDF etc. are displayed on the related tab allowing users an instant overview of vital information. The enhancement provides the benefit to every user of Teamvisual regardless of the creator of the “Document”, all users can see document updates or new information. For a Sales Team wanting to share information and ensure customers receive a professional reception when contacting their organisation, TeamVisual Documents ensures this benefit.