TeamWave has carved out a niche for itself in the CRM and team productivity markets with a solution offering a unique combination of sales, project management and HR (but neglecting other areas like email marketing). Clearly TeamWave has hit on a formula that works for some small and medium businesses, given that this solution is five years old and serves at least two-thousand businesses.
TeamWave at a Glance
Best for: Small and medium businesses in various industries
Key use: Lead management, time tracking, internal and external collaboration
Price: $39 - $199 per month (flat price, billed annually)
Free trial: 14 days
How TeamWave Works
Tools for Sales Teams
TeamWave lets you customize your sales pipeline, filters, contacts and deals to suit your preferred sales processes. You can create and manage unlimited visual pipelines with customer deal stages, and control which users in your organization have access to each pipeline.
Sales management highlights include:
- Contact management. Store customers’ contact information, order details, and communications in one place, accessible to your team from any device.
- Custom fields for deals and contacts. Add custom information and categorize/filter deals based on the data in those fields.
- Lead capture forms. Place customizable web forms on your website and have the information delivered straight to your pipelines.
- Filters for deals and contacts. Use filters to create different kinds of reports for different deals, people and organizations.
Tools for Customer Support Teams
Like many of the top CRMs on the market, TeamWave overlooks customer support tools. However, it does offer a “client collaboration” tool where you and your clients and partners can work on documents in the one place.
Tools for Marketing Teams
TeamWave doesn’t offer much in the way of marketing tools. However, it does have an email integration tool which includes a Gmail add-on that comes straight out of the box.
Here’s everything you get with TeamWave’s email integration:
- Email forwarding for projects.
- Email drop box for CRM. Easily copy emails to the TeamWave CRM to keep track of conversations with your contacts.
- Gmail add-on. Manage deals, contacts, and sales activities inside your Gmail inbox.
Customization and Integrations
TeamWave easily integrates with G Suite, Mailchimp, QuickBooks, Xero, and Dropbox. In addition, 1,000+ integrations and automations are available via Zapier. If you have the capabilities, you can also use API access to extend and customize your functionality.
Reporting and Dashboards
When it comes to reporting, TeamWave does what you would expect of a top CRM. Widgets include sales forecasting, sales reports, and project reports – all of it accessible on a single dashboard, of course. A highlight is the goal tracking feature, where you can define sales targets for each team member and then track them based on customizable KPIs.
Ease of Implementation and Use
When it comes to ease of use, TeamWave gets top marks. In fact, judging from user reviews, the platform’s usability is what people like most about TeamWave.
With that said, numerous users have complained that the system is difficult to learn and that there’s a lack of support or documentation to guide the user during setup.
As you would expect of a CRM in 2023, TeamWave has native iPhone and Android apps. Reviews for the TeamWave app are mixed, with some users saying that it helps them carry out sales-related activities remotely but others complaining of crashes and bugs.
TeamWave Customer Support
Unlike many of its rival CRM software providers, TeamWave doesn’t offer 24/7 customer support. If you wish to speak with a member of the TeamWave team, the best way is to open the live chat function. However, note that it can take several hours to get a response.
How Much Does TeamWave Cost?
One of the things that makes TeamWave unique is that it does not charge per user. Essentially, you pay a flat price each month for all features and an unlimited number of users. The only differences between the three tiers revolve around number of contacts, amount of storage, and things like number of custom roles and company domains. While TeamWave’s pricing model makes it attractive for business with lots of users, the fact that it starts at $39/month makes it expensive for teams of four people or less.
TeamWave is a solid CRM with a fairly strong reputation among its users. Its top two selling points are a) its unique combination of CRM, project management, and HR; and b) the fact it charges a flat monthly price no matter how many users. The flat per-month price makes it very attractive for businesses looking to grow without adding to their costs.