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TeamWave Review

Nadav Shemer

In a Nutshell

TeamWave offers a unique solution made up mostly of CRM, project management and human resources tools. Launched in 2016, its mission is to enable businesses to manage sales, projects, clients, and teams from a single platform rather than pay for 3-4 productivity apps. All plans include every TeamWave feature plus unlimited projects and deals, unlimited users, and no per-user fees.

pros

  • Sales, project management and HR in one
  • Flat monthly price (no matter how many users)
  • 1,000+ apps and integrations via Zapier

cons

  • Lack of marketing tools
  • Not economical for teams of 4 or less

Teamwave Teamwave Visit Site

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

Overview

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.

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.

Mobile Options

As you would expect of a CRM in 2021, 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.

Plans and Pricing

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.

Starter
Pro
Business
Price (flat, per month)
$39/month
$66/month
$199/month
Contacts
15,000
30,000
150,000
Storage
25 GB
100 GB
500 GB
Custom roles
2
5
10
Company domains
1
2
4
Automatic check-ins
2
4
8

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. 

Customer Service

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.

Teamwave Teamwave Visit Site

What Users Say About TeamWave

“We were looking for an integrated platform to optimize our work and be effective. TeamWave provides all we need to get our job done in a faster and easier way.” – Nuno Fernando, Media Training Worldwide Portugal

“TeamWave has seamlessly integrated HR tool, CRM tool and Project Management tool in a single platform. It’s affordable as well.” – Siannita Tjuwita, Ydigital Asia

“TeamWave’s user-friendly platform helps us communicate and stay updated with our team. It is one place where we manage our prospects.” – Alexander, Neurona Digital Agency

Bottom Line

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.

Nadav Shemer specializes in business, tech, and energy, with a background in financial journalism, hi-tech and startups. He enjoys writing about the latest innovations in financial services and products.

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03 Aug 2021

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