Every relationship in view. Every deal in hand.
Forget the endless search for that last email or the current project status. The Contacts app is the beating heart of TeamGrid. It connects people, companies, and deals so intelligently that you always see the big picture—right where your team is already working.
More than just an address book.
A contact isn't just an email address in a list. Open a profile and you see the entire story: all linked projects, past emails, open tasks, and current revenue. No more silos, no more dead data—instead, a living workspace that instantly tells you what's going on.
The same applies to entire companies. TeamGrid logically links all key contacts together. You immediately see who holds which role and the customer's current lifecycle stage. This means anyone on your team can take over instantly without having to ask colleagues first.
A pipeline that thinks ahead.
Where do we stand right now? Drag and drop your deals smoothly through your custom pipeline. You can configure stages and probabilities exactly how your team works. Meanwhile, the smart dashboard calculates your forecast in the background and warns you instantly if an important deal has been idle for too long.
And if a deal is lost? TeamGrid prompts you for the reason. This helps you build valuable knowledge about why customers decide the way they do—so you can do better next time.
A history that writes itself.
No one likes maintaining CRM data. That’s why TeamGrid does it for you. As soon as a proposal is sent, a task is completed, or a project is launched, it seamlessly appears in the customer's timeline. This automatically creates a flawless, complete history. And of course, you can always add manual notes for calls or meetings.
Your team's memory.
The Contacts app is the common thread running through all of TeamGrid. Whether you're tracking time, writing an invoice, or planning a project—everything is linked to the same customer profile. You maintain a piece of information exactly once, and it’s visible everywhere it’s needed.