Customer insight, sales follow-up and loyalty
Know your customers, make the next sales action clear and give them a reason to return. Team brings customer information, staff activity and loyalty tools into one working environment.
Contact history, purchases, notes and loyalty status sit together so the next conversation can continue from where the relationship stands. Customer knowledge stays with the business instead of relying on one person’s memory.
A visual workspace shows each project’s stage, its owner and the next activity. Reminders, calendars, files and notes stay connected to the work, helping follow-up remain visible rather than disappearing into conversations.
Under rules defined by the business, an eligible purchase can earn points or credit towards a later purchase. The customer benefit is clear, while the business controls eligibility, membership levels and redemption conditions.
A relationship that continues
Customer understanding, organised follow-up and a reason to return come together in one connected workflow.
The detail of a connected experience
Profiles, categories and tags sit alongside calls, notes, activities and reminders. Invoice and contract history and a loyalty summary help staff understand a customer’s context before continuing the relationship.
Define stages, owners and collaborators, then track activities through the board and calendar. Projects can move between workspaces within the same branch while retaining their related information, keeping the history connected to the next stage of work.
The loyalty programme combines credit wallets, points, fixed or percentage benefits on eligible purchases, gift and discount codes, tiers, membership cards and referral rewards. The business defines how customers earn benefits and the conditions for using them on a later purchase.
Use customer attributes and purchase history to create fixed or dynamic segments. First-purchase, birthday, inactivity and benefit-expiry scenarios support SMS, email or benefit campaigns, subject to the applicable rules, consent and configuration.
Team supports integration with a broad range of commonly used accounting packages. The connection method and transferable data depend on each package’s technical capabilities. In the supported transfer workflow, a Windows agent brings contact, product and invoice information from the accounting system into Team. Authorised operators can then use the online loyalty workspace to find members, view balances, record credit adjustments and redeem codes.
The catalogue, categories, search, sales bundles, favourites and cart support the path to placing an order. Customers can review their orders, while the submitted request reaches the sales team with the information needed to follow the next stage of the process.
Member, recorded-purchase, repeat-buyer, credit and campaign-execution reports sit alongside a project report builder. Filters, selectable and ordered columns, Excel export and printing help managers assemble the information they need to review follow-up work and loyalty activity.
Companies, branches, users, roles and organisation-wide or branch-specific loyalty programmes can be defined. Contracts and related documents sit within this structure so the product can reflect responsibilities and the way branches operate.
Purchase data supports the relationship
Team can connect to a broad range of commonly used accounting packages. Each package’s capabilities determine the connection method and the data available for transfer. Contact, product and invoice data enter Team through a supported workflow, while the online loyalty workspace provides authorised access to members’ balances, credit and codes at the point of sale.
Shaped around how you work
Let's discuss your customers, sales process and loyalty programme.
