Tour - Team Solution Software

Who is this System for?

We designed and built this system with our own company in mind. We have a core staff of six in house, and an extended staff of six more, all of whom telecommute, or spend a portion of their day working from home. This is the business model we had in mind as we developed Team Solution Software.

More and more of our work force is telecommuting, whether from home or on the road, and Team Solution Software is designed to make sure that work force always feels a part of the Team. Even for the business with all of the staff under one roof, Team Solution Software serves the purpose and meets the needs as that central repository of all company information about projects, tasks, documents, clients/contacts, to do lists, internal messaging, and time tracking for accurate billing - - all of the purposes of a robust CRM system.

For Video tour click here.
View Videos: Adding a File | Adding a Client | Sending a Message

Welcome Page

First screen user sees after logging in, highlights the day with upcoming Appointments and allows the user to keep up to date with New Messages and the most active Projects.

	Shows Upcoming Apointments
	New Message Display
	Shows Most Active Projects
	Compose Message Interface
	Shows Most Active Clients/Contacts

Clients/Contacts

Keep track of clients and contacts with contact data for each, as well as files, secure billing information and related projects. Convert contacts to clients easily.

	Attach Files to Clients/Contacts
	Easily Convert Contacts>Clients
	Recurring Billing Support with Seperate Password
	Assign Quick Notes to Each File
	View Filter Options

Calendar

The calendar allows all team members to coordinate events and appointments with tie-ins to projects and custom view just for the user.

	Intuitive AJAX Interface
	Recurring Event Support
	Assign Teammates to Events
	Assign Entries to Projects
	Custom View Just for User

Projects

The projects screen keeps track of projects, and any related tasks, files and notes. It also displays a log of recently made changes and appointments related to projects

	Shows Related Appointments
	Project Spy Shows Real Time Edits
	Supports Tasks, Files and Notes
	Time Tracking Support
	Assign Multiple Teammates

Messages

Internal messaging system that allows you to communicate with your team members instantly. You can attach a file, sort messages with folders and search messages.

	Messages Sent Instantly
	Menu Notification of New Message
	Attach Files
	CC One or All Team Members
	Sort Messages Into Folders

Reports

Extensive reporting system that allows the team leader to track time logged on projects/tasks, sales of products and services, team member logs, expenses and time cards as well as client data metrics.

	8 Total Reports
	Each Report Filtered By Date
	Easily See/Adjust Time Cards
	Interface for Renewing Services
	Client Breakdown By State/Zip

Files

Users can upload files like PDF's, Word Docs, Power Point Files, Source Files and assign descriptions or create documents online using the rich editor.

	Upload/Share Files (any file type)
	Compose New Documents
	Folders for Organizing Content
	Message Attachments Folder

Settings

Users can modify email notifications, personal profile details and the admin can control accounts, billing and global settings like billable rate and passwords.

	Custom Project Status
	Add/Remove Accounts
	Email Notification Control
	Each User Has Profile
	Time/Date Format Support