All Stories

An Easy Way to Save Key Details from Customer Conversations

Every customer conversation has key details you need to capture. Here's a simple, reliable way to do that.
Annie
1 min read

A Mobile CRM for Sales on the Go

Sales on the go doesn't have to be disorganized. Use Teamup as a mobile CRM and stay on top of things.
Annie
1 min read

Quickly Save Customer Notes with Actions and Context

Use Teamup for a quick-entry method of saving customer notes, reminders, and actions from anywhere.
Annie
1 min read

When Dropdown Lists or Multiple Choice Options Aren’t Enough

Did you ever open a dropdown list and can't find the option you need? Here is a solution with Teamup: Create a custom text...
Annie
2 min read

Stay Organized and Keep Track of Next Customer Actions

Sales professionals interact with customers in lots of ways. Keeping track of what the next actions are after each conversation is key to build...
Annie
46 sec read

Managing the Availability of Shared Resources with Teamup

Keeping track of who and what is available is a common task in life. In business, that means you can't book one person in...
Jenny
0 sec read

How to Tag and Track Context

Use a keyword in a custom field to tag your context of everything that has your attention, and be able to retrieve the information...
Annie
1 min read

How Office Staff Streamline and Manage Information with Teamup

Capture and manage information in one place--the first step towards getting organized. Teamup is a secure, context-specific system for office staff.
Annie
4 min read

How to View All Your Trello Cards with Due Dates on One Calendar

Have you ever scheduled a big meeting the same afternoon your kids only have a half-day at school? If so, you know the pain...
Annie
3 min read

Starting a Personal Habit Journal Is Easier Than You May Think

It’s easy to turn a Teamup calendar into your own personal Habit Journal for tracking daily habits such as exercise, eating healthy food, or...
Jenny
3 min read

Make Team Availability Visible and Enable Client Self-booking

Want to allow your clients to book sessions with your team of coaches or therapists? A simple solution: Easily embed your team availability calendar...
Jenny
0 sec read

Rediscover Teamup and Download the Key Feature Checklist

If you missed the recent email update from Teamup, catch up and download the feature checklist here.
Jenny
57 sec read

How to Display Multiple Calendar Power-Ups on a Single Teamup Calendar

One of Trello's most popular Power-Ups is the Calendar Power-up, with 8+ million enabled on Trello boards. Trello just announced unlimited Power-Ups for all...
Jenny
0 sec read

Teamup for Master Scheduler: Big Picture Planning and Detailed Job Scheduling Made Easy

A master scheduler responsible for monitoring a schedule management system benefits most from being able to see both the big picture of all projects...
Jenny
2 min read

How to Use Custom Fields to Streamline Sales Communication and Simplify Project Status Updates

One of the key jobs sales representatives and project coordinators do is project status updates. A spreadsheet or a project board in the office...
Jenny
2 min read