All Stories

A Calendar That Makes Life As a Sales Rep Easier, Not Busier

Don't let unnecessary information visibility gaps and time-consuming organizational tasks limit your effectiveness.
Content Team
2 min read

Sort Data Faster for a Quick Sales Report

Use Teamup to capture and sort data. Make it easier to generate a quick sales report.
Content Team
1 min read

Teamup’s Map Field Keeps Field Service Crew from Driving to Wrong Job Site

No more rushed directions over the phone. Here's how to share mapped locations with the field service crew on mobile, and quickly correct address...
Content Team
1 min read

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.
Content Team
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.
Content Team
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.
Content Team
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...
Content Team
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...
Content Team
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...
Content Team
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...
Content Team
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.
Content Team
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...
Content Team
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...
Content Team
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...
Content Team
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.
Content Team
57 sec read