Marg TeamDesk

PROS & CONS

What are the best aspects of this product?

Price for performance. I run a data-driven business and this is the best $50 a month I can think of spending.

What aspects are problematic or could work better?

I sometimes find implementing new relationships a bit tricky, but I am always able to get fast support if confused.

What specific problems in your company were solved by this product?

We are a New Zealand Trust provider. Our use of TeamDesk helps us very inexpensively comply with real-time oversight required by New Zealands' anti-money laundering legislation.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

A great tool to automatize tasks, cut the paperwork, share and store efficiently information, automatize processes.
It is completely flexible yet you do not need to program it (usually you need to make some code to adapt it to your needs).
The easiness to adapt it to your needs. Somebody in the company tells you 'I need this feature' and 10-20 minutes later, it works.
The assistance team is really efficient.
The easiness to connect it with a website.
Its cost effectiveness

What aspects are problematic or could work better?

The interface looks a bit oldish - not an issue for me.

What features/services would you like to see in future versions of this product?

Maybe more connection with third party services

What specific problems in your company were solved by this product?

Every time you are using an excel file shared by several users, and every time you generate a document, Teamdesk could help you.
We use it for the following:
- CRM (all commercial offers, all invoices, many automatic mails to customers, lots of score cards)
- Project management (purchasing orders, internal payment validation, automatic processing of emails and storage of faxes)
- Travel and expenses generation / validation
- Input by customer on our website of various info (they go directly into team desk)
I have a second occupation as a professor. I use Teamdesk there to:
- collect assignments from my students
- distribute gradings and solutions
- distribute various documents

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

TeamDesk is a phenomenal online database. It is 100% customizable to your company's specific needs. The only limitation on the database is your own willingness to learn how to you use it. However, it is extremely easy to learn how to use.

For my business, I find the integration of document automation and the database to be extremely useful. I am able to create templates that are specific to my business which then autopopulate with information from the database. I use this for marketing letters, invoice, client update letters, notices, etc.

Additionally, TeamDesk works as an excellent portal to your cloud based document management system. Most document management systems are clunky when it comes to showing basic information about the client/customer/file that you are working with. TeamDesk is excellent at providing this information and providing a link to your document management folders and specific documents.

These are just a few of the things that I use it for. I really cannot emphasize enough how excellent this product is. I do not generally write reviews, but I felt that TeamDesk is so good that it deserved one. Whatever your business, you should give it a try. They offer a free trial and help setting up your database. I am confident that you will find it useful. And, if you put in a little effort learning the system, you will be able to build a custom database to meet your business needs at literally a fraction of the cost of other online database software.

What aspects are problematic or could work better?

Honestly, I cannot think of anything. TeamDesk provides database functionality as well as I could reasonably imagine.

What features/services would you like to see in future versions of this product?

Right now, TeamDesk can only store documents up to 20 MB. That is OK, but it prevents you from using TeamDesk as a document management system. I would like to see the storage increased so that I could ditch my current document management system and just use TeamDesk for everything. However, TeamDesk is a database program, not a document management system. So, it is not really fair of me to complain about this issue. It is just something that I would like.

What specific problems in your company were solved by this product?

1. Lead Management
2. Tracking Marketing Efforts and conversions
3. Client Management (contact info, progress on projects, scheduling, notes, etc.)
4. General Contact Management (non-client contact info)
5. Task Management and Tracking
6. Expense Reporting
7. Window to Document Management System

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Customer support with helpful and intuitive responses at a fast rate, almost no interruption in service combined with simple and easy-to-use features. TD's versatility is growing at a fast rate compared to how it was in the past.

What aspects are problematic or could work better?

It takes a while for the TD team to implement new ideas, so thoroughly audit the product, available guidelines and ask all your questions before you invest time and money in developing your database.

What features/services would you like to see in future versions of this product?

User interface can definitely use much improvement and adjustment.

What specific problems in your company were solved by this product?

Automation and remote access compared to what we got on a desktop-based software. I can access it through my phone anywhere, anytime and get all the information I need.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I have been using Teamdesk since 2007. The intuitive interface and ease of use as well as the work flow functionality makes business processes seamless and well controlled. The reporting and charting functions make understanding your business data very easy.

What aspects are problematic or could work better?

None.

What features/services would you like to see in future versions of this product?

Better Calendar Views. Currently we use ics links to Outlook Calendars.

What specific problems in your company were solved by this product?

Control of all our products and works as a backend to our website as well as controlling all business process from Engineering through to production and providing files for programming automated production.

Are you a current user of this product?

Yes