Extensions are the “enhanced version” of CRM™.  Extensions take TeamScope CRM™ to a whole new dimension.   They are fully customizable by us, under contract, or by your staff with us, available, if there are bumps in the road.

Extensions come in 5 versions; Standard, Financial management, Funds management, Property Management, and Pipe Line.  They interface with TeamScope Workflow™, Crow Canyon Service Request, and Microsoft Project, making this software one of the most flexible, Outlook® integrated programs on the market today. 

Enhancements to TeamScope CRM

CRM menu to the main Outlook® menu bar

We have added a drop down menu to the outlook main menu bar that gives you ready access to the many functional improvements that we have added.

Added Data Views to all CRM Extension Forms

Data Views give you a screen that you can format to your requirements via Outlook® folder views and be able to see every transaction for a contact or company, be able to the  history from the screen, have the information be available to your entire Team and print it when you’re done.

Customizable Toolbars

Toolbars have been improved, allowing them to have any number of custom transactions on them, even to the point that every Team member can have only the buttons on his toolbar that uses.

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Custom Actions

Customized CRM functionality available throughout the CRM system
Custom Actions are a very significant component in the TeamScope CRM Professional overall functionality. Custom Actions allow each CRM customer to define Actions within the CRM system that is specific to their organization's functional requirements. The basic TeamScope CRM system provides the functionality to create Journals, Tasks, Appointments, Projects and Opportunities in their most basic form and configuration. Custom Actions, on the other hand, allow the user to create and customize all of these and additional items so that the user experience is simplified, streamlined and more efficient. Conceptually, custom actions are much like an Excel or Word macro which greatly extends and automates the functionality of the underlying application. The goal of these custom actions is to reduce to one-click the user's required action to accomplish a given function and to provide access to these functions from all of the various places the user will be throughout their use of the CRM system.

Hundreds of Custom Actions and Templates
There are well over 100 different Custom Actions that could be configured out of the standard Custom Action "Action" and "Parameter" options. With the addition of "Templates" the number is basically limitless to the point where with Templates and the "Create" Action you could create a whole string of items (Email, Task, Meeting, etc) all filled out specifically for the given activity and have that whole set of items created with just one click. The time savings and simplicity of these Custom Actions takes the CRM experience to a whole new level.

Toolbars Option Available to Turbo Charge User Experience of CRM - One-click access to any custom action right from the main Outlook window
Many of us spend much of workday with the main Outlook window working with email in our Inbox. You can now have one-click access to create any CRM item or view any CRM data for the CRM Active Contact/Company. This feature also extends to the emails you are currently working with! Two additional toolbars are available for your main Outlook window: one for buttons that launch any custom action for the Active Contact/Company, and the second to launch any custom action for the currently selected items in your current Outlook folder. This means you have one-click access to launch custom actions, from the simplest to the most complex, that do exactly what you want. Highlight an email from your prospect and one-click to view the Opportunity, one-click to view all activities anyone on the team have had with the prospect, one-click to reply to the email (and the reply email will be recorded in Email History when you send it).

Further, if you would like to override any of the TeamScope CRM toolbar buttons (or add your own), you now can with the Toolbars option. Two buttons most frequently add to the TSCRM toolbar are one to launch the Extensions Data Views window for the Active Contact/Company and the second to “Forward” the selected email to the Active Contact/Company.

Each of the Toolbar buttons will have a button face (picture) that depicts the Action it will perform. You may also add your own text labels for each button and your own tooltip to pop up a little help window for the user when they hover their mouse over the button. Intuitive… quick… easy… functions that do exactly what you want! Always accessible from the main Outlook window, one-click to get what you want – that is what the Toolbars option is all about!

Examples of Functionality Supported with Custom Actions

• Create any of the CRM forms just as they would be created through the basic TSCRM functionality available everywhere and for the selected folder item!
• Create any of the CRM forms with any of the fields already filled in.
• Use templates to preload the “Notes” field with structured questions so users have structured assistance when qualifying leads, taking orders, etc. Journal (T: Lead Qualification Template)
• Create a predetermined set of CRM forms with any fields filled in for the user with one-click (any number of Email, Deferred Email, Tasks, Meetings, Opportunities). Some call this workflow, others call it an activity series, we call it convenient!
• View all contacts at the company of the selected email in a window so the user can select one or more contacts to view and work with.
• View a list of Email History for the Active Contact/Company or for the contact of the selected email.
• View a list of any of the CRM item types (Journal, Appointments, Tasks, Email History, Opportunities, Projects, Workflow).
• View the Extensions Data Views window for the Contact/Company of the item you are working with.
• Launch the Outlook phone auto-dialer for the Active Contact/Company or for the contact of the selected email and automatically create a Journal item to record your notes from the phone call.
• Make a copy of a contact for another contact at the same company and just fill in the differences.
• Execute any web URL or any other application outside of CRM to provide users with access to other system information right from within Outlook.
• Transfer CRM data to Word or Excel templates for formal documents or further data manipulation.
• Launch desktop searches for CRM and related data (e.g. MS Windows Desktop Search, Lookout, etc.).
• Create TeamWork workflow items that are fully integrated into CRM.
• Update CRM data based on filters or selected items.

External Functions

External Functions provide a link to the world outside of CRM. They allow you to open, Internet links, intranet links, display a file or a directory, Run a program and pass the data from the form. Examples are; Display a stock chart for the active company by using the company’s stock chart, Display package tracking information, run an ASP web page, launch an application and pass the application information from the form.

Time Tracking, Notification, and Invoicing

Phone calls or journals can be tracked for time with start and end times that record to a project, notify the customer of the time and $’s involved via e-mail, Followed by an e-mail with an invoice attached that can be transferred to QuickBooks.

HTML Templates

Template capability has been added TeamScope Professional, allowing you to have hyperlinks, pictures, charts and graphs in templates that include the automatic insertion of client or company details, giving the recipient the feeling that the document was personal, rather than a template.

Templates are provided for appointments, E-mails, Journals, Opportunities, Projects, and Tasks.

Financial version

Highlights
Financial & Portfolio Information

Portfolio

Personal Information

TeamScope Professional is highly customizable by your IT staff or our staff under contract. It is the most flexible Outlook based CRM on the market today.

Contact us today for your 30 day free evaluation version. We offer the set up of the first 2 workstations as part of the evaluiation.