Released On 5th Mar 2024

Take your consultancy mobile with the TEAMS Companion App.

I would like to introduce you to our brand new TEAMS Companion App. Designed to run alongside your TEAMS Office system, the TEAMS Companion App allows you to remain connected and up to date with your consultancy, while you are away from the office and out and about. But what are some of the benefits and features of the TEAMS Companion App?

Remote Report Approval:

No longer confined to the office, the Companion App displays all the reports waiting for your approval and will allow users to read through a report and either approve or reject with a simple swipe and record comments which can be fed back to the office about why the report was approved or rejected.

Sales on the Go:

The Companion App supports users when monitoring the status of leads and opportunities with real time updates, and users can also create new leads and opportunities directly through the Companion App, ready for the quote to be issued from the office.

Appointments:

The Companion App integrates with your calendar, enabling users to keep track of their schedule and see all upcoming appointments, or book in new appointments while they are out and about, offering users a proactive approach to managing appointments and potential business opportunities.

Real-Time Sync and notifications:

The Companion App ensures that you are kept updated and remain connected to the office with real-time synching and notifications delivered directly to your Companion App.

Interested in finding out more about the TEAMS Companion App or TEAMS software? Please don’t hesitate to get in touch to arrange a demonstration at a time to suit you.