BIG Update: Custom Fields, Integration with Slack, MailChimp and More

We have some exciting new features, workflow changes, bug fixes and some third party integrations. Most enhancements are a result of the customer feedback, so keep it coming! Let’s now go through the updates.

New Features

Support for “Free Email”

We understand that sometimes you need to work with people who don’t necessarily have corporate mail ids (Ex: freelancers). Apart from this in some cases your clients may not prefer using corporate email accounts. This was a major hindrance while collaborating with others. With this is new update you can add users with free email address into your TeamWave account.

Inviting client/vendor with free email address:

Open up the project you wan to share, click on the ellipsis link and click on “Client/Vendor” present in the dropdown menu. Enable sharing and click on “Share Project”.

collaboration-projects-free-email-id

Adding new employee with free email address:

Just browse to the HRMS app, click on “Employees” tab and click on “Add Employee”.

Add Employee with Free id

Adding Multiple Domains to TeamWave Account

One organisation with different domain names? Now you have option to keep all of your employees in one TeamWave account. You can add different domains via Organisation settings and whenever anyone with an email address belonging to the verified domains joins TeamWave, he or she will be automatically added to your company account.

domain-linking

@Mention in Projects

This is one of the most sought after features. @Mention lets you bring in other team member into your discussion and get their perspective. Whenever you mention someone in any discussion, they will be informed via email and in-app notification.

@mention
Custom Fields

TeamWave’s CRM has now become more powerful with the introduction of custom fields in deals, contacts and companies. Access the settings page of CRM, click on the “Custom Fields” tab. Choose where you want to add the custom field and click on “Add a field”.

Custom fields in CRM

Click here to learn more about custom fields.

Bulk Deal Import

Import deals in bulk by importing them from a CSV/XLS/XLSX file. Simply choose the file, map the spreadsheet columns to the deal fields and upload.

Deal Field to Spreadsheet mapping

Click here to learn more about importing deals in bulk.

Improved List View

Now you can customize the list view to visualize what exactly matters to your business.

Select the custom fields to want to see:

list view customization

Re-arrange the columns in list view:

Re-arrange list view columns drag n drop

HRMS – Multiple Time-off Policy

Create multiple time-off policies depending on the type of leaves (casual, medical, maternity) you have in your organisation and map them to the employees.

multiple-time-off

Integrations

UberConference

Schedule conference calls with your prospects and clients via UberConference. Enable it from the integrations section, go a specific contact person page and click on the “U” button. The email id of the contact person will be automatically fetched and you’ll to get redirected to the UberConference website.

uberconference

 

MailChimp

Sync CRM contacts with your MailChimp list by  authenticating the integration and clicking on “Sync” button present in Contacts page.

MailChimp Integration

Learn more here.

 

Slack

We have started off with notifications and task related communications with this integration. Find out all the tasks assigned you right from Slack by sending /tw. You will also get notified in Slack whenever any relevant notification is generated in your TeamWave account.

TeamWave Slack Task List

Click here to learn more about TeamWave and Slack integration.

If you like what you see, please spread the word about TeamWave by accessing the following link: social.teamwave.com

2 Comments

  1. Awesome features, I really like the custom field feature and it would be amazing if you could include 2 additional field types, Image field to be used on deal products, google map field to locate any company location on map.
    I wish also if you could add option for integration with accounting webapps such as xero or waveapps.com

    Like

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