TeamDesk Reviews and Ratings

Use Cases and Deployment Scope

We use TeamDesk to: - manage the CRM (offers, invoices, contacts, ...) - automatize administrative tasks (by law we have to fill forms every month for the administration) - organize and track inspections and cleanings - manage internal stuff (meeting notes, expenses, holidays) - receive quality reviews from our customers Each person in the company sees the information he needs and gets email notices about what he needs to know, to validate and to do. Operators 'in the field' use the TeamDesk mobile application, which generates automatic reports with photos Customers have access to the database via our website (the connexion is real simple to do) to fill satisfaction surveys or to report issues.

Likelihood to Recommend

Well suited for: - CRM (invoices, contact management, sending emails) - tracking inspections, visits, - generating administrative documents - building an IT tool where you do not know exactly what you want - as it is very easy to modify on the go - connecting lots of third-party APIs Not suited for companies with little information to manage per person (there is a per-user cost)

Use Cases and Deployment Scope

We are using TeamDesk to manage our client and case information across our entire firm. It helps us keep better track of all pending deadlines as well as allows for automated case status updates to our clients. The ability to customize everything has allowed us to manipulate the information to best suit our firm's specific needs.

Likelihood to Recommend

TeamDesk has been great to work with, but it did take us some time to figure out how to correctly get everything set up the way we wanted it. For less technically savvy people it might be a little overwhelming.

Use Cases and Deployment Scope

As a partner, we use Teamdesk to track operational data across the whole organization for everything but basic bookkeeping. In 2009, we had built our ops databases extensively on DabbleDB, and found Teamdesk as an alternative when Dabble was acquired, leaving us in the lurch. Foresoft owners convinced me that they were in it for the long haul, so we did a big migration project, and have been satisfied with Teamdesk ever since! Specifically, we have built features like Billable Time and Expense tracking, Task Tracking, Work Hours Tracking, Quotes, Web Leads, Project Management, Contact Management to name a few. We actually have our client databases on the DB Flex platform, which is the OEM version of Teamdesk for partners. We have built various databases for our clients, such as Sales Daily Reporting, Project Management, Work Hours Check-in and Check-out, CRM, Order Entry and etc. Teamdesk really gives the best value proposition!

Likelihood to Recommend

Teamdesk is perfect for any operational tracking requirements for companies small or large, and any situation where you need to integrate with other systems since it can be set up to do that flexibly via its API and Webhooks. For example, you could track contacts, time and expense, projects and tasks, schedules, web leads, check-ins, order entry, quotes and invoices, support ticketing, and use the more advanced features to integrate with other systems to pull in currency exchange rates, various lists of data from other databases, send faxes, send bulk emails and so on. It does not do offline storage, so it would not be appropriate for a situation that offline work.

Use Cases and Deployment Scope

We use TeamDesk as the platform to create business applications for our customers. It really is a Swiss Army knife when it comes to application development and, more importantly, helping our customers improve their business operations. This can be seen in the wide spectrum of use cases in which it has been deployed. Industries such as insurance, teaching, customer service, health, finance, and many more have all benefitted from its capabilities, great support, and robust and scalable infrastructure.

Likelihood to Recommend

TeamDesk is well suited for most application scenarios and the features list allows you to develop a web rounded solution in a minimal timeframe. If you are looking to create a new application to help drive your business forward, transition away from spreadsheets, integrate with third parties, or simply create a database, TeamDesk will deliver. The documentation supporting the product is good and the support offered by TeamDesk is second to none. There are very few instances where TeamDesk is not a viable option.

Use Cases and Deployment Scope

TeamDesk is used by our biomedical research group to manage databases of research projects. We are a group within a national network. TeamDesk is used by the group and not by the entire organization.

Likelihood to Recommend

It allows us to easily link different tables, although when searching for the common linking code it does not use autocomplete in the search field.

Use Cases and Deployment Scope

It is the backbone of our company database. Every function in the company is represented in our implementation of TeamDesk. All functions are interrelated just the way we want them. It's not just the various informational tables that are important to us but also the interactive parts, such as structured document creation using data from the database, reminder emails regarding important events in our database, etc.

Likelihood to Recommend

In our industry of Telecoms we have easily integrated the hardware part, the billing part, and the customer part with ease.

Use Cases and Deployment Scope

I've been looking for reliable centralized database for our department for couple years. TeamDesk is a very good platform that gives a lot of flexibility to develop your database without having special skills in coding. And it has a very good pricing options comparing to competitors (Salesforce, Quickbase, etc.) and offers unlimited space. Also it gives an opportunity to share your ideas on how to improve the platform, many of which are being implemented.

We just started to completely utilize it in this fiscal year, but I believe it will be a great tool for our team. We [are] using it within our department now (20-25 users) but if everything works great maybe will move to using it company wide.

Likelihood to Recommend

Great for building one unified database for all document flow of the company.

Not the best solution for the media library. File size limited (15Mb).

Use Cases and Deployment Scope

We use TeamDesk as our CRM on a daily basis. TeamDesk is used by everyone in our company from Admin to Service Techs to Account Execs and Business Development Reps. It keeps our whole company in tune and up-to-date with what is going on every day. It tracks everything from call logs to company contact records and customer info to employee calendars and timesheets. Its a one stop shop for every aspect your business could need and more! It takes multiple databases companies would have for customer relations to call queue's to employee productivity and keeps it all in one place with everything at your fingertips. I have never used such a extensive program that literally covers every aspect no matter what your position all in one place. Very user friendly as well.

Likelihood to Recommend

Well suited for any business. Less appropriate for academic settings?

Use Cases and Deployment Scope

We are developing a TeamDesk database so that we can search curriculum documents to assist administrators, teachers, and students to understand what outcomes have been achieved, what outcomes have not been achieved, commonalities between programs of studies, and commonalities between programs areas. It will also be used to help students understand possible career pathways. I tried a number of different database services and TeamDesk was the easiest to learn and seems to be able to do everything we can imagine. TeamDesk also has very good consultants available to assist. I highly recommend TeamDesk!

Likelihood to Recommend

Choosing a database system decision requires a good understanding of your needs, capabilities, and resources. Our scenario was a limited budget with only one person on staff having background knowledge and limited experience with the database. Based on that it was important to find the easiest but still fully capable system which, in our case, is Teamdesk.

Use Cases and Deployment Scope

We have used Teamdesk for over 4 years and it helps our business management and growth in many aspects,

First of all and most of all, it's very easy to set up and deploy across the team and easy to train my team members to use it.

2nd, the support is so fast and each time we got issues, they bring the solution right away.

3rd, it's very reliable and runs fast, we have been using it for over 4 years and we never got even one downtime.

The only issue we find out that this Teamdesk API is inbound one way only, we can not set up any triggers event within Teamdesk to update the other Apps.

Likelihood to Recommend

It works well for a small to middle size business team, you do not need to code anything.

Everything is on cloud, you do not need to maintain any server.

It works well for workflow control and also works great to trigger an email update to your team or your clients.