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What is TeamHaven?

Project KPIs can effectively oversee mobile workers, enabling them to gather data from field operations and generate impactful reports with images for both clients and internal use. With over 28 years in the field sales industry, TeamHaven offers tailored, budget-friendly solutions for various campaign and field force requirements, regardless of their complexity. You can initiate your journey with TeamHaven by taking advantage of a 30-day free trial, which comes without any setup charges or monthly fees. The platform's adaptable and economical design allows for swift job assignments to field teams, streamlining management processes. TeamHaven provides a centralized hub to oversee your projects and personnel, whether you utilize an in-house team or partner with an agency. The user-friendly TeamHaven Mobile app supports both Android and iOS, facilitating data collection and team briefings. Field personnel can swiftly get started in their preferred language in just a few minutes and can carry out their tasks offline, ensuring productivity even without internet connectivity. This flexibility and ease of use empower teams to operate efficiently in diverse environments.

What is CIS-Companion Rep?

Send information to mobile users from your workplace while effectively managing the regulations needed for task execution and data evaluation. Companion® REP features hierarchies that connect behaviors to different configurations, enabling the customization of how representatives operate based on customer type or brand. This application is crafted to adjust transaction screens to align with your business style, promoting optimal efficiency in retail environments. Equip your managers with the tools to make informed choices by providing them access to accurate data insights through dynamic, powerful, and comprehensive dashboards that monitor visits, orders, distribution, photos, and surveys. This cutting-edge solution allows clients to gather far more detailed insights than conventional ERP systems can provide. With all pertinent information at your fingertips, you can make quick and strategic business decisions, ensuring that your operations proceed smoothly and effectively. As a result, your organization can maintain a competitive edge in the market while continuously adapting to changing demands. Ultimately, this empowers your team to respond to challenges with agility and foresight.

Media

Media

Integrations Supported

Acomba
Infor CloudSuite Business
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Oracle Cloud Infrastructure
QuickBooks Online
Sage 300
Sage 50
Sage X3

Integrations Supported

Acomba
Infor CloudSuite Business
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Oracle Cloud Infrastructure
QuickBooks Online
Sage 300
Sage 50
Sage X3

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TeamHaven

Date Founded

2002

Company Location

United Kingdom

Company Website

www.teamhaven.com

Company Facts

Organization Name

CIS

Date Founded

1977

Company Location

Canada

Company Website

cis-group.com/en/suites-en/cis-companion-rep/

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Convenience Store

Deli / Restaurant Management
Employee Management
Fuel Management
Fuel POS
Grocery POS
Inventory Management
Lottery Management
Loyalty Program
Multi-Store
Price Book
Retail Management
Single Store

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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