CRM-NG

Team Spaces

A home for every team, with its purpose, links, people and checklist.

Every department and team gets a space automatically, and you can make your own for projects or committees.

  • A space per department and team
  • Links, people and a checklist
  • Make your own spaces
  • On the intranet
Team spaces: departments, teams and other spaces, each with links, people and a checklist.
Team spaces: departments, teams and other spaces, each with links, people and a checklist.

Why it matters

Each team keeps its links, contacts and to-dos in a different place, and new members have to ask around to find them.

  • Everything in one place

    Each team's links, people and checklist together.

  • Always up to date

    Department and team spaces follow HR.

  • Shared checklists

    Recurring team tasks ticked off together.

How it works

  1. Spaces appear

    One per HR department and team.

  2. Fill them in

    Purpose, links and a checklist.

  3. Make your own

    Choose people by department, team or name.

What Team Spaces does

Teams that want their links and to-dos in one place.

  • Automatic spaces

    Every department and team in HR gets one, with its people.

  • Your own spaces

    For projects, committees or anything else.

  • Links

    A label and an address for each.

  • Shared checklist

    Anyone in the space can tick items off.

  • Grouped

    Departments, Teams and Other spaces.

  • On the phone

    Team spaces have their own phone screen.

Who it is for

  • An IT provider / MSP

    A space per service team with its runbooks and vendor portals.

  • A professional-services firm

    A space per practice area.

  • Any business

    A space for a project group or committee.

Works with the rest of CRM-NG

  • HR

    Departments, teams and their people come from HR.

  • Intranet

    Spaces show on the intranet.

Questions

Do we need HR?

For automatic department and team spaces; your own spaces work without it.

Who can edit a space?

People in the space.

Can a space be private?

Spaces show to the people in them.

Does it work on a phone?

Yes.

See Team Spaces running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.