A CRM is a Customer Relationship Management System. In many small and medium-sized businesses, the sales department does not have a tool that centralizes activities. They work with various channels such as email, WhatsApp, Excel lists, among others, without an elaborate process and efficient systematization of customer and potential customer data.

A CRM system solves this situation and allows for a systematized, efficient, and successful sales process.

Take advantage of the BETA phase of our TEAMQ CRM to create your own sales process and explore the world of CRM—no commitment and no cost.

Objetive

We want to invite small and medium-sized businesses and real users to participate in a free Beta testing program in order to:

  • Evaluate the functionality, usability, and stability of the CRM.
  • Receive structured and actionable feedback.
  • Make improvements and set priorities based on actual use.

Start and duration

  • Start of Beta testing: February 2, 2026
  • Duration: 4 months
  • End of Beta testing: June 2, 2026

Target audience

  • Small or medium-sized businesses and individuals interested in testing a CRM in its early stages and actively participating in its evolution.

Ideal participant profile

We are looking for companies or individuals who:

  • Use or need a CRM on a daily or weekly basis. (Many individuals or companies do not know they need a CRM.)
  • Have active business processes (sales, follow-up, etc.).
  • Be willing to test tools in the early stages and suggest improvements.

Conditions of participation

  • The Beta program will last 4 months, at no cost.
  • Participants must actively use the CRM during the testing period.
  • Access will initially be requested via email.

You will then be asked for:

  • The number of users you want to create.
  • Basic information for creating accounts.
  • Each user will receive their access credentials individually.
  • Places for the Beta version are limited.

What the Beta version is and isn’t

  • The Beta version is a real-world testing environment and may feature:
  • Frequent changes in functionality.
  • Adjustments to workflows.
  • Temporary interruptions for maintenance or improvements.
  • It is not a final or commercial version of the product.

Functional scope evaluated during the Beta

During the program, the following will be evaluated:

  • Customer and contact management.
  • Inquiries and business opportunities.
  • Follow-up and feedback system.
  • CRM roles, permissions, and basic workflows.

Terms, communication, and support

Participants must accept an email containing the Terms and Conditions, which specifies, among other points, that:

    • The information entered will not be sold or shared with third parties.
    • Current data protection regulations are complied with.

They must agree to join a WhatsApp group exclusively for the Beta program, where the following will be communicated:

    • Improvements and new features.
    • Scheduled maintenance.
    • System availability and possible temporary outages.

Support during the Beta will be provided solely through:

    • WhatsApp group.
    • Designated email.
    • Biweekly meetings.

Feedback and follow-up

Participants must agree to:

  • Send comments, errors, and suggestions using an established format to ensure clarity and traceability.
  • Participating in biweekly virtual meetings with:

    • Frequency: every 15 days.
    • Maximum duration: 1 hour.

These meetings will focus on reviewing feedback, prioritization, and product development.

Benefits for participants

  • Early access to CRM and new features.
  • Direct influence on product development.
  • Priority consideration of requested improvements.
  • Recognition as Early Adopters of the CRM, with a 10% discount (off the regular price) for a period of two years if you sign up for CRM after the trial phase.
  • Opportunity to try out a CRM if you haven’t done so before, with the chance to define your processes without having to commit to a specific tool.

Commitments on the part of TeamQ

  • Custody and protection of information in accordance with data protection law.
  • Transparent communication about the status of the system.

If a participant decides to withdraw from the program:

  • They must notify us in writing via email.
  • Within a maximum of 5 business days, a complete backup of their information will be sent by email.

Terms, communication and support

Closure of the Beta program

At the end of the 4 months:

  • A summary of improvements implemented during the Beta will be shared.
  • The roadmap for the next versions will be presented.
  • Participants may choose to continue using the application, setting a possible monthly fee per license, with no obligation to remain.
  • If they choose not to continue using the application, a complete backup of their information will be sent by email within a maximum of 10 business days.

Thank you for helping us improve our TEAMQ Small Business Suite CRM!

FREE CRM BETA TRIAL

FREE CRM BETA

TRIAL

Logo TeamQ