Teamgate CRM Software


 

Teamgate is a sales-specific customer relationship management (CRM) system for small and midsize teams. It offers sales management, reporting and forecasting and collaboration tools in addition to customer management functionality.

Users can manage contact details and history, create custom fields, tags or filters and nurture leads by importing LinkedIn contacts directly to the Teamgate account.

Sales management functionality allows users a stage-by-stage view of the sales process and pipeline. Sales activities can be monitored by overall sales performance, activities of individual employees or a period of time.

Sales reporting and forecasting functionality includes a leader dashboard, goal tracking, pipeline information and forecasting, sales results, lead generation and data quality reports.

Teamgate also offers a collaboration space where users can chat with other team members and share expertise, insights and new ideas. Users can also use this platform to create groups and wikis, share files with each other, delegate tasks and follow important company news.

 

Teamgate CRM - Employee progress goals
 
  • Teamgate CRM - Employee progress goals
    Employee progress goals
  • Teamgate CRM - Sales forecast
    Sales forecast
  • Teamgate CRM - Trajectory
    Trajectory
  • Teamgate CRM - Lead card
    Lead card
  • Teamgate CRM - Call goals
    Call goals
  • Teamgate CRM - Pipeline deals
    Pipeline deals
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

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