About Teamgate CRM

Teamgate is a cloud-based customer relationship management (CRM) and sales automation solution. It offers functionality to connect, organize, research and analyze leads from a single system.

Teamgate offers lead sourcing and also enables users to add lead capture forms to existing web pages along with different types of site widgets. Teamgate helps to manage opportunities and also offers a sales pipeline movement report, as well as other tools for sales analysis.

Users can share key performance indicators and business metrics across sales teams, track the trajectory of sales and profitability, monitor possible reasons for lost sales and identify top customers. Sales can be tracked by company performance, individual employee sales or time period. It in...


Read More

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

120 Reviews of Teamgate CRM

Average User Ratings

Overall

4.80 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(101)

101

4 stars

(16)

16

3 stars

(2)

2

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 120 results

November 2018

Egle

Verified Reviewer

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2018

One of the best CRM we had so far

Pros

Teamgate has really strong lead management - it's visual and simple, you see a lot of information on the main screen, and if you nened some more details, you can just dig deeper into the lead's card. Lead scoring works without any flaws but it's important to set up your values first. Our team uses calendar a lot and this helps us to see how busy we are and allocate our free time. Agenda is a wonderful feature too, every day I start with looking my day's plan and this is a great tool for that. Since we use Professional plan, dashboard is vital for keeping track of what's going on in the company.

Cons

You cannot customize the dashboard but I still see pretty much everything I need there, so not a huge problem. It just would be great if I can rearrange the tabs, that's it.

November 2018

Mantas from Kit Studios

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 2 years

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

A great balance between price and quality

Pros

I believe that some of the key features are really well crafted - that's lead module, sales pipeline and insights. Everything else for us is just a nice extra. Since we provide marketing services for our customers, it's great to have all potential clients as leads, to set and see the next actions with them and then, when converting into deals, seeing how they go through different stages of the sales pipeline. Actually, that's one of the biggest pros of Teamgate - that they have this as a default for professional plan, while quite a lot of other CRMs keep multiple pipelines feature in their most expensive plan, which makes no sense for us. That's why I'd say that price and quality wise Teamgate is an outstanding choice.

Cons

When going to the meetings with potential customers, it would be great to have a CRM in your pocket as a mobile app. Teamgate do have a mobile app, however, I find it a bit of lacking of functionality sometimes. I'd say it's mostly for viewing information, not for entering it. Something similar to an iPad in this case

September 2018

Chris from Self Employed

Company Size: 11-50 employees

Time Used: Less than 6 months

Review Source


Ease-of-use

4.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

September 2018

Good quality CRM but lacks proper email integration

Pros

• Export for CSV, Excel, LinkedIn, • Custom Statues, unqualify leads, qualify leads, • Sort leads by RESP, Mortgage debt (create tag) • Import a tag directly for a bulk group (RESP, Mortgage Debt clients, young families etc.) • Convert button brings them to the sales pipeline • Sales Pipeline has who owns it, estimate $, analytics if won or lost and reason why. • Has direct functionality with Intercom, all convos can view directly on client’s dashboard. Open previous convos. • Works with mail chimp for the bulk emails. • Create activities for each client, has reminders for events attached for activities, • Planner for tasks, overdue, due today or coming due, • Dashboard, has analytics, how many new leads, what’s in the pipeline, sales pipeline etc, win ratios, • Deeper insights, tracks touch points, win/loss, conversion ratios in the different stages,

Cons

• 1 hour of time allowed to help set up the dashboard no continued dedicated support • Can link with Gmail calendar (you can't use it as your email which is a huge factor)

November 2018

Arturo from EY

Verified Reviewer

Company Size: 1 employee

Industry: Legal Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Easy to start; nice visual interface

Pros

This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far

Cons

I feel that there can be more automated tasks or so-called workflows, but for this I use Zapier integration, which covers this part pretty well. Not a big problem at all.

November 2018

Julija from JBedrova Photography and Digital Marketing Development

Verified Reviewer

Company Size: 2-10 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Use Teamgate if you want to save time in daily activities

Pros

I like task management features in Teamgate CRM. My team and I can see what everyone's up to. Also, Agenda is great to check what's going on for you every day. We often set meetings and tasks for each other so it is crucial for us to see others' calendar and when they're free. This work really well. Pipeline is also extremely easy to use, you can make quite a lot of insights just by looking what's happening on every stage. Might upgrade to Enterprise when we will be bigger.

Cons

Missing an integration with project management tool like Asana or Monday. However, I’m pretty happy about the opportunities using Zapier integration - you can automate a lot of manual work