Teamgate CRM Software


 

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 integrates with various third-party applications like Zendesk, Mailchimp and Zapier.

Additionally, users can manage contact details and history, create custom fields, tags or filters and import LinkedIn contacts to Teamgate. A collaboration space lets users chat with other team members, create groups and wikis, share files and delegate tasks.

 

Teamgate CRM - Dashboard
 
  • Teamgate CRM - Dashboard
    Dashboard
  • Teamgate CRM - Sales pipeline movement
    Sales pipeline movement
  • Teamgate CRM - Sales forecast
    Sales forecast
  • Teamgate CRM - Trajectory
    Trajectory
  • Teamgate CRM - Lead card
    Lead card
  • Teamgate CRM - Pipeline deals
    Pipeline deals
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

122 Reviews of Teamgate CRM

 

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Software Advice Reviews (2)
More Reviews (120)

Showing 1-2 of 2

Algirdas from Harba
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

Not a perfect CRM but really close

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We had quite a lot of different CRMs in the past but kinda stopped looking after we found Teamgate. I felt we used to overpay with the other tools, and it stopped with them - we use Enterprise plan and we get the whole range of features for this kind of money. All other CRMs with all these integrations and functionality is way more expensive (I'd say from $20 to $100 more). We have a few products so it's great that Teamgate offers multiple sales pipelines, so we can setup different sales processes in each of them. Also, the insights are just great, pretty easy to find everything we need; You can get reports or export files in just a matter of second and a few clicks. That's what we needed.

Cons

I miss better email integration (let's say 2-way sync), but the one they have also does the job. However, our customer success manager helped us to set it up and we never had any problems with it.

Review Source
 
 

Chris from Self Employed
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Good quality CRM but lacks proper email integration

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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)

Review Source
 
 
 
Showing 1-20 of 120


November 2018

November 2018

Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ease of acsees wich is exeptional and the fact that there's an app.

Cons

I didn't need all of the tools and i think it shoud be best if you could exclude things that you don't need.

Review Source: Capterra
 

Pramendra

November 2018

November 2018

Good App

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

This app is very useful and very handy to use in sales for keeping and tracking all the needed information.

Cons

Use lots of space and high bandwidth. One need a person who have sound knowledge of this app to operate.

Review Source: GetApp
 

Arturo from EY
Number of employees: 1 employee Employees number: 1 employee

November 2018

November 2018

Easy to start; nice visual interface

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: Capterra
 


November 2018

November 2018

Easy and pleasant start, help for every company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We have started recently and I must admit it's really easy to get started with Teamgate. CRMs usually are so complex but with Teamgate it's different. It's intuitive, so you can learn how to perform tasks without asking how. Well, yes, it was nice when they have us some more advice how to structure our sales process better to reflect our company's activities, but in general you can just buy a licence and start in no time. Great support

Cons

Maybe a talk/chat functionality inside the tool would be nice. Then you can communicate with your colleagues in real-time. However, now we use Slack and have integrated it with Teamgate.

Review Source: Capterra
 

Julija from JBedrova Photography and Digital Marketing Development
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

Use Teamgate if you want to save time in daily activities

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: Capterra
 

Mantas from Kit Studios
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2018

November 2018

A great balance between price and quality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Review Source: GetApp
 

Egle

November 2018

November 2018

One of the best CRM we had so far

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Review Source: GetApp
 

Cody from Footballshirts4all
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Simple yet intelligent UI with visuals; heavy on the sales pipeline

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Pros

I like the UI – it’s crisp, breezy, and sprinkled with visuals like charts and graphs and I need this (probably grew accustomed to it through the use of other apps), but an app that can translate data into graphs that can be grasped at a glance is sure to get my attention.
Teamgate is heavy on monitoring every step of the sales process. I didn’t expect much in terms of collaboration and project management, yet Teamgate offers decent task management and collaboration; and it adds a touch of fun and camaraderie though group chats.
Sales performance is monitored to highlight areas of strength and areas that need improvement, or team members that struggle. You can create sales pipelines and forecasts.

Cons

Cons: still evaluating… I can’t fault it so far.

Review Source: Capterra
 


August 2018

August 2018

The CMS Solution You Won't Be Able To Live Without

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

A very affordable monthly rate and a very easy to use program means that our team doesn't have to waste time managing software, and can instead just manage our clients!

Pros

This is incredibly easy to use. Doesn't over-complicate the entry process, forms populate near-instantly and you don't have to be tech-savvy to use it, which is good when you have a sales team of varying level of familiarity with computer programs.

Cons

The program does take a little longer to boot up than I like.

Review Source: Capterra
 

Nivin from Indian Oil Corporation Limited
Number of employees: 10,000+ employees Employees number: 10,000+ employees

August 2018

August 2018

An incredible CRM application.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The application offers a simple and clean interface and allows easy navigation. The task management is very flexible. It forecasts sales using results from insights. The application is rich in features and you get all features in a very affordable range. It is integrated with a two-way exchange calendar. The support and customer service team are very responsive, they are available round the clock. The dashboard is indeed very simple, they have included all the essential and required features leaving aside the unimportant ones. The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management. It helps you generate reports, statistics, and results.

Cons

Require more tools for project management. It is difficult to change the filters of the dashboard. The absence of a mobile application.

Review Source: GetApp
 

Jahiezer from Apok, C.A.

June 2018

June 2018

Just excellent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This people just make my life so much easy because before they was really hard to handle CRM

Pros

The simplicity and the funcionallity. Is so easy to use, track the sells and the progres on our plans is more fast and exactly by the time we start to use this app. And i think alll this is becouse this app make things diferent of others CMR apps, TeamGates software have just the necesary features for the work

Cons

I would like that i can give more of my company personality to the format. and like everything, improvement have to be done, i think the cell phone app have to be done fast

Review Source: Capterra
 

Anna from mytaskhelper.ru
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Make your sales department modern

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

With Teamgate, you can achieve increased conversions from leads. To do this, the system has all the necessary tools: automation of data entry, control of leads in social networks, as well as sending messages by mail.

Cons

Receiving only the minimum of functions, you still have to pay for each user every month. Concerning competitors, too rigid a price policy.

Review Source: Capterra
 

Aliza from NewFizz
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

CRM system that takes care of you and your customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The creators of this system very well awarded about that fact that every person is unique and have different level of preparation to work with such a software, and based on this information they created three different options to choose in the very beginning as for people who have a lot of experience and do not want to waste their time on the tutorial the same as for people who need deep explanation about filling the profiles, managing them, setting the notifications and so on.

Cons

This software allows you to integrate and upload all the information that you need from the most popular services like Google drive and so on, however, once we had an occasion when the system did not allow us to add them, I don’t know why, but we couldn’t upload that information that current all day.

Review Source: GetApp
 

Marianna from BAT

April 2018

April 2018

Best tool for task management, insights and simple but valuable dashboards

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Simple dashborad, with basic and needed features, gives us exactly what we need, and leaves aside all the non-essential features that rarely add value.

Cons

The only thing we like the least is that we cannot customise the dashboard with graphs and figures for our own business fields.

Review Source: Capterra
 

Douglas from Snowdrops LLC
Number of employees: 51-200 employees Employees number: 51-200 employees

April 2018

April 2018

Very intuitive with great visualizing data

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The system is easy to use and configurable; it definitely played a huge role in our SME. It also looks great which always helps. You need to try this CRM as it is the best I've tried. We are using the tool for a few years now, mostly for task management. I also like how Teamgate integrates with other systems. When we started using this service, it was the main task, to connect all the services with which we work and Teamgate did it well.

Cons

I was a bit skeptical because the tool was new to us, usually, it takes quite a long time to get used to it. But I left pleasantly surprised because of ease of use and overall functionality.

Review Source: GetApp
 

Sean from Till Tagz Ltd
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Excellent product, Excellent Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Quick setup, functional and cheap.

Pros

I like the fact that the software is clean, fresh and easy to use. It's accessible by anyone. It also doesn't cost an absolute fortune. Service is quick and very personable. One particular agent went above and beyond for me.

Cons

Only criticism would be to make the packages a little more obvious when upgrading so someone doesn't end up getting the wrong one.

Review Source: Capterra
 

Lukas from BNI Lithuania

January 2018

January 2018

The best sales and crm tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Insights on sales results and posibility to predict future results
CRM tools, reminders and invoicing system

Cons

Would like more project management tools and possibility to track project data, like sucess, project cost, etc.

Review Source: Capterra
 


November 2017

November 2017

Made work be more organised.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Easy to use, intuitive interface. Good price for a monthly subscription (professional plan). Happy with everything it has. Some small bugs exist, but we can live with it.

Review Source: GetApp
 

Alexis from AD Wine Trade
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Great CRM easy to use and reliable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Time savings!!!!!

Pros

2 ways calendar exchange with iCal, DAVDroid etc. The only one!
Clean interface, easy to use.
Fast (and nice) support.

Cons

Prices a bit high vs. competitors: more features at same price with other CRM (upgrades available) but still TeamGate is the only one with 2 way sync so worth it for money.

Review Source: Capterra
 

Justas from Just&Tom

April 2017

April 2017

One of the best tools I've ever used!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Was really impressed by the customer support. Also, the tool itself is very intuitive, so it's easy to start right from the beginning.

Review Source: Capterra
 
 
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