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.

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

Very good solution! We are able to onboard a user within half a day becuase of the easy layout and segmentation.

The ease of use is extremely important here at FiveCRM. Teamgate does this excellently. The dashboard is very comprehensive and we all know where we are month-to-month/quarter-to-quarter.

I am sure there will be other integrations needed at some point but we are very happy with Teamgate currently. It has become a business critical tool for the business, especially our sales department.

We were able to monitor and keep control of incoming leads and sales meetings. Production process was thorough because of the document collection and customer data.

The pricing might be too much especially for startups and project management tools can also be improve.

I started a trial of Teamgate, and when I signed up I received an email from a customer support specialist. She asked when would be a good time to talk, so I gave her my number. She didn't call for 30 minutes so I went on break, and when I returned (half an hour later) she had emailed me and said that my call had gone to voicemail. I told her that I would call her tomorrow, but when I went to find her number the phone number had 12 numbers in it. I emailed her and asked her what number to call, and she didn't respond. A day later, she emailed me with the title "TAKE IT EASY" and explained that everyone's time was precious and that she needed to know what my experience with Teamgate was. Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc. The customer service was what turned me off from this - absolutely horrible!

Customer Service - at least be nice to your customers!

Started using Teamgate 6-7 months back. Love the product and cannot imagine my sales process without it. Consequently, added Teamgate to our second portfolio company that has slightly different requirements but still works perfectly.

Clean and intuitive UI, quick and effective responses to support requests, allows useful customizations, great analytics, powerful when used with the allowed integrations and zapier. Also, they have an awesome onboarding process and documentation. I love how they are always willing to listen to the customer, enquiring about the user experience, and act on the feedback. I’ve seen the product improve even during the time I’ve been using including my own suggestions getting implemented (for example, improved emailing experience). The team even helped me out with zapier integrations one time that was not a core Teamgate issue.

Experienced brief downtimes (~5 mins) on one or two occasions in the initial days (but not recently). I guess it’s handled.

Teamgate has so many benefits for our team, that it truly is hard to pinpoint what is there to like most. If the fate of the universe was on the line, and I had to choose one, I would go with the analytics and the forecasting. It truly gives us a 360 view of our sales performance and allows us to focus on areas of improvement

There really is not much to dislike about the software. If I were to nitpick, it would be an easier way to integrate with their VoIP, Twilio. In all fairness though, twilio is just a pain in the butt

Smooth, supportive, and efficient! They are a great team who are always looking for ways to improve!

The out-of-the-box reporting and analytics is incredible. I virtually did no set up and the reports were working as the team onboarded. The support documentation is extensive and self explanatory. The support team were always on hand if we needed hands on training and helps with set ups.

Some areas around importing and manipulating the information could be improved. Although Teamgate support team make all of this easy and were assisted immensely during this process

Teamgate is really fun to use, a lot of advanced features. But the best part is, even though they have a lot of cool stuff that helps, they make everything simple and easy to use.

It's very easy to use and very easy to organize your stuff. Teammate really makes everything as simple as possible and easy to use.

Overall everything was pretty straightforward. I did not run into anything that would make me dislike the software. Like I said its very straightforward and easy to use.

If you are starting your business and need a CRM tool, this is the CRM to scale with.

Teamgate is a simple and easy-to-use CRM. I love using Zapier and Teamgate works great with it.

I use Apple products so an iOS app would be great!

Excellent product. Easy to use. Lovely interface - not outdated or old. Well-priced. All the functions suit my needs well, better than other products. Thank you!

No cons - excellent product with no issues for me so far.

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.

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.

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.

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

TEAMGATE is a simple, transparent, and easy to use CRM system. It uses a fully integrated system that connects and organizes entire sales processes. It is also extremely user friendly and has a clean design.

The one issue that I do have with TEAMGATE is that the program can lag quite a bit, as well as require force-quitting. This can greatly affect productivity, which decreases users' desire to use the program.

I was using CRM for a year now and I have to say this must be the best cloud based CRM out there. I'm getting extremely good results both in sales and time management. It's simple and easy to use. It didn't take me long to get used to it and start crushing it with sales and setting bigger goals. The only down side is that I got addicted to it and i cant stop using it. Good to have tools like this available to the public.

Time savings!!!!!

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

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.

Teamgate CRM is very easy to use and we're so happy to see our data in the system are so clear which helps us a lot when following up with our clients

clear interface functionary easy to use

cannot call back history deleted cannot have conversation with others