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.

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!

We like the technical support most in matters of troubleshootings

Nothing! Everything is good working and user-friendly.

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!

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

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

We made the daunting decision to switch to Teamgate from Salesforce and haven't looked back. The best part so far is the in-depth assistance from their team. This has included a seamless onboarding as well as an in-depth analysis of our current sales processes and recommendations on how to improve and implement sales best practices. We haven't looked back.

Migrating data was time-consuming and frustrating at times, but their team spent significant time assisting with this process to ease the pain and get it up and running with minimal downtime

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

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

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

Great experience. Especially the customer service and assistance when needed. Fantastic.

Value for money and it does what it says on the tin plus more ...... easily.

Nothing as yet. It all seems to work well together and is value for money.

New

I like the support I receive. This is big for me since I am new to teamgate.

I need to learn a lot more. I am not the most tech saavy person.

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

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.

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.

We are using the tool for several years now, mostly for task management. The tasks In our organisation are very diverse, need flexible and easy communication between the staff and external contacts. The only feature missing (was available previously) is easy editing/versioning of attached documents within the system.

Intuitive and lean interfaces, great flexibility in task and staff management and authorization,

Lack of document (file) editing/versioning (need to save a new version somewhere else, then upload).

Overall experience with Teammate has been extremely positive.

Teammate allows for the management of leads to be done in the most efficient way possible. Email integration, task management, and lead history being all in one place facilitates a smooth transition when going through leads. Zapier and Intercom integrations allows for the targeting of hot leads in a quick and timely manner. Sales pipelines are extremely easy to follow and gives a transparent view to all team members.

There is no current issues/want/needs/improvements for the software that comes to mind.

Having spent 5 years training sales teams, I am always looking for the best CRM that is going to give help me make my sales cycle as efficient as possible. Teamgate lead scoring is incredible, and matched with being able to make so many custom fields and analyse everything through detailed insights, I am not only make sales quicker, but I am making more of them. Would reccomend Teamgate for anyone looking to improve their sales conversons.

Lead scoring / Goal Setting / Insights /

Automated tasks

After trying several online CRM systems which didn't make us very happy we finally came to Teamgate. And what a surprise: we found OUR solution! Teamgate is absolutely easy to use, has all significant features we need and additionally has a lot of customization possibilities. Great job!

Customization Options. Easy to use.

More flexible price model for small companies would be great.

Amber and the TeamGate customer service team have been top notch in helping us sift through the myriad of CRM tools available on the market. One of the biggest selling points for us is that the software is currently on build 20+. This shows that they have the attention to detail and drive to listen and react to their customer base and it shows. We have been extremely pleased with both the support and functionality. They are quick to let you know that they are not the perfect solution for all industries, but that they will do everything in their power to make their software the perfect fit for your individual needs. Very impressed and looking forward to continuing the relationship.

Ease of use and track-ability

Inability to change out filters on dashboard

Never able to print reports. It started good but I needed to share with my team the filtered queries. I tried several times and asked for help. There were some answers but my query was never resolved.

Good attitude in the beginning

Then left alone. Did not follow up on my needs

Teamgate CRM is really easy to use. Also, quite happy that it took us just a week or so to know all the small tricks. Thanks!

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.

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

I love the way this CRM is moving me through the sales process. Very easy to use. Also I need to say: Teamgate support is exceptional! Guys from Customer service are very professional with incredible reaction time. They never sleep!

When I started to use the Teamgate CRM, I had some questions. I was a little skeptical as I am in Mexico and Teamgate overseas. Also, I had had some not too good experiences with other CRM´s. Once I got in touch with Vitalija, things started flowing. She was kind enought to spend some time with me on the phone, listening to questions I needed to be answered. I was quite impressed by her skills: in her technical knowledge and then on her listening and understanding skills. Overall, great program specially in the Deals part. Thanks

I am looking for a CRM with very, very specific requirements, and have used/trialed many over the last two years. While Teamgate wasn't the best suited for my particular - and quite unique - needs (I still haven't found the "perfect fit" and realise I probably won't), I do feel they deserve a review. First, the customer service was exceptional, well above anything experienced. Second, the interface was very user friendly, and flexible. For a sales team looking for a great CRM to follow up leads, convert to customers, and track progress, Teamgate is worth a look. Good value for money compared to competitors. Support was simply awesome.

As soon as we've implemented Teamgate in our team, we have a much better understanding of our team's performance. We may see not only their activity, but also how many successful calls they make, what is leads conversion to deals and much more. Great solution to reach better sales results!

When we bought Teamgate CRM, 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 everyone learned all the basic stuff really fast. Impressive!