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 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.



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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)

4 stars

(16)

3 stars

(2)

2 stars

(0)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 120 reviews

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November 2018

Mantas from Kit Studios

Company Size: 2-10 employees

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

November 2018

Anonymous

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

Algirdas from Harba

Company Size: 11-50 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Not a perfect CRM but really close

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.

November 2018

Arturo from EY

Company Size: 1 employee

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.

March 2017

Arvydas from National Center of Pathology

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2017

Very intuitive and flexible

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.

Pros

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

Cons

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

November 2018

Julija from JBedrova Photography and Digital Marketing Development

Company Size: 2-10 employees

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

August 2018

Nivin from Indian Oil Corporation Limited

Company Size: 10,000+ employees

Review Source: GetApp


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2018

An incredible CRM application.

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.

July 2016

James from Clickverta

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2016

Possibly the best insights I've ever seen!

What I love most about Teamgate is the simplicity of the Dashboard. There are so many CRM/Sales tool products available out there, but I've found a lot of them have what I call "Feature Overload". Teamgate is ingenius in the way that it gives us exactly what we need, and drops all the non-essential features that rarely add value. The insights are second to none, giving us instant access to key metrics that support our aggressive business growth. Highly recommend for sales teams of 15 and above who have a strong desire to go beyond the sales target!

Pros

Has to be the insights.

Cons

Would be nice to have better integration with marketing tools. However, we're currently adopting a work around making use of the Zapier integration. Not ideal, but worth having in place.

January 2018

Lukas from BNI Lithuania

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

The best sales and crm tool

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.

March 2017

Patrick from Patrick Paul Collins

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

Best CRM for inbound leads and scoring

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.

Pros

Lead scoring / Goal Setting / Insights /

Cons

Automated tasks

August 2018

Anonymous

Verified Reviewer

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2018

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

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.

August 2016

Amy from QS Search Limited

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use