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

113 Reviews of Teamgate CRM

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

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 112

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
 

Alex from Thinking Creativity Ltd.

March 2017

March 2017

Way cheaper than other options

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Teamgate has all the most important features, just like all the main alternatives. The only things what really stands out - Teamgate is way cheaper! Especially if you need enterprise plan with all the insights. Other CRMs with these kind of insights are much more expensive.

Review Source: Capterra
 

Denisas from UAB Trans.eu Baltic

March 2017

March 2017

Exclusive daily tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Support

We found teamgate as a perfect tools for analysis, planning of a meetings and scheduling. Easy to use and teamgate team is always willing to help

Review Source: Capterra
 

Evelina from GoRaise

March 2017

March 2017

Love the new sales movement chart

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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We always admire nice improvements and Sales Movement chart was definitely one of them. Would say our sales cycle became even shorter. Wish we knew this a little bit earlier!

Review Source: Capterra
 

Paula from Paula Donnelly

March 2017

March 2017

Works very well for us

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
Value for Money
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Support

Liked it from the start. It's easy to use, the design is also great - simple and understandable. More or less works perfectly.

Review Source: Capterra
 

Giedr¿ from Giedre IV

March 2017

March 2017

So far my favorite CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

We have tried at least 5 different CRMs before. But definitely, can recommend Teamgate. Their team is fast and helpful. Also, the tool itself is very intuitive and we haven't had any problems to learn how to use it.

Review Source: Capterra
 

Fausta from Fausta

March 2017

March 2017

Easy to use & great customer support

Ease-of-use

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Product Quality

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Teamgate's customer support was great. They were super active right from the start, helped us to import our contacts from older CRM and gave us some more great advice. Recommend!

Review Source: Capterra
 

Edi from Timely PA

March 2017

March 2017

Great experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Value for Money
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Support

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!

Review Source: Capterra
 
 
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