Simply smart Sales CRM software
4.8/5 (120 reviews)Teamgate is a web-based full process Sales CRM solution designed to strengthen and simplify your entire sales process. From lead prospecting to sales closure every step of the sales journey is enhanced by features which are both easy to learn, easy to use, and whose results can be analysed in real time, leading to future sales and increased growth. Armed with a series of intelligent integrated features; such as Xero, Freshdesk, Intercom and a multitude of others, the award-winning Teamgate software provides your sales teams with both the simplicity and the strength to organically grow your business.
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
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.
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.
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.
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).
14-day free trial, no credit card required.
Starter plan - $9 per month, paying annually
Professional plan - $22 per month, paying annually
Enterprise plan - $65 per month, paying annually
IMPROVED LEAD GENERATION AND QUALIFICATION PROCESS.
Grab your leads directly from your landing pages with integrated web forms or different API’s. Make your lead qualification process easy and smart with implemented SmartDialer, workflow and follow-ups. Jump to next level with lead scoring, categorization, email campaigns, global search and much more.
MORE CONSTRUCTIVE ABOUT SALES MANAGEMENT.
Get a visual view of your sales process by setting up stages the same way your prospects buy. Set multiple sales pipelines for your services and products, add multi pricing for product catalog.
Have a clear sense of where you should improve, when and what actions are planned for each sales opportunity and who is responsible. Pipeline movement, time tracking, loss reason analysis and much more.
PREPARED TEMPLATES FOR MOST IMPORTANT YOUR BUSINESS INSIGHTS
Everyday have a crystal-clear view about where your business stands with our key up-to-date reports. Activity tracking, sales pipeline, forecasting, sales movement, lead trajectory, lead sources, won/lost reasons and much more.
With so many steps involved in the today’s sales pipeline, it’s not uncommon for teams to get lost before reaching their goals. Teamgate is a sales management solution that keeps its users on track throughout the sales process. The web-based platform helps teams monitor sales based on performance and the activities of employees, while also managing contacts and analyzing results. It includes an advanced lead management module and filtering systems, enabling users to monitor sales during selected periods of time, along with a streamlined user interface.
Teamgate is used small and mid-size businesses, as well as top global firms, such as Avis, EuroCash, Bauer, and BNI. It includes tools for customer management, smart sales reports, and group collaboration. The cloud-based platform helps companies close deals, generate leads, and find new customers.
Teamgate is a sales CRM platform developed to meet the needs of small and mid-size businesses. The platform serves as an additional team member, working for businesses to generate more leads, track the sales process, manage contacts, and analyze sales results.
Teamgate serves as a streamlined, simplified alternative to complex CRM tools like Salesforce and Dynamics CRM. Using Teamgate, sales teams can be better prepared to take action with leads when the time is right. Users should also have a clearer sense of where they can improve their sales processes and when they are individually responsible for the completion of key business activities.
Leads are people, companies, or business opportunities that have not been confirmed. Teamgate offers tools that allow users to quickly and easily add new leads to their accounts. Intelligent tools warn users instantly if the lead they’ve entered already exists in the system, virtually eliminating instances of duplicates due to human error.
Add leads to your Teamgate account individually or import batches directly from your existing files. Once your leads have been entered into the system, you can customize them based on qualifications. You can also add tags to remember where leads came from. Leads that become qualified can be transferred into a Company and/or Person role without any action necessary.
Teamgate’s Sales Pipeline Management module keeps all Deals in a centralized location, where users can easily browse through the latest updates or filter based on specific date ranges. Deals can be dragged-and-dropped into new stages as they progress through the sales lifecycle.
Within your Sales Pipeline, you’ll see a listing of all Deals, as well as a clear view of your overall team performance. Teamgate automatically highlights any areas that need extra work. It also offers intelligent forecasting information, such as estimated deal closing dates or win/loss averages.
Teamgate plays an integral role within growing sales teams, not just as a CRM solution, but also as a trusted advisor. The web-based platform provides users with a clear visualization of how Leads become Customers, as well as the latest sales opportunities. Looking at the sales funnel, employees should be able to accurately assess how many prospects they have at any given time, as well as how much revenue stands to be gained by every open Deal.
Dig into your analytics and reporting tools to get the most from your Teamgate account. Teamgate’s sales forecasting tool projects long-term and short-term sales performance based on past success rates and sales data. Your team can also create singular goals, which is useful when measuring the performance of individual employees against the larger organization.
Teamgate integrates with third-party services, such as Google Calendar, Google Drive, Google Authentication Appliance, LinkedIn, Zapier, Microsoft Outlook, and MailChimp. Teamgate also offers an open API.
Teamgate uses a straightforward pricing structure, charging teams $21 per user, per month, when accounts are paid 12 months up front. For that price, users can expect no record limits, no hidden fees, free features twice per month, and free support. Teamgate offers 15-day free trials with no credit card required.
Below are some frequently asked questions for TEAMGATE.
TEAMGATE offers the following pricing plans:
Starting from: $9.00/month
Pricing model: Subscription
Free Trial: Available
14-day free trial, no credit card required.
Starter plan - $9 per month, paying annually
Professional plan - $22 per month, paying annually
Enterprise plan - $65 per month, paying annually
TEAMGATE offers the following features:
TEAMGATE has the following typical customers:
Mid Size Business, Non Profit, Public Administrations, Small Business
TEAMGATE supports the following languages:
English, Polish, Russian
TEAMGATE has the following pricing plans:
Subscription
TEAMGATE supports the following devices:
Android, iPhone, iPad
TEAMGATE integrates with the following applications:
HubSpot CRM, HubSpot Marketing, Mailchimp, PieSync, ProjectManager.com, Prospect.io, Robly, Tasker, Wordpress, Zendesk
TEAMGATE offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
