About TEAMGATE

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.

Pricing starting from:

US$9.00/month

  • Free Trial
  • Subscription

Key benefits of TEAMGATE

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.

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, Germany, Brazil, Mexico

Supported Languages

English, Polish, Russian

Pricing starting from:

US$9.00/month

  • Free Trial
  • Subscription

Images

Calling smart dialer recording
Dashboard list view
Deals card information
Lead convertion rate
companies contact people
Deals sales pipeline
deals multiple pipelines sales
View 8 more
TEAMGATE video
TEAMGATE screenshot: Calling smart dialer recording TEAMGATE screenshot: Dashboard list view TEAMGATE screenshot: Deals card information TEAMGATE screenshot: Lead convertion rate TEAMGATE screenshot: companies contact people TEAMGATE screenshot: Deals sales pipeline TEAMGATE screenshot: deals multiple pipelines sales

Features

Total features of TEAMGATE: 75

  • @mentions
  • API
  • Access Control
  • Accounting Integration
  • Action Planning
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Auditing
  • Automatic Backup
  • Business Analysis
  • CRM Integration
  • Calendar Management
  • Calendar Sync with Google
  • Call Recording
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Categorization
  • Contact Database
  • Contact History
  • Contact Management
  • Cost Analysis
  • Custom Fields
  • Customer Segmentation
  • Dashboard Creation
  • Data Filtering
  • Data Import
  • Data Import/Export
  • Data Visualization
  • Database Integration
  • Deadline Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Integration
  • Email Notifications
  • Email Tracking
  • Estimating
  • Follow-up Scheduling
  • Forecasting
  • Geographic Maps
  • Geolocation
  • Goal Setting / Tracking
  • Knowledge Base Management
  • Lead Capture
  • Lead Management
  • Lead Scoring
  • Microsoft Outlook Integration
  • Multi-Currency
  • Multi-Language
  • Opportunity Management
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritizing
  • Product Catalog
  • Product Catalog Integration
  • Projections
  • Prospecting Tools
  • Real Time Analytics
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • SMS Integration
  • Sales Forecasting
  • Sales Reporting
  • Tagging
  • Task Scheduling
  • To-Do List
  • Web Forms
  • Workflow Management

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Reviews

Overall rating

4.8 /5
(120)
Value for Money
4.8/5
Features
4.6/5
Ease of Use
4.9/5
Customer Support
4.9/5

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Showing 5 reviews of 120
Arturo O.
Overall rating
  • Industry: Legal Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Easy to start; nice visual interface

Reviewed on 2018-11-13

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.

Egle J.
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

One of the best CRM we had so far

Reviewed on 2018-11-07

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.

Chris A.
Overall rating
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Good quality CRM but lacks proper email integration

Reviewed on 2018-09-30

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)

Julija B.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Use Teamgate if you want to save time in daily activities

Reviewed on 2018-11-12

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

Lukas G.
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best sales and crm tool

Reviewed on 2018-01-11

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.

Showing 5 reviews of 120 Read all reviews

TEAMGATE FAQs

Below are some frequently asked questions for TEAMGATE.

TEAMGATE offers the following pricing plans:

  • Starting from: US$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 - $26 per month, paying annually Enterprise plan - $65 per month, paying annually

TEAMGATE offers the following features:

  • API
  • Activity Reporting
  • Advanced filters and lists
  • Business Analytics
  • Contact History
  • Contact Management
  • Conversion ratio
  • Custom activity types
  • Custom pipeline stages
  • Customer history
  • Dashboard for your Wall TV
  • Data import/export
  • Email Sync
  • Geolocation
  • Goals & KPI’s
  • Google Apps
  • Google contacts import
  • Interaction tracking
  • Knowledge Base
  • Lead Management
  • Multi Level Permissions
  • Multiple sales process
  • Reminders and follow-ups
  • Reporting
  • Sales Forecast
  • Smart Dialer
  • Task management

TEAMGATE has the following typical customers:

Small Business, Public Administrations, Non Profit, Mid Size Business

TEAMGATE supports the following languages:

English, Polish, Russian

TEAMGATE supports the following devices:

Android, iPhone, iPad

TEAMGATE integrates with the following applications:

HubSpot CRM, HubSpot Marketing Hub, Mailchimp, PieSync, ProjectManager.com, Prospect.io, Robly, Tasker, Wordpress, Zendesk

TEAMGATE offers the following support options:

FAQs, Online Support, Phone Support, Video Tutorials, Knowledge Base

Related categories

See all software categories found for TEAMGATE.