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 Mailchimp, Zendesk, Zapier 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
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.
We trailed possibly every CRM on the planet until my business partner said enough is enough, Teamgate was our final choice as its simple, clean and very easy to track sales and progress of client deals
Pros
Clean, simple, very easy to use and looks great, also fantastic customer support from the guys at Teamgate. We found that other CRM's contained far to much functionality that a normal sme would not need or ever use. Teamgate has everything you need at a fair price to do your job and the integrations with Nexmo SMS gateway are fantastic
Cons
The only one little bit of constructive criticism and this is purely for us. It would be great if you could customise the dashboard with graphs and figures for your own customised fields as this would be fantastic. apart from that cant find any fault.
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).
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)
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.
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/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:
Large Enterprises, Mid Size Business, Non Profits, Public Administrations, Small Business
TEAMGATE supports the following languages:
English, 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
