Teamgate Reviews

"Good quality CRM but lacks proper email integration"

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)

"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.

"Best CRM for inbound leads and scoring"

Comments: 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

"Review from [email protected]"

Comments: Teamgate CRM is very easy to use and we're so happy to see our data in the system are so clear which helps us a lot when following up with our clients

Pros: clear interface
functionary
easy to use

Cons: cannot call back history deleted
cannot have conversation with others

"An easy to use power tool supporting our metric driven process"

Comments: We started to use Teamgate parallel to our endeavors to organize and systematize our sales process. Setting up the sales pipeline, sales goals and most importantly following a lead through the stages of our partnership is quite a task on its own for a young startup. In addition to the well-known initial hurdles of getting to know your customers, it is quite important that all actions done to get you down that road are carefully measured and annotated. With that said it does not matter how good of a plan or a protocol you set up is if it is not applied with certain ease and automation in the daily work of the whole chain from the management team to the sales force. Teamgate allowed us to utilize our sales process and gave us the much-needed overview of our insights into our leads and customers resulting in an agile and effective realization of the goals set. With that, it empowers us on our path of changing the veterinary medicine with stem cell treatments. Teamgate team offered their support professionally and with kindness through all the hick-ups on the way and we would recommend the software to all startups thinking of a measured leap forward in their business.

"New to TeamGate"

Comments: Amber and the TeamGate customer service team have been top notch in helping us sift through the myriad of CRM tools available on the market. One of the biggest selling points for us is that the software is currently on build 20+. This shows that they have the attention to detail and drive to listen and react to their customer base and it shows. We have been extremely pleased with both the support and functionality. They are quick to let you know that they are not the perfect solution for all industries, but that they will do everything in their power to make their software the perfect fit for your individual needs. Very impressed and looking forward to continuing the relationship.

Pros: Ease of use and track-ability

Cons: Inability to change out filters on dashboard

"Simple yet intelligent UI with visuals; heavy on the sales pipeline"

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.

"Way cheaper than other options"

Comments: 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.

"I was pleasantly surprised"

Comments: When we bought Teamgate CRM, 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 everyone learned all the basic stuff really fast. Impressive!

"A real time saver"

Comments: A real time saver, this CRM is easy to understand for the team - reduces a lot of headache when training.
Very easy to use when logging new leads, all of the prospect information is laid out clearly and is easy accessible.
I really like the sale attribution to the individual.

Pros: Ease of use - clearly laid out intuitive design that's easy to read.
Very straight forward interface, has a great aesthetic.

Cons: Insights

"Easy to use & great customer support"

Comments: 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!

"CRM so easy !"

Comments: I use Teamgate for lead qualification and generation.
It is very intuitive, simple to use. Fortunately because I spend 10 hours a day with it !
And I am still yellow belt !

"Helps me to easily manage my sales"

Comments: Great worth of money. Using Teamgate our sales cycle became shorter in just couple of months. So can't really complain about nothing. Recommend to all medium sized teams.

"One of the best tools I've ever used!"

Comments: Was really impressed by the customer support. Also, the tool itself is very intuitive, so it's easy to start right from the beginning.

"Excellent product!"

Comments: Very smart sales pipeline management, easy to add forecast information and follow its execution. It has a very functional business intelligent reports.

"Works very well for us"

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

"Excellent CRM solution"

Comments: Excellent solution, great pricing, great functionality, helps to track sales and optimize sales process, etc.

"Review of Teamgate"

Comments: great product that comes along with great customer support and good value for money

"Awesome"

Comments: Thanks ! good interface and easy to work with

"CRM based on cutting edge technologies"

Comments: Intuitive design saved plenty of my time. It so simple and easy to use sales analyses. Customization help adopt solution to our requirements. Even more, it works perfect on android. Customer support was instant and always kept in touch with me. Totally recommend!!!

"Really amazing app!"

Comments: I would honestly recommend this app to everyone!
It really helps to run your business much more smoothly!
So happy I found TEAMGATE!

Pros: Easy to use, good price, great customer support, really nice interface!

Cons: I haven't found any yet.

"Excellent!"

Comments: Simple, reliable and efficient CRM. You can have your pipeline at your fingertips, anywhere in the world, without paying tons of money

Pros: Easy to Setup
Easy to use
Dashboard in one screen

"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.

"Just excellent"

Comments: 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