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Who Uses Teamgate?

Europe, North America, Middle East, Countries where business language is English

What Is Teamgate?

A simple and transparent web-based full process Sales CRM system, Teamgate offers the functionality to guide you through the entire sales process from start to finish. Connect, organize, research, and analyze your leads from inside a super smart, fully integrated system;, closing deals faster, in a more advanced user-friendly manner. The Teamgate softwares integrated Sales stack includes access to Zendesk, Mailchimp, Zapier and other powerful features to kill your sales targets every day!

Teamgate Details

Teamgate

http://www.teamgate.com

Founded 2012

Teamgate Software - Sales Dashboard
Teamgate Software - Sales movement
Teamgate Software - Deals pipeline
Teamgate Software - funnel
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Teamgate pricing overview

See pricing plans

Teamgate has a free version and offers a free trial. Teamgate paid version starts at US$9.00/month.

Starting Price

US$9.00/month See pricing details

Free Version

Yes

Free Trial

Yes, get a free trial

See pricing plans

Teamgate deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Linux (Desktop)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Teamgate Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • Business Card/Badge Scanning
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  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
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  • Email Templates
  • Expense Tracking
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture
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  • Marketing Automation
  • Mobile Access
  • Pipeline Management
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  • Reminders
  • Reporting & Statistics
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  • Dashboard
  • Document Storage
  • Drag & Drop Editor
  • Email Alerts
  • Feedback Management
  • Full Text Search
  • Knowledge Management
  • Live Chat
  • Mobile Alerts
  • Mobile Interface
  • Multi-Language
  • Online Forums
  • Pre-built Templates
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Rich Text Editor
  • SEO Management
  • Self Service Portal
  • Social Media Integration
  • Templates
  • Text Editing
  • Third Party Integrations
  • User Management
  • WYSIWYG Editor
  • Web Notifications
  • Website Integration
  • Widgets
  • Wiki

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  • Customisable Reports
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  • Document Storage
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  • Email Management
  • Email Marketing
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  • Interaction Tracking
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  • Lead Distribution
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  • Lead Management
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  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
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  • Real Time Data
  • Real Time Notifications
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  • Reporting & Statistics
  • Sales Forecasting
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  • Customer Database
  • Customer Service Analytics
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  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
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  • Email Management
  • Email Marketing
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  • Lead Management
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  • Email Templates
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  • Interaction Tracking
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  • Lead Distribution
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  • Lead Management
  • Lead Nurturing
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  • Pipeline Management
  • Pipeline Reports
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  • Referral Tracking
  • Reminders
  • Reporting & Statistics
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  • CRM
  • Collaboration Tools
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  • Contact Database
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  • Customisable Reports
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Teamgate Reviews for UK Users

Read all reviews

Overall rating

4.8/5
From 120 users reviews

Average score

Ease of Use 4.9
Customer Service 4.9
Features 4.6
Value for Money 4.8

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Arturo O.
Arturo O.
Junior
Legal Services, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 13/11/2018

"Easy to start; nice visual interface"

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.

  • Reviewer Source 
  • Reviewed on 13/11/2018
Egle J.
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 07/11/2018

"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.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 07/11/2018
Chris A.
Agent
11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 30/09/2018

"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)

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 30/09/2018
Julija B.
Julija B.
Photographer/Digital Marketing Strategist/Business Developer
Marketing & Advertising, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 12/11/2018

"Use Teamgate if you want to save time in daily activities"

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

  • Reviewer Source 
  • Reviewed on 12/11/2018
Lukas G.
Lukas G.
Member
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/01/2018

"The best sales and crm tool"

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.

  • Reviewer Source 
  • Reviewed on 11/01/2018
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