Teamgate Reviews

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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.

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

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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.

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.

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.

Require more tools for project management. It is difficult to change the filters of the dashboard. The absence of a mobile application.

This is incredibly easy to use. Doesn't over-complicate the entry process, forms populate near-instantly and you don't have to be tech-savvy to use it, which is good when you have a sales team of varying level of familiarity with computer programs.

The program does take a little longer to boot up than I like.

We were able to monitor and keep control of incoming leads and sales meetings. Production process was thorough because of the document collection and customer data.

The pricing might be too much especially for startups and project management tools can also be improve.

Excellent product. Easy to use. Lovely interface - not outdated or old. Well-priced. All the functions suit my needs well, better than other products. Thank you!

No cons - excellent product with no issues for me so far.

Hello, Thank-you for your excellent review. We look forward to hearing any additional thoughts you might have during your future Quarterly Business Reviews. Regards, - Teamgate Team.

This app is very useful and very handy to use in sales for keeping and tracking all the needed information.

Use lots of space and high bandwidth. One need a person who have sound knowledge of this app to operate.

The out-of-the-box reporting and analytics is incredible. I virtually did no set up and the reports were working as the team onboarded. The support documentation is extensive and self explanatory. The support team were always on hand if we needed hands on training and helps with set ups.

Some areas around importing and manipulating the information could be improved. Although Teamgate support team make all of this easy and were assisted immensely during this process

Hi Krish! We appreciate your great feedback and have noted your previous recommendations regarding imports. I will be creating some how-to videos to address the best practices for importing on Teamgate and look forward to your input. Regards -Teamgate Team

Everything. Easy to use, the best CRM for SaaS on the market! Beats Pipedrive by a mile.

I've had no issues so far, the product is great.

Thanks for your kind words Malia! Great to see you've made the successful switch from Pipedrive. Regards Teamgate Team

Teammate allows for the management of leads to be done in the most efficient way possible. Email integration, task management, and lead history being all in one place facilitates a smooth transition when going through leads. Zapier and Intercom integrations allows for the targeting of hot leads in a quick and timely manner. Sales pipelines are extremely easy to follow and gives a transparent view to all team members.

There is no current issues/want/needs/improvements for the software that comes to mind.

Hi Alma, Thank-you for your kind words. It was excellent to recently speak with you to learn how using Teamgate has significantly increased your productivity. We look forward to growing with you in the future. Keep crushing those sales goals! Regards, - Teamgate Team.

Lead scoring / Goal Setting / Insights /

Automated tasks

Customization Options. Easy to use.

More flexible price model for small companies would be great.

Ease of use and track-ability

Inability to change out filters on dashboard

Simple and easy to use

I cant use my company colours and logo

I like the fact that the software is clean, fresh and easy to use. It's accessible by anyone. It also doesn't cost an absolute fortune. Service is quick and very personable. One particular agent went above and beyond for me.

Only criticism would be to make the packages a little more obvious when upgrading so someone doesn't end up getting the wrong one.

Easy to use, fast to integrated into action

Lacks levels of personalisation when it comes prioritizing activities

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Easy to use, intuitive interface. Good price for a monthly subscription (professional plan). Happy with everything it has. Some small bugs exist, but we can live with it.

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Having used PipeDrive for a number of years I had pretty much become accustomed to all their annoyances with ease of use and the frequent downtime where it was unusable. The Teamgate team quickly addressed every single issue that I had with my past CRM and I got set up very smoothly. I much prefer Teamgate's customisable card-based UI where the most vital information is clearly displayed at a glance (next follow-up task set, contact details & category). This makes it so much more efficient to manage my sales pipeline. Also happy for the highly available support team there if I need it.

Bit of a learning curve with the data import process and integrating Gmail through the support team gave me all the help I needed so this really is a small nitpick just for the sake of thinking of a con.

Elliot - thank you for the kind words and thorough review! We take pride in our customer support and I am glad our team has been able to assist you through any difficulties you have encountered. We will be releasing some new 'how-to' videos on our youtube specifically around integration setpup, I will be sure to add data importing to the list! Regards, Teamgate Team