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Teamgate CRM

A cloud-based intelligent sales management CRM solution
our rating 4.5 out of 5 Stars

Teamgate CRMProduct Overview

  1. About Teamgate CRM
  2. Pros of Teamgate CRM
  3. Cons of Teamgate CRM
  4. Breakdown of core features

Teamgate CRM product overview

Teamgate CRM sales solution provides smart customer management tools in one place so teams can save time and perform tasks quicker. This CRM delivers the insights, reports, and forecasts needed to keep the pipeline flowing smoothly, whether in the office or on the road.

Teamgate CRM facilitates full hands-on onboarding with a customer care team to streamline the entire process and enable businesses to start selling faster. The CRM offers a complete suite of tools, features, and integrations from lead gathering to closing deals. It allows businesses to tweak their individual sales processes and ensures that every stage is simplified.

The Teamgate CRM sales funnel is fully transparent. Sales teams can instantly get a picture of what’s going on in every phase of the pipeline. Businesses can identify potential blockages before they occur and make sure they never happen again.

The software integrates with a wide variety of solutions, including SmartDialer, WordPress Forms, and Slack. It connects with other innovative tools that enhance the sales CRM software. Every stage of the sales process can be shortened with its integrations — from marketing, account management, and lead scoring, right up to straightforward sales insights and updated reports that always contain the most relevant information. Teamgate CRM also has a documented API.

Pros of Teamgate CRM

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  • The system seamlessly integrates with widely-used email service providers. This smooth integration can save time and prevent human errors such as misspelled names or typos in emails. SmartDialer™ enables teams to call directly from Teamgate CRM. With this integration, sales teams can spend less time dialing phone numbers and looking for names, and more time closing deals.
  • Teamgate CRM simplifies opportunity management for users. It has a drag-and-drop interface designed to make moving deals across the stages easy and fast.
  • The software allows an unlimited list of contacts at no hidden costs.

Cons of Teamgate CRM

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  • Teamgate CRM focuses mainly on sales teams and automation and doesn’t have project management functionalities.
  • The mobile application doesn’t offer all the features of the website version.

Breakdown of core features

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Lead management

Teamgate CRM organizes and supports the whole process of nurturing new connections and leads. It allows businesses to access leads and manage the entire CRM lead generation process in one place. This feature lets teams plan activities, segment and interact with leads, and convert leads to deals at the right time.

Sales reports and analytics

The system offers data-driven intelligent analysis and reporting to give sales managers a real-time image of their business. By breaking down every single aspect of the sales process through reporting and analytics, managers can highlight the areas of their business requiring the most attention and increase sales.

Sales dashboard

The CRM dashboard gives users a visual display of all the metrics and information necessary to understand the entire sales process. It provides an overview of everything related to sales performance. Teams can examine different sales pipelines with the Teamgate dashboard, such as team performance statistics, deals won or lost, lead sources, and success of marketing campaigns.

Alternatives to Teamgate CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.


1 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

Learn more about Freshsales

2 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

3 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

(Last updated on 03/07/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Low-end
  • Works Best For
    Small Sized Businesses

Screenshots

TeamgateCRM1

Video

Features

  • Contact management
  • Email management
  • Live chat
  • Document management
  • Personalization
  • Lead and Sales management
  • Intuitive scoring
  • Customizable sales pipeline
  • Customizable dashboard
  • Performance monitoring
  • Intelligent reports and sales insights

Integrations

  • Twitter
  • ProjectManager.com
  • Facebook Ads
  • Google Sheets
  • Google Contacts
  • Dropbox
  • EventBrite
  • Autopilot
  • CallRail
  • Braintree
  • Hubspot
  • Zendesk
  • Xero
  • QuickBooks
  • Evernote
  • FormStack
  • 123ContactForm
  • Gmail
  • JotForm
  • MailChimp
  • Wufoo
  • Trello
  • Intercom
  • Twillio
  • Nexmo

Pricing Model

  • Starter
  • Professional
  • Enterprise

Languages

  • English
  • Russian
  • Lithuanian