Teamgate
Review of Teamgate Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Teamgate
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Customer Reviews
See why people love Teamgate
Abe D.
Verified UserInformation Technology and Services · 2-10 employees
Efficient and User-Friendly CRM That Drives Results
Our experience with Teamgate has been exceptional. The platform has enabled us to have a clear view of our sales pipeline, allowing us to focus on high-impact activities that drive results. The customer support has been top-notch, and the regular updates demonstrate the company's commitment to innovation and continuous improvement. I highly recommend Teamgate for any organization looking to optimize its sales operations.
- Teamgate has been a game-changer for our sales processes at Appsembler
- Its intuitive UI, powerful sales pipeline management, and in-depth analytics allow our team to make data-driven decisions swiftly
- I especially appreciate its seamless integrations with our existing tools and platforms, which have streamlined our workflows and saved countless hours
- The only minor drawback is that the initial setup and customization can be a bit complex for new users unfamiliar with CRM platforms
- However, the Teamgate support team is very responsive and helped us get everything configured quickly
Switched From
Too expensive and complex to use. Required a third party to maintain.
Nathan M.
Verified UserDesign · 2-10 employees
Excellent Value for Money
Extremely positive. Before selecting this system, we did a lot of work in terms of reviewing the market, testing different products and researching other people's experiences in trying to find the right CRM and I am confident that we have made the right choice. You do feel like you have the support you need and the right product to manage your customers and your sales pipeline in a really structured manner.
- I like the simple and intuitive layout
- There are some excellent integrations available
- We have integrated with our website, Xero and MS Outlook and these work well
- We are able to manage leads in a very structured manner and see all of the client's addresses on a map, which is very useful when planning site visits
- We have had very close interactions with the Teamgate support team
- They have been extremely supportive, not just from an onboarding point of view, but are genuinely interested in helping develop their product
- Cannot recommend highly enough for a CRM system for small to medium businesses
- Lastly, the software is excellent value for money and the functionality and support provided is not to be found anywhere else at this price point
- The biggest downside to Teamgate initially was the lack of a mobile app, however we have been shown demo versions and cannot wait for it to be released in the next month or so
- The Teamgate team have been very proactive in terms of communicating the development progress and taking feedback for functionality requirements
Switched From
Lack of integration and CRM features. We needed a full CRM system primarily for customer and lead management.
Why they chose it
"Local support, superior integrations (especially for Xero) and cost."
Chris A.
Verified User11-50 employees
Good quality CRM but lacks proper email integration
11-50 employees
- • 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,
• 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)
Pete W.
Verified UserConstruction · 2-10 employees
A Comprehensive Solution for Every Step of the Sales Process
My experience so far has been fantastic! I'm excited to be working with Teamgate, the setup and training process was outstanding. Any questions I've had along the way have been met with quick, helpful responses. The support has been top-notch, and I feel confident moving forward with everything in place.
- What I’ve liked most is how thoroughly Teamgate covers every aspect of our sales process
- They’ve thought of everything, from lead generation to finalising deals, making it seamless to stay on top of each stage
- It’s been a huge help in keeping things organised and efficient
- Honestly, there’s nothing to not like about Teamgate
- Anything I felt was missing is already being addressed and will be added in the near future
- It’s clear they’re committed to continuously improving, which I really appreciate
Switched From
I made the switch to Teamgate for its more thorough platform that streamlines the sales process and integrates seamlessly with Xero. This integration simplifies financial management and ensures a smoother workflow, making the entire system more efficient.
Why they chose it
"I chose Teamgate over other products because the response with help and support was outstanding. Plus it offers a comprehensive platform that covers all aspects of the sales process."
Andrew M.
Verified UserComputer Software · 2-10 employees
No-nonsense CRM
Teamgate have been amazing since day 1, they helped us create and implement a new sales process - on top of implementing a CRM! There were no hidden costs, unlike a lot of other CRMs we explored.
Easy to use, great customer support and has all the features you'd expect of a big named CRM
- No mobile app, although i know one is coming soon
Switched From
Pipedrive's customer support went down whilst their price went up! So we began looking for alternatives.
Why they chose it
"Hubspot had a lot of hidden prices once they finally sent us the initial quote! Zoho looked good and has a lot of features, but many of them had no depth."
MOHAMMED ADNAN KHAN K.
Verified UserDesign · 11-50 employees
best CRM software-based application
efficient and more importantly helps to create better structural planning and development.
- More Functionality options and Categorial options
- less colors in organizers for users to put up their work
Switched From
Need an Automated CRM for Company sales and tracking of projects.
Verified Professional
Computer Software · 11-50 employees
Tried them all. Stuck with Teamgate
Happy. Content and productive
- Ease of use
- It can be as complicated as you need it to be or as simple as you want it as well
- Pricing doesn't hurt either
Probably needs a bit of a design update but that doesn't take away from the quality of the product
Switched From
Struggled to find a system that's cost effective, has personalised support and feature rich.
Arnas S.
Verified UserRetail · 2-10 employees
UAB Hidora
rather fine, although the mobile app is a bit off.
- Rapid support, canban view, view of history of contacts/companies
- no ability to export and import contacts from google
Nicole B.
Verified UserAutomotive · 11-50 employees
Team gate review
overall i am happy with the product and the support
- user friendly, organized most items needed are available to customize
- need app access we are not always at a computer
Switched From
new product that integrated with DMS system
Mantas G.
Verified UserConstruction · 11-50 employees
Simplicity is the charm
Fantastic CRM. Makes my everyday planning easier.
- User interface
- Everything’s easy to manage, no unnecessary functions
- Search bar
- Definitely needs improvement
- Take a whole to search data base
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