Teamgate Reviews

creates a sales management increases the performance of the company.

Comments: It is a sales-based system, it offers a service to guide you through the sales process from contacting customers, interacting and finalizing sales, it helps us Organize, research and analyze and connect with potential customers and close deals in a fast way what profit and increase the performance of our business.

Pros:

This tool allows us to be aware of and maintain control of the production process, where we can collect documents and customer data, analyze the evolution of sales through reports and statistics that manage production and financial growth each month, and we can maintain a management of the workflow.

Cons:

This platform is easy to use, it has a free version and an affordable price for small and medium-sized companies that are developing, it offers us various collaboration tools and it has a self-service portal, a communications panel and therefore no there are functions that our organization dislikes.

Best CRM that I have used

Comments: I have been very impressed with TeamGate and the support network behind it.

Pros:

It has been super simple to integrate. I transferred data from my old CRM to TeamGate over the course of a few days. Plus the near instant customer support, it was basically impossible to make any operational errors.

Cons:

I don't have any legitimate concerns with the software.

Horrible Customer Service

Comments: I started a trial of Teamgate, and when I signed up I received an email from a customer support specialist. She asked when would be a good time to talk, so I gave her my number. She didn't call for 30 minutes so I went on break, and when I returned (half an hour later) she had emailed me and said that my call had gone to voicemail. I told her that I would call her tomorrow, but when I went to find her number the phone number had 12 numbers in it. I emailed her and asked her what number to call, and she didn't respond. A day later, she emailed me with the title "TAKE IT EASY" and explained that everyone's time was precious and that she needed to know what my experience with Teamgate was. Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc. The customer service was what turned me off from this - absolutely horrible!

Cons:

Customer Service - at least be nice to your customers!

Effortless sales pipeline management

Comments: The Teamgate team has been really helpful with transitioning to a better CRM/Sales pipeline management solution. It is a breath of fresh air to have confidence in a tool that I know will be consistently reliable and help us easily manage our sales pipe.

Pros:

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.

Cons:

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.

Beautiful CRM for SaaS

Comments: The team has been great and helped us establish a methodology to sales (so pipe stages mean something). Consistency = sales velocity, and for us this tool does a far better job of keeping us executing what we know works (but we don't always do) than Pipedrive did.

Pros:

This like Pipedrive (before they got bought and turned into some Frankenstein's monster that gouges on price) but better. The Xero/Quickbooks integration makes it really easy to handle renewals and closed won (have they paid yet? When did they pay), while the inbuilt SMS capability gives you access to email and SMS out of the box for lead management - SMS is the most opened communication channel in the world. Finally, dashboard insights actually help see what's going on. I feel like I have more control now and can fix conversion rate blockages with process experiments, or see who isn't performing and take action.

Cons:

Setting up Gmail is a bit more involved than other platforms, but nothing a bit of Googling can't solve (setting the IMAP correctly).

Tried them all. Stuck with Teamgate

Comments: Happy. Content and productive

Pros:

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.

Cons:

Probably needs a bit of a design update but that doesn't take away from the quality of the product

Fantastic for sales management!!

Comments: Very good solution! We are able to onboard a user within half a day becuase of the easy layout and segmentation.

Pros:

The ease of use is extremely important here at FiveCRM. Teamgate does this excellently. The dashboard is very comprehensive and we all know where we are month-to-month/quarter-to-quarter.

Cons:

I am sure there will be other integrations needed at some point but we are very happy with Teamgate currently. It has become a business critical tool for the business, especially our sales department.

Affordable with Premium Features, Excellent Customer Support

Comments: Teamgate offers exceptional value with a low price but delivers a high-quality experience. Easy to use, with excellent customer support that resolves issues quickly.

Pros:

Customer Support, Low Price, Ease of Use.

Cons:

Occasional minor lag in loading initial email data, but fixed very quickly with customer support right onto it.

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.

Customer focussed team. Great CRM for SaaS.

Pros:

We made the daunting decision to switch to Teamgate from Salesforce and haven't looked back. The best part so far is the in-depth assistance from their team. This has included a seamless onboarding as well as an in-depth analysis of our current sales processes and recommendations on how to improve and implement sales best practices. We haven't looked back.

Cons:

Migrating data was time-consuming and frustrating at times, but their team spent significant time assisting with this process to ease the pain and get it up and running with minimal downtime

Highly recommend team gate for any business

Comments: Game changer help me remove some of the hats in running a business

Pros:

Ease of use, very user friendly and great customer support

Cons:

Nothing it’s a great tool to help my business succeed

Love Teamgate so far

Comments: New

Pros:

I like the support I receive. This is big for me since I am new to teamgate.

Cons:

I need to learn a lot more. I am not the most tech saavy person.

Teamgate is what drives packagecloud sales

Pros:

Teamgate has so many benefits for our team, that it truly is hard to pinpoint what is there to like most. If the fate of the universe was on the line, and I had to choose one, I would go with the analytics and the forecasting. It truly gives us a 360 view of our sales performance and allows us to focus on areas of improvement

Cons:

There really is not much to dislike about the software. If I were to nitpick, it would be an easier way to integrate with their VoIP, Twilio. In all fairness though, twilio is just a pain in the butt

A Good Sales Management Solution, Teamgate

Pros:

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.

Cons:

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

Possibly the best insights I've ever seen!

Comments: What I love most about Teamgate is the simplicity of the Dashboard. There are so many CRM/Sales tool products available out there, but I've found a lot of them have what I call "Feature Overload". Teamgate is ingenius in the way that it gives us exactly what we need, and drops all the non-essential features that rarely add value. The insights are second to none, giving us instant access to key metrics that support our aggressive business growth. Highly recommend for sales teams of 15 and above who have a strong desire to go beyond the sales target!

Pros:

Has to be the insights.

Cons:

Would be nice to have better integration with marketing tools. However, we're currently adopting a work around making use of the Zapier integration. Not ideal, but worth having in place.

Love Teamgate

Comments: Teamgate is really fun to use, a lot of advanced features. But the best part is, even though they have a lot of cool stuff that helps, they make everything simple and easy to use.

Pros:

It's very easy to use and very easy to organize your stuff. Teammate really makes everything as simple as possible and easy to use.

Cons:

Overall everything was pretty straightforward. I did not run into anything that would make me dislike the software. Like I said its very straightforward and easy to use.

Love it

Pros:

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!

Cons:

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

An incredible CRM application.

Pros:

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.

Cons:

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

Incredible!!!

Comments: I love the way this CRM is moving me through the sales process. Very easy to use.
Also I need to say: Teamgate support is exceptional! Guys from Customer service are very professional with incredible reaction time. They never sleep!

Made work be more organised.

Pros:

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.

best customer service to date

Comments: I am looking for a CRM with very, very specific requirements, and have used/trialed many over the last two years. While Teamgate wasn't the best suited for my particular - and quite unique - needs (I still haven't found the "perfect fit" and realise I probably won't), I do feel they deserve a review. First, the customer service was exceptional, well above anything experienced. Second, the interface was very user friendly, and flexible. For a sales team looking for a great CRM to follow up leads, convert to customers, and track progress, Teamgate is worth a look. Good value for money compared to competitors. Support was simply awesome.

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

Teamgate

Comments: Awesome design, easy navigation, superb customer support, Teamgate Shuttle an incredibly smart and simple Chrome extension, no more Excel for drawing BI charts.

Great support

Comments: Liked the app! lovely little Chrome extention - Saves me time with making all of those charts. P.S. the support quick, helpful and friendly.

Great experience

Comments: Teamgate CRM is really easy to use. Also, quite happy that it took us just a week or so to know all the small tricks. Thanks!