ClientTether vs. Teamgate CRM Comparison


ClientTether	Teamgate CRM Teamgate	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 554 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 196 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. Designed for ease of use, CrankWheel is the best solution for sharing a screen with customers for business deals. CrankWheel is used to complement calls by insurance agents, mortgage advisors, solar advisors, digital agencies, educators and customer support specialists. Close deals on the first call! We show you whether they're paying attention. Over 50,000 users share their screen effortlessly with any prospect no matter their technical skill or device choice using our Chrome Extension. CrankWheel works over bad network connections, on obscure devices and old browsers. Mac, PC, iOS, Android, Internet Explorer, Blackberries - it always works! 240 Ratings Visit Website Portal Wholesale CRM Portal Wholesale is a wholesale sales platform built specifically for fashion and B2B wholesale teams, combining a wholesale CRM, order management system, meeting scheduler, and retail buyer marketplace into one unified platform. Designed around the real workflows of wholesale sales reps and showroom teams, Portal Wholesale helps brands manage accounts, pipelines, orders, seasonal linesheets, outreach, and buyer relationships without relying on spreadsheets or disconnected tools. The platform allows sales teams to work directly from Gmail using a built-in CRM extension that automatically syncs emails, tracks conversations, shares linesheets, and logs activity into the CRM in real time. Portal Wholesale also includes scheduling tools optimized for fashion markets and trade shows, allowing teams to coordinate appointments, showroom visits, and buyer meetings with built-in booking rules and availability management. Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 136 Ratings Visit Website Vehicle Acquisition Network (VAN) Vehicle Acquisition Network (VAN) is vehicle acquisition software that helps franchise and independent dealers buy used cars directly from private sellers in their market, beyond trade-ins and the auction lane. The platform pulls for-sale-by-owner listings from 25+ online marketplaces into one dashboard, with VIN decoding, market valuation, automated outreach, and seller conversation tracking. VAN works with vAuto, CARFAX, Experian AutoCheck, and most dealer CRMs, and runs inside VINCUE Buy Center Pro as VAN Mode. On VAN Accelerate™, it replies automatically to KBB ICO and AccuTrade leads. For dealers who want private-party inventory without hiring and managing a buyer themselves, VAN Managed Buyer™ provides a full-time buyer, hired and managed by VAN. Every plan includes an Acquisition Coach™. Founded in 2013, VAN serves dealers in the United States, Puerto Rico, and Canada. Plans start at $1,695 per month. To see VAN on your market, call 855-952-4949. 54 Ratings Visit Website Extole Extole is an enterprise offer management platform powering personalized incentive programs across the entire customer lifecycle. Leading B2C brands choose Extole to build and optimize loyalty, referral, ambassador, promotional, and offer programs at scale. Highly configurable and AI-accessible, Extole fits seamlessly into every team’s agentic workflow through MCP and CLI access, plus an in-platform AI assistant. Marketers build and track intelligent offer programs that motivate action. Product teams embed personalized offers into digital experiences to drive engagement and growth. Developers extend the platform through APIs, SDKs, and partner integrations. Behind every campaign, Extole orchestrates creative content, rules, and reward fulfillment, dynamically adapting each offer to the audience and channel. Our enterprise-grade infrastructure ensures every offer is delivered securely, accurately, and reliably. Build your next offer program with Extole. 71 Ratings Visit Website DoctorConnect DoctorConnect delivers industry-leading patient engagement and automation tools that help healthcare providers improve efficiency, reduce no-shows, and enhance patient satisfaction. With over 32 years of experience, we support thousands of doctors, clinics, and hospitals nationwide. Our platform integrates with hundreds of EMR and PM systems to simplify communication and daily operations. Key Features: • ARIA Phase 1 – AI receptionist for 24/7 call answering, triage, and transfers • ARIA Phase 2 – AI scheduling automation for real-time booking and rescheduling • Automated Reminders and Recalls • Digital Patient Forms and Surveys • Automated Waitlist and No-Show Recovery • Secure Messaging, Telehealth, and Online Payments • And more Discover how DoctorConnect can boost revenue, streamline workflow, and transform your patient experience. 85 Ratings Visit Website
About ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.	About Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. With an intuitive UI, essential integrations, and out of the box insights (such as performance tracking and forecasting); Teamgate’s all-in-one platform facilitates true ICP targeting, unlocking your true sales potential. We pride ourselves on empowering Sales and SaaS teams to increase their speed of execution across the entire sales cycle, with our team by your side every step of the way. Say goodbye to hidden implementation costs, consulting fees and add-ons.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Franchise Brands searching for unit growth and improved FranDev results	Audience Businesses of all sizes from Startups, SMBs and growing teams throughout the World.
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Pricing varies by customer need Free Version Not Supported Free Trial Supported	Pricing Free Starter - $Free up to 2 users Team - $39.90 per user/month billed annually Growth - $59.90 Per user/month billed annually No hidden costs. Free Version Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 4.4 / 5 design 4.8 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros We did use Pipedrive, and briefly flirted with the valley of productivity death that is Salesforce. Then someone had the bright idea to look at HubSpot. Teamgate reminds me of what Pipedrive used to be - fast and efficient, not charging for number of contacts or number of emails or anything - just a flat fee to provide a great platform that I can live in and get emails + SMS out the door to turn prospects into customers. The dashboard capability in Teamgate deserves a callout. We often talk about improving conversion rates and standing next to the worst sales conversion rate metric until it improves through iteration, but Teamgate's dashboard autogenerates and makes it easy to see where you need to focus (a 10% lift in one conversion rate can increase total sales by 30%). Finally its great being able to do both SMS and email. SMS gets opened far more than email and its just easy doing SMS from inside your CRM - helps make sure your cadence is up to scratch and each lead is getting 6 followups, etc. The insights are really the differentiator. It was one of those platforms that essentially forces you to focus on the sales KPIs that matter the most and do so in an intuitive and customisable way. Their customer support is second to none. Sales analytics is also extremely helpful and requires zero setup! Super easy to use system, meaning all of our team members were onboarded and using the system in only a few days. Teamgate CRM helps in boosting collaboration between teams. The user interface is clean. Its lead manager makes things easy and organize even when a large number of leads are available. Helps to maintain contact list of potential clients. Lead prioritization and pipeline overview. It collects all the necessary data about leads and sales opportunities. Email integration is amazing, which makes collaboration between sales people easier. Lead scoring helps us prioritise our workload, and only focus where the biggest reward is Cons Setting up Gsuite email integration was a bit slow, but full credit to the team - they jumped on (it was actually the CEO!) and got me up and running fast. At first I didn't think they were big enough to compete against incumbents (HubSpot, Pipedrive) but once you hear the CEO on a demo call you know they absolutely focus on the needs of each individual customer. More native dialler options would be handy, but Twilio is a great native option through their Smart Dialler The repeat approach method can be improved. It becomes annoying for users. Settings section could be simpler; would like to get more interesting content and advice on weekly basis
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information ClientTether Founded: 2014 United States www.clienttether.com/	Company Information Teamgate Founded: 2012 USA www.teamgate.com/trial/
Alternatives Gorilla Dash	Alternatives 4Degrees
Naranga	Pipedrive
FranMantra	Act!
monday CRM monday.com	Coevera Pipelinersales Corporation
FranFast View All	Nutshell View All
Categories Appointment Reminder Supported Appointment Scheduling Supported Construction CRM Supported Contact Management Supported CRM Supported Customer Advocacy Supported Customer Engagement Supported Customer Experience Supported Customer Loyalty Supported Customer Reference Management Supported Customer Success Supported Direct Mail Automation Supported Franchise Management Supported Inside Sales Supported Lead Capture Supported Lead Management Supported Marketing Automation Supported Proposal Management Supported Quoting Supported Real Estate CRM Supported Sales Supported Sales Enablement Supported Sales Engagement Supported Sales Force Automation Supported	Categories Contact Management Supported CRM Supported Lead Capture Supported Merchant Management Supported Revenue Intelligence Supported Sales Supported Sales Tracking Supported
CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Not Supported Lead Distribution Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Supported Show More Features Appointment Reminder Features Appointment Scheduling Supported Calendar Management Supported Call Reminders Supported Email Reminders Supported Online Booking Supported Payment Reminders Supported Recurring Appointments Not Supported Rescheduling Supported SMS Messaging Supported Two-Way Messaging Supported Appointment Scheduling Features Appointment Reminders Supported Automated Scheduling Supported Calendar Sync Supported Client Database Supported Group Scheduling Supported Mobile Access Supported Multi-Location Supported Online Booking Supported Online Payments Supported Recurring Appointments Not Supported Room Booking Management Not Supported Construction CRM Features Client Tracking Supported Contract Management Supported Forecasting Supported Project Management Supported Quote Management Supported Sales Management Supported Scheduling Supported Time Management Not Supported Customer Advocacy Features Advocate Management Not Supported Campaign Management Supported Communication Management Supported Community Management Not Supported Gamification Not Supported Referral Tracking Supported Reporting/Analytics Supported Rewards Program Not Supported Social Engagement Not Supported Customer Engagement Features Analytics Supported Churn Management Not Supported Communication Management Supported Community Management Not Supported Content Syndication Not Supported Feedback Collection Supported Gamification Not Supported Live Chat Not Supported Video Content Supported Customer Experience Features Action Management Supported Analytics Supported Customer Segmentation Supported Dashboard Supported Feedback Management Supported Knowledge Management Not Supported Multi-Channel Collection Not Supported Sentiment Analysis Not Supported Survey Management Not Supported Text Analysis Not Supported Trend Analysis Not Supported Customer Loyalty Features Corporate Memberships Not Supported CRM Supported Customer Activity Tracking Supported Discount Management Supported Gift Card System Not Supported Loyalty Card System Not Supported Member Portal Not Supported Membership Management Not Supported No-Card Loyalty System Not Supported Referral Tracking Supported Rewards Management Not Supported Customer Reference Management Features Nomination Tracking Supported Program Notices Not Supported Reference Usage Tracking Supported Reward Distribution Not Supported Search Supported Customer Success Features Account Alerts Supported Account Management Supported Communication Management Supported Customer Engagement Supported Customer Lifecycle Management Supported Health Score Not Supported Onboarding Supported Revenue Management Supported Usage Tracking / Analytics Supported Win / Loss Analysis Supported Direct Mail Automation Features A/B Testing Not Supported Analytics/Reporting Supported Campaign Management Supported Data Import/Export Supported Delivery Tracking Not Supported Design Management Not Supported Event Triggered Mailings Supported List Scrubbing Not Supported Mailing List Purchasing Supported Mailing Services Integration Supported Pre-made Templates Supported Printing Services Integration Supported Response Alerts Supported Franchise Management Features Appointment Scheduling Supported Automatic Re-ordering Not Supported Commission Management Supported Construction Tracker Supported Contract Management & Signature Supported CRM Supported Franchise Intranet Not Supported Job Scheduling Supported LMS / Training Not Supported Marketing Supported Onboarding Supported Online Store Not Supported Reputation Management Supported Website Manager Not Supported Inside Sales Features Auto-Dialing Supported Call List Management Supported Call Recording Supported Campaign Management Supported Dashboard Supported Data Management Supported Lead Capture Supported Lead Distribution Supported Lead Scoring Not Supported Performance Management Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Supported Source Tracking Supported Marketing Automation Features A/B Testing Not Supported Analytics / ROI Tracking Supported Artificial Intelligence Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Not Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Not Supported Search Marketing Not Supported Segmentation Supported Social Marketing Supported Website Visitor Tracking Not Supported Proposal Management Features Automatic Formatting Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Supported Requirements Management Supported Revision Management Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Not Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Real Estate CRM Features Campaign Management Supported Client / Property Matching Not Supported Contact Management Supported Dashboard Supported Email Marketing Supported Interaction Tracking Supported Lead Management Supported Property Alerts Not Supported Referral Tracking Supported Segmentation Supported Sales Enablement Features Collaboration Supported Contact Management Supported Content Management Supported Document Management Supported Goals / Quota Management Not Supported Lead Management Supported Meeting Management Supported Performance Management Supported Presentation Management Supported Proposal Management Supported Territory Management Not Supported Training Management Not Supported Sales Engagement Features Call Scripts / Call Steps Supported CRM Integration Supported Email Sequences Supported Email Tracking / Automation Supported Lead Management Supported Reporting / Analytics Supported Sales / Voice Dialer Supported Sales Automation Supported Search Supported Task Management Supported Templates Supported Workflow Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Supported Referral Tracking Supported Sales Forecasting Supported Territory Management Supported	CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Not Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Lead Capture Features Business Card / Badge Scanning Not Supported Dashboard Supported Data Extraction Supported Lead Distribution Not Supported Lead Notifications Supported Lead Nurturing Supported Lead Qualification Supported Lead Scoring Supported Online Forms Supported Show More Features Revenue Intelligence Features Actionable Insights Supported Alerts / Notifications Not Supported Call Scoring Supported Conversation Intelligence Not Supported CRM Interactions Supported Dashboard Supported Email/Message Interactions Supported Market Intelligence Supported Phone Call Interactions Supported Pipeline Visibility Supported Sales Coaching Supported Video Call Interactions Not Supported Sales Tracking Features Activity Dashboard Supported Alerts / Notifications Supported Appointment Scheduling Not Supported Call Logging Supported Comments / Notes Supported Custom Reports Supported Document Management Not Supported Email Templates Supported Interaction Tracking Supported Lead Management Supported Lead Scoring Supported Pipeline Management Supported Reporting / Analytics Supported Task Management Supported
Integrations Gmail Supported Google Calendar Supported LinkedIn Supported Microsoft Outlook Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Zapier Supported Braintree Not Supported Easyflow Not Supported Google Drive Not Supported HubSpot Customer Platform Not Supported HubSpot Data Hub Not Supported Microsoft 365 Not Supported Nekton.ai Not Supported Quickwork Not Supported Twilio Not Supported Waterstreet Franchise Management Software Supported WordPress Not Supported Xero Not Supported Zendesk Not Supported Show More Integrations View All 13 Integrations	Integrations Gmail Supported Google Calendar Supported LinkedIn Supported Microsoft Outlook Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Zapier Supported Braintree Supported Easyflow Supported Google Drive Supported HubSpot Customer Platform Supported HubSpot Data Hub Supported Microsoft 365 Supported Nekton.ai Supported Quickwork Supported Twilio Supported Waterstreet Franchise Management Software Not Supported WordPress Supported Xero Supported Zendesk Supported Show More Integrations View All 40 Integrations
Claim ClientTether and update features and information Claim ClientTether and update features and information	Claim Teamgate CRM and update features and information Claim Teamgate CRM and update features and information