Teamgate CRM

Teamgate CRM

Teamgate
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About

Google Sheets is an AI-powered online spreadsheet platform designed to help individuals and teams organize, analyze, and visualize data collaboratively. The platform includes Gemini AI features that allow users to create formulas, generate trackers, analyze datasets, and build data visualizations using simple text prompts. Google Sheets supports real-time collaboration with live co-editing, comments, version history, and customizable sharing controls that help teams work together from any location. Users can streamline workflows with smart tables, pre-built templates, Connected Sheets for BigQuery and Looker data, and integrations with third-party applications such as Salesforce, Intuit, and Asana. The platform also enhances Microsoft Excel files by adding collaborative editing, intelligent suggestions, and task management capabilities directly within spreadsheets.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Google Sheets is ideal for businesses, analysts, project managers, educators, finance teams, and organizations seeking AI-powered spreadsheet collaboration and data analysis tools

Audience

Businesses of all sizes from Startups, SMBs and growing teams throughout the World.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.6 / 5
design 4.7 / 5
support 4.7 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.4 / 5
design 4.8 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • (+) Free of cost, provides a cloud space of 15 GB. (+) Easy to use and has almost all of the Excel features. (+) Integration with google drive, sharing of files is easy where you can just share a link without actually sharing the file. (+) Realtime collaborations can be done, which is very helpful when working in teams.
  • It has all the features (that I know of) that Excel has, but it is free, saves everything to your drive, makes documents easily shareable, and opens Excel documents!
  • I love all Google cloud-based applications and google sheets are no different. The sheets are easy to manage and the templates provided by Google comes in handy on various occasions. The sheet can be easily shared with my colleagues via email or a shareable link. They also have a mobile application to quickly make small changes If you are traveling and have no access to your laptop.
  • Very easy way to manage and use data to understand. Also easy to collaborate in real-time with others.
  • Very user friendly and convenient to use. I like being able to have spreadsheets shared among teammates, with everyone having the ability to edit and work on one cohesive project.

Cons

  • (-) Slows down when you try to open a file of 20-30 MB (-) Not all the excel features are available in the sheets. (-) The mobile application does not work well, navigation on the mobile application is not very easy.
  • I'm sure it lacks some of the features that Excel has, but I do not know if that's the case.
  • The mobile application for google sheet needs improvement. It becomes very difficult to edit the sheet using the mobile app. More features can be added to Google Sheets. If the data and number of rows are increased the sheet takes a long time and sometimes fails to open, My suggestion would be to create a desktop application to make it more useable for large projects.
  • There is some learning that takes place to use to it's full potential.
  • With a full spreadsheet it doesn't always allow you to view everything in a cell easily which can be frustrating when working on projects.

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Google
Founded: 1998
United States
workspace.google.com/products/sheets/

Company Information

Teamgate
Founded: 2012
USA
www.teamgate.com/trial/

Alternatives

Smartsheet

Smartsheet

Smartsheet.com

Alternatives

AITable

AITable

APITable Ltd.
Microsoft Excel

Microsoft Excel

Microsoft
Freshsales

Freshsales

Freshworks

Categories

Categories

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Revenue Intelligence Features

Actionable Insights
Alerts / Notifications
Call Scoring
Conversation Intelligence
CRM Interactions
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

Easyflow
Integry
Mailchimp
Make
Microsoft Outlook
Nekton.ai
Peaka
ProjectManager
Quickwork
Slack
Stackreaction
Workers by Delos
Wufoo
Zapier
Datawrapper
Forward
Routal Planner
Targeto
Zing Data

Integrations

Easyflow
Integry
Mailchimp
Make
Microsoft Outlook
Nekton.ai
Peaka
ProjectManager
Quickwork
Slack
Stackreaction
Workers by Delos
Wufoo
Zapier
Datawrapper
Forward
Routal Planner
Targeto
Zing Data
Claim Google Sheets and update features and information
Claim Google Sheets and update features and information
Claim Teamgate CRM and update features and information
Claim Teamgate CRM and update features and information