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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not 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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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 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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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.
Coevera

Coevera

Pipelinersales Corporation
Microsoft Excel

Microsoft Excel

Microsoft

Categories

CSV Editors Supported
Spreadsheet Supported

Categories

Contact Management Supported
CRM Supported
Lead Capture Supported
Sales Supported
Sales Tracking Supported

Spreadsheet Features

Analytics Not Supported
Audit Trail Supported
Calculators Supported
Charting Not Supported
Multi-User Collaboration Supported
Templates 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

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

Easyflow Supported
Integry Supported
Mailchimp Supported
Make Supported
Microsoft Outlook Supported
Nekton.ai Supported
Peaka Supported
ProjectManager Supported
Quickwork Supported
Slack Supported
Stackreaction Supported
Workers by Delos Supported
Wufoo Supported
Zapier Supported
Atlassian Crowd Supported
Datatera.ai Supported
Lyftrondata Supported
Stellar Supported
Varolio Supported
VinaHost Supported

Integrations

Easyflow Supported
Integry Supported
Mailchimp Supported
Make Supported
Microsoft Outlook Supported
Nekton.ai Supported
Peaka Supported
ProjectManager Supported
Quickwork Supported
Slack Supported
Stackreaction Supported
Workers by Delos Supported
Wufoo Supported
Zapier Supported
Atlassian Crowd Not Supported
Datatera.ai Not Supported
Lyftrondata Not Supported
Stellar Not Supported
Varolio Not Supported
VinaHost Not Supported
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