ISOhub vs. Teamgate CRM Comparison


ISOhub Impact Techlab	Teamgate CRM Teamgate	+	+
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		Related Products 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 NMI Payments NMI Payments is an embedded payments solution that lets SaaS platforms, Software companies and ISVs integrate, brand, and manage payment acceptance directly within their software—without becoming a PayFac or building complex infrastructure. As a full-stack processor, acquirer, and technology partner, NMI handles onboarding, compliance, and risk so you can stay focused on growth. The modular, white-label platform supports omnichannel payments, from online, mobile and in-app to in-store and unattended. Choose from full-code, low-code, or no-code integration paths and launch in weeks, not months. Built-in risk tools, flexible monetization, and customizable branding help you scale faster while keeping full control of your experience. With NMI’s developer-first tools, sandbox testing, and modern APIs, you can embed payments quickly and confidently. 114 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 Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website 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 39 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. 555 Ratings Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,791 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 Forethought Forethought delivers the world’s most advanced AI Agents built to think, act, and get smarter with every interaction. No matter the question, “Where’s my refund?”, “How do I update my plan?” or “Why isn’t this working?” - there’s a purpose-built AI Agent ready to help. From chat to voice to SMS, every conversation gets a smart, personalized response powered by your policies, tone, and data. This isn’t just plug-and-play automation. It’s AI with a strategic plan. Forethought helps businesses roll out a multi-agent system across the entire customer experience. With Forethought, your teams can stop piecing together tools and start running a smarter, faster operation. One that delights customers every step of the way. 166 Ratings Visit Website Azore CFD AzoreCFD has been a trusted, cutting-edge software tool since 2007. Azore focuses on analysis, design, engineering, and on obtaining precise, and quick results. Customers use Azore for applications that include: industrial flows, aerodynamics, thermal mixing, conjugate heat transfer, gas species mixing, heating and cooling systems, external flows, and more. Azore can be used to simulate essentially any steady-state or transient fluid flow model, including problems that involve conjugate heat transfer and special transport. With flexible pre/post processing, Azore allows for arbitrary polyhedral mesh topology with several import formats supported. Built-in post-processing capabilities includes: scalar fields, pathlines, animations, residual reports, vector fields, ISO-surfaces, force & movement reports, and export for external post-processing. 26 Ratings Visit Website
About ISOhub is a purpose-built CRM platform for independent sales organizations (ISOs) and sales agents in the payment processing industry. It streamlines merchant management, sales team oversight, lead tracking, onboarding, and residual commission calculations within a single solution. The platform’s executive dashboard delivers real-time insights into processor volume, revenue, attrition, and agent performance, helping ISOs optimize operations and scale efficiently. With automated residual mapping, support ticketing, and historical revenue tracking, ISOhub reduces manual work while ensuring accuracy and transparency. Its intuitive design allows agents to manage referrals, pre-app processes, and pricing tools effortlessly. More than software, ISOhub acts as a strategic partner for ISOs looking to simplify workflows and achieve long-term growth.	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 ISOhub is built for independent sales organizations and payment processing agents who need a specialized CRM to streamline merchant management, automate residual commissions, and scale their operations efficiently	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 Not Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos No images available	Screenshots and Videos View more images or videos
Pricing No information available. Free Version 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 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 Not 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 Impact Techlab Founded: 2014 United States theisohub.com	Company Information Teamgate Founded: 2012 USA www.teamgate.com/trial/
Alternatives PegasusCRM	Alternatives 4Degrees
Pulse CRM	Pipedrive
NMI Merchant Central NMI	Act!
Merchant Relationship Management by NMI NMI	Coevera Pipelinersales Corporation
Payitiv CRM Payitiv View All	Nutshell View All
Categories Financial CRM Supported Merchant Management Supported	Categories Contact Management Supported CRM Supported Lead Capture Supported Merchant Management Supported Revenue Intelligence Supported Sales Supported Sales Tracking Supported
	Show More Features 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 Braintree Not Supported Gmail Not Supported Google Calendar Not Supported Google Contacts Not Supported Grain Not Supported HubSpot CRM Not Supported Integry Not Supported Intercom Not Supported LinkedIn Not Supported Microsoft Outlook Not Supported Nekton.ai Not Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Stackreaction Not Supported StarfishETL Not Supported Twilio Not Supported WhatsApp Not Supported WordPress Not Supported Workers by Delos Not Supported Xero Not Supported Show More Integrations	Integrations Braintree Supported Gmail Supported Google Calendar Supported Google Contacts Supported Grain Supported HubSpot CRM Supported Integry Supported Intercom Supported LinkedIn Supported Microsoft Outlook Supported Nekton.ai Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Stackreaction Supported StarfishETL Supported Twilio Supported WhatsApp Supported WordPress Supported Workers by Delos Supported Xero Supported Show More Integrations View All 40 Integrations
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