Teamgate CRM

Teamgate CRM

Teamgate
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About

We help lead generators scale quicker with advance lead distribution, validation and lead nurturing software. Track lead revenue in real-time and distribute leads exclusively, multi-sell or by priority or weighted distribution. ◉ Capture leads in real-time via your Web Forms, Quizzes, Facebook Lead Ads, Ping-Tree, Host & Post sources or imported data files. ◉ Authorise incoming leads by setting up highly customisable rules and third-party validation services. Eliminate invalid, nonsensical, out of criteria or duplicate data. ◉ Deliver leads to any API in real-time or via Email, SMS and File Schedules. Set caps, custom filters, commissions and payout logic ◉ Maximise contact rates for your clients or squeeze more profit out of every lead you generate with Email & SMS scheduling. ◉ Track source, volumes and revenue of your leads. Monitor leads sold, unsold, duplicates, errors in real-time. ◉ Provide portal access for your lead buyers and lead sellers.

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

Companies operating in the Lead Generation industry.

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

$400.00/month
Pricing starts from $400. Custom pricing 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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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

  • 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

LeadByte
Founded: 2012
United Kingdom
www.leadbyte.co.uk

Company Information

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

Alternatives

Infer

Infer

IgniteTech

Alternatives

LeadExec

LeadExec

ClickPoint Software
Freshsales

Freshsales

Freshworks

Categories

Categories

Lead Capture Features

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

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Capture Features

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

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

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

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

Integrations

HubSpot CRM
HubSpot Customer Platform
Mailchimp
Zapier
Dubb
Easyflow
Freshdesk
Gmail
Google Drive
Grain
Integry
LeadsBridge
Microsoft Outlook
Nekton.ai
QuickBooks Online Advanced
Ringba
Salesforce
Slack
StarfishETL
WhatsApp

Integrations

HubSpot CRM
HubSpot Customer Platform
Mailchimp
Zapier
Dubb
Easyflow
Freshdesk
Gmail
Google Drive
Grain
Integry
LeadsBridge
Microsoft Outlook
Nekton.ai
QuickBooks Online Advanced
Ringba
Salesforce
Slack
StarfishETL
WhatsApp
Claim LeadByte and update features and information
Claim LeadByte and update features and information
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Claim Teamgate CRM and update features and information