Teamgate CRM

Teamgate CRM

Teamgate
+
+

Related Products

  • Creatio
    589 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Act!
    555 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • Everstage
    3,823 Ratings
    Visit Website
  • Clazar
    102 Ratings
    Visit Website
  • D&B Hoovers
    1,201 Ratings
    Visit Website
  • CompanyCam
    5,585 Ratings
    Visit Website
  • STACK
    1,496 Ratings
    Visit Website

About

Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.

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 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

CRM and commission software for multi-line sellers, distributors, manufacturers, and wholesalers

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

Screenshots and Videos

Pricing

Call for pricing
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 5.0 / 5
ease 4.9 / 5
features 4.6 / 5
design 4.5 / 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

  • Very intuitive and easy to use GREAT for tracking and following up on Projects If you give out Samples or Lend tools to contractors great tracking tool built in All your contracts are in 1 place and easy to access online or via app Best mobile app
  • It feels like it is built for reps, not generic businesses. I appreciate that it understands my unique workflows of multi-line selling and commission-driven sales — unlike standard CRM platforms like Salesforce or HubSpot that often need heavy customization.
  • What I enjoy the most about Repfabric is that it is a very intuitive tool and easy to use. Its interface is super user-friendly and it gives the chance to be on the same page with peers, clients and manufacturers.
  • I use this system for entering PO's and Invoices able to do so with ease. The AI features make this very convenient too!
  • I like being able to track a project and make sure we land them. It makes it easier to recall which ones are still on the hook.

Cons

  • No "cons" per say but one feature that I do wish existed is that Rep Fabric could integrate w/ quick books so sales data can be streamlined to be added to won projects or jobs etc.
  • The mobile app - it's slower in performance, has dated interface elements and is missing some features
  • I believe that the Activity Journals could have more "Type" options, or have the chance to put your own custom "Type" for the AJ.
  • The AI tool can be finicky at times, but it performs very well when it’s working properly.
  • I don't like that I sometimes forget to use it. I personally haven't come across any negatives.

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

Repfabric
Founded: 2013
United States
repfabric.com

Company Information

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

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Coevera

Coevera

Pipelinersales Corporation
Freshsales

Freshsales

Freshworks

Categories

Commission Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Field Sales Supported
HVAC Supported
Lead Management Supported
Mileage Tracking Supported
Plumbing Supported
Sales Supported
Sales Acceleration Supported
Sales Analytics Supported
Sales Compensation Supported
Sales Intelligence Supported
Sales Tracking Supported

Categories

Contact Management Supported
CRM Supported
Lead Capture 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 Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Contact Management Features

Activity Management Supported
Appointment Management Not 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 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 Not Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Commission Features

Affiliate Management Not Supported
Agency Commission Supported
Commission Calculations Supported
Commission Scheduling Not Supported
Commission Tracking Supported
Compliance Management Not Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Not Supported
Split Commissions Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Not Supported
Forecasting Not Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Not Supported
Time Management Not Supported

Field Sales Features

Activity Tracking Supported
Channel Management Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Not Supported
Inventory Management Not Supported
Invoices Not Supported
Lead / Opportunity Management Supported
Online Payments Not Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Not Supported
Visit Scheduling Not Supported
Workflow Management Not Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Not Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Mileage Tracking Features

Business / Personal Travel Supported
Cost Analysis Not Supported
Employee Reimbursement Supported
Expense Reports Supported
GPS Tracking Not Supported
Manager Workflow Not Supported
Mileage Logging Supported
Reporting Supported

Plumbing Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Not Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Not Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Supported
Dialer Supported
Email Sequencing Not Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Not Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Not Supported
Lead Analytics Not Supported
Pipeline Management Not Supported
Predictive Forecasting Not Supported
Predictive Lead Scoring Not Supported
Sales Intelligence Reporting Supported

Sales Intelligence Features

CRM Integration Supported
Data Cleaning Not Supported
Data Enrichment Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Supported
Lead Scoring Not Supported
List Building Not Supported
Performance Management Supported
Pipeline Management Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Sales Forecasting 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

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

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

Integrations

Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Mailchimp Supported
Microsoft Outlook Supported
Braintree Not Supported
Chat Agents Not Supported
GA Connector Not Supported
HubSpot Data Hub Not Supported
HubSpot Marketing Hub Not Supported
Microsoft Dynamics 365 Supported
Nekton.ai Not Supported
QuickBooks Online Not Supported
Quickwork Not Supported
Stackreaction Not Supported
WhatsApp Not Supported
Workers by Delos Not Supported
Xero Not Supported
Zapier Not Supported
Zoho CRM Supported

Integrations

Gmail Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Mailchimp Supported
Microsoft Outlook Supported
Braintree Supported
Chat Agents Supported
GA Connector Supported
HubSpot Data Hub Supported
HubSpot Marketing Hub Supported
Microsoft Dynamics 365 Not Supported
Nekton.ai Supported
QuickBooks Online Supported
Quickwork Supported
Stackreaction Supported
WhatsApp Supported
Workers by Delos Supported
Xero Supported
Zapier Supported
Zoho CRM Not Supported
Claim Repfabric and update features and information
Claim Repfabric and update features and information
Claim Teamgate CRM and update features and information
Claim Teamgate CRM and update features and information