Teamgate CRM

Teamgate CRM

Teamgate
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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.

About

The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.

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

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

Audience

Small businesses interested in an end-to-end business management platform

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

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

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 4.3 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 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

Pros & Cons from Real Users

Pros

  • Thryv's feature of automatic appointment scheduling eliminates the need for me to check my schedule to see if I am available. I also like that I can send mass communications with just one click. Thryv makes advertising and marketing my business so easy.
  • It is easy to use the automation feature with Thryv, and I like that everything is centralized in one place. Also, I like the fact that everything is centrally managed.
  • Thryv has a user friendly dashboard for billing, marketing and managing social media. They also have additional features that we did not utilize.

Cons

  • Posting to social media platforms has limitations - I can only post to a few when I have several. Sometimes it is a little slow because of my internet provider.
  • It is, however, overwhelming and confusing to use at first with so many features available. I found that it does many things well, but I had to find specialized software for more niche needs.
  • For our company it was a high price investment, since we didn't utilize all the features.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Thryv
Founded: 2013
United States
www.thryv.com

Alternatives

Alternatives

Adzooma

Adzooma

ClickTech Solutions
Coevera

Coevera

Pipelinersales Corporation

Categories

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

Categories

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

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Supported
Contact Database Supported
Contact History Not Supported
Contact Import/Export Supported
Customer Pipeline Not Supported
Email Marketing Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Not Supported
Sales Pipeline Management Supported
Search / Filter Not Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Not Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Not Supported
Mobile Access Supported
Multi-Location Not Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Not Supported
Room Booking Management Supported

Lead Management Features

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

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Not Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Not Supported
Social Marketing Supported
Website Visitor Tracking Not Supported

Reputation Management Features

Campaign Management Not Supported
Gamification Not Supported
Response Management Not Supported
Review Generation Not Supported
Review Monitoring Supported
Sentiment Analysis Not Supported
Social Media Metrics Not Supported
Social Media Monitoring Supported
White Label Not Supported

Search Engine Marketing (SEM) Features

A/B Testing Not Supported
Account Alerts Not Supported
Analytics / ROI Tracking Not Supported
Bid Management Not Supported
Budget Management Not Supported
Campaign Management Not Supported
Conversion Tracking Not Supported
Google / Bing Ads Not Supported
Keyword Research Tools Not Supported
Keyword Tracking Not Supported
Landing Pages / Web Forms Supported
URL Builder Not Supported

Integrations

Chat Agents Supported
Gmail Supported
Google Calendar Supported
Google Contacts Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
LinkedIn Supported
Mailchimp Supported
Microsoft 365 Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Slack Supported
Stackreaction Supported
Twilio Supported
WordPress Supported
Wufoo Supported
Zapier Supported
Dropbox Sign Not Supported
Instagram Not Supported
Microsoft Excel Not Supported

Integrations

Chat Agents Supported
Gmail Supported
Google Calendar Supported
Google Contacts Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
LinkedIn Supported
Mailchimp Supported
Microsoft 365 Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Slack Supported
Stackreaction Supported
Twilio Supported
WordPress Supported
Wufoo Supported
Zapier Supported
Dropbox Sign Supported
Instagram Supported
Microsoft Excel Supported
Claim Teamgate CRM and update features and information
Claim Teamgate CRM and update features and information
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Claim Thryv and update features and information