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 central nervous system for revenue. Never miss a revenue signal. Get the right data to the right people, when and where they need it, and empower them to perform. Know when something important happens - from lead to close to case. Equip your team with the information they need and guide them to the best corresponding action. Work in the place you already spend your time. Search, access, and edit your CRM right from Slack & MS Teams. See what matters. Know who's doing what. Step in to coach. Measure performance. Track the impact of key initiatives. Troops notifies you in real time when anything happens that has a material impact on revenue. Troops makes it easy for your teams to see and do the right things at the right time, across devices so that teams can perform at the highest level. Troops helps customer-facing teams handle routine tasks and actions faster so they can spend more time with customers and prospects.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Companies with sales teams that want to get more out of Slack and Salesforce. Troops now also works with Microsoft Teams and other apps.

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 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 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 4.7 / 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

Pros & Cons from Real Users

Pros

  • The real-time lead alert is a great addition to its features. Provides seamless workflow management. Features I liked most and currently using are: Workflow Reports, real-time lead alert, sales and customer relationship management.
  • Highly recommended Salesforce and Slack integration. It gives the best business internal and external solution. Excellent support for the sales team. Reminder and daily sales reports.
  • #1- It can be integrated with Slack and sales force. #2- It gives a realtime reminder about ongoing requests. #3- It helps in organizing CRM is a smarter way. #4- It shares great analysis and insight about performance. #5- Freemium version is also available.

Cons

  • The dashboard appearance and customization are very less.
  • I never encountered any problems with this platform.
  • #1- Nothing to dislike about Troops, it works great for us.

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

Troops
Founded: 2015
United States
troops.ai

Alternatives

Alternatives

Coevera

Coevera

Pipelinersales Corporation
RevSure

RevSure

RevSure AI

Categories

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

Categories

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

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

Workflow Management Features

Access Controls/Permissions Not Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Not Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Document Management Not Supported
Forms Management Not Supported
Graphical Workflow Editor Supported
Mobile Access Not Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Slack Supported
Zendesk Supported
Axis LMS Not Supported
Braintree Supported
Easyflow Supported
Freshdesk Supported
GA Connector Supported
Google Contacts Supported
Mailchimp Supported
Nekton.ai Supported
ProjectManager Supported
Stackreaction Supported
Twilio Supported
WhatsApp Supported
WordPress Supported
Workers by Delos Supported
Zapier Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Intercom Supported
Slack Supported
Zendesk Supported
Axis LMS Supported
Braintree Not Supported
Easyflow Not Supported
Freshdesk Not Supported
GA Connector Not Supported
Google Contacts Not Supported
Mailchimp Not Supported
Nekton.ai Not Supported
ProjectManager Not Supported
Stackreaction Not Supported
Twilio Not Supported
WhatsApp Not Supported
WordPress Not Supported
Workers by Delos Not Supported
Zapier Not Supported
Claim Teamgate CRM and update features and information
Claim Teamgate CRM and update features and information
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Claim Troops and update features and information