Teamgate Erfahrungen

This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far

I feel that there can be more automated tasks or so-called workflows, but for this I use Zapier integration, which covers this part pretty well. Not a big problem at all.

I like task management features in Teamgate CRM. My team and I can see what everyone's up to. Also, Agenda is great to check what's going on for you every day. We often set meetings and tasks for each other so it is crucial for us to see others' calendar and when they're free. This work really well. Pipeline is also extremely easy to use, you can make quite a lot of insights just by looking what's happening on every stage. Might upgrade to Enterprise when we will be bigger.

Missing an integration with project management tool like Asana or Monday. However, I’m pretty happy about the opportunities using Zapier integration - you can automate a lot of manual work

Teamgate is a simple and easy-to-use CRM. I love using Zapier and Teamgate works great with it.

I use Apple products so an iOS app would be great!

Insights on sales results and posibility to predict future results
CRM tools, reminders and invoicing system

Would like more project management tools and possibility to track project data, like sucess, project cost, etc.

The simplicity and the funcionallity. Is so easy to use, track the sells and the progres on our plans is more fast and exactly by the time we start to use this app. And i think alll this is becouse this app make things diferent of others CMR apps, TeamGates software have just the necesary features for the work

I would like that i can give more of my company personality to the format. and like everything, improvement have to be done, i think the cell phone app have to be done fast

The ability to use the multiple pipeline feature to track customer interactions in their default professional plan makes this well worth the price

The mobile app is lacking in features, so its not all that useful

Value for money and it does what it says on the tin plus more ...... easily.

Nothing as yet. It all seems to work well together and is value for money.

For me, the most important thing about this software is it is easy to use and has pretty clear instructions.

I think there might be just a little bit too many bells and whistles, which can throw you a bit.

Teamgate has so many benefits for our team, that it truly is hard to pinpoint what is there to like most. If the fate of the universe was on the line, and I had to choose one, I would go with the analytics and the forecasting. It truly gives us a 360 view of our sales performance and allows us to focus on areas of improvement

There really is not much to dislike about the software. If I were to nitpick, it would be an easier way to integrate with their VoIP, Twilio. In all fairness though, twilio is just a pain in the butt

Teammate allows for the management of leads to be done in the most efficient way possible. Email integration, task management, and lead history being all in one place facilitates a smooth transition when going through leads. Zapier and Intercom integrations allows for the targeting of hot leads in a quick and timely manner. Sales pipelines are extremely easy to follow and gives a transparent view to all team members.

There is no current issues/want/needs/improvements for the software that comes to mind.

We had quite a lot of different CRMs in the past but kinda stopped looking after we found Teamgate. I felt we used to overpay with the other tools, and it stopped with them - we use Enterprise plan and we get the whole range of features for this kind of money. All other CRMs with all these integrations and functionality is way more expensive (I'd say from $20 to $100 more). We have a few products so it's great that Teamgate offers multiple sales pipelines, so we can setup different sales processes in each of them. Also, the insights are just great, pretty easy to find everything we need; You can get reports or export files in just a matter of second and a few clicks. That's what we needed.

I miss better email integration (let's say 2-way sync), but the one they have also does the job. However, our customer success manager helped us to set it up and we never had any problems with it.

Everything. Easy to use, the best CRM for SaaS on the market! Beats Pipedrive by a mile.

I've had no issues so far, the product is great.

We have started recently and I must admit it's really easy to get started with Teamgate. CRMs usually are so complex but with Teamgate it's different. It's intuitive, so you can learn how to perform tasks without asking how. Well, yes, it was nice when they have us some more advice how to structure our sales process better to reflect our company's activities, but in general you can just buy a licence and start in no time. Great support

Maybe a talk/chat functionality inside the tool would be nice. Then you can communicate with your colleagues in real-time. However, now we use Slack and have integrated it with Teamgate.

TEAMGATE is a simple, transparent, and easy to use CRM system. It uses a fully integrated system that connects and organizes entire sales processes. It is also extremely user friendly and has a clean design.

The one issue that I do have with TEAMGATE is that the program can lag quite a bit, as well as require force-quitting. This can greatly affect productivity, which decreases users' desire to use the program.

2 ways calendar exchange with iCal, DAVDroid etc. The only one!
Clean interface, easy to use.
Fast (and nice) support.

Prices a bit high vs. competitors: more features at same price with other CRM (upgrades available) but still TeamGate is the only one with 2 way sync so worth it for money.

clear interface
functionary
easy to use

cannot call back history deleted
cannot have conversation with others

Pipeline view, easy and fast creation of sales leads, companies and contacts, powerful Insights module.

The overall design could be updated.

This app is very useful and very handy to use in sales for keeping and tracking all the needed information.

Use lots of space and high bandwidth. One need a person who have sound knowledge of this app to operate.