Teamgate Reviews

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

I like the support I receive. This is big for me since I am new to teamgate.

I need to learn a lot more. I am not the most tech saavy person.

We were able to monitor and keep control of incoming leads and sales meetings. Production process was thorough because of the document collection and customer data.

The pricing might be too much especially for startups and project management tools can also be improve.

I believe that some of the key features are really well crafted - that's lead module, sales pipeline and insights. Everything else for us is just a nice extra. Since we provide marketing services for our customers, it's great to have all potential clients as leads, to set and see the next actions with them and then, when converting into deals, seeing how they go through different stages of the sales pipeline. Actually, that's one of the biggest pros of Teamgate - that they have this as a default for professional plan, while quite a lot of other CRMs keep multiple pipelines feature in their most expensive plan, which makes no sense for us. That's why I'd say that price and quality wise Teamgate is an outstanding choice.

When going to the meetings with potential customers, it would be great to have a CRM in your pocket as a mobile app. Teamgate do have a mobile app, however, I find it a bit of lacking of functionality sometimes. I'd say it's mostly for viewing information, not for entering it. Something similar to an iPad in this case

It's very easy to use and very easy to organize your stuff. Teammate really makes everything as simple as possible and easy to use.

Overall everything was pretty straightforward. I did not run into anything that would make me dislike the software. Like I said its very straightforward and easy to use.

Excellent product. Easy to use. Lovely interface - not outdated or old. Well-priced. All the functions suit my needs well, better than other products. Thank you!

No cons - excellent product with no issues for me so far.

The application offers a simple and clean interface and allows easy navigation. The task management is very flexible. It forecasts sales using results from insights. The application is rich in features and you get all features in a very affordable range. It is integrated with a two-way exchange calendar. The support and customer service team are very responsive, they are available round the clock. The dashboard is indeed very simple, they have included all the essential and required features leaving aside the unimportant ones. The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management. It helps you generate reports, statistics, and results.

Require more tools for project management. It is difficult to change the filters of the dashboard. The absence of a mobile application.

Easy to use, intuitive interface. Good price for a monthly subscription (professional plan). Happy with everything it has. Some small bugs exist, but we can live with it.

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.