Likelihood to Recommend Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
Read full review Teamgate CRM is well suited for companies that want to centralize leads, current clients, and communication history in one CRM. A scenario where team gate is appropriate is if a company wants to use custom sales pipelines and stages to track a sales lead that will transition to a deal. A scenario where team gate is NOT appropriate is for a company that doesn't need a cloud-based CRM because there don't travel a lot and will always use the same computer that you might as well have a CRM server on-site and save money.
Greg Walia Technical and Application Support Specialist
Read full review Pros Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually. Email sync. Syncs in real time with your email account, which is huge. Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time. Read full review Integration with SMS gateway and Mailchimp is fantastic Great looking dashboard and graphics So easy to use and customise even I could do it Read full review Cons Make it so one can set the time at which the emails go out. Make it easier to set up my workflow. Joe Gatto VP of Marketing & International Business Development
Read full review As this is cloud-based software, we find that the servers are down at least twice a month, this is too much. The speed of page loading can be improved also it takes long to open reports if you use a big date range. There should be a way to reset another users password. Greg Walia Technical and Application Support Specialist
Read full review Likelihood to Renew The product exceeds our needs usability-wise.
Greg Walia Technical and Application Support Specialist
Read full review Usability It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
Read full review I rated this product an 8 for overall usability because Teamgate is very user-friendly and this helps the CRM meet the required use case that companies who buy it have. The feature to sign in from anywhere that has a net connection is huge For example the home page being the leads section and the fact that each lead has all the past and current communication with the potential client allows support agents, and the sales team to be on the same page I didn't give it a 10 because the slowness issue affects performance and usability.
Greg Walia Technical and Application Support Specialist
Read full review Reliability and Availability Unplanned outages do cause issues with this cloud platform, as they occur twice a month.
Greg Walia Technical and Application Support Specialist
Read full review Performance Performance can be faster especially when running reports.
Greg Walia Technical and Application Support Specialist
Read full review Support Rating I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
Read full review I haven't had to contact the support team as of yet but my co-worker expressed his frustration with the amount of technical product knowledge the Teamgate support team had. He said he felt he knew the product better than the Teamgate helpdesk.
Greg Walia Technical and Application Support Specialist
Read full review Alternatives Considered Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and
Pipedrive kept falling short. We built our own custom solution in
Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
Read full review When I say we evaluated other CRMs I think that's an understatement, we tried about ten different systems and Teamgate was by far the best.
Read full review Scalability The sales team can use this product as much as the support as lead generating teams.
Greg Walia Technical and Application Support Specialist
Read full review Return on Investment Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue. Read full review The amount of time we have free now, due to having everything organised with the platform is phenomenal Read full review ScreenShots