Teamgate CRM vs. Unanet CRM by Cosential

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.

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Great for medium and large construction companies that have a specific salesforce.

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• Integration with SMS gateway and Mailchimp is fantastic
• Great looking dashboard and graphics
• So easy to use and customise even I could do it

• Inputting of companies and leads who may become prospects.
• Creating specific opportunities for construction projects.
• Tracking opportunities through the entire sales cycle.
• Inputting detailed notes and activity by the Sales team.

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• 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.

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• The open software is somewhat difficult to master as an administrator.
• Report writing could be more intuitive.
• The company seems to cater to larger users.

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The product exceeds our needs usability-wise.

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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.

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Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.

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Unplanned outages do cause issues with this cloud platform, as they occur twice a month.

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Performance can be faster especially when running reports.

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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.

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My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.

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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.

Cosential is specific to the A/E industry and is the most intuitive software we found for construction.

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The sales team can use this product as much as the support as lead generating teams.

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• The amount of time we have free now, due to having everything organised with the platform is phenomenal

• Allowed for common tracking by business developers in different regions.
• Helped us quantify effort.
• Provides great reports for management.

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