Likelihood to Recommend If you are a small service-based business owner looking for a CRM to automate your customer journey then this is for you. This platform is very customizable and can be really powerful once you set it up fully. This is like putting puzzle pieces together. First you need to setup all the pieces like scheduler, lead capture form, proposal, packages, invoices, contract and then setup the workflow automation. It will be helpful if you map your process in a mind-mapping tool first so it’s easy to see on high level what you need accomplished. This platform is not suitable for big companies or SaaS industry because the tagging system is not robust.
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 Invoicing & expense reporting all in one place! I don't have to spend hours poring over my bank account transactions to find my biz expenses anymore! The built-in call scheduler is awesome! I can create various appointment schedulers with multiple availabilities, and collect payments right up front, too! Dubsado also has a sweet Client Portal where my clients can login and see all their activity with me at a glance. 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 the task list feature is very basic the UI is a little clunky more integrations with other software such as Clickup 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 There are some similar programs out there that are offering ambassador accounts.
Read full review The product exceeds our needs usability-wise.
Greg Walia Technical and Application Support Specialist
Read full review Usability There is a learning curve to Dubsado, however, you can create a basic setup easily using the training videos provided by the platform
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 The support with Dubsado is outstanding! Always so helpful, prompt to answer and always understands the issue. It always feels like I have talking to an actual person behind the scenes
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 Dubsado is more customizable and with robust features. Also, the user interface is visually pleasing but definitely has steep learning curve. Once you get the hang of it, it’s very easy especially with other developers helping users create beautiful form, proposals with ease without needing to know how to code.
HoneyBook is not available for people outside USA & Canada. I haven’t used
17hats for a very long time but the user interface is pretty much the same
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 Clients are excited to hire me because my onboarding process is so professional Easy of use makes collecting payment from clients easy Streamlined process allows me to charge more for my services 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