Jobber vs. Teamgate CRM

The cost of Jobber is not suitable for a startup - even our company size is hard pressed to squeeze in other areas of business to afford the cost. Zenmaid or other maid-forward services may be better suited since Jobber seems to focus it's offerings on one-off as opposed to recurring services like ours. For business who do in-person estimates like ours, the streamlined estimate feature which causes increased conversion rates makes it worth the cost - as we anecdotally gain more business this way. However, if we switch to an online booking / instant booking model as opposed to in-person estimates, we may not require this feature. Zenmaid has a "gamified" residential booking page that was extremely high converting for us - we received sometimes 30+ inquiries per day due to the ease of use - MANY more completed inquiries than we receive now - but they didn't have a quoting and deposit collection tool - so here we are. If we used their instant booking feature we would have stayed due to the scheduling tool, gap finder, prevention of double booking employees, and cleaning service focus, as well as significantly reduced pricing.

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.

Incentivized

• The program and schedule is easy to use, operate, and easy to navigate
• Jobber offers the monthly fee at a very affordable price point
• Jobber makes it easy for my employees to clock in.
• Jobber makes it easy for me to adjust time and tailor each employee's Jobber experience

Incentivized

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

• For us, sometimes doesn't save the data, just gone, especially terrible if you have a data interruption since it has zero offline capability.
• I think the price is way high now, made the mistake of 'upgrading' and cannot go back.
• In my experience, way too easy to create a duplicate entry of anything, then near impossible to clean up, unless you notice it immediately.
• I found no merge functionality. Same client has two entries? Too bad.
• In my experience, does not work with Xero accounting software, took a long time to figure that out especially since they advertise it and that was why we chose both of them, for the supposed integration. For us, Quickbooks was also a pain.
• In my experience, the app is unusable, must use the web version on a mobile device.
• In my experience, the integrated payment processing cannot accept debit in Canada, only credit cards.

• 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.

Incentivized

I am anxious to replace it but there will be effort to learn and switch.

The product exceeds our needs usability-wise.

Incentivized

Jobber is an easy-to-use and friendly software designed for efficiency. Its interface is well-organized, ensuring that each section is intuitive and accessible. Users can navigate smoothly through tasks, making project management simpler. Overall, Jobber enhances productivity and streamlines operations, making it a valuable tool for various projects.

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.

Incentivized

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

Incentivized

Performance can be faster especially when running reports.

Incentivized

There is hardly an app that covers it all while staying simple and wrapping up the process. From the filing of the request, everything goes smoothly following a natural progression. Reports are insightful, give you an instant overview and easy to understand. In addition, you can easily track any information from those on clients to expense tracking.

Incentivized

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.

Incentivized

Square only allows for scheduling to one person. And my team couldn’t see their schedules. As a cleaning company, I need to let cleaners know what their pay is without them seeing what I’m charging. That’s game changer about Kobber.

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.

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

Incentivized

• It has dramatically helped keep us organized
• It has helped us keep payments taken care of and ensures that we don't miss an invoice
• It is great for our lead process
• I would like to see a lead board or line to help keep track of leads

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