SalesOutlook CRM vs. Teamgate CRM

We were using [SalesOutlook CRM] for a seamless experience when it comes to managing clients and their databases in a uniform way. I personally think this tool is a bit hard to learn & is most recommended to someone with prior experience with using Microsoft products.

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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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• It makes it easy to transfer information
• It is easy to view in conjunction with Outlook
• Keeps people accountable for details in the file

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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

• Does not sync all contact info
• Does not sync all SFDC info regarding account

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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 product exceeds our needs usability-wise.

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The tool lives up to its expectation and completely ticks all the required boxes. Starting from its intuitive features to the post-sales support everything is on point and this makes the end-user experience more hassle free.

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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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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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Easy to implement and utilize. Provides the ultimate in efficiency in my workload

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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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I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses

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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.

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

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• Saves time.
• Lets us focus on more important task.
• Helps in managing client communication more effectively.

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