Teamgate CRM vs. Teamleader

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 is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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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

• Comply clients data
• Invoices
• Track and measure time for projects

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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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• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

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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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Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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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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Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

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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.

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

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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

• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info