Teamgate CRM vs. vcita

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 client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

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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

• Great for online appointment bookings.
• Good for taking payments.
• Good for onboarding new clients.
• Integrates with your website.
• Integrates with Facebook Pages.

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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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• Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
• Improved ease of use with forms.

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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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Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

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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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I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

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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.

I liked vCita a lot more for my home services company mainly because it handled scheduling through the software which was terrific.

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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

• I have no clue
• I'm assuming that we would not have people making appointments with us if we didn't have this service

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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