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Teamgate is a sales team dream CRM because it is easy to use, custom sales pipieline and centralized lead communication\data
May 31, 2022

Teamgate is a sales team dream CRM because it is easy to use, custom sales pipieline and centralized lead communication\data

Greg Walia | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Teamgate CRM

We use Teamgate to track sales leads for our products so these leads can be turned into potential clients we sell it to. We previously weren't able to log into our old CRM without having to install special software, but with team gate, we can log in anywhere in the world and all we need is an internet connection, we don't need to download or install anything. Another business problem was that we couldn't find our communication with potential clients ( sales leads) and then present those notes to our sales team in our old CRM but with Teamgate, we can provide this visibility to our sales team and they can see all our emails and calls to this potential customer. The scope of your use case is to use Teamgate to manage our sales leads and communications with our contacts and communicate easily with current clients and our sales team.
  • The reminders module is a timekeeper that helps us not forget deadlines, and tasks because we get alerts.
  • The auto dialer saves a lot of time by allowing us to reach out to leads faster.
  • Integrations with google and mail chimp make our life easier because all Gmail emails are saved in Teamgate.
  • The reports and graphs provide clarity of how the company is doing.
  • 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.
  • We were able to increases deals signed by 17 percent after we started using Teamgate.
  • Our client satisfaction increased by 4 percent every month after we started using team gate based on surveys we sent with Teamgate.
  • Our sales team actually grew because of the positive impact of teamgate, they also mentioned they loved how they can use any hotel computer to log into the CRM.
I have used Salesforce to track leads and work with the sales team in different companies. I found I can do the same things with Teamgate and am paying half the license and usage fees. Salesforce has more features and better performance.

Do you think Teamgate CRM delivers good value for the price?

Yes

Are you happy with Teamgate CRM's feature set?

Yes

Did Teamgate CRM live up to sales and marketing promises?

Yes

Did implementation of Teamgate CRM go as expected?

Yes

Would you buy Teamgate CRM again?

Yes

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.
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.
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.

Teamgate CRM Feature Ratings

8.1
Customer data management / contact management
8
Workflow management
9
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Interaction tracking
8
Channel / partner relationship management
8
7.0
Help desk management
7
7.0
Lead management
7
7.7
Task management
8
Billing and invoicing management
8
Reporting
7
8.3
Forecasting
7
Pipeline visualization
9
Customizable reports
9
8.0
Custom fields
9
Custom objects
8
API for custom integration
7
Security ()
Not Rated
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
Platform ()
Not Rated

Using Teamgate CRM

800 - Salesteam, VP and managers, Quality assurance team, developers,
5 - first level tech support
  • Developing leads
  • Closing deals
  • Managing communication
  • Integrate with Gmail
  • Call leads with the auto dialer
  • Run reports
  • Integrate with our gps product via api
  • Mobile Teamgate app
  • Password self register tool
The product exceeds our needs usability-wise.

Teamgate CRM Reliability

The sales team can use this product as much as the support as lead generating teams.
Unplanned outages do cause issues with this cloud platform, as they occur twice a month.
Performance can be faster especially when running reports.