Quem usa Teamgate?
Europa, América do Norte, Oriente Médio, países onde o idioma de negócios é o inglês.
O que é Teamgate?
Um sistema de CRM de vendas de processo completo baseado na Internet, simples e transparente, o Teamgate oferece a funcionalidade para guiá-lo por todo o processo de vendas do início ao fim. Conecte, organize, pesquise e analise os leads de dentro de um sistema totalmente inteligente e integrado, fechando negócios com mais rapidez, de maneira mais avançada e fácil de usar. A pilha de vendas do software Teamgate integrado inclui acesso ao Zendesk, Mailchimp, Zapier e outros recursos poderosos para matar as metas de vendas todos os dias!
Teamgate - Informação
Fundada em 2012
Teamgate - Preços
Teamgate a partir de 9,00 US$/mês. Teamgate possui uma versão gratuita e oferece versão de teste grátis. Veja mais informações sobre preços do Teamgate abaixo.
Recursos do Teamgate
Teamgate - Avaliações
Exibindo 5 de 120 avaliações
Avaliado em 07/11/2018
One of the best CRM we had so far
Vantagens: Teamgate has really strong lead management - it's visual and simple, you see a lot of information on the main screen, and if you nened some more details, you can just dig deeper into the lead's card. Lead scoring works without any flaws but it's important to set up your values first. Our team uses calendar a lot and this helps us to see how busy we are and allocate our free time. Agenda is a wonderful feature too, every day I start with looking my day's plan and this is a great tool for that. Since we use Professional plan, dashboard is vital for keeping track of what's going on in the company.
Desvantagens: You cannot customize the dashboard but I still see pretty much everything I need there, so not a huge problem. It just would be great if I can rearrange the tabs, that's it.
Avaliado em 08/11/2018
A great balance between price and quality
Vantagens: I believe that some of the key features are really well crafted - that's lead module, sales pipeline and insights. Everything else for us is just a nice extra. Since we provide marketing services for our customers, it's great to have all potential clients as leads, to set and see the next actions with them and then, when converting into deals, seeing how they go through different stages of the sales pipeline. Actually, that's one of the biggest pros of Teamgate - that they have this as a default for professional plan, while quite a lot of other CRMs keep multiple pipelines feature in their most expensive plan, which makes no sense for us. That's why I'd say that price and quality wise Teamgate is an outstanding choice.
Desvantagens: When going to the meetings with potential customers, it would be great to have a CRM in your pocket as a mobile app. Teamgate do have a mobile app, however, I find it a bit of lacking of functionality sometimes. I'd say it's mostly for viewing information, not for entering it. Something similar to an iPad in this case
Avaliado em 13/11/2018
Easy to start; nice visual interface
Vantagens: This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far
Desvantagens: I feel that there can be more automated tasks or so-called workflows, but for this I use Zapier integration, which covers this part pretty well. Not a big problem at all.
Avaliado em 30/09/2018
Good quality CRM but lacks proper email integration
• Export for CSV, Excel, LinkedIn,
• Custom Statues, unqualify leads, qualify leads,
• Sort leads by RESP, Mortgage debt (create tag)
• Import a tag directly for a bulk group (RESP, Mortgage Debt clients, young families etc.)
• Convert button brings them to the sales pipeline
• Sales Pipeline has who owns it, estimate $, analytics if won or lost and reason why.
• Has direct functionality with Intercom, all convos can view directly on client’s dashboard. Open previous convos.
• Works with mail chimp for the bulk emails.
• Create activities for each client, has reminders for events attached for activities,
• Planner for tasks, overdue, due today or coming due,
• Dashboard, has analytics, how many new leads, what’s in the pipeline, sales pipeline etc, win ratios,
• Deeper insights, tracks touch points, win/loss, conversion ratios in the different stages,
• 1 hour of time allowed to help set up the dashboard no continued dedicated support
• Can link with Gmail calendar (you can't use it as your email which is a huge factor)
Avaliado em 12/11/2018
Use Teamgate if you want to save time in daily activities
Vantagens: I like task management features in Teamgate CRM. My team and I can see what everyone's up to. Also, Agenda is great to check what's going on for you every day. We often set meetings and tasks for each other so it is crucial for us to see others' calendar and when they're free. This work really well. Pipeline is also extremely easy to use, you can make quite a lot of insights just by looking what's happening on every stage. Might upgrade to Enterprise when we will be bigger.
Desvantagens: Missing an integration with project management tool like Asana or Monday. However, I’m pretty happy about the opportunities using Zapier integration - you can automate a lot of manual work