In this article we review Teamgate, one of the leading sales CRM services. We’ll take a look at how Teamgate works, what unique features it offers discuss the top things we like about this software. To give you a better overview of the service we simulated a few typical CRM scenarios to evaluate how Teamgate would handle simple and complex issues. We noted four things that, to us, define the software as one of the top CRM services on the market, namely:
You can find out more about the app’s pricing, technical features, and product description in our Teamgate review page. You can also see for yourself how this top CRM solution can handle your sales and marketing needs by getting the useful Teamgate free trial.
What are the highlights of Teamgate?
- Clear UI featuring a nav bar that points you to the software’s major sections upon logging in
- Sales pipeline uses board-like deal cards with drag-and-drop function to move deals across stages
- One click and you can convert leads into deals then move them across the pipeline
- Record cards such as leads, deals, companies, and people are neatly organized with drill-down information kept in each card
- Goal-setting tool allows you to track day-to-day team performance and match it with weekly, monthly, quarterly targets
- Insights like sales funnel and sales forecasting generates critical reporting to strategic planning
Ease-of-use goes beyond simply not needing to code to use the software. In Teamgate’s case learning how to use the various tools in a short time, intuitive navigation, and search capability add to the software’s usability. A clear UI greets the new user and the nav bar lays out in front of you link icons to the main sections, search/filters, and settings/profile, insights, and a button to add new records like leads and deals.
According to vendor, ease of use is often the first impression free trial Teamgate subscribers notice about the CRM software, and we couldn’t agree more. In fact, you can load the demo data in the trial version to simulate CRM scenarios so you can experience the software’s potential even during the 15 days trial period. We found this intuitive on the vendor’s part since it’s difficult to judge a software product based on your current situation. With a whole picture of the software’s capabilities in action at once, you can see how Teamgate can play a role in your future CRM demands. For example, without an overseas client yet, you won’t appreciate the neat little flag the software displays beside the lead to help you put a local touch in your sales message.
Similarly, it’s easy to qualify leads after uploading them into the database. Each lead record contains lead status, related activities, a picture and country, and massive actions attributed to the lead. When a lead meets your requirements, a click of a button transfers the record to a deal record, which is then fed to the sales pipeline. The pipeline, arguably, is Teamgate’s signature of simplicity; it uses drag-and-drop and board-like functions to move deals across sales stages that you’ve set.
We also liked how data details are neatly organized in each record. CRM is all about retrieving relevant information when you need it to create meaningful customer engagements and the software makes this easy with the Organiser. Whether you’re looking at leads, deals, or contact records, you get to see relevant data in one window, such as: activities, contact details, status, owner or collaborator, and history feed. Likewise, we like how Teamgate integrated Google Maps to show where your contacts are. This paints a lead traffic visual aid, which is useful for strategic planning.
You can also track actions attributed to leads, deals, or contacts and set reminders. Calls are also logged as successful or unsuccessful in a record, so it’s easy to get the big picture of your agents’ cold calling outcomes.
Furthermore, setting a meeting is easy with the appointment tool. Just set the title, location, time, and length, then add reminders and the meeting is visible on your calendar or in the contact record of participants. Alerts are sent via text or email.
The software also has a search tool with specific filters for each section. This is practical to unearth records quickly in the section where you are.
A common characteristic we’ve seen in best-of-breed CRM solutions is a simple UI built over a sophisticated system. This is true with Teamgate’s intuitive lead-to-deal processes. From importing or adding leads into your database to qualifying them and to converting them into deals, you can follow prospects through the sales pipeline until they result in sales.
Whether you import (CSV or XLSX) or add leads the software alerts you for duplicates. It also supports data from your Google, LinkedIn, and Mac contacts. You can then pre-qualify leads by customizing status and identifying their source including country of origin (flags) and events. We liked how we can add tags to each lead when status or source is not enough for sorting. For example, we’re able to subdivide leads from one trade show by tagging them with exhibitors versus participants.
Qualified leads are then converted to a contact or deal with a click of a button. This means you don’t have to re-enter lead data as a deal; all important information including historical data are immediately transferred to the contact or deal card, which you can now move across the sales pipeline. If we’re to pick the best feature of Teamgate, it’s the drag-and-drop board-like function of the sales pipeline. You customize the stages according to your pipeline, then drag the cards across it. The visual tickler aids in spotting at once which deal card needs a little push. If you need to dig into details, each deal card shows the owner or team, important dates, client details, and other related data. We thought this system will address that perennial problem of sales managers when a rep quits her job and the manager is left scampering for client data. The deals can also be viewed as a list to quickly browse through items.
Teamgate has powerful analytics that helps you to keep tab of day-to-day performance and measure it against your goals. We tinkered around how the software could process real-time data in our leads, deals, contacts, actions, goals, etc. and churn out intelligent reports that painted an up-to-date health of the business.
When we set up an activity goal–e.g., number of calls, meetings, new deals, etc.– our team’s accomplishments were measured in graphs against the goals in real time, so it’s easy to keep tab of the team’s progress daily and stay on top of our weekly, monthly, and quarterly goals. A lot of things can happen in a day—or nothing. Whatever the situation, it’ easier to tell the big bosses about the team’s progress using the software’s analytics.
We also found it easy to measure our win rates using the sales funnel report. It visualized our number of leads against conversions that we made, and we also saw total revenues created over a set period. Moreover, it was easy for us to forecast long-term and short-term sales performance because the software aggregated our current deal closure rate with historical deal data to anticipate future trends. Basing on our simulated performance against the goals we set, the software could calculate that our conversion rate was growing by 1% month-over-month. In short, it could predict that we’d get a 3% conversion rate increase in three months and x amount of revenues over the next-quarter if everything else would be constant. With forecasting left to the software’s job, we could focus on discussing if we should increase our conversion rate or lead volume (or both) to meet our target.
Teamgate enjoys a 100% customer satisfaction rating based on our proprietary algorithm that crawls for positive and negative social media mentions about the software. This shows that Teamgate customers are very positive about their experience with the software. We also manually checked various major business software discovery platforms and discovered that Teamgate consistently garnered a 4- to 5-star ratings in customer support. We also tried their support email and we got a response on the same day. Although you may not need support to set up the software because it is simple, you can always count on a responsive team to address your questions with clear, concise explanations.
Teamgate offers a 15-day free trial and a single price plan. No credit card is needed for the free trial. If you want to try out Teamgate and check if it fits your company’s requirements you can easily sign up for a free trial. The paid plan costs $21 per user/month (annual payment) or $24 if you wish to pay on a monthly basis. There are no contracts, record limits or hidden fees. Users get access to free support and free features twice per month.
Teamgate consistently ranks high in three aspects across various business software review sites: ease-of-use, customer support, and value for money. Here are three user reviews that best exemplify overall user feedback about this software.
A business development manager claimed setting up and customizing Teamgate “takes no time.” He also mentioned that the software has a range of functionalities that covers all their business needs. This flexibility is critical for businesses with unique workflows.
Another user with an IT background said using the pipeline is easy and creating leads, deals, companies, and contacts is fast. He also liked the powerful insights module, which “puts forward the most important data that defines our success or failure.” He said the sales reports they can generate off the insights are important so they can see months ahead where the business is going.
Moreover, other users cited that Teamgate offered them the best value for money. “You save time and effort in operations so you can focus on selling,” one satisfied sales manager said. Other users claimed they realized increased conversion rates because “sales reps are following the better leads instead of wasting time around false prospects.”
You can also test Teamgate for yourself and see it their service will fit the needs of your company.
This award was granted to Teamgate for offering exceptionally high quality level of customer support. We evaluated the quality of feedback and response time we would get by sending queries to the vendor. Vendor support was found to be very responsive–we got a reply on the same day–with concise and clear explanations on how we could solve our problem. Likewise, vendor support was proactive in giving us a complete product tutorial in case we encounter other problems. Current Teamgate users are expressing their positive experience with the software across various B2B review platforms and social media. We believe future customers of Teamgate will also get the same quality support; thus, we decided to grant the Best Customer Support award to Teamgate.
The simplicity of its UI on top of a sophisticated system convinced us to distinguish Teamgate with this award. We are impressed with the ease-of-use of the sales pipeline, in particular the drag-and-drop, board-like visual treatment. Moreover, we noted that Teamgate has an extensive coverage of the entire sales pipeline from loading leads into the database, to converting them to deals with a click of a button, and to moving the deals across the sales pipeline until conversion. Teamgate’s powerful insights that generate sales forecasting and sales funnel reports merited our attention as well. This award signals to potential buyers the quality of user experience they will get from trying the software.
This award is granted to products that offer friendly pricing options and are especially recommended to smaller companies that don’t have significant budget to spend. The certificate guarantees you’ll get a good product for a reasonable price. With a starting plan at a low $21 per user per month (annual billing), Teamgate gives small businesses a lot of flexibility to get a powerful CRM platform without busting the budget. More importantly, it is easy to scale the software as the business grows, allowing users to constantly match the software’s features with their current needs.
We’ve talked with Marijus Andrijauskas, CEO of Teamgate, to find out more about the software from the vendor’s perspective. We asked him what sets Teamgate apart from its competitors and in what scenarios their service is especially helpful. Andrijauskas noted that Teamgate has a new lead module and is more user-friendly with its new design and new navigation layout.
The CEO corroborated our initial impression of the software–it’s really simple to use. “We pay close attention to ease of navigation, intuitive operation, and design,” he said. We mentioned the drag-and-drop sales pipeline feature is the software’s best part and he pointed out that “this attention to detail is what our customers and clients immediately notice.” He also added that they really “want to offer our customers a CRM system that covers the entire sales cycle.”
Likewise, Andrijauskas said that Teamgate’s insights have had helped their clients magnify the strong and weak sides of their process. “The sales manager can also view the entire sales chain, identifying actions necessary to make the sale.”
The CEO also believes that their responsive tech support is a feature that really separates them from the competition.
Andrijauskas said Teamgate is specifically useful for companies with large customer communication volume and the need for a deep understanding of real-time business activities. In fact, he mentioned that the transport sector fits the bill perfectly. “It’s becoming a particularly interesting vertical for us”, he said.
Likewise, he recounted that six months ago, clients bugged them about the need for a way to find customers based on their location. This led them to develop and integrate Google Maps. “Until now, no one could so easily navigate their customer database,” he said. “It has become an invaluable tool for exporting companies.” The integration allows you to see each lead and each deal on the map and visually plot your lead traffic around the world.
The CEO also believes that the software’s database filtering and custom search capability helps businesses solve the complexities of managing large customer databases.
“We also launched this September our Lead module, capturing this part of the sales cycle and making our customers’ lives easier,” Andrijauskas added.
Teamgate SmartScore and Customer Satisfaction
Our B2B experts conducted a full Teamgate review testing its functionalities, user experience, customer support and other key elements of the service. Final results as summarized by the SmartScore system gave Teamgate a score of 8.5/10 while the results provided by the Customer Satisfaction Algorithm place the overall user satisfaction rating at 100%. If you’d like to have your product considered for any of FinancesOnline awards or quality certificates please contact us.
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