Teamgate Reviews

“Impressive data management efficiency

Pros

The software stands out for its impressive data management capabilities and overall efficiency, making everything much easier to handle for me.

Cons

My main wish is for more options to manage emails directly within the platform.

“smooth setup with customizable layout

Pros

After using PipeDrive for years, I'd gotten used to its constant downtime and usability issues. But with this tool, all those frustrations disappeared. The setup process was smooth and I quickly got used to the customizable card based layout, where I can instantly see key details like follow up tasks and contact information. This has really simplified managing my sales and knowing the support team is always available if I need help is a huge plus.

Cons

Getting data imported took a bit of getting used to on my end. Setting up the Gmail integration was a little tricky but the support team walked me through everything, so it's a very minor complaint.

“clean interface with strong analytics

Pros

User interface is clean and simple, making it easy to use. Support requests are handled quickly and effectively. I love the customizability and how powerful the analytics are, especially when paired with integrations like Zapier. The onboarding process was simple and the support team genuinely listens to feedback. I've seen continuous improvements in the software, including suggestions of mine being implemented, like enhancements to the email functionality.

Cons

We had a couple of short outages early on but everything has been great recently, so it seems like they fixed it.

“simple integration with Zapier

Pros

I find it incredibly simple to use and it integrates perfectly with Zapier which I find very helpful.

Cons

Since my whole setup is Apple, a proper iOS app would be a fantastic addition.

“Powerful analytics and forecasting tools

Pros

It's tough to choose just one feature because this tool has so many benefits for our team. But if I had to pick, the analytics and forecasting tools would be my top choice. They give us a complete view of our sales performance and help us identify areas for improvement.

Cons

Honestly, there's very little to complain about. If I had to pick something, making the Twilio VoIP integration smoother would be nice, though that's mostly Twilio's fault in my experience.

“best cRM for saas

Pros

For me this tool is incredibly easy to use and hands down the best CRM for SaaS. I find this tool really simple to use.

Cons

So far everything has worked perfectly for my needs.

“fantastic reporting and strong support

Pros

Out of the box reporting and analytics are fantastic. I didn't have to set up anything to get the reports working. The support documentation is thorough and easy to follow and the support team is always available for extra help or training.

Cons

I think there's some room for improvement when it comes to importing and adjusting data but the support team was incredibly helpful and made the process simple for us.

“Organizing made incredibly simple

Pros

Organizing everything has never been easier for me. Thsi tool makes it incredibly simple and the user friendly design keeps things easy.

Cons

Whole system felt pretty logical from the start. Nothing ever made me frustrated with the software, it's just easy to figure out.

“comprehensive dashboard with progress tracking

Pros

Ease of use is a top priority for us at FiveCRM and Teamgate absolutely nails it. I noticed that dashboard is comprehensive and it keeps everyone in the loop with monthly and quarterly progress.

Cons

We might need to connect other tools down the line but for now, this tool is working great and has become essential for our sales team.

“cRM with strong integrations and insights

Pros

This tool is like a better version of Pipedrive before it became overcomplicated and overpriced. The Xero/Quickbooks integration makes managing renewals and payment tracking simple, while the built in SMS feature is a great way to manage leads since SMS has the highest open rate. The dashboard gives me clear insights into everything, making it easier to spot and fix conversion bottlenecks.

Cons

Getting gmail connected required a few more steps than I expected but a quick search online helped me get the IMAP settings right.

“Organized client contacts and follow ups

Pros

Teamgate CRM helps me stay on top of client contacts and follow ups by keeping everything organized. I can set up meeting reminders and notes so I no longer need to rely on other software. It's great to have everything in one place.

Cons

In my workflow, I sometimes need to group companies under a parent company which isn't an option right now. Live training sessions would also help me get more out of the software.

“simple, flexible and affordable tool

Pros

It's simple to use and offers the flexibility to be as complex or as simple as needed. The pricing is also very reasonable for me and my team.

Cons

The design feels a tiny bit dated to my eye but it doesn't stop the product from being high quality.

“efficient lead management with integrations

Pros

Managing leads incredibly efficient for me and my team. With email integration, task management and lead history all in one place, the transition between leads is smooth for me. The integrations with Zapier and Intercom help target hot leads quickly and the sales pipeline provides full transparency for everyone on the team.

Cons

Nothing really comes to my mind that needs fixing or improving right now.

“excellent value and modern interface

Pros

The product is excellent, easy to use with a modern, user friendly interface. It's well priced and all the features suit my needs better than other products I've tried.

Cons

No complaints from me, it's been an excellent product without any problems.

“Manages production and sales growth

Pros

It helps us manage our production process effectively. We can store documents and customer data, track sales progress with reports and manage financial growth. It keeps our workflow organized and efficient.

Cons

This platform fits my needs perfectly. The free version got us started and the paid plan is affordable for a growing business like ours. With all the collaboration tools and portals, there's nothing my organization dislikes.

“Valuable tracking in professional plan

Pros

Ability to track customer interactions in different ways, all included in the professional plan, makes this CRM well worth the price. My team find this tool really simple and easy to use.

Cons

Mobile app doesn't have enough features for my taste so I don't find myself using it much.

“great cRM with clean design

Pros

This tool is a easy and transparent. I noticed that it integrates everything easily, simplifying the entire sales process and the clean design makes navigating it really simple for me.

Cons

Only real problem I've noticed is that this tool can sometimes run slow and I've had to force close it a few times. This definitely slows me down and makes me less eager to use the program.

“easy onboarding with simple designs

Pros

Getting started with this tool was super easy. Even though I'm not very tech savvy, I was able to upload most of my contacts and leads right away. The system guided me through creating tasks, setting reminders and managing follow ups. The calendar is simple and visual and I love how clear it is to see who's doing what. The drag and drop feature in the sales pipeline is super simple. Just click and move a deal through stages. You should fill in the lost reasons early on so you can track why deals are falling through and improve your strategy.

Cons

For my needs, I feel there could be more automated tasks built right in but using the Zapier integration covers that gap pretty well for me. It's not a major issue at all.

“Quick start with helpful support

Pros

We just started using this tool and I'm really impressed with how easy it was to get up and running. Most CRMs are complex but it is different. It's simple and I was able to figure things out without asking for help. They did give us some advice on structuring our sales process which was helpful but overall, I could just buy the license and start using it right away. The support has been great, too.

Cons

A built in chat feature would be really handy for talking with my teammates in real time. For now, we just use Slack since it connects with this tool.

“Task management and agenda standout

Pros

Task management features are a real standout. My team and I can easily see who's working on what and the agenda feature makes it simple to keep track of daily tasks. We also set up meetings and tasks for each other, so being able to check everyone's calendar is a big help. The pipeline is really easy to use and provides great insights into what's happening at each stage. We're considering upgrading to the Enterprise plan when we grow bigger.

Cons

My team would love a direct connection to a project management tool like Asana. That said, I'm pretty happy with what we can automate using Zapier, it saves us a ton of manual work.