Product Overview of Teamgate CRM
Teamgate is a cloud-based, intelligent Customer Relationship Management (CRM) system designed to streamline and enhance the sales processes for businesses of all sizes, particularly targeting small and mid-size teams.
What Teamgate Does
Teamgate is a comprehensive CRM solution that guides users through the entire sales process, from lead capture and organization to deal closure and post-sales analysis. It aims to make the sales experience more efficient, user-friendly, and data-driven, helping sales teams to prospect, connect, analyze, and close deals more effectively.
Key Features and Functionality
Lead and Sales Pipeline Management
- Teamgate allows for the capture, organization, and prioritization of leads, ensuring a steady flow through the sales funnel. It features a customizable sales pipeline where users can visualize and monitor the progression of deals across various stages, facilitating better forecasting and strategy planning.
Integration and Automation
- The platform integrates with several powerful tools such as Zendesk, Mailchimp, and Zapier, enabling a more versatile and simplified approach to managing sales targets. This integration also includes email synchronization, allowing users to see all emails sent to or received from customers directly within the CRM.
Analytics and Reporting
- Teamgate provides real-time data insights through dashboards and reports, helping users track performance metrics, identify areas for improvement, and make informed decisions. The system offers data-driven intelligent reports and forecasts, giving a clear image of the business’s current state and future projections.
Communication and Collaboration
- The CRM includes features like SmartDialer™, which allows users to make calls directly from the CRM interface, reducing the time spent switching between applications. It also offers full email integration, enabling seamless communication records and improved follow-up efficiency.
Customization and Organization
- Teamgate allows for extensive customization, including custom sales pipelines, filters, tags, and fields. Users can manage contacts, classify them, and communicate easily with both the contacts and the sales team. The platform also features personal and group sales activities, goals, and quotas, helping in better management and tracking of sales performance.
User Interface and Support
- Known for its user-friendly and intuitive interface, Teamgate facilitates quick adoption and ease of use. The platform offers various training options, including videos, webinars, live online sessions, and in-person training, along with 24/7 customer support via phone, email, chat, and a comprehensive knowledge base.
Pricing
Teamgate offers several pricing plans to cater to different business needs:
- Starter Plan: Free for up to 2 users, suitable for small teams requiring basic CRM functionalities.
- Team Plan: $39.90 per user/month (billed annually), includes advanced features like sales dashboards and workflow automation.
- Growth Plan: $59.90 per user/month (billed annually), designed for larger teams needing in-depth sales analysis and extensive customization options. There is also a plan starting at $49.90 per month per user for more specific needs.
In summary, Teamgate CRM is a powerful, user-friendly, and highly integrated sales management tool that enhances the entire sales process, from lead capture to deal closure, with a focus on analytics, customization, and seamless communication.