Teamgate Erfahrungen

Vorteile

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.

Nachteile

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

Vorteile

Clean and intuitive UI, quick and effective responses to support requests, allows useful customizations, great analytics, powerful when used with the allowed integrations and zapier. Also, they have an awesome onboarding process and documentation. I love how they are always willing to listen to the customer, enquiring about the user experience, and act on the feedback. I’ve seen the product improve even during the time I’ve been using including my own suggestions getting implemented (for example, improved emailing experience). The team even helped me out with zapier integrations one time that was not a core Teamgate issue.

Nachteile

Experienced brief downtimes (~5 mins) on one or two occasions in the initial days (but not recently). I guess it’s handled.

Nachteile

Customer Service - at least be nice to your customers!

Vorteile

Teamgate has so many benefits for our team, that it truly is hard to pinpoint what is there to like most. If the fate of the universe was on the line, and I had to choose one, I would go with the analytics and the forecasting. It truly gives us a 360 view of our sales performance and allows us to focus on areas of improvement

Nachteile

There really is not much to dislike about the software. If I were to nitpick, it would be an easier way to integrate with their VoIP, Twilio. In all fairness though, twilio is just a pain in the butt

Vorteile

The out-of-the-box reporting and analytics is incredible. I virtually did no set up and the reports were working as the team onboarded. The support documentation is extensive and self explanatory. The support team were always on hand if we needed hands on training and helps with set ups.

Nachteile

Some areas around importing and manipulating the information could be improved. Although Teamgate support team make all of this easy and were assisted immensely during this process

In Betracht gezogene Alternativen

Vorteile

It's very easy to use and very easy to organize your stuff. Teammate really makes everything as simple as possible and easy to use.

Nachteile

Overall everything was pretty straightforward. I did not run into anything that would make me dislike the software. Like I said its very straightforward and easy to use.

Vorteile

Everything. Easy to use, the best CRM for SaaS on the market! Beats Pipedrive by a mile.

Nachteile

I've had no issues so far, the product is great.

Vorteile

A user-friendly customer relationship management system called Teamgate CRM provides a number of features that are intended to assist organizations in managing their customer contacts, sales pipelines, and marketing initiatives. Because of the platform's high degree of adaptability, firms of all sizes and in all sectors can use it effectively.The user-friendly, aesthetically pleasing, and intuitive user interface of Teamgate CRM is one of its most notable qualities. This enables sales teams to organize their responsibilities effectively and locate the information they require promptly. A variety of automation technologies are also included on the platform, which may be used to boost efficiency and expedite sales procedures.

Nachteile

None that I can think of but Other CRM solutions that offer more cutting-edge capabilities or more affordable options may need to be considered by businesses with particularly unique or complex demands, as well as those with limited finances or technical resources.

Vorteile

For me, the most important thing about this software is it is easy to use and has pretty clear instructions.

Nachteile

I think there might be just a little bit too many bells and whistles, which can throw you a bit.

Vorteile

We made the daunting decision to switch to Teamgate from Salesforce and haven't looked back. The best part so far is the in-depth assistance from their team. This has included a seamless onboarding as well as an in-depth analysis of our current sales processes and recommendations on how to improve and implement sales best practices. We haven't looked back.

Nachteile

Migrating data was time-consuming and frustrating at times, but their team spent significant time assisting with this process to ease the pain and get it up and running with minimal downtime

Vorteile

This tool allows us to be aware of and maintain control of the production process, where we can collect documents and customer data, analyze the evolution of sales through reports and statistics that manage production and financial growth each month, and we can maintain a management of the workflow.

Nachteile

This platform is easy to use, it has a free version and an affordable price for small and medium-sized companies that are developing, it offers us various collaboration tools and it has a self-service portal, a communications panel and therefore no there are functions that our organization dislikes.

Vorteile

Has to be the insights.

Nachteile

Would be nice to have better integration with marketing tools. However, we're currently adopting a work around making use of the Zapier integration. Not ideal, but worth having in place.

Vorteile

This software helps me to keep contacts and customers follow-ups as organized as possible. It helps me to create meeting reminders and notes, so I don't have to resort to other software for this and I can centralize as much information as possible within the same software.

Nachteile

Sometimes I need to create sub companies within one company, and this is not possible. Teamgate should make live tutorials to learn more about the software.

Vorteile

We have started recently and I must admit it's really easy to get started with Teamgate. CRMs usually are so complex but with Teamgate it's different. It's intuitive, so you can learn how to perform tasks without asking how. Well, yes, it was nice when they have us some more advice how to structure our sales process better to reflect our company's activities, but in general you can just buy a licence and start in no time. Great support

Nachteile

Maybe a talk/chat functionality inside the tool would be nice. Then you can communicate with your colleagues in real-time. However, now we use Slack and have integrated it with Teamgate.

Vorteile

clear interface
functionary
easy to use

Nachteile

cannot call back history deleted
cannot have conversation with others

Vorteile

Excellent product. Easy to use. Lovely interface - not outdated or old. Well-priced. All the functions suit my needs well, better than other products. Thank you!

Nachteile

No cons - excellent product with no issues for me so far.

Vorteile

I like the fact that the software is clean, fresh and easy to use. It's accessible by anyone. It also doesn't cost an absolute fortune. Service is quick and very personable. One particular agent went above and beyond for me.

Nachteile

Only criticism would be to make the packages a little more obvious when upgrading so someone doesn't end up getting the wrong one.

Vorteile

Easy to use, fast to integrated into action

Nachteile

Lacks levels of personalisation when it comes prioritizing activities

Vorteile

Really easy to use! Intuitive.
Improving functionalities crazily!

Nachteile

They are growing on integration. Waiting anxiously for:
Quickbooks
Hubstaff
Qwilr
Shopify

Vorteile

Simple and intuitive UI.

Nachteile

E-mails attached are displayed only in plain text. And after you expand it - you have to go all the way down to collapse it back.

Vorteile

Ease of use - clearly laid out intuitive design that's easy to read.
Very straight forward interface, has a great aesthetic.

Nachteile

Insights