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

We were able to monitor and keep control of incoming leads and sales meetings. Production process was thorough because of the document collection and customer data.

Nachteile

The pricing might be too much especially for startups and project management tools can also be improve.

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

Teamgate is a simple and easy-to-use CRM. I love using Zapier and Teamgate works great with it.

Nachteile

I use Apple products so an iOS app would be great!

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

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

The application offers a simple and clean interface and allows easy navigation. The task management is very flexible. It forecasts sales using results from insights. The application is rich in features and you get all features in a very affordable range. It is integrated with a two-way exchange calendar. The support and customer service team are very responsive, they are available round the clock. The dashboard is indeed very simple, they have included all the essential and required features leaving aside the unimportant ones. The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management. It helps you generate reports, statistics, and results.

Nachteile

Require more tools for project management. It is difficult to change the filters of the dashboard. The absence of a mobile application.

Vorteile

TEAMGATE is a simple, transparent, and easy to use CRM system. It uses a fully integrated system that connects and organizes entire sales processes. It is also extremely user friendly and has a clean design.

Nachteile

The one issue that I do have with TEAMGATE is that the program can lag quite a bit, as well as require force-quitting. This can greatly affect productivity, which decreases users' desire to use the program.

Vorteile

2 ways calendar exchange with iCal, DAVDroid etc. The only one!
Clean interface, easy to use.
Fast (and nice) support.

Nachteile

Prices a bit high vs. competitors: more features at same price with other CRM (upgrades available) but still TeamGate is the only one with 2 way sync so worth it for money.

Vorteile

clear interface
functionary
easy to use

Nachteile

cannot call back history deleted
cannot have conversation with others

Vorteile

I like the UI – it’s crisp, breezy, and sprinkled with visuals like charts and graphs and I need this (probably grew accustomed to it through the use of other apps), but an app that can translate data into graphs that can be grasped at a glance is sure to get my attention.
Teamgate is heavy on monitoring every step of the sales process. I didn’t expect much in terms of collaboration and project management, yet Teamgate offers decent task management and collaboration; and it adds a touch of fun and camaraderie though group chats.
Sales performance is monitored to highlight areas of strength and areas that need improvement, or team members that struggle. You can create sales pipelines and forecasts.

Nachteile

Cons: still evaluating… I can’t fault it so far.

Vorteile

Easy to use, intuitive interface. Good price for a monthly subscription (professional plan). Happy with everything it has. Some small bugs exist, but we can live with it.