Teamgate

Easy to start; nice visual interface

Pluspunten:

This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far

Minpunten:

I feel that there can be more automated tasks or so-called workflows, but for this I use Zapier integration, which covers this part pretty well. Not a big problem at all.

Use Teamgate if you want to save time in daily activities

Pluspunten:

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.

Minpunten:

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

Love it

Pluspunten:

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 Lovely interface - not outdated or old.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!

Minpunten:

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

Good quality CRM but lacks proper email integration

Pluspunten:

• Export for CSV, Excel, LinkedIn, • Custom Statues, unqualify leads, qualify leads, • Sort leads by RESP, Mortgage debt (create tag) • Import a tag directly for a bulk group (RESP, Mortgage Debt clients, young families etc.) • Convert button brings them to the sales pipeline • Sales Pipeline has who owns it, estimate $, analytics if won or lost and reason why. • Has direct functionality with Intercom, all convos can view directly on client’s dashboard. Open previous convos. • Works with mail chimp for the bulk emails. • Create activities for each client, has reminders for events attached for activities, • Planner for tasks, overdue, due today or coming due, • Dashboard, has analytics, how many new leads, what’s in the pipeline, sales pipeline etc, win ratios, • Deeper insights, tracks touch points, win/loss, conversion ratios in the different stages,

Minpunten:

• 1 hour of time allowed to help set up the dashboard no continued dedicated support • Can link with Gmail calendar (you can't use it as your email which is a huge factor)

creates a sales management increases the performance of the company.

Opmerkingen: It is a sales-based system, it offers a service to guide you through the sales process from contacting customers, interacting and finalizing sales, it helps us Organize, research and analyze and connect with potential customers and close deals in a fast way what profit and increase the performance of our business.

Pluspunten:

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.

Minpunten:

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.