Teamgate

Easy to start; nice visual interface

Fordele:

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

Ulemper:

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.

Effortless sales pipeline management

Kommentarer: The Teamgate team has been really helpful with transitioning to a better CRM/Sales pipeline management solution. It is a breath of fresh air to have confidence in a tool that I know will be consistently reliable and help us easily manage our sales pipe.

Fordele:

Having used PipeDrive for a number of years I had pretty much become accustomed to all their annoyances with ease of use and the frequent downtime where it was unusable. The Teamgate team quickly addressed every single issue that I had with my past CRM and I got set up very smoothly. I much prefer Teamgate's customisable card-based UI where the most vital information is clearly displayed at a glance (next follow-up task set, contact details & category). This makes it so much more efficient to manage my sales pipeline. Also happy for the highly available support team there if I need it.

Ulemper:

Bit of a learning curve with the data import process and integrating Gmail through the support team gave me all the help I needed so this really is a small nitpick just for the sake of thinking of a con.

Good quality CRM but lacks proper email integration

Fordele:

• 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,

Ulemper:

• 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)

Beautiful CRM for SaaS

Kommentarer: The team has been great and helped us establish a methodology to sales (so pipe stages mean something). Consistency = sales velocity, and for us this tool does a far better job of keeping us executing what we know works (but we don't always do) than Pipedrive did.

Fordele:

This like Pipedrive (before they got bought and turned into some Frankenstein's monster that gouges on price) but better. The Xero/Quickbooks integration makes it really easy to handle renewals and closed won (have they paid yet? When did they pay), while the inbuilt SMS capability gives you access to email and SMS out of the box for lead management - SMS is the most opened communication channel in the world. Finally, dashboard insights actually help see what's going on. I feel like I have more control now and can fix conversion rate blockages with process experiments, or see who isn't performing and take action.

Ulemper:

Setting up Gmail is a bit more involved than other platforms, but nothing a bit of Googling can't solve (setting the IMAP correctly).

Tried them all. Stuck with Teamgate

Kommentarer: Happy. Content and productive

Fordele:

Ease of use. It can be as complicated as you need it to be or as simple as you want it as well. Pricing doesn't hurt either.

Ulemper:

Probably needs a bit of a design update but that doesn't take away from the quality of the product