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Teamgate CRM

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 629 ratings CRM
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About Teamgate CRM

Teamgate is an inbound sales CRM for startups and SMBs to connect, research, present and close more sales.

Our software has a complete CRM functionality with extensive lead scoring features. It’s a full-stack solution designed to accommodate a full sales process, starting with lead generation and data collection, all the way to sales data analysis and forecasting.

Teamgate is specifically designed for companies conducting active sales and constantly looking for new prospects. Using our CRM you can add new leads automatically, score them according to your requirements and speed up your sales cycle.

We provide the salespeople with a variety of tools to find and close more deals. Teamgate focuses on the needs of top-level management, generating detailed real-time and historical reports and analysis as well as predicting your future sales.

Teamgate integrates with major Marketing and Customer service software providers like Slack, Zendesk, Mailchimp, etc. so you can easily manage everything from one place.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).

About 17hats

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation

Features

  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management

Summary

    No key features associated with this application.

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Summary

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Pricing

Starter

$9.00
1 user(s) / month
Included in plan:
  • Interaction tracking
  • Email sync
  • Reminders and follow-ups

Professional

$22.00
1 user(s) / month
Included in plan:
  • Lead Management
  • Activity Reporting
  • Multilevel permission

Enterprise

$65.00
1 user(s) / month
Included in plan:
  • Live chat & email support
  • 200GB storage per user
  • Data backups 2x per day
  • Iphone and Android apps
  • Free Onboarding

Pricing

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

FAQs

    Does this service offer an API?
  • Teamgate offers open API.

  • Does this service offer multi-user capability (e.g. teams)?
  • You can add as many users as you want.

  • What are some applications this service is commonly used in tandem with?
  • It a stand-alone solution, which offers wide functionality to cover a complete sales process.

  • Who are the main user groups of this service?
  • Teamgate CRM is a perfect solution for SMBs as well as rapidly growing startups. Companies from other industries can greatly benefit from Teamgate as well if they are conducting active sales and constantly looking for new prospects.

    Teamgate CRM is useful for professionals at any level or position. Salespeople and business development professionals will have leads and sales management tools at their disposal.

    Sales Managers can oversee performance levels with real-time data on dashboard and VP of Sales or General Managers have reports at their disposal as well as powerful analytics and forecasting tools for the future.

  • What is this service generally used for?
  • Teamgate has a complete CRM functionality with extensive lead scoring features. It’s a full-stack solution designed to accommodate a full sales process, starting with lead generation and data collection, all the way to sales data analysis and forecasting.

    Teamgate is specifically designed for companies conducting active sales and constantly looking for new prospects. Using our CRM you can add new leads automatically, score them according to your requirements and speed up your sales cycle.

    We provide the salespeople with a variety of tools to find and close more deals. Teamgate focuses on the needs of top-level management, generating detailed real-time and historical reports and analysis as well as predicting your future sales.

    Teamgate integrates with major Marketing and Customer service software providers like Slack, Zendesk, Mailchimp etc. so you can easily manage everything from one place.

  • Does this service integrate with any other apps?
  • Teamgate integrates with:

    Google Drive, Google Calendar, Nexmo, Zapier, Outlook, Google Maps, Twillio, LinkedIn-Teamgate Shuttle, Google Contacts, Mailchimp, Vox Implant, Gmail, Wordpress, Zendesk, Slack.

  • Does this service offer guides, tutorials and or customer support?
  • Teamgate offers a user guide, knowledge base, FAQ page, live demo, webinars, chat support, phone support.

  • What platforms does this service support?
  • Teamgate is a web-based solution. It offers mobile apps for iOS and Android.

FAQs

    What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

  • What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

FAQs

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Teamgate CRM
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Russian, Lithuanian
Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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