What’s New on Teamgate: H1 2024

Key Feature Releases:

Leads Statistics added to Sales Funnel Report

• Summary: Added to our favourite funnel reports, now view how your leads flow into each deal stage and through to won or lost. Segment by lead status, tags and more.

Exclusion Filters

• Summary: Now segment leads, contacts and more with exclusion filters. Simply select the filter’s you wish to exclude and highlight the check box to remove those leads from your list.
• Video Walk-through

Custom Fields Mapping

• Summary: No more repetitive effort! Simply create one custom field, and during creating select where you wish for the field to be created (leads, people, deals etc) and the system will automatically map those fields.
• Video Walk-through

Feature Releases Coming Soon (H2 2024):

Teamgate Mobile App LITE

• Summary: Add leads, deals, notes and more to your CRM instance whilst on the go! Our revamped mobile app will be available on iOS and Android for all users.
• Stage: MVP in progress.
• Planned Release Date: October 2024
• Support Documentation: TBC

Grain <> Teamgate Integration

• Summary: Integrate Teamgate and Grain to benefit from call summaries and recordings being automatically stored within your prospects lead or contact cards. Say goodbye to manual note-taking forever.
• Stage: Final Testing
• Planned Release Date: July 2024
• Support Documentation: TBC

Webform Snippets

• Summary: Our new Webform Snippet feature will allow create custom lead generation forms with additional security ad-ons through our partner RingCaptcha. Once finalised the code snippet for the form can be copied and pasted directly into the users website. Form submissions from your website will now automatically generate new leads within your Teamgate account.
• Stage: Final Testing
• Planned Release Date: August 2024
• Support Documentation: TBC

Twilio SMS Functionality

• Summary: Adding to our existing SmartDialler functionality, with be the ability to send and receive SMS from within Teamgate CRM.
• Stage: Final Testing
• Planned Release Date: August 2024
• Support Documentation: TBC

WhatsApp Business <> Teamgate Integration

• Summary: Send, receive and sync all WhatsApp business messages within your Teamgate CRM instance.
• Stage: Final Testing
• Planned Release Date: September 2024
• Support Documentation: TBC

Planned Development Projects:

The below features are in initial planning stages and will be updated as they are closer to release.

• TGD- 1134: Accounting Integration Improvements (Quickbooks/Xero/Bills Module)
• TGD-1152: Create Teamgate leads from Gmail/Outlook
• TGD-1178: Teamgate x Google Ads integration
• TGD-1183: Email Template Improvements (unsubscribe button)
• TGD-1185: Deal Importing Tool
• TGD-11xx: Lead Enrichment via Clearbit, Baremetrics and more.
• TGD-11xx: Sales Insights Improvements (to include Teams metrics, Averages and Totals)
• TGD-11xx: Send Invoices via Teamgate Bills Module

Thanks for reading this edition of Teamgate CRM release notes.

If you wish to speak with our team, reach out at anytime by contacting [email protected]

What’s New on Teamgate: January 2024

Key Feature Releases:

TGD-1093: Workflow Automation

• Summary: Workflows will enable Teamgate users to build efficiency through creating automated actions when specific triggers are met.
• BETA Release Date: 18 December 2023 (10% of Growth/Enterprise users)
• Wider Release Date: 16 February 2024 (Teams and Growth users, per our new subscription plans).
• Support Documentation
• Video Walk-through
• Customer Feedback Form

January Bug Fixes:

The following bug fixes were deployed during the month of January 2024:

• TGD-1143 – PDF cannot be added to email template
• TGD-1156 – Can’t upload logo to the Billing module
• TGD-1157 – System is reloading itself on leads module
• TGD-1164 – Cannot connect Google Calendar
• TGD-1168 – Workflow error when creating specific activities in the Organizer
• TGD-1169 – All users are being logged out during deal creation process

Feature Releases Coming Soon (Q1):

TGD-1133: Webform Snippet

• Summary: Our new Webform Snippet feature will allow create custom lead generation forms with additional security ad-ons through our partner RingCaptcha. Once finalised the code snippet for the form can be copied and pasted directly into the users website. Form submissions from your website will now automatically generate new leads within your Teamgate account.
• Stage: Final Testing
• Planned Release Date: February 2024
• Support Documentation: TBC

TGD-1135: Increased List View Visibility

• Summary: Customers can now select to view more than 25 leads at a time in leads/companies/people list views. Select from a dropdown of multiple options to view up to 250 leads/companies/people at a time.
• Stage: Final Testing
• Planned Release Date: February 2024
• Support Documentation: TBC

TGD-1140: Custom Fields Mapping Improvements

• Summary: Teamgate users will be able to create custom fields ONCE and deploy the custom field to multiple areas utilizing a check box. This functionality will also auto-map the fields between the areas selected (leads, people, deals etc).
• Stage: Final Testing
• Planned Release Date: February 2024
• Support Documentation: TBC

TGD-1142: Increased Permission Options

• Summary: Admin users of Teamgate can now select from different permission options to allow/deny users the ability to edit and create deals.
• Stage: Final Testing
• Planned Release Date: February 2024
• Support Documentation: TBC

TGD-1150: LinkedIn shuttle improvements

• Summary: Improvements between Teamgate and LinkedIn, allowing customers to add leads/people from LinkedIn directly to Teamgate with additional information. Integration improvements will also include the addition of the LinkedIn shuttle successfully working within the LinkedIn Sales Navigator environment/interface.
• Stage: Final Testing
• Planned Release Date: March 2024
• Support Documentation: TBC

Planned Development Projects:

The below features are in initial planning stages and will be updated as they are closer to release.

• TGD- 1134: Accounting Integration Improvements (Quickbooks/Xero/Bills Module)
• TGD-1159: Adding lead metrics to Sales Funnel Reports
• TGD-1152: Create Teamgate leads from Gmail/Outlook
• TGD-1176: Teamgate x Zapier Integration improvements
• TGD-1177: Twilio SMS Functionality
• TGD-1178: Teamgate x Google Ads integration
• TGD-1179: Teamgate x WhatsApp messaging integration
• TGD-1183: Email Template Improvements (unsubscribe button)
• TGD-1184: Email Template Improvements (easier image embedding)
• TGD-1185: Deal Importing Tool
• TGD-11xx: Lead Enrichment via Clearbit, Baremetrics and more.
• TGD-11xx: Sales Insights Improvements (to include Teams metrics, Averages and Totals)
• TGD-11xx: Teamgate Mobile App
• TGD-11xx: Send Invoices via Teamgate Bills Module

Next Scheduled Deployment:

The following bug fixes will be released by 14 February 2024:

• TGD- 1134: Accounting Integration Improvements (Quickbooks)
• TGD-1136: Invoicing date issues
• TGD-1166: Sending Invoices (Bills Module)
• TGD-1170: Sync Issues (Google Calendar)

Thanks for reading this January’s updates for Teamgate CRM.

If you wish to speak with our team, reach out at anytime by contacting [email protected]

What’s New on Teamgate: December 2023

Key Feature Releases:

TGD-1093: Workflow Automation

• Summary: Workflows will enable Teamgate users to build efficiency through creating automated actions when specific triggers are met.
• BETA Release Date: 18 December 2023 (Enterprise users only)
• Wider Release Date: 01 January 2023 (Teams and Growth users, per our new subscription plans).
• Support Documentation
• Video Walk-through
• Customer Feedback Form

Features Coming Soon:

TGD-1133: Webform Snippet

• Summary: Our new Webform Snippet feature will allow create custom lead generation forms with additional security ad-ons through our partner RingCaptcha. Once finalised the code snippet for the form can be copied and pasted directly into the users website. Form submissions from your website will now automatically generate new leads within your Teamgate account.
• Stage: Final Testing
• Planned Release Date: January 2024
• Support Documentation: TBC

TGD-1135: Increased List View Visibility

• Summary: Customers can now select to view more than 25 leads at a time in leads/companies/people list views. Select from a dropdown of multiple options to view up to 250 leads/companies/people at a time.
• Stage: Final Testing
• Planned Release Date: January 2024
• Support Documentation: TBC

TGD-1140: Custom Fields Mapping Improvements

• Summary: Teamgate users will be able to create custom fields ONCE and deploy the custom field to multiple areas utilizing a check box. This functionality will also auto-map the fields between the areas selected (leads, people, deals etc).
• Stage: Final Testing
• Planned Release Date: January 2024
• Support Documentation: TBC

TGD-1142: Increased Permission Options

• Summary: Admin users of Teamgate can now select from different permission options to allow/deny users the ability to edit and create deals.
• Stage: Final Testing
• Planned Release Date: January 2024
• Support Documentation: TBC

Planned Development Projects:

The below features are in initial planning stages and will be updated as they are closer to release.

• TGD- 1134: Automate Invoices via Quickbooks/Xero upon “Deal Won” in Teamgate
• TGD-1150: LinkedIn shuttle improvements
• TGD-11xx: Teamgate Mobile App
• TGD-11xx: Send Invoices via Teamgate Bills Module
• TGD-11xx: Create Teamgate leads from Gmail/Outlook
• TGD-11xx: Lead Enrichment via Clearbit, Baremetrics and more.
• TGD-11xx: Sales Insights Improvements (to include Teams metrics, Averages and Totals)
• TGD-11xx: Deal Importing
• TGD-11xx: Email Template Improvements (unsubscribe button, easier image embedding)

Bug Fixes:

The following bug fixes will be released by 01 January 2024:

• TGD-1048: Associated Contacts not visable after people deletion
• TGD-1065: Deals on deals module doesn’t stay at pre set order
• TGD-1098: Inconsistent Search Results
• TGD-1103: Secret Content Functionality Permissions
• TGD-1117: Google Drive Regular Disconnection
• TGD-1119: “My Deals” Visibility Erro
• TGD-1122: Plan Features not updated upon customer downgrading
• TGD-1123: Broken DemoData on new account creation
• TGD-1141: Google Calendar Two-way Sync
• TGD-1147: Dashboard Filter Error

Thanks for reading this December’s updates for Teamgate CRM.

If you wish to speak with our team, reach out at anytime by contacting [email protected]