* **Features**  
   * [Overview](https://www.teamgate.com/tour/)  
   * [Tour](https://www.teamgate.com/tour/)  
   * [CRM](https://www.teamgate.com/tour/crm-software/)  
   * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/)  
   * [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/)  
   * [Industries](https://www.teamgate.com/tour/industries/)  
   * [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/)  
   * [Lead Capturing](https://www.teamgate.com/lead-capturing/)  
   * [SmartDialer](https://www.teamgate.com/smart-dialer/)  
   * [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/)  
   * [Convert](https://www.teamgate.com/lead-qualification/)  
   * [Lead Management](https://www.teamgate.com/lead-management/)  
   * [Lead Qualification](https://www.teamgate.com/lead-qualification/)  
   * [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/)  
   * [Time Management](https://www.teamgate.com/time-management/)  
   * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/)  
   * [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/)  
   * [Contact Management](https://www.teamgate.com/contact-management/)  
   * [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/)  
   * [Insights](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/)  
   * [Sales Activity](https://www.teamgate.com/solutions/sales-activity/)  
   * [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/)  
   * [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/)  
   * [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/)
* [**Blog**](https://www.teamgate.com/blog/)
* **Resources**  
   * [Help CenterEverything about to get you started and improve knowledge.](https://www.teamgate.com/support/)  
   * [Case StudiesLearn best practices from our customers.](https://www.teamgate.com/case-studies/)  
   * [Developer APIDocumentation, API, Examples, FAQ and more.](https://developers.teamgate.com/)  
   * [Affiliate ProgramEarn cash commission on every referral!](https://teamgate.getrewardful.com/signup)
* [**Pricing**](https://www.teamgate.com/pricing/)
* [**Integrations**](https://www.teamgate.com/integrations/)
* [**+1 725-254-2694**](tel:+17252542694)
* [**Start Free Trial**](https://www.teamgate.com/trial/)
* [**Login**](https://my.teamgate.com/index.php?r=my/guest/)

* [Log in](https://my.teamgate.com/index.php?r=my/guest/)
* [Sign up](https://www.teamgate.com/trial/)
* [REQUEST A DEMO](https://www.teamgate.com/contact-management-process/request-form/ "2024-nav-demo")

Designed for Growth: Scale your recurring revenue with the new Teamgate SaaS CRM. [Explore SaaS Features →](https://www.teamgate.com/saas)

[Book a demo](https://www.teamgate.com/request-form/) today and save 50% off your first month, or 20% off your first year.

Get a [free sales audit](https://calendly.com/tg-chase-horn/2025-sales-audit?month=2025-12) to uncover hidden revenue opportunities!

* **Features**  
   * [Overview](https://www.teamgate.com/tour/)  
   * [Tour](https://www.teamgate.com/tour/)  
   * [CRM](https://www.teamgate.com/tour/crm-software/)  
   * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/)  
   * [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/)  
   * [Industries](https://www.teamgate.com/tour/industries/)  
   * [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/)  
   * [Lead Capturing](https://www.teamgate.com/lead-capturing/)  
   * [SmartDialer](https://www.teamgate.com/smart-dialer/)  
   * [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/)  
   * [Convert](https://www.teamgate.com/lead-qualification/)  
   * [Lead Management](https://www.teamgate.com/lead-management/)  
   * [Lead Qualification](https://www.teamgate.com/lead-qualification/)  
   * [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/)  
   * [Time Management](https://www.teamgate.com/time-management/)  
   * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/)  
   * [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/)  
   * [Contact Management](https://www.teamgate.com/contact-management/)  
   * [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/)  
   * [Insights](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/)  
   * [Sales Activity](https://www.teamgate.com/solutions/sales-activity/)  
   * [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/)  
   * [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/)  
   * [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/)
* [**Blog**](https://www.teamgate.com/blog/)
* **Resources**  
   * [Help CenterEverything about to get you started and improve knowledge.](https://www.teamgate.com/support/)  
   * [Case StudiesLearn best practices from our customers.](https://www.teamgate.com/case-studies/)  
   * [Developer APIDocumentation, API, Examples, FAQ and more.](https://developers.teamgate.com/)  
   * [Affiliate ProgramEarn cash commission on every referral!](https://teamgate.getrewardful.com/signup)
* [**Pricing**](https://www.teamgate.com/pricing/)
* [**Integrations**](https://www.teamgate.com/integrations/)
* [**+1 725-254-2694**](tel:+17252542694)
* [**Start Free Trial**](https://www.teamgate.com/trial/)
* [**Login**](https://my.teamgate.com/index.php?r=my/guest/)

* [Log in](https://my.teamgate.com/index.php?r=my/guest/)
* [Sign up](https://www.teamgate.com/trial/)
* [REQUEST A DEMO](https://www.teamgate.com/contact-management-process/request-form/ "2024-nav-demo")

Designed for Growth: Scale your recurring revenue with the new Teamgate SaaS CRM. [Explore SaaS Features →](https://www.teamgate.com/saas)

[Book a demo](https://www.teamgate.com/request-form/) today and save 50% off your first month, or 20% off your first year.

Get a [free sales audit](https://calendly.com/tg-chase-horn/2025-sales-audit?month=2025-12) to uncover hidden revenue opportunities!

# Contact Management

In your contact management database quickly and easily find all the customer data you need, including key contacts, companies, communication history, and much more. You can compile and visualise a complete picture of every customer, from call records and campaign history to the deals they’re involved in, right through your CRM process.  
[Try Now](https://www.teamgate.com/contact-management-process/trial/)

![Contact Management](https://www.teamgate.com/contact-management-process/wp-content/uploads/2018/03/contact-management.png "Contact Management")

## Build Highly Personalised Relationships

Within the contact management database feature, there are two distinct contact categories available – People and Companies – each containing different types of contacts. But, most importantly, these sections are strongly related, ensuring that all of the business contacts database information remains connected to the individual’s details. Adding new contacts to your business contacts database is a simple process and also allows you to conveniently convert qualified leads into contacts; import them, or add them manually.

As part of a successful contact list management strategy Teamgate contact cards contain valuable core information essential to your sales process. These cards may be enriched even further by adding custom fields. These customisable fields in your contact database software may be; contact information, notes, tasks, communication history, deal details, and more, suiting the exact requirements of whatever type of business you run.

## Manage Your Time

Plan your time, take action and win. Whether you need to create a new meeting, schedule a follow-up, or just add a note or reminder, it’s all just one click away. You may also utilise activity feeds, calendar management tools, event synchronisation, to-do lists and more – each element firmly focused on supporting your complete sales process. Remember, time is money.

## Advantages of Teamgate Contact Management

* Reaching out to qualified prospects and moving them through the whole sales cycle is convenient. Teamgate supports prospecting with a range of valuable [features](https://www.teamgate.com/contact-management-process/tour/features/), such as Smart Dialer, MailChimp integration, follow-ups, reminders, an intuitive contact management database, and more.
* Smartly keep track of all communications with every contact; [emails](https://www.teamgate.com/contact-management-process/tour/features/outlook-thunderbird-gmail/), [call logs](https://www.teamgate.com/contact-management-process/solutions/call-logging/), or comments; everything is stored systematically in one place and may be viewed by all designated members of your team.
* Contacts can be[ segmented by various categories](https://www.teamgate.com/contact-management-process/tour/features/customization-segmentation-filtering/); this helps when working with specific target groups. The categories are static, which helps to keep your database organised.
* Cross-section [global search](https://www.teamgate.com/contact-management-process/tour/features/global-search/) assists with finding and accessing contacts far easier from within the contact management database.

### Some of the Contact Management Elements Featured in Teamgate

#### Data Import

Instead of wasting precious time entering leads manually, you may now use highly flexible import options, such as Excel spreadsheets, Google contacts, your personal address book, and more.  
[learn more](https://www.teamgate.com/contact-management-process/data-import/)

#### Customization & Segmentation

Contacts may be segmented by various static categories; keeping your database well-organised and highlighting important information through filters.  
[learn more](https://www.teamgate.com/contact-management-process/tour/features/customization-segmentation-filtering/)

#### Duplicates

A contact list with duplicates is every manager’s nightmare, but with Teamgate there’s a dramatically simple solution. Nightmare averted.

[learn more](https://www.teamgate.com/contact-management-process/tour/features/duplicates/)

#### Geolocation

Integration with OpenStreetMap helps you to create a clear geographic map outlining exactly where your leads are located.  
[learn more](https://www.teamgate.com/contact-management-process/tour/features/geolocation/)

#### Smart Search

Locating important information quickly is important, very important. The global search solution offers you this facility by means a cross-section search feature.  
[learn more](https://www.teamgate.com/contact-management-process/tour/features/global-search/)

#### Document Management

Collecting and collating all possible information related to your deals – in one place – only serves to increase your sales efficiency. Important information can be held in various types of formats; proposals, contracts, project plans, pictures, etc. We strongly suggest uploading and storing all related files to your deal card where they can be located with ease, and downloaded ready for action.

## Manage your sales time smarter – Sign up for your **FREE TRIAL** today

#### No credit card necessary

[TRY TEAMGATE FOR FREE](https://www.teamgate.com/contact-management-process/trial/)

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* [**Teamgate**](https://www.teamgate.com/)  
   * [About Us](https://www.teamgate.com/about-us/)  
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   * [Site map](https://www.teamgate.com/manualsitemap/)
* **Solutions**  
   * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/)  
   * [Lead Management](https://www.teamgate.com/lead-management/)  
   * [Contact Management](https://www.teamgate.com/contact-management/)  
   * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/)  
   * [Time Management](https://www.teamgate.com/time-management/)  
   * [CRM](https://www.teamgate.com/tour/crm-software/)  
   * [SmartDialer](https://www.teamgate.com/smart-dialer/)  
   * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/)
* **Resources**  
   * [Whitepaper: Sales process flowchart](https://www.teamgate.com/whitepaper/sales-process-flowchart/)  
   * [Whitepaper: Practical sales tips](https://www.teamgate.com/whitepaper/practical-sales-tips/)  
   * [Whitepaper: Choosing A CRM](https://www.teamgate.com/whitepaper/how-to-choose-crm/)  
   * [Whitepaper: Sales Dev Playbook](https://www.teamgate.com/Whitepaper/sales-development-playbook/)  
   * [Support Center](https://www.teamgate.com/support/)  
   * [Feature Request](https://docs.google.com/forms/d/e/1FAIpQLSfAmbKIQDuF-x2uURVK6byKHd4tlWmWfD9a3tEh8EURmT4uHA/viewform?usp=sf%5Flink)  
   * [Logo Kit](https://www.teamgate.com/logo-kit/)  
   * [API](https://developers.teamgate.com/)  
   * [Roles](https://www.teamgate.com/tour/roles/)  
   * [Affiliate Program](https://teamgate.getrewardful.com/signup)
* [**Contacts**](https://www.teamgate.com/contacts/)  
   * [Call Sales](tel:+17252542694)  
   * [Sales Inquiries](mailto:sales@teamgate.com)  
   * [Request a demo](https://www.teamgate.com/request-form/)  
   * [Book Support Session](https://calendly.com/eividas/30min/)  
   * [Support Inquiries](mailto:support@teamgate.com)  
   * [Marketing Inquiries](mailto:marketing@teamgate.com)  
   * [General Inquiries](mailto:hello@teamgate.com)  
   * [Invoice Inquiries](mailto:office@teamgate.com)

### Mobile applications

* [  CRM app for Android and iOS ](https://www.teamgate.com/contact-management-process/features/mobile-apps/ "CRM app for Android and iOS")
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* Features  
   * [Overview](https://www.teamgate.com/tour/)  
   * [Tour](https://www.teamgate.com/tour/)  
   * [CRM](https://www.teamgate.com/tour/crm-software/)  
   * [Sales Velocity](https://www.teamgate.com/tour/sales-velocity/)  
   * [Mobile Apps](https://www.teamgate.com/tour/mobile-apps/)  
   * [Industries](https://www.teamgate.com/tour/industries/)  
   * [Collect](https://www.teamgate.com/blog/smarter-leadcapture-with-your-sales-crm/)  
   * [Lead Capturing](https://www.teamgate.com/lead-capturing/)  
   * [SmartDialer](https://www.teamgate.com/smart-dialer/)  
   * [Email Integration](https://www.teamgate.com/integrations/mail-clients-integration/)  
   * [Convert](https://www.teamgate.com/lead-qualification/)  
   * [Lead Management](https://www.teamgate.com/lead-management/)  
   * [Lead Qualification](https://www.teamgate.com/lead-qualification/)  
   * [Lead Prioritization](https://www.teamgate.com/solutions/lead-prioritization/)  
   * [Time Management](https://www.teamgate.com/time-management/)  
   * [Sales Pipeline Management](https://www.teamgate.com/solutions/sales-pipeline-management/)  
   * [Sales Acceleration](https://www.teamgate.com/solutions/sales-acceleration/)  
   * [Contact Management](https://www.teamgate.com/contact-management/)  
   * [Product Catalogue](https://www.teamgate.com/solutions/product-catalog/)  
   * [Insights](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Analytics & Reports](https://www.teamgate.com/solutions/analytics-and-reports/)  
   * [Sales Dashboard](https://www.teamgate.com/solutions/dashboard/)  
   * [Sales Activity](https://www.teamgate.com/solutions/sales-activity/)  
   * [Pipeline Management](https://www.teamgate.com/solutions/insights-pipeline-management/)  
   * [Sales Leaderboard](https://www.teamgate.com/solutions/sales-leaderboard/)  
   * [KPIs & Sales Goals](https://www.teamgate.com/solutions/kpi-and-sales-goals/)
* [Blog](https://www.teamgate.com/blog/)
* Resources  
   * [Help Center](https://www.teamgate.com/support/)  
   * [Case Studies](https://www.teamgate.com/case-studies/)  
   * [Developer API](https://developers.teamgate.com/)  
   * [Affiliate Program](https://teamgate.getrewardful.com/signup)
* [Pricing](https://www.teamgate.com/pricing/)
* [Integrations](https://www.teamgate.com/integrations/)
* [+1 725-254-2694](tel:+17252542694)
* [Start Free Trial](https://www.teamgate.com/trial/)
* [Login](https://my.teamgate.com/index.php?r=my/guest/)