Teamgate Sales CRM features
Generate sales faster. Get the most out of Teamgate with these super features.
A special free plugin for WordPress, the most popular content management system designed for qualified lead capture. You’ll find instructions and examples on the Teamgate support page.
Using Zapier, integrate as many tools as you like to increase the number of website leads. Instructions and examples can be found on the Zapier integration page.
API for Something More
For customised solutions, use the powerful supported API. Integrate the systems you need to capture more leads. Find the API Library on the Teamgate developer’s page.
Save precious time and eliminate manual data import. Now you can use flexible import options, easily importing data from Excel spreadsheets, Google contacts, your address book, and lots more options. No more time wasted.
A simple and hugely valuable tool that helps you to automatically import your LinkedIn contacts – and all details – directly to your Teamgate account, with just one click.
Use Landing Pages to generate sales leads automatically. You can create – and A/B test – a number of landing page template without the assistance of web designers or IT specialists.
Make calls directly from your Teamgate CRM. Use Smart Dialer for redirecting calls, notifying you of missed calls, call playback, employee training, performance improvement, capture new leads, and to store communication history.
Call logging and history allows you to see all incoming and outgoing calls, as well as playback their recordings. Teamgate helps to route incoming calls to relevant owners and log missed calls.
Using scripts prepared in advance, make your sales pitch smarter, and to the point. Ask the right questions, and make sure that you’re asked the questions you want to be asked. Sales scripts are the smart answer.
Teamgate lets you easily analyse your calling results, and to improve call productivity you can view call logs in your Teamgate account.
Transfer the number
With Teamgate, you can save time by using your computer to make mobile or landline calls. Anything that helps to save you time while you focus on selling, has to be good for business.
Insights and Analysis
Logging calls and analysing the data records helps you to evaluate the sales efforts of your team, and accurately identify their input into successful, and unsuccessful sales efforts.
MailChimp integration allows you to send marketing emails, automated messages, and targeted campaigns to your leads or contacts using custom filters. It also helps you to track your campaign status directly in Teamgate Sales CRM.
Outlook / Thunderbird / Gmail
Teamgate users can forward and attach any email to Teamgate in just a couple of simple clicks. Any document attached to an email is saved in the communication history. It’s a great way to keep exclusive files associated with a lead.
Outgoing Email via SMTP Server
Tested and verified ‘emails that work‘ can be turned into email templates. You can quickly compose new emails from Teamgate CRM, share templates with colleagues, and simply boost the efficiency of your team’s output.
Collect and keep all information related to your deals in one convenient location. Plus, include all associated documents: proposals, contracts, pictures, etc. Simply upload all associated files to your deal card, these documents can then be easily found and downloaded.
Customisation & Segmentation
Contacts can be segmented into the categories of your choice. In this way you can keep your database highly-organised, plus, by using filters find and view the files and documents you want instantly.
Having a contact list littered with duplicates is every sales manager’s nightmare, but now there is a simple solution to avoid this. Teamgate automatically detects duplicates at the point of import.
The Teamgate integration with OpenStreetMap helps you to have a clear and concise picture of where your leads are located geographically. Plus, you have the advantage of a route-finder should you want to plan several calls in the same vicinity, and lets you map your journey there. Time saved on the road.
Finding the necessary information promptly is important to salespeople. Teamgate’s global search solution offers you the benefit of a cross-section search and view the results associated with keywords.
Plan your time, take action and win. Having dedicated plans helps you to manage your time much smarter, and more productively. Plan actions with reminders, show availability to colleagues, and gather customer communication history all in one easily accessible location.
When a lead is qualified you can easily convert it to a contact, while keeping all communication history in one place. Easily associate a deal or activity with any converted lead.
Teamgate helps you make sure you never miss another business opportunity again. Even you don’t sell first time around, all your unqualified leads are stored and available for recycling at any time.
Events & Reminders
For sales teams, effective time management is imperative. With Teamgate CRM never miss an action or an appointment again – plan your time smarter, set reminders, take action more easily, and win!
In order to help your sales team, it’s best to collect as much data as possible; this offers you better insights and helps improve the work processes. Teamgate recommends that you prioritise, identify and analyse lead unqalification reasons.
Various actions performed during the lead qualification period – such as lead scoring, source and industry tracking, status change, unqualified reasons marking – all allow you to generate statistics and gain insights on how the lead nurturing process can be improved.
Teamgate’s “Morning Muffin” is a short daily newsletter summarising the most important updates from the previous day’s workload (lead updates, pipeline updates), plus, all of today‘s agenda details.
Lead scoring helps you determine which leads are hot, and which leads are not, allowing your sales and marketing teams to put their efforts into the best opportunities for revenue generation.
Lead status offers insights into the current status of every lead. The status identifies whether you have already started working with the prospect, and the actions to be taken next.
Teamgate gives you the ability to create ‘user teams’. User teams let you easily filter leads, deals, contacts, and companies, by the teams to which they belong. Knowing which user team a lead or deal belongs to, helps you to plan a clearer sales process.
With Teamgate mobile app solution your data can be accessed and updated from everywhere on the go! Be confident that all the necessary information is always with you when you need it.
Teamgate sales CRM offers you a great solution for businesses with multiple sales processes. You can easily create and manage multiple pipelines to facilitate separate reporting options, and to follow and improve the performance of multiple parallel sales processes simultaneously.
Sales Pipeline Movement
The empowered and proven way to shorten your sales cycle instantly. The Sales Pipeline movement report is designed to show the movement of each sales opportunity in a specific time period.
Specific deals can be assigned the currency of your choice. Multi-currency support is convenient for companies and sales teams working with a global marketplace.
The Teamgate sales dashboard provides you with an at-a-glance overview of your sales, vital to check the health of your pipeline, forecast for the future, and track performance.
Sorting and Filtering
Use flexible search filtering options and make your workflow more efficient. A number of search criteria allow you to quickly filter any necessary information you need.
Hi, I am Edita, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.