Email Integration
Teamgate CRM offers two simple ways to track and store email communication with your leads, prospects and customers. It allows you to work on sales in one platform, which greatly improves productivity and lets you focus solely on selling.
Keep in mind, Teamgate CRM strives to improve email communication experience with your current and potential customers while keeping all correspondence safely stored in one place. It is a beneficial tool for anybody who wants to optimize their sales efforts and keep the records tidy.
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Sales Inbox
Teamgate presents an automated CRM email integration designed for salespeople. You can now connect Teamgate with your popular email provider and enjoy communicating with your customers and managing your sales process in one platform. It lets you track and manage sales emails, send customized templates and start new conversations anywhere in the system. Using sales inbox saves up to 20% of your time . Communicating with your prospects and customers was never simpler.
Email CC/BCC
For those with less demanding requirements, who simply want an attached communication to their customers’ cards – we offer Email CC/BCC attachment solution. It lets you forward incoming and outgoing emails straight to Teamgate contact card. Email communication will be automatically attached to relevant contacts in your CRM. It is a straightforward fix for communication management issues.
Inbox
- Automated
- Send and receive emails directly from CRM
- Customizable sales email templates
- Personal signature
- Email tracking
- Set email privacy
CC/BCC
- Requires additional setup
- Send emails from your email provider
- Forward emails (CC/BCC) to receive in CRM
Complete information in one place
Whether you choose Sales inbox or Email CC/BCC, email communication will still be attached to your lead, deal or contact. Having email correspondence attached to your customers is a must, that is why it is available in all three plans.
Email customization and templates
Increase your productivity by sending personal emails using templates. Email templates let you have pre-made email variations for various occasions. You can even add your custom signature depending on the recipient. It is all about time-saving and getting rid of frustrating manual repetitive work.
Increase your productivity and focus on selling.
We will take care of the rest.
Discover other integrations with Teamgate
Google Calendar
Users with Teamgate account can sync events and tasks between Teamgate and Google Calendar
Google Drive
Store all kind of files in Teamgate – from documents and text files to PDFs, photos, videos and more
OpenStreetMap
Get the location of your contact in seconds and navigate there, using OpenStreetMap integration with Teamgate
Google Contacts
Everytime when you edit your Google contact’s details, this particular change will be also synced to Teamgate, and vice versa
Outlook / Gmail
Teamgate users can save any email to Teamgate in just couple of seconds. Also, you can reply to your emails without even opening your email platform
MailChimp
MailChimp integration allows you to send marketing emails, automated messages, and targeted campaigns to your Leads or Contacts using custom filters, and more
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Zapier
Automate your workflows between Teamgate and 600+ apps so you can minimize all the manual work
Twilio
Using Twilio, Teamgate created SmartDialer – a phone system that allows to call directly from Teamgate, also to log calls, analyse them, and more
Nexmo
Nexmo integration allows you to send outbound and inbound SMS to your customers or your team members, also set SMS-messages as reminders
WordPress
Using Teamgate CRM forms for WordPress you can connect your WordPress website with your Teamgate account.
More Options with Zapier
Let’s have a chat
Hi, I'm Andrew, CEO here at Teamgate. Myself and my team pride ourselves in ensuring that our customers are powered to unlock their true sales potential. Speak with our team today so that we can learn more about your business and sales goals, and how Teamgate can be effectively utilized to help you grow faster.
