Contact Management

Quickly and easily find customer data, including key contacts, companies, communication history, and much more. You get a complete picture of every customer, from call records to the history of campaigns, to the deals they’re involved in.

Contact Management

Build Highly Personalized Relationships

There’re two contact sections – People and Companies – available and each of them holds different types of contacts. But, most importantly, these sections are related: we assure you that business information will stay connected with the individual details. Adding new contacts is easy – you can conveniently convert qualified leads into contacts, import them or add manually.

Contact cards contain valuable information, which can be enriched by adding custom fields. Contact info, notes, tasks, communication history, deal details, and more – we want to make sure that whatever type of business you run, you can manage your contacts in the most convenient way.

Manage Your Time

Plan your time, take action and win. Whether you need to create a new meeting, follow-ups, or just add a note, it is one click away. Managing and scheduling activities is possible cross-section. Available features, such as activity feed, calendar management, event sync, to-do list, and other, concentrate on supporting your sales process.

Advantages of Teamgate Lead Management

  • Reaching out to qualified prospects and moving them through the whole sales cycle is convenient. Teamgate supports prospecting with various features, such as Smart Dialer, MailChimp integration, follow-ups, reminders, and more.
  • Keep track of your communication with a contact. Emails, call logs, or comments, everything stays in one place and can be seen by your team.
  • Contacts can be segmented by various categories; this helps when working with specific target groups. The categories are static, which allows keeping your database organized.
  • Cross-section global search helps you finding and accessing contacts easier from within the system.

Some of the Contact Management features in Teamgate

Data Import

Cut the precious time and stop entering leads manually, you can use flexible import options, such as Excel spreadsheets, Google contacts, your address book, and more

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Customization & Segmentation

Contacts can be segmented by various static categories, therefore you can keep your database well-organized and see necessary info by applying filters.

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Duplicates

Contact list with duplicates is every manager’s nightmare, but now there is a simple solution to avoid this.

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Geolocation

Integration with Google Maps helps you to have a clear picture where your leads are located.
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Smart Search

Finding necessary information promptly is important. Global search solution offers you the possibility to use the cross-section search.

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Document Management

It is very useful to collect all the possible information related to your deals in one place. Important information can be held in a various type of documents: proposals, contracts, project plans, pictures and etc. For your comfort, we highly suggest uploading all the files to your deal card. Later these documents could be easily found and downloaded.

RUN YOUR SALES TEAM ON TEAMGATE

Your sales team deserves more than just a platform. They deserve a complete sales stack.

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Hi, I am Ilmaras, 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.

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