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.
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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, 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, call logs, 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; this helps when working with specific target groups. The categories are static, which helps to keep your database organised.
  • Cross-section 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.
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Customization & Segmentation

Contacts may be segmented by various static categories; keeping your database well-organised and highlighting important information through filters.
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Duplicates

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

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Geolocation

Integration with OpenStreetMap helps you to create a clear geographic map outlining exactly where your leads are located.
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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.
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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.

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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.