Lead Qualification

Sales decisions can be backed-up by the data collected in your Teamgate Sales CRM – everything you know about a lead can help you to decide whether it can be qualified as a deal, or whether it should be unqualified completely. But remember, even unqualified leads can be recycled and processed again at a later day. Teamgate provides you with all the necessary tools to convert and re-qualify your leads as an integral part of the lead qualification process.
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Lead Qualification

Convert Your Leads into New Business Opportunities

As an integral part of your sales lead qualification process, Teamgate gives you the power to seamlessly convert leads into contacts and deals. A few easy steps and hey presto, you have a new contact which can be instantly assigned to any activity and/or deal.

Recycle and Process Again to Get More

Here’s an interesting fact: lead recycling can actively help you to requalify up to about 5% of your leads. Never again treat unqualified leads as deleted leads, Teamgate is powered with just the right features allowing you to rediscover opportunities. You can recycle unqualified leads at any time simply by reviewing them using certain attributes or requests – search filters make this really easy – and then applying the right tools to get those leads back in the sales pipeline.

Advantages of Teamgate

  • No information is lost in the process as communication history is automatically transferred after converting a lead.
  • You can use Mailchimp integration to restore your leads in no time and requalify them back into the pipeline.
  • Lead qualification and lead scoring features help you to constantly evaluate, and reevaluate leads.

Some of the Lead Qualification features in Teamgate

Lead Conversion

When a lead is qualified you can easily convert it to a contact and be sure to keep all communication history in one easily accessible place. It is then really simple to instantly associate a deal, or an activity, with the converted lead.
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Lead Recycling

The Teamgate sales CRM ensures you never miss another business opportunity. As part of your lead qualification criteria, unqualified leads are available for review at any time, and can be easily, and quickly recycled back into the sales pipeline.

Events & Reminders

Never miss an action or an appointment again – plan your time, take action and win! Plus, make lead qualification in CRM one of those never-miss activities.

Unqualification Reasons

Allowing your sales team to collect as much data as possible, thus helping them to get better insights and improve the whole process.  Teamgate recommends how to identify and analyse lead unqalification reasons.
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Qualification Optimization

Various actions performed during the lead qualification period such as lead scoring, source and industry tracking, status change, unqualified reasons, allow a sales team to generate statistics and gain insights on how the lead nurturing process can, and should, be improved.


MailChimp integration allows you to send marketing emails, automated messages, and targeted campaigns to your Leads or Contacts using custom filters, and then track your campaign status directly in Teamgate Sales CRM.

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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.