Opportunity management made simple for any type of sales person to be a real hunter. Drag & drop interface makes moving deals across the stages easy and fast with no distraction. Closing date indicator warns when deals are late to be closed, gives you a clear view of your team performance, as well as highlights areas that need an extra push. Close your deals in a fast way.
How it can help you sell more
Estimated closing date indicators
In order to stay on top of your deals, set an estimated closing date for each one. However, if your closing deadline passes, you will see a red yellow/red bar underneath specific deal in the pipeline. The longer it is overdue, the longer and more red the bar will be.
Drag & drop interface
Simple & easy way to move deals across sales pipeline. Simply drag and drop opportunities from one sales stage to another, no additional clicks required.
Dealing with companies located in different countries? No worries, simply pick desired currency for specific deal. For your convenience, total deals’ amount for your particular stage is in the original currency chosen by you.
Multiple Sales Pipelines
No need to stack multiple processes in one pipeline anymore. For your convenience, we give you the ability to create multiple pipelines with separate reporting options.
Easy to use
Manage your deal’s information easily: attach documents, add products from catalog, enter all important information in custom fields. Deal Management was never that simple and intuitive.
To see a clear picture of what is it going in your pipeline, take a look at illuminating reports available. Teamgate measures various indicators, so pick the ones you need and take a look at them in your Dashboard or Insights section. Sales Funnel and Pipeline Trajectory will become irreplaceable help on a daily basis.
Track and manage your scheduled activities straight from a pipeline view. Whether you need to create new meeting or just add a note, it is available a one click away. In addition, you can have your pre-made scenarios saved and ready to add, which will eliminate need to manually type recurring actions.
Hi, I am Amber, 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.