Teamgate CRM 2025 Review | Detailed overview

What does Teamgate do?

Teamgate, born in 2012 in Vilnius, Lithuania, embarked on a journey akin to the country’s evolution. Despite initial uncertainties as a startup, each step was a lesson, leading to continuous growth and transformation. It’s a tale of inspiration, learning, and relentless change.

In my experience, Teamgate offers a CRM system that stands out among the rest. It’s not just a tool but a comprehensive solution for interacting with your existing and potential customers. It’s designed to help you manage every facet of your customer relationships, sales, and assessments. But let’s break it down even further: Teamgate is about enhancing and simplifying your entire sales process. And in my book, that’s a win!

Key features of Teamgate

Teamgate CRM is an all-around solution that empowers businesses with advanced tools to manage customer relationships and optimize sales processes. It offers a suite of features designed to streamline your sales workflow, enhance productivity, and drive successful customer interactions.

LinkedIn Shuttle

Teamgate’s LinkedIn Shuttle is a game-changer. It eliminates the need for manual data entry, a typical time drain for salespeople. It automatically pulls data from LinkedIn profiles, creating new leads and contacts. It includes name, position, company, email, and even phone numbers. The ability to effortlessly import such rich data directly into your Teamgate CRM is a significant advantage.

Here’s how Teamgate’s LinkedIn Shuttle can benefit you:

• Time Efficiency: It helps you find quality leads, eliminating the need for manual data entry and allowing you to use your time more productively.
• Comprehensive Data Collection: You can gather more than just names. This feature lets you capture all available data from LinkedIn profiles, including company information, position, email, and even phone numbers when available.
• Targeted Lead Generation: Avoid capturing irrelevant leads by directly targeting specific sectors and gathering data using the easy-to-use features of the Teamgate-LinkedIn Shuttle.

Lead Capturing

There are many tools available for capturing inbound leads. One effective method is using lead capture forms on your website, such as newsletter sign-ups. These forms automatically capture visitor details and create a new lead in Teamgate right where you need them. These lead capture tools are your CRM arsenal’s most intelligent and user-friendly resources.

Here are some insights to help you get the most out of Lead Capturing:

• Visitor Conversion: Identify which visitors turn into opportunities and determine the most valuable lead sources.
• A/B Testing: Utilize web forms for A/B testing to discover which forms yield the highest conversion rates.
• Experimentation: Don’t hesitate to try new strategies. Invest time in exploring the robust capabilities of Zapier.
• Content Strategy: Prioritize your content to drive traffic to crucial landing pages.
• Mobile Optimization: Publish content that’s optimized for mobile and regularly analyzes your website’s performance.
• Workflow Automation: Automate your workflow to ensure you never miss an opportunity to engage with new leads when they’re most interested.

SmartDialer

Say goodbye to the hassle of juggling external programs or VoIP phones. With Teamgate’s SmartDialer, your call-making efficiency can skyrocket. This innovative CRM dialer software ensures a productive and result-oriented calling experience every time:

• Instant Calls: Make local, national, or long-distance calls in a snap.
• Call Recording and Playback: Record your calls and play them back anytime, anywhere. This allows you to analyze your sales pitch and improve.
• Inbound Call Management: Ensure every inbound call is assigned and rerouted to the correct account or contact owner.
• Missed Call Handling: Never miss another call. Any missed calls are listed and recorded to your customer’s profile card. Plus, SmartDialer can turn those missed calls into new leads.
• Script Preparation: Prepare short scripts and cold call dialer scripts to stay focused and on-pitch during calls.
• Efficiency: With this powerful CRM sales dialer, you’ll spend less time dialing or searching for phone numbers and more time closing deals.

Pricing Plan

Teamgate CRM offers a flexible pricing structure tailored to accommodate the needs of different users. The following is a summary of their pricing packages:

Starter Plan

Enjoy the benefits of Teamgate CRM free of charge for up to 2 users.

• Kickstart your journey with all the essential tools for contact and communication.
• Streamline your sales process with effective Pipeline Management.
• Keep your schedule in check with seamless Calendar Synchronization.
• Stay organized with easy Activity and Task Creation.
• Manage your contacts efficiently with our robust Contact Management system.

Team Plan

Elevate your sales efficiency and process management with our comprehensive and scalable toolkit, designed specifically for SMBs. The Team plan costs $39.90 per user per month (billed annually). This encompasses all the functionalities of the Starter plan, in addition to:

• Accommodate unlimited users
• Enjoy full email synchronization with customizable email templates.
• Streamline your processes with workflow automation.
• Gain insights with sales dashboards and forecasting.
• Benefit from a dedicated account manager
• Communicate effectively with in-app dialing and SMS integrations.
• Easily import leads and contacts in bulk.
• Get round-the-clock assistance with our 24/7 chat and email support. 

Growth Plan

The Growth plan costs $59.90 per user per month (billed annually). It includes all the features of the Team plan, plus 

• In-depth Sales Insights and Analytics: Gain a deeper understanding of your sales performance.
• Lead Scoring and Prioritization: Identify and focus on high-potential leads.
• Open API and Zapier Integration: Connect and automate your workflows with ease.
• Unlimited Integrations: Integrate with an unlimited number of apps and platforms.
• Multi-Currency: Conduct business globally with multi-currency support.
• Products Catalogue: Manage your offerings effectively with a comprehensive product catalog.
• Sales Training, Strategy Sessions, and CRM Implementation: Benefit from expert guidance and strategic insights.
• 24/7 Phone and Video Support: Get round-the-clock support via phone and video.
• Exclusive Access to the Sales Accelerator Community: Join a community of like-minded sales professionals.

Is Teamgate Easy to Use?

Teamgate is a comprehensive CRM that excels in nearly every aspect, offering an intuitive user experience. If that’s not straightforward enough, their onboarding process guides you through utilizing the technology for optimal results in the shortest time. Thanks to their mapping technology, importing extensive lead lists is a breeze, and they offer integrations with various partners. 

Their response and resolution were impressively swift whenever I had queries or noticed anything unusual. Overall, Teamgate is a company that can support large-scale businesses while maintaining the agility to provide outstanding customer service.

Which Companies work with Teamgate CRM

Various companies find Teamgate a popular platform as it offers all aspects of business management in one place. It has received high rankings on review sites for its helpfulness and showcases testimonials from companies such as:

• AVIS
• Rossi Security
• B/S/H
• Channable
• BMW
• Harba

Suitability Assessment

Choose Teamgate CRM if:

• You’re a small to medium-sized business looking for a comprehensive and user-friendly CRM solution.
• Your team requires a CRM with advanced sales capabilities and intelligent customer management.
• You’re seeking a CRM with seamless integration capabilities, including LinkedIn and Zapier.
• Your business needs a CRM that offers unlimited data storage and automated reporting.

Avoid Teamgate CRM if:

• You’re a large enterprise that requires highly customizable CRM solutions.
• Your team lacks the technical expertise to leverage advanced CRM features.
• Your business requires specific features not offered by Teamgate CRM.
• The pricing of Teamgate CRM doesn’t align with your budget.

Please note that these are general guidelines, and the suitability of Teamgate CRM can vary based on specific business needs and circumstances. It’s always a good idea to take advantage of free trials or demos offered by the software provider to ensure it’s the right fit for your business.