Teamgate

Automate repetitive sales tasks and workflows to increase efficiency and reduce manual work

Organize and manage company information alongside contact records

Centralized contact database with unlimited contacts (on higher tiers) for organizing and managing customer relationships

Support for multiple currencies in deals, products and reporting

Track individual people and their relationships within organizations

Send and receive emails directly from CRM account using favorite mail integrations

Pre-built email templates and ability to send bulk emails to multiple contacts

Dial directly from CRM to reduce dial lag and enable agents to spend more time closing deals and generating leads

Send SMS messages directly from CRM using Twilio integration

Store and track files related to deals and contacts within the CRM

Mass import leads and contacts from various sources including CSV, XLSX, and vCARD files

Synchronize sales activities and meetings with calendar applications

Open API for custom integrations and extending CRM functionality

Automatic lead enrichment coming soon to enhance lead data quality and intelligence

Create convenient and efficient lead cultivation process with leads in one location for planning activities, interaction and segmentation

Prioritize and score leads based on engagement and fit to focus sales efforts on high-potential opportunities

Deeper insights, extensive analytics and data-driven intelligence for understanding sales performance and trends

Data-driven analytics and intelligence to uncover hidden revenue opportunities and understand sales performance metrics

Geographic mapping and visualization of customer locations

Dashboarded metrics provide immediate insights into sales performance with pipeline health, sales forecasting, and performance statistics

Data-driven sales forecasting and pipeline health analytics to inform decision making and predict revenue

Create and track activities and tasks to manage sales workflow and ensure nothing falls through the cracks

Manage sales deals with customizable pipelines and deal stages to track progress and forecast revenue

Organize and track sales activities, meetings and interactions

Drag and drop interface enables rapid movement of deals across sales stages and pipelines with deadline indicators and warnings

Manage and organize products for inclusion in sales proposals and deals

Dedicated account manager for Team plan subscribers to provide guidance and support

Exclusive access to Sales Accelerator Community for networking and best practices sharing

Comprehensive sales training, strategy sessions and CRM implementation support for Growth plan subscribers

Create and manage sales teams with role-based tracking and performance monitoring