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Brand: Teamgate
Teamgate CRM offers lead and deal tracking, email/dialer integration, visual pipelines, and real time analytics to help SMBs streamline their sales process....Read more
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Features
Customer Data Management (CDM) Lead Management Sales Pipeline Management Collaboration and Communication Integrations See all 
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Customer Data Management (CDM)
Contact Management Store and manage customer contact details in one place. Account Management Organize contacts under specific companies or accounts. Customer Profiles Maintain complete profiles with communication history and preferences. Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement. Activity History Record and review all past customer interactions, including calls, emails, and meetings. Lead Management
Lead Generation Capture leads through forms, email, or integrations. Lead Nurturing Engage leads with follow-ups and automated communications. Lead Tracking Monitor lead movement and activity within the sales funnel. Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects. Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules. Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising. Sales Pipeline Management
Opportunity Management Track potential deals and their stages. Task Management Assign and monitor sales-related tasks. Deal Management Handle deals through every sales stage. Quote & Proposal Management Create and send tailored quotes and proposals for potential clients. Territory Management Organize and assign sales territories to optimize coverage and performance. Order Management Handle order processing and ensure smooth transaction flow post-sale. Deal Rotting Flag and manage deals that are stalling or not progressing as expected. Collaboration and Communication
Internal Communication Collaborate through in-app notes and messaging. Document Sharing & File Storage Upload and share files within the CRM. Built-in Dialer Make calls directly from the CRM. Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates. Call Tracking and Recording Track and record sales calls for better analysis and performance review. Integrations
API Access Customize connections with external systems. Calendar Integration Sync meetings and schedules. Third Party Integrations Connect tools like Google, Zapier, and Mailchimp. Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates. Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support. Workflow Automation and Management
Workflow Automation Automate sales and admin tasks. Task Automation  Trigger task creation based on actions. Lead Capture Automation Automatically capture lead details. Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM. Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria. Security & Compliance
Data Encryption Protect data with encryption protocols. Role-Based Access Control (RBAC) Define access levels for users. GDPR and CCPA Compliance Align with global data privacy laws. Audit Logs Maintain a log of all user actions for accountability and security auditing. IP Whitelisting Prevents unauthorized access from unknown or unsecure locations. Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability. Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans. AI Capabilities
Predictive Analytics Anticipate outcomes based on past data. Lead and Deal Scoring Use AI to rate opportunities. Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently. Analytics and Reporting
Sales Forecasting Predict future sales performance. Custom Dashboards Create personalized data views. Sales Funnel Analysis Analyze lead movement and drop-off points. Conversion Reports See how leads turn into deals. Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement. Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs. Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning. Customisable Pipeline Views Create customized views of sales pipeline stages for better oversight. Alerts & Notifications
Customer Interaction Alerts Get notified of important activities. Event-Triggered Notifications Trigger alerts on specific actions. Custom Workflow Alerts Notify users about workflow changes. Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met. Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase). System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution. SLA Violations Receive notifications when service level agreements are breached or approaching deadlines. Others
Geolocation Track customer locations on maps. Customization Options Personalize the CRM to your needs. Touchpoint Monitoring Monitor every customer interaction. Data Import/Export Campaign Management | Brand Name | Teamgate |
| Information | Teamgate is a full process Sales CRM simply and smartly designed to strengthen entire sales experience. |
| Founded Year | 2012 |
| Director/Founders | Chris Gulbinovic, Ksystof Gulbinovic, Liudas Å umskas, Marijus Andrijauskas |
| Company Size | 1-100 Employees |
India
USA
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