Teamgate CRM Reviews & Ratings

Teamgate CRM

5.0 out of 5 stars

Ratings and Reviews 5 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is Teamgate CRM?

Teamgate is an intuitive and highly effective CRM designed specifically for Sales and SaaS professionals, catering to everyone from startups to large enterprises. This comprehensive web-based sales CRM solution enhances your sales journey and fosters business expansion. With a multitude of features that streamline every phase of the sales cycle, from identifying leads to finalizing sales, Teamgate stands out in the market. It effortlessly connects with popular business applications like Mailchimp, Intercom, Quickbooks, and Zendesk, enabling sales teams to consistently surpass their targets. Furthermore, Teamgate eliminates unexpected implementation expenses, consulting costs, and additional fees. This makes it not only a powerful tool but also a cost-effective choice for organizations looking to optimize their sales processes.

What is Pulse CRM?

Pulse CRM is a specialized platform designed for the effective management of customer relationships and portfolio oversight, specifically catered to independent sales organizations and payment-processing firms, overseeing the entire merchant experience from lead acquisition to application submission, underwriting, onboarding, and managing residual payments, along with portfolio analysis. This system streamlines merchant onboarding through automation across various ISOs and features integrated tools for risk assessment and underwriting, which significantly speed up the approval process. The platform includes tailored features for tracking and reporting residuals that are in sync with payment service operations, alongside robust dashboard analytics that monitor the performance of both agents and merchants. Furthermore, it adopts a centralized approach to workflow automation and enhances document management while including essential compliance checks, allowing users to transition from unwieldy spreadsheets and disjointed systems to a unified solution that boosts efficiency. This innovative tool not only enhances operational capabilities for organizations but also plays a crucial role in elevating customer satisfaction levels, making it an invaluable asset in today’s competitive landscape. Ultimately, Pulse CRM empowers businesses with the resources they need to thrive and adapt in a constantly evolving market.

Media

Media

Integrations Supported

Chat Agents
Dubb
Freshdesk
GA Connector
Google Calendar
Google Contacts
Grain
HubSpot Marketing Hub
Integry
LinkedIn
Make
Microsoft Outlook
Nekton.ai
ProjectManager
QuickBooks Online Advanced
WhatsApp
WordPress
Xero
Zapier
Zendesk

Integrations Supported

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Starter - $Free up to 2 users
Team - $39.90 per user/month billed annually
Growth - $59.90 Per user/month billed annually

No hidden costs.
Free Version
Free Trial Offered?

Pricing Information

$299 per month
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Teamgate

Date Founded

2012

Company Location

USA

Company Website

www.teamgate.com/trial/

Company Facts

Organization Name

Pulse CRM

Company Location

United States

Company Website

pulsecrm.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Capture

Dashboard
Data Extraction
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Merchant Management

Not specified

Revenue Intelligence

Actionable Insights
CRM Interactions
Call Scoring
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching

Sales

Not specified

Sales Tracking

Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

Merchant Management

Not specified

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