Sales Management

Get a visual view of your sales process stage by stage. Have a clear sense of where you should improve, when and what actions are planned for each sales opportunity and who is responsible for the completion.

  • Monitor your sales as you prefer: by the overall sales performance, activities of individual employees or a period of time.
Sales Management

  • Sales Pipeline Tracking
  • Multi-Process Management
  • Lead Capturing
  • Goals and Quotas

Customer Management

Manage your customers in one place, create custom fields, tags or filters, nurture leads and make insightful decisions.

  • No matter if you work inside the office or outside on the field, you can always find contacts, history, active actions and deals when you need them. Find an interesting LinkedIn contact and Shuttle it directly to your Teamgate account.
Customer Management

  • Accounts and Contacts
  • Customer Unique Card
  • History and Timetable
  • Customization, Filters, Tags and Fields

Smart Sales Report

Everyday have a crystal-clear view about where your business stands with our key up-to-date reports.

Smart Sales Report

  • Leader Dashboard
  • Goals
  • Sales Activities
  • Pipeline Today & Forecast
  • Sales Results
  • Lead Generation
  • Data Quality
  • Me & Market!

Talk and Share

Enjoy your collaboration space to chat in groups, share team expertise, files, insights and new ideas.

  • Connect and motivate your team, with efficient work across the organization, anywhere and anytime. Create groups and wiki’s, share files, delegate tasks and follow important company news, or make some fun chats about your sales’book collection or movies library.
Talk and Share

  • Files storage and Google Drive
  • Wall, Posts and Comments
  • Wiki’s
  • Collaboration Area

Integrations

Features:

  • Email Automation
  • Google Apps
  • 3rd parties
  • Open API

Extra

Features:

  • Task management
  • Invoices
  • Document templates

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