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SMBs with a sales team of 10+ who are into things like: a no-fluff, user-friendly CRM that helps segment leads, accurately forecast sales, and automate time sucking tasks.
United States of America, Europe, United Kingdom, Australia, Canada.
Having used quite a few different CRM's, this Pipeline program is wonderful and simple and best of all, their customer service is superb.
Uploading leads has been an issue. If they are not formatted correctly, you will have overwritten leads, lost leads, or error uploading leads.
Deals can be managed with appropriate pipelines and can be attached with specific contacts. The CRM helps great with reporting and has rally nice interface to deal with.
It did lack some features that would be handy. The entire API section was a little confusing.
As the top Mortgage Recruiting service in the US we love it and it does the job effortlessly and is simple to program.
If not used properly, it can become cluttered with unnecessary information and profiles that are useless. The key is to set up profiles and leads correctly to avoid this.
We have been a customer with Pipeline Deals for many years. We are extremely pleased with the quality of customer service and continued growth and development of the application.
There is nothing I can say that I dislike about this software.
It helps us identify where we need to improve our work and in which sections we are the best at.
The customer service was what turned me off from this - absolutely horrible.
Clean and intuitive UI, quick and effective responses to support requests, allows useful customizations, great analytics, powerful when used with the allowed integrations and zapier.
Require more tools for project management. It is difficult to change the filters of the dashboard.
Teamgate's customer support was great. They were super active right from the start, helped us to import our contacts from older CRM and gave us some more great advice.
When I started to use the Teamgate CRM, I had some questions. I was a little skeptical as I am in Mexico and Teamgate overseas.
Nice CRM, easy to understand with good visual pipeline and great visual reports. Process for leads separate from sales pipeline.
There are so many CRM/Sales tool products available out there, but I've found a lot of them have what I call "Feature Overload.
Prioritize real-user-identified key features according to your needs to find your best fit.
Pipeline CRM
Teamgate
Top FeaturesPipeline CRM
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Teamgate
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