--- title: "Teamgate Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Teamgate the right CRM solution for you? Explore 155 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/139094/Teamgate/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- Teamgate 4.8 (155) [View alternatives](https://www.capterra.com/p/139094/Teamgate/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 19th, 2026 # Reviews of Teamgate Ease of use 4.9 Customer Service 4.9 ## Pros and Cons in Reviews NM Nathan M ConsultantDesign, 2 - 10 employeesUsed the software for: Less than 6 months. “Before selecting this system, we did a lot of work in terms of reviewing the market, testing different products and researching other people's experiences in trying to find the right CRM and I am confident that we have made the right choice.“ November 6, 2024 Abe D CEOInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years. “The only minor drawback is that the initial setup and customization can be a bit complex for new users unfamiliar with CRM platforms.“ October 9, 2024 NM Nathan M ConsultantDesign, 2 - 10 employeesUsed the software for: Less than 6 months. “We have integrated with our website, Xero and MS Outlook and these work well.“ November 6, 2024 Abe D CEOInformation Technology and Services, 2 - 10 employeesUsed the software for: 1-2 years. “I especially appreciate its seamless integrations with our existing tools and platforms, which have streamlined our workflows and saved countless hours.“ October 9, 2024 NM Nathan M ConsultantDesign, 2 - 10 employeesUsed the software for: Less than 6 months. “Lastly, the software is excellent value for money and the functionality and support provided is not to be found anywhere else at this price point.“ November 6, 2024 ## Showing most helpful reviews Showing 1-25 of 155 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Felicia F. Senior Regional Accountant Used the software for: Less than 1 year ### "creates a sales management increases the performance of the company." June 17, 2022 4.0 It is a sales-based system, it offers a service to guide you through the sales process from contacting customers, interacting and finalizing sales, it helps us Organize, research and analyze and connect with potential customers and close deals in a fast way what profit and increase the performance of our business. Pros This tool allows us to be aware of and maintain control of the production process, where we can collect documents and customer data, analyze the evolution of sales through reports and statistics that manage production and financial growth each month, and we can maintain a management of the workflow. Cons This platform is easy to use, it has a free version and an affordable price for small and medium-sized companies that are developing, it offers us various collaboration tools and it has a self-service portal, a communications panel and therefore no there are functions that our organization dislikes. Review Source James C. Parter Used the software for: Less than 1 year ### "Beautiful CRM for SaaS" October 28, 2022 5.0 The team has been great and helped us establish a methodology to sales (so pipe stages mean something). Consistency = sales velocity, and for us this tool does a far better job of keeping us executing what we know works (but we don't always do) than Pipedrive did. Pros This like Pipedrive (before they got bought and turned into some Frankenstein's monster that gouges on price) but better. The Xero/Quickbooks integration makes it really easy to handle renewals and closed won (have they paid yet? When did they pay), while the inbuilt SMS capability gives you access to email and SMS out of the box for lead management - SMS is the most opened communication channel in the world. Finally, dashboard insights actually help see what's going on. I feel like I have more control now and can fix conversion rate blockages with process experiments, or see who isn't performing and take action. Cons Setting up Gmail is a bit more involved than other platforms, but nothing a bit of Googling can't solve (setting the IMAP correctly). Review Source VR Verified Reviewer Administrative Specialist Used the software for: Less than 1 year ### "Horrible Customer Service" August 17, 2016 1.0 I started a trial of Teamgate, and when I signed up I received an email from a customer support specialist. She asked when would be a good time to talk, so I gave her my number. She didn't call for 30 minutes so I went on break, and when I returned (half an hour later) she had emailed me and said that my call had gone to voicemail. I told her that I would call her tomorrow, but when I went to find her number the phone number had 12 numbers in it. I emailed her and asked her what number to call, and she didn't respond. A day later, she emailed me with the title "TAKE IT EASY" and explained that everyone's time was precious and that she needed to know what my experience with Teamgate was. Her email title alone, "take it easy" was rude, and she was also short with me in her other emails, accusing me of not answering my phone, etc. The customer service was what turned me off from this - absolutely horrible! Cons Customer Service - at least be nice to your customers! Review Source R Reviewer Director of Regional Operations Used the software for: Less than 1 year ### "All Around CRM That Delivers!" April 2, 2024 5.0 Having interacted with a few other CRM's, I'm most impressed and genuinely happy working with such a great group of people bringing clean water into the homes of America! Pros TG is an all around CRM that does most everything very well and with an intuitive approach. And if that's not easy enough, their onboarding process walks you through leveraging the technology to achieve the best results in minimal time. Importing large lead lists were a snap with the mapping technology and they have integrations with other partners. When we've had questions or identified anything working out of the ordinary, they have been lightning fast to respond and deploy fixes. Overall this is a company that can support businesses at scale, yet nimble enough to deliver exceptional customer service. Cons There aren't any major stand out issues with TG but if I have to nitpick to keep it 100 then perhaps the integrations could be fuller with more options but zapier, u know? Another minor tidbit might be when you're reviewing the tasks for the day, to be able to mute/delay an event from the task view instead of a full edit of the task. Overall workflows are quick and easy to pick up, but there's always room for efficiency's and the team at TG is quick to integrate ideas that benefit everyone! Review Source R Reviewer Sales Manager Used the software for: Less than 1 year ### "Fantastic for sales management!!" November 1, 2022 5.0 Very good solution! We are able to onboard a user within half a day becuase of the easy layout and segmentation. Pros The ease of use is extremely important here at FiveCRM. Teamgate does this excellently. The dashboard is very comprehensive and we all know where we are month-to-month/quarter-to-quarter. Cons I am sure there will be other integrations needed at some point but we are very happy with Teamgate currently. It has become a business critical tool for the business, especially our sales department. Review Source SC Simon C. Director Used the software for: Less than 1 year ### "Best CRM that I have used" January 29, 2024 5.0 I have been very impressed with TeamGate and the support network behind it. Pros It has been super simple to integrate. I transferred data from my old CRM to TeamGate over the course of a few days. Plus the near instant customer support, it was basically impossible to make any operational errors. Cons I don't have any legitimate concerns with the software. Review Source R Reviewer Junior Used the software for: Less than 1 year ### "Easy to start; nice visual interface" November 20, 2018 5.0 Pros This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far Cons I feel that there can be more automated tasks or so-called workflows, but for this I use Zapier integration, which covers this part pretty well. Not a big problem at all. Review Source R Reviewer Chief Operating Officer Used the software for: Less than 1 year ### "Customer focussed team. Great CRM for SaaS." February 9, 2023 5.0 Pros We made the daunting decision to switch to Teamgate from Salesforce and haven't looked back. The best part so far is the in-depth assistance from their team. This has included a seamless onboarding as well as an in-depth analysis of our current sales processes and recommendations on how to improve and implement sales best practices. We haven't looked back. Cons Migrating data was time-consuming and frustrating at times, but their team spent significant time assisting with this process to ease the pain and get it up and running with minimal downtime Review Source R Reviewer Photographer/Digital Marketing Strategist/Business Developer Used the software for: Less than 1 year ### "Use Teamgate if you want to save time in daily activities" November 21, 2018 5.0 Pros I like task management features in Teamgate CRM. My team and I can see what everyone's up to. Also, Agenda is great to check what's going on for you every day. We often set meetings and tasks for each other so it is crucial for us to see others' calendar and when they're free. This work really well. Pipeline is also extremely easy to use, you can make quite a lot of insights just by looking what's happening on every stage. Might upgrade to Enterprise when we will be bigger. Cons Missing an integration with project management tool like Asana or Monday. However, I’m pretty happy about the opportunities using Zapier integration - you can automate a lot of manual work Review Source Nick C. CEO Used the software for: Less than 1 year ### "Pipedrive to Teamgate" November 17, 2022 5.0 If you are starting your business and need a CRM tool, this is the CRM to scale with. Pros Teamgate is a simple and easy-to-use CRM. I love using Zapier and Teamgate works great with it. Cons I use Apple products so an iOS app would be great! Review Source KB Korak B. Director of Operations Used the software for: Less than 1 year ### "Teamgate - Your augmented sales team" December 12, 2022 5.0 Started using Teamgate 6-7 months back. Love the product and cannot imagine my sales process without it. Consequently, added Teamgate to our second portfolio company that has slightly different requirements but still works perfectly. Pros 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. Also, they have an awesome onboarding process and documentation. I love how they are always willing to listen to the customer, enquiring about the user experience, and act on the feedback. I’ve seen the product improve even during the time I’ve been using including my own suggestions getting implemented (for example, improved emailing experience). The team even helped me out with zapier integrations one time that was not a core Teamgate issue. Cons Experienced brief downtimes (~5 mins) on one or two occasions in the initial days (but not recently). I guess it’s handled. Review Source R Reviewer Sales and Marketing Manager Used the software for: 1-3 years ### "Easy to use and great service!" March 20, 2024 5.0 I've had an overall great experience with teamgate. They are always very responsible when I have any questions and there's fast turnover when I need a feature or something added. Pros I think Teamgate is really easy to use and makes it simple to track leads and deals throughout the different stages of the pipeline Cons I think some of the export features can be tricky to pull but you are able to see all the information in insights or the dashboard. Review Source R Reviewer CEO Used the software for: 1-3 years ### "A great balance between price and quality" November 16, 2018 4.0 Pros I believe that some of the key features are really well crafted - that's lead module, sales pipeline and insights. Everything else for us is just a nice extra. Since we provide marketing services for our customers, it's great to have all potential clients as leads, to set and see the next actions with them and then, when converting into deals, seeing how they go through different stages of the sales pipeline. Actually, that's one of the biggest pros of Teamgate - that they have this as a default for professional plan, while quite a lot of other CRMs keep multiple pipelines feature in their most expensive plan, which makes no sense for us. That's why I'd say that price and quality wise Teamgate is an outstanding choice. Cons When going to the meetings with potential customers, it would be great to have a CRM in your pocket as a mobile app. Teamgate do have a mobile app, however, I find it a bit of lacking of functionality sometimes. I'd say it's mostly for viewing information, not for entering it. Something similar to an iPad in this case Review Source Alma S. SDR Used the software for: Less than 1 year ### "Great sales CRM for day-today business use" October 28, 2022 5.0 Overall experience with Teammate has been extremely positive. Pros Teammate allows for the management of leads to be done in the most efficient way possible. Email integration, task management, and lead history being all in one place facilitates a smooth transition when going through leads. Zapier and Intercom integrations allows for the targeting of hot leads in a quick and timely manner. Sales pipelines are extremely easy to follow and gives a transparent view to all team members. Cons There is no current issues/want/needs/improvements for the software that comes to mind. Review Source R Reviewer Used the software for: 1-3 years ### "One of the best CRM we had so far" November 16, 2018 5.0 Pros Teamgate has really strong lead management - it's visual and simple, you see a lot of information on the main screen, and if you nened some more details, you can just dig deeper into the lead's card. Lead scoring works without any flaws but it's important to set up your values first. Our team uses calendar a lot and this helps us to see how busy we are and allocate our free time. Agenda is a wonderful feature too, every day I start with looking my day's plan and this is a great tool for that. Since we use Professional plan, dashboard is vital for keeping track of what's going on in the company. Cons You cannot customize the dashboard but I still see pretty much everything I need there, so not a huge problem. It just would be great if I can rearrange the tabs, that's it. Review Source R Reviewer Office Administrator Used the software for: Less than 1 year ### "Highly recommended as a CRM" November 4, 2022 5.0 Teamgate helps me a lot in my daily work, whenever I have a question \[SENSITIVE CONTENT\] is available at any time.He's very efficiency and patient. I love to deal with him Pros This software helps me to keep contacts and customers follow-ups as organized as possible. It helps me to create meeting reminders and notes, so I don't have to resort to other software for this and I can centralize as much information as possible within the same software. Cons Sometimes I need to create sub companies within one company, and this is not possible. Teamgate should make live tutorials to learn more about the software. Review Source VR Verified Reviewer Freelance Writer Used the software for: Less than 1 year ### "The CMS Solution You Won't Be Able To Live Without" August 21, 2018 5.0 A very affordable monthly rate and a very easy to use program means that our team doesn't have to waste time managing software, and can instead just manage our clients! Pros This is incredibly easy to use. Doesn't over-complicate the entry process, forms populate near-instantly and you don't have to be tech-savvy to use it, which is good when you have a sales team of varying level of familiarity with computer programs. Cons The program does take a little longer to boot up than I like. Review Source R Reviewer System Engineer Used the software for: 1-3 years ### "An incredible CRM application." August 6, 2018 5.0 Pros The application offers a simple and clean interface and allows easy navigation. The task management is very flexible. It forecasts sales using results from insights. The application is rich in features and you get all features in a very affordable range. It is integrated with a two-way exchange calendar. The support and customer service team are very responsive, they are available round the clock. The dashboard is indeed very simple, they have included all the essential and required features leaving aside the unimportant ones. The application helps you in increasing the frequency of interactions with your leads at ease. Helps in the sales and contacts management. It helps you generate reports, statistics, and results. Cons Require more tools for project management. It is difficult to change the filters of the dashboard. The absence of a mobile application. Review Source Olivia T. Content Marketing Manager Used the software for: 1-3 years ### "A Good Sales Management Solution, Teamgate" March 17, 2023 4.0 Pros We were able to monitor and keep control of incoming leads and sales meetings. Production process was thorough because of the document collection and customer data. Cons The pricing might be too much especially for startups and project management tools can also be improve. Review Source VR Verified Reviewer Used the software for: Less than 1 year ### "This couldn't get any better!" September 22, 2016 5.0 I was using CRM for a year now and I have to say this must be the best cloud based CRM out there. I'm getting extremely good results both in sales and time management. It's simple and easy to use. It didn't take me long to get used to it and start crushing it with sales and setting bigger goals. The only down side is that I got addicted to it and i cant stop using it. Good to have tools like this available to the public. Review Source R Reviewer Sales Manager Used the software for: Less than 1 year ### "Best CRM for inbound leads and scoring" May 17, 2017 5.0 Having spent 5 years training sales teams, I am always looking for the best CRM that is going to give help me make my sales cycle as efficient as possible. Teamgate lead scoring is incredible, and matched with being able to make so many custom fields and analyse everything through detailed insights, I am not only make sales quicker, but I am making more of them. Would reccomend Teamgate for anyone looking to improve their sales conversons. Pros Lead scoring / Goal Setting / Insights / Cons Automated tasks Review Source R Reviewer CEO Used the software for: Less than 1 year ### "Best solution we had so far!" May 17, 2017 5.0 After trying several online CRM systems which didn't make us very happy we finally came to Teamgate. And what a surprise: we found OUR solution! Teamgate is absolutely easy to use, has all significant features we need and additionally has a lot of customization possibilities. Great job! Pros Customization Options. Easy to use. Cons More flexible price model for small companies would be great. Review Source Gustavo V. CEO Used the software for: Less than 1 year ### "CLMI review" September 14, 2016 4.0 Never able to print reports. It started good but I needed to share with my team the filtered queries. I tried several times and asked for help. There were some answers but my query was never resolved. Pros Good attitude in the beginning Cons Then left alone. Did not follow up on my needs Review Source R Reviewer CE/o Used the software for: Less than 1 year ### "Best on the market" May 17, 2017 5.0 simple and attractive... thats all we need. We browsed and trialled a lot of different solutions and team gate stood above the rest. Pros Simple and easy to use Cons I cant use my company colours and logo Review Source Verified Reviewer Business technology expert and CRM consultant Used the software for: Less than 1 year ### "Great CRM system!" June 26, 2015 5.0 We switched to TeamGate from Microsoft CRM and are very happy with our choice. It is by far more intuitive and my sales managers use it more enthusiastically. Pros Pipeline view, easy and fast creation of sales leads, companies and contacts, powerful Insights module. Cons The overall design could be updated. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.