Teamgate

Open your day in Teamgate by pulling up your tasks, top leads, and scheduled calls—then start working the list. Import new prospects from a CSV or web form, tag them by source or intent, and let lead scoring rank who deserves attention first. Launch SmartDialer to call directly from the contact record; Teamgate logs duration, outcomes, and notes automatically. Use the AI Assistant to generate a first‑touch email, a follow‑up sequence, or a quick call script tailored to the deal context. If a prospect prefers another channel, switch to text, social, or email without leaving the app and keep every interaction attached to the contact. Set automations to add reminders, create tasks after missed calls, or move hot leads to a senior rep the moment they cross your scoring threshold.

Manage deals from a visual pipeline that mirrors your process. Drag cards between stages, update probability, and set close dates as you go. Overdue or stagnant opportunities surface with clear alerts so you can prioritize the next move. Build quotes from the product catalog, generate one or multiple proposals per opportunity, and attach documents for approval. When a deal advances, trigger automations to send a pricing summary, assign a technical reviewer, or open an order. Keep everything—emails, call recordings, files, and notes—centralized in the opportunity so handoffs are smooth and nothing gets lost. more