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Average Ratings 5 Ratings

Total
ease
features
design
support

Description

PegasusCRM is a comprehensive cloud-based customer relationship management solution tailored for the merchant services sector, designed to assist independent sales organizations, processors, and acquiring firms in effectively overseeing leads, merchant onboarding, support, residuals, and portfolio management within a single platform. Its capabilities include a sophisticated sales-funnel engine equipped with partner and agent portals, the convenience of digital signatures, and auto-filled merchant agreements that expedite the closing of deals; a boarding module that incorporates document management and task as well as meeting tracking to enhance the efficiency of merchant setup; daily operational communication and maintenance tools featuring VoIP and email integration, equipment tracking, and a ticketing system for support; in addition to a robust residual-reporting suite that facilitates the computation of payouts, bonuses, deductions, and multi-tiered commissions across multiple processors, all supported by informative dashboards and analytics that track performance and agent activities. Furthermore, this platform aims to streamline workflows and improve overall productivity for its users in the competitive landscape of merchant services.

Description

Teamgate is a user-friendly, easy to use, yet extremely powerful CRM for Sales and SaaS professionals, from startup to enterprise. Teamgate, a web-based full-process sales CRM solution, will help you improve your sales experience and increase your business growth. Teamgate has a variety of features that simplify every step of the sales process, from lead prospecting to closing sales. The platform integrates seamlessly with leading business apps such as Mailchimp, Intercom, Quickbooks, Zendesk, and more, powering sales teams to exceed quota consistently. Say goodbye to hidden implementation costs, consulting fees and add-ons.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Gmail
Adobe Acrobat
CSS
Dubb
Easyflow
Freshdesk
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
LinkedIn
Microsoft Outlook
Nekton.ai
Peaka
ProjectManager
SurveyMonkey Enterprise
Yahoo! Mail
Zapier

Integrations

Gmail
Adobe Acrobat
CSS
Dubb
Easyflow
Freshdesk
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
LinkedIn
Microsoft Outlook
Nekton.ai
Peaka
ProjectManager
SurveyMonkey Enterprise
Yahoo! Mail
Zapier

Pricing Details

$895 per month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

PegasusCRM

Founded

2000

Country

United States

Website

www.pegasuscrm.net

Vendor Details

Company Name

Teamgate

Founded

2012

Country

USA

Website

www.teamgate.com/trial/

Product Features

Product Features

Contact Management

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

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

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Revenue Intelligence

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

Sales Tracking

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

Alternatives

Alternatives

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