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Teamgate

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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: not determined

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by Teamgate · teamgate.com

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Teamgate at a glance

Vendor
Teamgate
Headquarters
Not stated on the vendor’s pages as of 13 Oct 2026
Data hosting
Not stated on the vendor’s pages as of 13 Oct 2026
Free plan
Not stated on the vendor’s pages as of 13 Oct 2026
Panel verdict
The AI panel rates Teamgate 2/5, the mean of 6 judges. Teamgate is a CRM whose strongest scoring is on data portability, alongside contact management, sales pipeline and integrations: the captured pages document self-serve CSV export for companies, people and deals, activities, meetings and calls from the Organizer, files from the Files section, custom fields across leads, people, companies, deals and products with mapping on lead conversion, a forecast that multiplies deal value by stage win probability across weekly, monthly or quarterly intervals, and 22 native integrations plus Zapier and an API token. how scores are made
As of
Vendor pages captured 13 Oct 2026; evaluated by the panel 15 Oct 2026. all sources

Teamgate alternatives, European ones first →

Read this page as one judge. Each weighs the same scores by what they care about.

The panel's verdict

Teamgate is a CRM whose strongest scoring is on data portability, alongside contact management, sales pipeline and integrations: the captured pages document self-serve CSV export for companies, people and deals, activities, meetings and calls from the Organizer, files from the Files section, custom fields across leads, people, companies, deals and products with mapping on lead conversion, a forecast that multiplies deal value by stage win probability across weekly, monthly or quarterly intervals, and 22 native integrations plus Zapier and an API token. The weakest scoring is automation, where the only evidenced automation is Zapier create actions and searches and a deal value set from assigned products, and sovereignty, where no sovereignty attributes are on record and the judges found no public information on hosting region, legal entity, a data processing agreement or a subprocessor list. The judges did not meaningfully split — score ranges span at most two points on any criterion. The only commercial fact captured is a 14-day trial with full functionality.

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Speaks for it

  • Self-serve CSV export for companies, people and deals, with activities, meetings and calls exportable from the Organizer and files from the Files section
  • Custom fields span leads, people, companies, deals and products, with mapping on lead conversion and copying between sections
  • The forecast view multiplies deal value by stage win probability across weekly, monthly or quarterly intervals over all sales processes
  • Twenty-two native integrations, including Outlook, Gmail, Microsoft 365, Slack, QuickBooks and Xero, plus Zapier create actions and searches and an API auth token
  • Past exports stay retrievable in the export history, and exports above 500 records arrive by email

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Held against it

  • Automation scores range 1–2; we found no public information on workflow triggers, multi-step sequences, branching or lead routing
  • Sovereignty scores range 0–1; no sovereignty attributes are on record, and we found no public information on hosting region, legal entity, a data processing agreement or a subprocessor list
  • We found no public information on deduplication, merge tooling or field validation for contact records
  • We found no public information on required fields per stage, stage gates, quota and attainment tracking or a custom report builder

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Best for

  • You want a documented, self-serve exit path — CSV export of companies, people and deals, activities from the Organizer, files from the Files section, and an export history
  • Your team forecasts by weighted probability — deal value multiplied by each stage's win probability across weekly, monthly or quarterly intervals
  • You need custom fields across leads, people, companies, deals and products that carry over with mapping on lead conversion
  • Your stack centers on email and accounting — Outlook, Gmail, Microsoft 365, Slack, QuickBooks, Xero — and Zapier create-and-search actions plus an API token cover the connections you need

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Avoid if

  • You rely on triggers, multi-step sequences, branching or lead routing to enforce process — the pages document planned activities, lead segmentation and a dialer, with Zapier actions and a deal value set from assigned products' prices as the only automation on record
  • You must review hosting region, a data processing agreement or a subprocessor list before signing — ask the vendor: the public pages we read do not show it
  • Your forecast has to satisfy a finance department — the pages show real-time Insights reports, and we found no public information on quota and attainment tracking or a custom report builder

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The scores

Panel median The median of the judges’ scores per criterion. Each label opens its reasoning below.
Scores per criterion, in stars out of 5
Criterion Panel median
Contact & data model 2 of 5
Pipeline & forecasting 2.5 of 5
Automation & workflows 1 of 5
Integrations & API 2 of 5
European sovereignty 0.5 of 5
Import, export & exit 3 of 5

Contact & data model

Show reasoning
How this is scored

Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.

0 — A flat address book; no relations between people, companies and deals.

3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.

5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.

8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.

10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.

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The Solo Seller

Custom fields sit on leads, people, companies, deals and products, and they carry over with mapping when a lead converts — that's the set-up-in-an-afternoon depth I want, with companies, people and deals genuinely related. I found no public information on dedupe, required fields or merge tooling, so hygiene is entirely on me. 2 6

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The Data Protection Officer

Custom fields span leads, people, companies, deals and products with select, multi-select, checkbox and date types, copy between sections and mapping on lead conversion, and activities are tracked against each lead, contact and deal. We found no public information on deduplication, required-field validation, record merge or field-level permissions, so I cannot credit the hygiene tooling that keeps a database of other people's personal data from rotting. 2 6

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The Sales Ops Lead

Custom fields span leads, people, companies, deals and products, carry mapped values through lead conversion, and can be copied between sections, with companies and people holding relations and titles and activity history tracked on the record. We found no public information on deduplication, merge tooling, required fields or field-level permissions, which is the record hygiene a 40-seat team depends on. 2 6 5

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The RevOps Integrator

Leads, People, Companies, Deals and Products exist as related sections, and custom fields stretch across all five with conversion mapping and copy-between-sections support, plus activity history on the records. We found no public information on deduplication, merge tooling, field validation or field-level permissions, which caps the model short of the rich end. 2 6

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The Migrator

Custom fields reach leads, people, companies, deals and products with select, multi-select, checkbox and date types, mapping on lead conversion, copying between sections, and activities tracked on the record — real structure, not cosmetics. Hygiene is the void: we found no public information on duplicate detection, merge tooling or field validation, and dedupe is half of what a clean import lands on, which is why I sit just below the middle mark. 2 6

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The Skeptic

Custom fields are documented across leads, people, companies, deals and products, copyable between sections and mapped on lead conversion, with clear record types and activities tracked on the record. We found no public information on deduplication, merge tooling, field validation or field-level permissions, so this reads as a solid mid-grade data model with the hygiene story unpublished. 2 6

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Pipeline & forecasting

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How this is scored

Whether the pipeline enforces a process and produces reporting a finance department accepts.

0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.

3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.

5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.

8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.

10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.

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The Solo Seller

Win probabilities per stage feed a weighted forecast by week, month or quarter across all pipelines, with won and forecasted revenue split out in the popup — a real forecast view, not just a kanban. I found no public information on required fields per stage, a custom report builder or quota tracking, so it reads as canned reporting plus probabilities, short of something a finance department would lean on. 1 5 6

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The Data Protection Officer

The forecast view does real arithmetic — deal value multiplied by the stage's win probability, in weekly, monthly or quarterly intervals across all sales processes, with won revenue split from forecasted revenue and drag-and-drop between periods. We found no public information on required fields per stage, stage gates, a custom report builder, or quota and attainment tracking, which is the difference between a manager's dashboard and a forecast a finance department accepts. 1 5 6

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The Sales Ops Lead

Multiple pipelines carry stage win probabilities and a real forecast view — deal value times stage probability across weekly, monthly or quarterly intervals, across all sales processes, with a won-versus-forecasted revenue split, drag of deals between periods and a choice of creation or closure date basis. We found no public information on required fields per stage, stage gates, quota or attainment tracking, and reporting appears to stop at real-time Insights dashboards rather than a custom report builder a CFO would accept. 5 1 6

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The RevOps Integrator

Weighted forecasting is real and documented: deal value multiplied by stage win probability across weekly, monthly and quarterly intervals covering every sales process, with drag-to-reschedule and a pop-up splitting won revenue from forecasted revenue. We found no public information on required fields per stage, stage gates, win/loss reasons, quota tracking or a custom report builder, so the process is guided rather than enforced and the reporting leans on canned Insights views. 1 5 6

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The Migrator

Stages carry win probabilities, the forecast multiplies deal value by stage probability across weekly, monthly or quarterly intervals over all sales processes, and won/loss is captured by dragging deals to a win/lose line — a genuine weighted forecast view. We found no public information on required fields per stage, stage gates, quota and attainment tracking, or a custom report builder, which is the difference between sales software and reporting a finance department signs. 1 5 6

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The Skeptic

Stages carry win probability, the forecast is a weighted value over weekly, monthly or quarterly intervals across all pipelines with won versus forecasted revenue split out, and win/lose capture exists via drag to the win/lose line. We found no public information on required fields per stage, stage gates, quota tracking, historical snapshots or a custom report builder — the Insights product is described as ready-made real-time reports — so this is a genuine weighted forecast but not yet reporting a finance department can interrogate. 1 5 6

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Automation & workflows

Show reasoning
How this is scored

Triggers, sequences and routing that remove manual work without a consultant.

0 — No automation beyond email templates.

3 — Simple if-this-then-that on records; no multi-step sequences, no branching.

5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.

8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.

10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.

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The Solo Seller

The captured pages show no native workflows, sequences, routing or triggers — I found no public information on any of it, and as a solo operator that's the work I most want gone. The only automation path is external plumbing: Zapier create-and-find actions over the API token, plus small conveniences like deal value set from assigned products. 1 5 8

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The Data Protection Officer

Beyond sending and receiving email inside the CRM and automatically setting a deal's value from assigned products' price, we found no public information on triggers, multi-step sequences, branching, or lead routing. As it stands, workflow here is manual by default, and any consent-based routing would have to be done by hand. 1 5

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The Sales Ops Lead

The only evidenced automation is Zapier — create actions on companies, people, leads and deals plus find searches, connected through an API key — alongside planned activities and SmartDialer dialing. We found no public information on native triggers, multi-step sequences, branching or lead routing, so process enforcement would live in people's heads rather than in the system. 8 1 6

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The RevOps Integrator

We found no public information on native workflows, triggers, sequences, branching or lead routing — the captured structure and workflow pages describe sections and activity planning, not automation. The only automation on record is Zapier, and the documented actions and searches cover record creation and lookup only, with no Teamgate-side triggering of anything outbound. 6 8

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The Migrator

What the captured pages describe is manual discipline — planned activities, lead segmentation, a dialer — organized work, not automated work. We found no public information on workflow triggers, multi-step sequences, branching or lead routing, and for a criterion about removing manual work I can only score what the pages show. 1 6

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The Skeptic

The only evidenced automation is a deal value being automatically set from the prices of assigned products; everything else captured is manual work — planning activities, dragging deals, dialing. We found no public information on workflow builders, triggers, branching sequences, delays or lead routing. 1 5

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Integrations & API

Show reasoning
How this is scored

Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.

0 — No API, no sync; data enters by CSV and leaves never.

3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.

5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.

8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.

10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.

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The Solo Seller

A modest directory of 22 native integrations including Gmail, Outlook, Slack, Zendesk and QuickBooks, plus Zapier actions covering the core objects and an API token for building your own apps. Email can be sent and received inside the CRM, but I found no public information on two-way calendar sync, webhooks or API rate limits. 1 7 8

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The Data Protection Officer

Email can be sent and received inside the CRM, twenty-two native integrations cover Gmail, Outlook, Microsoft 365, Slack and the support and accounting stacks, and Zapier offers create actions and searches for companies, deals, activities, leads and people. We found no public information on two-way calendar sync, webhooks, or OAuth, and the API's rate limits are unstated, so external systems cannot yet be treated as first-class. 1 7 8

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The Sales Ops Lead

A native directory of 22 integrations reaches the email, support and accounting stack (Outlook, Gmail, Microsoft 365, Slack, Zendesk, QuickBooks, Xero), email can be sent and received from the CRM, Zapier offers write actions, and an API with a documented auth token is advertised for building apps. We found no public information on two-way calendar sync, webhook events, API documentation depth or rate limits. 7 8 1 9

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The RevOps Integrator

Email can be sent and received from inside the CRM via Gmail, Outlook and Microsoft 365, and the 22-item native directory reaches the money stack with QuickBooks, Xero, MailChimp and Intercom, with an API token and an open invitation to build apps. We found no public information on two-way calendar sync, webhooks, OAuth apps or documented API limits, and the Zapier connection is create-and-search only — useful glue for writing data in, but not yet a first-class ecosystem. 1 7 8

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The Migrator

Twenty-two native integrations including Outlook, Gmail, Microsoft 365, Slack, QuickBooks and Xero, plus Zapier carrying five create actions and three searches, and an API auth token documented inside the product — write-capable, not read-mostly. We found no public information on two-way calendar sync, webhooks, OAuth apps, API rate limits or parity with the interface, so this stays a modest story rather than an ecosystem. 1 7 8

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The Skeptic

Email can be sent and received from inside the CRM, 22 native integrations are listed including Outlook, Gmail, Microsoft 365, Slack and the support desks, and Zapier exposes five create actions and three find searches against an API reachable by auth token. The Zapier page lists only creates and finds, and we found no public information on calendar sync depth, webhooks, OAuth apps or API rate limits — a modest directory that leans write-in rather than two-way. 1 7 8

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European sovereignty panel opinion

Show reasoning
How this is scored

Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.

0 — US entity, US-default hosting, no public DPA or subprocessor list.

3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.

5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.

8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.

10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.

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The Solo Seller

The captured pages give me no hosting region, no legal entity, no data processing agreement and no subprocessor list — I found no public information on where my contacts' personal data is processed or under whose law. For a buyer in Europe there is nothing here to evaluate, let alone sign. 1

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The Data Protection Officer

This is the criterion where I need the most and the captured pages give the least: we found no public information on where personal data is hosted, the vendor's legal entity, a data processing agreement, a subprocessor list, consent fields, retention, or deletion. With nothing published, there is nothing a data protection officer can review, let alone sign, and every question a prospect asks under GDPR has to be answered by support ticket. 1 7

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The Sales Ops Lead

No sovereignty attributes are on record, and we found no public information on hosting region, legal entity, a data processing agreement or subprocessors in the captured pages. A buyer cannot begin to assess where personal data lives or under whose law it is processed. 1 7

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The RevOps Integrator

The captured vendor pages record nothing on legal entity, hosting region, DPA, subprocessors or GDPR posture — we found no public information on any question a European buyer's DPO would ask. With nothing published to review, this is effectively the weakest footing available, tempered only by the fact that a US entity is likewise unconfirmed. 1

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The Migrator

We found no public information on the vendor's legal domicile, hosting regions, a data processing agreement, or any subprocessor list — nothing a DPO could review before signing. When it comes to where other people's personal data lives, that silence is itself the finding, and I price it at the bottom of the scale. 1

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The Skeptic

We found no public information on the vendor's legal entity, hosting regions, data processing agreement or subprocessor list, and nothing on retention or deletion controls. With none of that published, a European buyer cannot establish where personal data sits or under whose law it falls. 1

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Import, export & exit

Show reasoning
How this is scored

Getting in with history intact, and out with everything — the anti-lock-in criterion.

0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.

3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.

5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.

8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.

10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.

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The Solo Seller

Export is self-serve behind an administrator permission: companies, people, deals and leads in CSV, activities out of the Organizer, files out of the Files section, and past exports kept in an export history — activity history and attachments are not dropped. I found no public information on dedupe or dry-run on import, and it's CSV-only, but the API and Zapier give a second way to rebuild elsewhere. 8 9 10

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The Data Protection Officer

Exit is self-serve and broader than most: CSV export for companies, people and deals with documented encoding and delimiter handling, activities including meetings and calls exportable from the organizer, files downloadable from the files section, an export history log, and bulk update of companies, leads and people via import. We found no public information on dedupe or dry-run on import, guided migration from other CRMs, or contractual data-return terms, and exports above 500 records arrive by email rather than direct download. 9 10

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The Sales Ops Lead

Self-serve CSV export covers companies, people and deals, with activities exportable from the Organizer, files downloadable from the Files section, an export history location, administrator permission gating, and step-by-step documentation down to delimiters and UTF-8 encoding; import supports bulk updates of companies, leads and people. We found no public information on import dedupe or dry-run, and guided migration covers only QuickBooks and Xero customer lists rather than CRM competitors. 9 10 8

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The RevOps Integrator

Exit is genuinely documented: CSV export for Companies, People and Deals with delimiter and encoding spelled out step by step, activities, meetings and calls exportable from the Organizer, files downloadable from the Files section, and bulk update of Companies, Leads and People via import. Import guidance covers QuickBooks and Xero customer lists, but we found no public information on dedupe or dry-run on import or on preserving relations and notes intact, so leaving is achievable with effort rather than a weekend. 9 10

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The Migrator

Exit is self-serve rather than a support ticket: CSV export for companies, people, deals and leads, activities, meetings and calls exportable from the Organizer, files downloadable from the Files section, and past exports retrievable through the export history under data migration settings — activity history and attachments survive, which is more than most vendors manage. We found no public information on import dedupe or dry-run, notes are not named among the exportable objects, and the API's coverage for pulling history is not shown, so leaving is achievable with effort: a project, not a weekend. 8 9 10

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The Skeptic

Export is self-serve CSV for companies, people and deals with delimiter and encoding documented, activities, meetings and calls export from the Organizer, files download from the Files section, exports above 500 records arrive by email, and import supports bulk update of companies, leads and people. We found no public information on dedupe or dry-run on import, on API-based export fidelity, or on contractual data-return terms, which keeps exit documented but not frictionless. 9 10

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Pricing transparency not rated — the vendor publishes no price

Show reasoning
How this is scored

Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.

0 — No public prices at all; every tier is a sales conversation.

3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.

5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.

8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.

10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.

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The Solo Seller

All the captured pages give me is a 14-day trial with full functionality — no tier names, no per-seat numbers, no billing periods, no VAT terms. I found no public information on pricing, so I cannot compute the invoice for even one seat from public pages alone, which is an instant disqualifier for my card. 1

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The Data Protection Officer

The captured homepage shows a 14-day trial with full functionality and nothing else: we found no public information on tiers, per-seat prices, billing periods, or VAT treatment. A buyer cannot compute any invoice, at renewal or otherwise, from what is published. 1

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The Sales Ops Lead

The only pricing-adjacent fact is a 14-day trial with full functionality. We found no public information on tier prices, per-seat costs, billing periods, seat minimums or renewal terms, so no real invoice can be computed from these pages. 1

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The RevOps Integrator

The only commercial fact published is a 14-day full-functionality trial; we found no public information on tier prices, per-seat costs, billing periods, VAT treatment or renewal rules. A buyer cannot compute any invoice from the captured pages, which places every price into a sales conversation. 1

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The Migrator

The one pricing-adjacent fact is a 14-day trial with full functionality; we found no public information on plan tiers, per-seat prices, billing periods, VAT treatment, seat minimums or renewal terms. A buyer cannot compute any invoice from what is public, and unpriced tiers are where lock-in hides. 1

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The Skeptic

We found no public prices, tier names, billing-period split, seat minimums or renewal terms; the only commercial information captured is a 14-day trial with full functionality. A buyer cannot compute any invoice — one seat or thirty — from what is published. 1

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Questions about Teamgate

Is Teamgate European?

Not determined: the vendor’s pages as captured do not say where Teamgate is based.

Where does Teamgate store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

Does Teamgate have a free plan?

Not stated on the vendor’s pages as of 13 Oct 2026.

What are the best alternatives to Teamgate?

As of 21 Oct 2026, the panel rates Pipedrive (3/5), Bitrix24 (3/5) and HubSpot Sales Hub (3/5) highest among the other 49 CRM products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is Pipedrive (EU origin, foreign-owned). Ratings are the AI panel’s opinion, formed from public evidence: how scores are made. The full list, with European products first: Teamgate alternatives.

Where this could be wrong

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

Sources (10)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

  1. 1 Vendor page teamgate.com Checked 13 Oct 2026 Details →
  2. 2 Contact & data model — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  3. 3 Contact & data model — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  4. 4 Pipeline & forecasting — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  5. 5 Pipeline & forecasting — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  6. 6 Automation & workflows — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  7. 7 Integrations & API — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  8. 8 Integrations & API — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  9. 9 Import, export & exit — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →
  10. 10 Import, export & exit — found from sitemap www.teamgate.com Checked 13 Oct 2026 Details →