# Teamgate — CRM

Teamgate by Teamgate holds a panel rating of 2/5 from 6 AI judges (category median 2/5), as of 2026-10-15. Provenance: provenance unknown; sovereignty: not determined.

- Vendor: Teamgate (https://teamgate.com)
- Category: [CRM](https://whats-best.ai/software/crm.md)
- Provenance (editorial classification): provenance unknown
- Canonical page: https://whats-best.ai/software/crm/teamgate
- Alternatives: https://whats-best.ai/software/crm/teamgate/alternatives ([markdown](https://whats-best.ai/software/crm/teamgate/alternatives.md))
- Data as of: 2026-10-21 · evaluated 2026-10-15 · oldest source captured 2026-10-13

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## 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

## 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.

**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

**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

**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

**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

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The Solo Seller | The Data Protection Officer | The Sales Ops Lead | The RevOps Integrator | The Migrator | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Contact & data model | 2.5/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2.5/5 |
| Pipeline & forecasting | 2/5 | 2.5/5 | 2/5 | 2/5 | 2.5/5 | 2.5/5 |
| Automation & workflows | 1/5 | 0.5/5 | 1/5 | 1/5 | 0.5/5 | 0.5/5 |
| Integrations & API | 2/5 | 2.5/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| European sovereignty | 0/5 | 0.5/5 | 0.5/5 | 0.5/5 | 0.5/5 | 0/5 |
| Import, export & exit | 2.5/5 | 3/5 | 3/5 | 2/5 | 2.5/5 | 3/5 |
| Pricing transparency | n/r | n/r | n/r | n/r | n/r | n/r |
| **Weighted verdict** | **2/5** | **2/5** | **2/5** | **2/5** | **2/5** | **2/5** |

### The judges

- **The Solo Seller** (v1.2): Runs their pipeline between customer calls and pays with their own card. Optimizes for a CRM that is set up in an afternoon, priced honestly at 1-5 seats, and never asks them to configure an object model. Rejects seat minimums and features held hostage in enterprise tiers.
- **The Data Protection Officer** (v1.0): Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.
- **The Sales Ops Lead** (v1.0): Owns the forecast a 40-seat team lives by. Optimizes for pipeline discipline: stage hygiene, required fields, routing, quota and forecast reporting the CFO will accept. Rejects freeform pipelines that cannot enforce a process and reporting that stops at a dashboard screenshot.
- **The RevOps Integrator** (v1.0): Treats the CRM as one system in a revenue stack. Optimizes for two-way email and calendar sync, a real API with webhooks, and native connections to the tools money already flows through. Rejects closed ecosystems and integrations that are one-way imports in disguise.
- **The Migrator** (v1.1): Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.
- **The Skeptic** (v1.2): Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

## European sovereignty — proven facts

No sovereignty finding yet.

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- GDPR: yes [S1]
- Security measures: yes [S1]

**Data**
- Export delimiter: semicolon · double-quote [S10]
- Export encoding: UTF-8 [S10]
- Export format: CSV · Companies · People · Deals [S10]
- Export scope: yes [S10]

**Integrations**
- API: yes [S1]
- API key location: API AUTH TOKEN found under My Profile > Integrations > API access [S8]
- Examples: Cal.com, Zendesk, Freshdesk, Slack, Outlook, Gmail, Microsoft 365, MailChimp, WordPress, Intercom, QuickBooks, Xero [S7]
- Import sources: import guides for QuickBooks and Xero customer lists [S9]
- Surface: CRM integrations page/section offered [S1]
- Total count: 22 [S7]
- Zapier available: yes [S8]
- Zapier connection method: Zapier connects to Teamgate via API key (AUTH_TOKEN) [S8]

**Legal**
- Terms and privacy: yes · yes [S1]

**Pricing**
- Demo promo: 20 · 50 [S5]
- Promo: 20 · 50 [S9]
- Promo discount: 20 · 50 [S1]

**Product**
- Activities export: custom activities · meetings · calls · Organizer [S9]
- Analytics: Real-time data-driven analytics for business and department performance [S1]
- API custom apps: API to build apps for own company or all Teamgate users [S7]
- Companies people: Companies section holds business information; People section holds individual personal information, relations, titles [S6]
- Custom fields copy between sections: yes [S2]
- Custom fields entities: leads · people · companies · deals · products [S2]
- Custom fields filter types: standard select · multi-select · checkboxes · date [S2]
- Custom fields location: on cards on the left side, optionally shown in main client list [S2]
- Custom fields mapping lead conversion: yes [S2]
- Custom fields toggle: yes [S2]
- Dashboards: Dashboards with pipeline health and sales forecasting metrics [S1]
- Deal stage probability: pipeline stages carry win probability percentages [S5]
- Deal value from products: deal value can be automatically set from assigned products' price [S5]
- Deals section: Deals tracked through sales pipeline, assigned to owner or team, filter and drag & drop between stages, delay date shown, drag to win/lose line [S6]
- Export docs: Step-by-step support documentation exists for exporting data and opening CSV in MS Excel [S10]
- Export format: CSV [S9]
- Export history location: Settings > Data migration > Export history [S9]
- Export large delivery: email inbox · 500 [S9]
- Export permission: account administrator · yes [S9]
- Files export: Files [S9]
- Files section: yes [S6]
- Forecast actions: search · filter · create deals · close deals · plan activities · complete activities [S5]
- Forecast arrangement options: won deals first · active deals first [S5]
- Forecast column options: 3 · 4 · 5 [S5]
- Forecast date basis: creation date · closure date [S5]
- Forecast drag drop period: yes [S5]
- Forecast formula: forecast = deal value * win probability % of pipeline stage [S5]
- Forecast includes: yes [S5]
- Forecast intervals: week · month · quarter [S5]
- Forecast multi pipeline: yes [S5]
- Forecast revenue prediction basis: revenue can be predicted by estimated closure date or deal creation date [S5]
- Forecast revenue split: forecast value popup splits won deal revenue and forecasted revenue [S5]
- Import bulk update: Companies · Leads · People · yes [S9]
- Insights section: Insights provides real-time data-driven reports for sales managers [S6]
- Lead management: Lead cultivation: plan activities, interact and segment leads [S1]
- Leads section: Leads are persons, companies, or business opportunities not yet confirmed or added to the sales pipeline [S6]
- Mobile apps: Android · iOS [S1]
- Mobile apps: yes · Android · iOS [S7]
- Mobile apps: yes · Android · iOS [S8]
- Organizer section: Activities on Deals track actions within a Lead, Contact, or Deal [S6]
- Pipeline management: Drag-and-drop deal movement across sales stages and pipelines with deadline indicators [S1]
- Smartdialer: SmartDialer enables dialing directly from CRM [S1]
- Solutions list: Sales Dashboard · Lead Management · Contact Management · Sales Pipeline Management · Time Management · CRM · SmartDialer · Analytics & Reports · Sales Velocity [S1]
- Trial: 14 · yes [S1]
- Zapier actions: Create Company · Create Deal · Create Activity · Create Lead · Create Person [S8]
- Zapier searches: Find Person · Find Lead · Find Company [S8]

**Support**
- Book session: yes [S1]
- Support center: Support Center and Feature Request offered [S1]

## Questions

### 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)](https://whats-best.ai/software/crm/pipedrive), [Bitrix24 (3/5)](https://whats-best.ai/software/crm/bitrix24) and [HubSpot Sales Hub (3/5)](https://whats-best.ai/software/crm/hubspot) 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](https://whats-best.ai/software/crm/pipedrive) (EU origin, foreign-owned). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Teamgate alternatives](https://whats-best.ai/software/crm/teamgate/alternatives).

## What this page leaves out

- 15 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 6 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 4 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 support facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor page: https://teamgate.com (checked 2026-10-13)
- [S2] Contact & data model — found from sitemap: https://www.teamgate.com/support/8270385-how-to-create-and-edit-custom-fields/ (checked 2026-10-13)
- [S3] Contact & data model — found from sitemap: https://www.teamgate.com/support/2495586-companies-and-people-association-tree/ (checked 2026-10-13)
- [S4] Pipeline & forecasting — found from sitemap: https://www.teamgate.com/support/8270137-insights-analytics-and-reports-sales-forecasting-performance-analysis/ (checked 2026-10-13)
- [S5] Pipeline & forecasting — found from sitemap: https://www.teamgate.com/support/3026024-sales-pipeline-forecast/ (checked 2026-10-13)
- [S6] Automation & workflows — found from sitemap: https://www.teamgate.com/support/8270127-the-structure-of-teamgate-crm-and-workflow/ (checked 2026-10-13)
- [S7] Integrations & API — found from sitemap: https://www.teamgate.com/integrations/ (checked 2026-10-13)
- [S8] Integrations & API — found from sitemap: https://www.teamgate.com/support/8270454-zapier-what-it-is-and-what-can-you-do-with-it/ (checked 2026-10-13)
- [S9] Import, export & exit — found from sitemap: https://www.teamgate.com/support/8270426-how-to-export-leads-people-and-companies-list-from-teamgate/ (checked 2026-10-13)
- [S10] Import, export & exit — found from sitemap: https://www.teamgate.com/support/8270427-how-to-export-your-data-from-teamgate-and-open-a-csv-file-in-your-ms-excel-program/ (checked 2026-10-13)

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Cite as: whats-best.ai, "Teamgate — CRM", AI panel analysis, as of 2026-10-21. https://whats-best.ai/software/crm/teamgate

Corrections: https://whats-best.ai/correct/776?target=page