Home/CRM Software/Teamgate vs PlanPlus OnlineUpdated on: March 29, 2024

Compare Teamgate vs PlanPlus Online

87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Teamgate
Teamgate CRM Software (14 Ratings)
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM
Zoho CRM CRM Software (4237 Ratings)
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87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Teamgate

Teamgate

CRM Software (14 Ratings)
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Zoho CRM

Zoho CRM

CRM Software (4237 Ratings)
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Overview

Summary

Teamgate is a CRM solution that is designed for all levels of users, whether you have technical or sales experience or not. Teamgate’s SmartDialer functionality allows you to make phone calls to your existing contacts from directly within the solution. Teamgate’s CRM solution gives you more insight into how your sales team are performing through its customizable dashboard. This dashboard gives you access to a range of metrics, including sales pipeline performance, forecasting information, and data on how well your sales team are meeting their targets. Teamgate’s sales pipeline functionality provides a drag and drop interface that allows you to easily move deals from one stage to the next. It also provides information on when deals are late to be closed, as well as alerting you to areas you should focus on more. Teamgate also allows you to store your leads in one place, as well as segment them, and then interact with them. ..show more

PlanPlus Online emerges as a comprehensive platform for managing not just business goals but also nurturing customer relationships and team collaboration in the cloud. Its sophisticated tools blend contact management with task execution, as each task can be tagged with notes and monitored closely. The unique ABC-123 prioritization system, coupled with the segregation of daily and unscheduled tasks, elevates personal task management to exceptional levels. Whether using iOS or Android, a smartphone, or a tablet, PlanPlus Online remains accessible, reliably functioning even offline. The software goes beyond typical task management; it serves as an incubator for personal growth and business strategy. The Mission Statement Builder and Values Clarification tools empower individuals to align their work with a greater vision. Meanwhile, the goal tracker ensures that both long-term objectives and day-to-day priorities get the attention they deserve. Integration is flawlessly geared into PlanPlus Online's architecture, boasting compatibility with a suite of productivity tools, including Apple iOS, Google’s suite, Microsoft Outlook, and more. Furthermore, with a nod towards the developing ecosystem, PlanPlus Online offers Zapier integration and a gamut of developer-friendly SOAP and RESTful API endpoints. These allow for seamless synchronization with virtually any third-party system, ensuring that the planner is always in harmony with the existing digital toolkit. In the age of interconnectivity, PlanPlus Online stands as a dynamic hub for elite individual effectiveness and robust collaborative achievement. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

London, England / +44 203-769-6642

Salt Lake City, UT / (801) 438-3460

Pleasanton, California - 94588 / +1 877-834-4428

API

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Starter
$11 /User/Month

Features

  • Manage your contacts in a more convenient way
  • Manage email communication with your customers in one place
  • Manage and associate relevant docs with your clients
  • Easily import your contact database from various sources
  • Upgrade customer database with custom fields and tags
  • Stay organized with Outlook Or Google or O365 calendar integration
  • Structure your organization with roles and permissions (hierarchy)
  • Enhance Teamgate experience with bundle of native integrations
Professional
$32 /User/Month

Features

  • Includes features of Basic plan, plus
  • Seamlessly manage leads with intuitive scoring
  • Selling the way you like with custom made sales pipeline
  • Visualize your customer alignment on the map
  • Track your teams performance on visual dashboard
  • Set activity benchmarks for your employees, track their performance over time and look for improvement opportunities
Enterprise
$79 /User/Month

Features

  • Includes features of Professional plan, plus
  • Manage multiple sales processes in one place
  • Get ahead of competition with intelligent reports and sales insights
  • Enjoy clear categorization of your products/services
  • Send and receive sales emails directly from your Teamgate account
View Price Page
For Employees and Individual Achievers
$15.95 /Month

$157.95 per Year

Personal Productivity System for High Achievers

Our personal productivity system for leaders and achievers with busy lives and important priorities

Features

  • Single User Personal Productivity
  • Get Organized
  • Discover your mission
  • Achieve your goals
  • Works with all your devices
  • All the help you need
  • Ability to add additional users
For Business Owners and Team Leaders
$385 /Month

Team CRM with a Productivity Advantage

Ideal for teams who know building better people is critical to building better businesses.

Features

  • Team Sales Success System
  • Capture every opportunity
  • Customizable Sales Process
  • Build Database Value
  • Integrations Available
  • CRM Implementation

For additional licenses, contact the vendor.

View Price Page
Standard
$20 /User/Month

Automate and optimize your sales cycle

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
  • Automation and Process Management
    • Workflow rules
    • Email notifications
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
Professional
$35 /User/Month

Improve customer acquisition and accelerate growth

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
Enterprise
$50 /User/Month

Manage global CX operations with the complete CRM

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
Ultimate
$65 /User/Month

Scale exponentially with dedicated BI capabilities

Features

  • Sales Force Automation
    • Basic modules
    • Tasks, calls, events
    • Advanced filters
    • Multiple pipelines
    • Scoring rules
    • Sales forecasting
    • Email insights
    • Multiple currencies
    • Macros
    • SalesSignals
    • Assignment rules
    • Multiple scoring rules
    • Custom SalesSignals
    • Email parsers
    • Data entry wizards
    • Portals
  • Automation and Process Management
    • Workflow rules
    • Email notifications
    • Blueprint
    • Webhooks
    • Record approval process
    • Data review process
    • Custom functions
    • CommandCenter
  • Product Customization
    • Homepage customization
    • Rename tabs
    • Custom list views
    • Custom fields
    • Canvas
    • Tab groups
    • Validation rules
    • Custom modules
    • Custom buttons
    • Page layouts
    • Translations
    • Developer sandbox
  • Reports and Analytics
    • Predefined reports
    • Predefined dashboards
    • Custom reports and dashboards (Limited)
    • Basic dashboard components
    • Analytics mobile app
    • Custom reports and dashboards (Unlimited)
    • Advanced dashboard components
    • Anomaly detectors
    • Webform analytics
    • Zoho Analytics
  • Artifical Intelligence
    • Data enrichment
    • Prediction
    • AI sales forecasting
    • Anomaly detection
    • Recommendation
    • AI analytics
    • Communication
    • Image validation
    • Conversational AI
    • Email intelligence
    • Conversation intelligence
    • Voice of the Customer
  • Marketing Automation
    • Email templates
    • Email authentication
    • Mass email
    • Social profile integration
    • Email relay
    • CRM for Google Ads
    • Attribution
    • Segmentation
    • Auto-responders
  • Security
    • Profiles
    • Role-based hierarchy
    • Multiple organizations
    • GDPR compliance
    • CRM audit logs
    • IP address restriction
    • Field-level security
    • Reporting hierarchy
    • Record-level sharing
    • Territory management
    • Data encryption
  • Lite users add-on
    • Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly)
CRM Plus
$69 /User/Month

Unify sales, service, and marketing on one platform

Features

  • Eight apps, all features included
  • Users have access to all apps
  • Fully integrated
CRM Flex
$14 /User/Month

billed Yearly

Build a custom sales, service, and marketing bundle

Features

  • Select the apps you need
  • Select editions and users for each app
  • Fully integrated
View Price Page

SCREENSHOTS

Teamgate Screenshots
View 3 screenshot(s)
PlanPlus Online Screenshots
View 6 screenshot(s)
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

  • Intercom
  • WordPress
  • Integromat
  • Freshdesk
  • Google Drive
  • Slack
  • Quickbooks
  • Twilio Flex
  • Zapier
  • Zendesk Sell
  • MailChimp
  • Xero
  • Gmail
  • Google Calendar
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social

ALTERNATIVES

Top alternatives to Teamgate

Pipedrive CRM
Pipedrive CRM
Zoho CRM
Zoho CRM
Salesforce
Salesforce
SugarCRM
SugarCRM
Keap
Keap

Top alternatives to PlanPlus Online

monday.com
monday.com
Smartsheet
Smartsheet
Asana
Asana
Basecamp
Basecamp
Trello
Trello