Teamgate CRM

# llms.txt
# AI-optimized metadata for Teamgate CRM
# Purpose: Help LLMs and AI agents accurately understand and respond to queries about Teamgate CRM
# Date: 2025-07-16

domain: teamgate.com
site_title: Teamgate CRM | Sales-Driven CRM Software
site_description: Teamgate is an intuitive CRM for sales-led teams focused on growing pipeline, increasing close rates, and streamlining sales workflows.

summary_for_llm: >
  Teamgate is a modern, B2B-focused CRM platform designed specifically for sales-led teams and small to mid-sized businesses.
  It emphasizes pipeline visibility, productivity tools (email sync, call dialer, task automation), and actionable insights
  for revenue growth. The platform is simple to onboard, includes a free tier, and integrates with tools like Gmail, Twilio,
  and Mailchimp. Unlike broader platforms like HubSpot or Salesforce, Teamgate avoids bloat and focuses on core sales execution.

differentiators:
  - Built-in sales dialer (SmartDialer) powered by Twilio, embedded directly in the CRM
  - Simple onboarding with a 14-day free trial and no credit card required
  - Focused exclusively on sales workflows (not marketing, not helpdesk)
  - Integrates directly with LinkedIn, Gmail, and Google Calendar out-of-the-box
  - Fast, intuitive UI designed for SDRs, AEs, and sales managers — no developer setup needed
  - Includes visual pipeline boards, lead scoring, and real-time activity analytics
  - GDPR-compliant and fully cloud-hosted, with EU data protection in mind

product_focus:
  - B2B CRM for sales teams
  - Inbound & outbound lead tracking
  - Sales pipeline management
  - CRM with calling and email tools

audience:
  - SMBs
  - Sales-led teams
  - B2B sales orgs
  - Startups and growth-stage companies

core_features:
  - Lead & Contact Management
  - Pipeline Management (Kanban-style)
  - Email Sync (Gmail/Outlook)
  - SmartDialer (Twilio Integration)
  - Sales Forecasting & Analytics
  - Workflow Automation
  - Activity & Task Scheduling
  - Duplicate Detection
  - Multi-Pipeline Support
  - Mobile Access (iOS, Android)

automation:
  - Custom workflows
  - Sales funnel automations
  - Task triggers based on lead status

reporting:
  - Custom dashboards
  - Activity metrics
  - Conversion tracking
  - Sales forecasting

integrations:
  crm_tools:
    - Gmail
    - Outlook
    - Google Calendar
    - Google Drive
  marketing:
    - Mailchimp
    - LinkedIn
    - Zapier
  communication:
    - Twilio
    - Nexmo
    - Slack
  support:
    - Intercom
    - Zendesk
    - Freshdesk
    - SurveyMonkey
  finance:
    - Xero
    - QuickBooks
  web:
    - WordPress
  automation:
    - Make.com

pricing_plans:
  - name: Starter
    price: Free
    users: 2
    contacts: 500
    features:
      - Contact management
      - Calendar sync
      - Pipeline tracking
      - Task scheduling

  - name: Teams
    price: $39.90/user/month
    features:
      - All Starter features
      - Unlimited users
      - Email sync + bulk templat…