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Description
Pulse CRM is a specialized system created for managing customer relationships and portfolio oversight, tailored for independent sales organizations and payment-processing companies, effectively overseeing the entire merchant journey from acquiring leads and submitting applications to underwriting, onboarding, residual payments, and analyzing portfolios. It facilitates automated merchant onboarding across various ISOs and includes integrated risk assessment and underwriting tools that help expedite the approval process. Features for tracking and reporting residuals are specifically designed to align with payment service operations, complemented by comprehensive dashboard analytics that track both agent and merchant performance. Additionally, it provides a centralized approach to workflow automation, enhances document management processes, and incorporates compliance checks, enabling users to move away from cumbersome spreadsheets and multiple separate systems in favor of a cohesive solution that increases efficiency. This innovative tool ultimately empowers organizations to optimize their operational capabilities while improving customer satisfaction.
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
Yes
API Access
Has API
Yes
Integrations
Braintree
No
Chat Agents
No
Freshdesk
No
GA Connector
No
Google Calendar
No
Google Drive
No
HubSpot Customer Platform
No
HubSpot Marketing Hub
No
Intercom
No
Microsoft Outlook
No
Integrations
Braintree
Yes
Chat Agents
Yes
Freshdesk
Yes
GA Connector
Yes
Google Calendar
Yes
Google Drive
Yes
HubSpot Customer Platform
Yes
HubSpot Marketing Hub
Yes
Intercom
Yes
Microsoft Outlook
Yes
Pricing Details
$299 per month
Free Trial
No
Free Version
Yes
Pricing Details
Free
Starter - $Free up to 2 users
Team - $39.90 per user/month billed annually
Growth - $59.90 Per user/month billed annually
No hidden costs.
Team - $39.90 per user/month billed annually
Growth - $59.90 Per user/month billed annually
No hidden costs.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Pulse CRM
Country
United States
Website
pulsecrm.com
Vendor Details
Company Name
Teamgate
Founded
2012
Country
USA
Website
www.teamgate.com/trial/
Product Features
Product Features
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Lead Capture
Business Card / Badge Scanning
No
Dashboard
Yes
Data Extraction
Yes
Lead Distribution
No
Lead Notifications
Yes
Lead Nurturing
Yes
Lead Qualification
Yes
Lead Scoring
Yes
Online Forms
Yes
Revenue Intelligence
Actionable Insights
Yes
Alerts / Notifications
No
CRM Interactions
Yes
Call Scoring
Yes
Conversation Intelligence
No
Dashboard
Yes
Email/Message Interactions
Yes
Market Intelligence
Yes
Phone Call Interactions
Yes
Pipeline Visibility
Yes
Sales Coaching
Yes
Video Call Interactions
No
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
No
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
No
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
