Alternatives to Teamgate CRM

Hey! We need an omnichannel inbox that's housed within Salesforce Sales Cloud that makes it super easy for our reps to respond to inbound communication (needs: clean inbox, provides historical context, etc.). We're a high-volume call center, and we get a ton of incoming SMS and email every day. We'd love a solution that lets us view all of that in one place — ideally Salesforce, as that's where our reps work, and we want to avoid needing them to switch between windows. Thanks!

When I started at StackShare, I needed an easy way to create a pipeline of the different partners we were engaged with, and track the status of those conversations. Having just begun to explore partnerships in earnest, our needs at StackShare don't necessitate something as robust as Salesforce Sales Cloud, Close.io or similar offerings that exist.

Nevertheless, I didn't want one more Google Doc to track things either, and I heard about Streak, so I figured I'd give the free version a try. So far, it has accommodated everything I need, and it integrates simply with Gmail which meant I had it running in a few minutes. You can create a pipeline entry directly from an email thread, which I find useful compared to logging into a separate platform, and there is basic functionality for scheduling follow-ups and tasks. The pipeline stages are fully customizable as are the fields you can add - (I added a note field to explain why someone may be in the "Backburner" stage, for example).

As we scale our Business Development initiatives and grow our team, we'll likely need to look at upgrading Streak or incorporating other tools like Yesware. But, for a quick and easy way to organize a sales pipeline and track the respective conversations, the Streak free version nicely accommodates what I need and has been very helpful in managing discussions with a variety of partners thus far.

#StackDecisionsLaunch

Hey! We need an omnichannel inbox that's housed within Salesforce Sales Cloud that makes it super easy for our reps to respond to inbound communication (needs: clean inbox, provides historical context, etc.). We're a high-volume call center, and we get a ton of incoming SMS and email every day. We'd love a solution that lets us view all of that in one place — ideally Salesforce, as that's where our reps work, and we want to avoid needing them to switch between windows. Thanks!

Looking for the best CRM choice for an early-stage tech company selling through product-led growth to medium and big companies. Don't know if Salesforce or HubSpot are too rigid for PGL and expensive. I also had an experience of companies outgrowing Pipedrive pretty fast

We are a startup and looking for a back-end system for CRM, invoicing, inventory, etc... We had a demo from Odoo which combines all this in an excellent way. At the same time we need a website and webshop. Our web developer (freelance) is a WordPress expert and can build a site in no time. He has no ODOO knowledge and will not get into it.

We are wondering what the best solution is. Can we create our site in Wordpress and for the Webshop part, just link to the Odoo eCommerce site? Meaning we would also buy the website and #ecommerce Odoo apps, but use Wordpress for the website. What's the ideal and most budget friendly solution?