Buxfer vs Teamgate
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Sir Richard BransonMost popular feedback for Buxfer
Overall Buxfer has been a complete game changer for me. I have used competing software for years, starting with Mint, which I quickly abandoned due to lack of a paid (ad free) option and the lack of full control over categories (you aren't able to create new top-level categories and you aren't able to delete existing default categories for some reason). I then have used Pocketsmith for years and years as it allowed great customization. Nothing comes close to buxfer's clean interface, with the full account lists and tag lists down a column on the left and simple, fast navigation, as well as features more akin to higher level professional accounting software such as the ability to enter a projected bill payment or a payment made that may not be reflected on your statement yet, allowing for quick forecasting of balances and overall financial standing.
Tony M.
About Buxfer
Buxfer is a powerful budgeting application built for power users who demand control and flexibility from their finance app. Buxfer brings budgeting, forecasting, investments. and retirement planning together, all at one secure place. With Buxfer, you can see all your accounts at one place, understand where your money goes, reduce unwanted spending, and save for future goals.
Most popular feedback for Teamgate
This was extremely easy to use! When we just started, I uploaded most of my contacts and leads, and started to explore what can Teamgate do for me. I'm not very tech savvy but it wasn't hard to find what to do with all the data, how to create new tasks and set reminders for the follow-ups. Calendar is really clear and visual, easy to get an idea who's working on what. And sales pipeline with drag&drop is very intuitive, you just click on a deal, drag it to a stage you want and that's it. A tip: fill in the lost reasons early, so then after working for some months, you will get an idea why are you losing deals and can think of a plan how to improve this area. It's the first CRM I used and I love it so far
Arturo O.
About Teamgate
A simple and transparent full process Sales CRM system, Teamgate offers the functionality that your small business actually needs. Everything from clever lead capture and management, up to powerful sales pipeline and advanced analytics, it is all there for you. Equipped with essential integrations for additional activities, Teamgate combines it all to be a complete CRM solution for your business.
Buxfer reviews
Excellent and responsive company. Very strong app and desktop platform .
- David T. Director of Sales & Marketing
I just wanted to know where my incomes go and my expenses, per week, per month, and per year. Now I have detailed info about how I manage my money. Buxfer solved it.
- Gabriel P. Web Developer
the app can synchronise bank accounts automatically
- Maxim Y. Software Engineer
Teamgate reviews
I like task management features in Teamgate CRM. My team and I can see what everyone's up to. Also, Agenda is great to check what's going on for you every day. We often set meetings and tasks for each other so it is crucial for us to see others' calendar and when they're free. This work really well. Pipeline is also extremely easy to use, you can make quite a lot of insights just by looking what's happening on every stage. Might upgrade to Enterprise when we will be bigger.
- Julija B. Photographer
It is a sales-based system, it offers a service to guide you through the sales process from contacting customers, interacting and finalizing sales, it helps us Organize, research and analyze and connect with potential customers and close deals in a fast way what profit and increase the performance of our business.
- Felicia F. Senior Regional Accountant
Teamgate was selected as our CRM tool as they were the only ones who could provide us with a customizable package for our needs, for a reasonable price. Every account gets an experience manager for any queries and customer care is very responsive. The CRM tool itself is modern, clean design and with a good statistics module.
- Siddharth R. New Business Development
Pros & cons
Buxfer
| Pros |
|---|
| Overall it's been s great tool and I've a an excellent experience |
| I like manually entering my cash flow and transactions day-to-day so I can balance it with my spreadsheet and track my spending carefully |
| It is great to be able to view all my financial assets in one place to keep track of my overall net worth |
| Overall it is better than using an Excel spreadsheet but there is still a long way to go to be a good product." |
| Cons |
|---|
| Doesn't support integration with the Bank I used |
| Earlier in my adoption it was frustrating getting support |
| After 4 or 5 reports i got zero replies and stopped trying to solve these problems |
| The interface is very inconvenient |
| Obviously the people who make the app don't use it." |
Teamgate
| Pros |
|---|
| I am business development manager and I am hgappy that I use this source |
| It is very easy to use and every works fine, I am happy with that |
| Also, the insights are just great, pretty easy to find everything we need |
| You can get reports or export files in just a matter of second and a few clicks |
| It helps us identify where we need to improve our work and in which sections we are the best at |
| Teamgate offers a great system to track your sales progress |
| You can filter existing information with many different options in order to get the best insights." |
| Cons |
|---|
| There are so many CRM/Sales tool products available out there, but I've found a lot of them have what I call "Feature Overload |
| When I started to use the Teamgate CRM, I had some questions |
| I was a little skeptical as I am in Mexico and Teamgate overseas |
| The customer service was what turned me off from this - absolutely horrible |
| Require more tools for project management |
| It is difficult to change the filters of the dashboard." |
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