Lead capture and qualification

Teamgate takes in leads from forms, email, and imports. A Beam agent reads each new lead, scores it against the qualification rule your sales team set, and files it to the right owner and stage. Company and contact details fill in from the payload. When a lead looks like a duplicate, carries missing key fields, or scores near the cutoff, the agent does not force it forward; it flags the record for a rep, who decides whether to work it or merge it before the pipeline updates.

Deal pipeline movement

Deals in Teamgate move through named stages toward a close. An agent advances a deal when its exit criteria are met, updates the amount and close date, and notifies the owner of the next step, all under the stage rules your team approved. Stalled deals get a nudge. Where a deal jumps stages, carries a discount past the approved band, or shows a value that looks off, the agent holds the move and routes it to a sales manager, who confirms before the stage changes.

Sales reporting and insights

Teamgate builds reports on pipeline, conversion, and rep activity. A Beam agent reads these figures, compiles the summary your team asked for, and posts it to leadership on the schedule you set. It calls out trends like a stage where deals keep stalling. When the numbers swing far from the prior period, or a report draws on data with gaps, the agent marks the summary as provisional and asks an analyst to verify the source before the figures reach a decision maker.