What is Teamleader?
Teamleader is a user-friendly and feature-rich platform which combines CRM, invoicing, and project management into one simple tool. The all-in-one tool aims to help small and medium-sized enterprises organize their sales processes & workflows, communicate effectively & build better relationships with their clients, and improve the productivity & collaboration across their teams.
As a platform that provides users with the capability to work smarter, Teamleader offers an online CRM which makes organizing of contacts and tracking of client interactions a breeze. Users can make calls directly from the CRM as well as document their conversations with their clients. It also has an integrated calendar where they can manage all their tasks, meetings, and phone calls.
Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing.
More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies.
Ready for more business and less hassle?
What do you like best about Teamleader?
Teamleader is a simple and easy-to-use CRM tool for tracking leads and commercial opportunities, centralising all existing and prospective customers as well as keeping track of quotes and tenders.
Ils sont conscients d’eux-mêmes et privilégient le développement personnel. …
Ils se concentrent sur le développement des autres. …
Ils encouragent la réflexion stratégique, l’innovation et l’action. …
Ils sont éthiques et citoyens. …
Ils pratiquent une communication interculturelle efficace.
I love being able the motivate, encourage and guide my team. This allows me to not only improve on their areas of opportunity but it builds self-growth as an individual.
Software connects with ou companies accounting system, that’s why it makes very comfortable & makes process faster. Also, it’s good that we can enter all our quotations in this budget.
What problems is Teamleader solving and how is that benefiting you?
With Teamleader, we know at a glance what stage of commercial negotiation each prospective client is at, thanks to the visual “Jira-style” representation of opportunities. We can also run sales forecasts.
Being able to solve company goals and individual teammate goals is beneficial to a team leader has it shows that your team is thriving to meet the needs of the business. It also shows that you are a great team player.
Teamleader provides all data we require for data analysis to make the discussion. It takes much time if we go without teamleader. Very transparent and great platform to use purchase offer and invoicing methods.
Teamleader Focus is helping me with billing and some of the project management. It also helps to control the sales funnel and forecasting
Features
- Banking Integratio
- CRM
- CRM integration
- Customer Management
- Email Integration
- Expense Management
- Invoice
- Knowledge Management
- Multi User login & Roll-based access
- Payment Handling
- Product Database
- Quotation & Estimates
- Recurring invoice
- Task Management
- Time Tracking
- Vendor Management
Pros
The simplicity and speed of using Teamleader is incredible and the rich customization options allow you to create a CRM environment that completely fits your companies’ needs. Teamleader saves us a lot of administration and time; every single day.
Het is eenvoudig qua gebruiksgemak, ongelooflijk makkelijk te implementeren en door zijn eenvoud ook snel aangenomen door het team, zowel bij oudere leden als nieuw leden.
Alles wat aangegeven staat zit er in: o.a. crm
I think it is a nice on-line customer based system with a good overall user experience. It is nice to have and overview of your customers and deals, and how you can see on the timeline how the project progresses. You can make your own templates to create offers-contracts for your customers.
It`s very convenient for use product that makes easier the process of issuing invoices. The Teamleader integrates with our Belgium accounting system that`s so comfortable and makes the process too fast. Also, it`s so good that we can enter all the quotations and in such a way to control the budget.
Cons
Perhaps the reporting and analytics.
We would like to have a possibility to archive the quotations that have already used and ended because we have a lot of equations that were expired but there are still in the active deal menu.
It is so frustrating you still can not upload multiple files at once for one customer, you still have to upload one by one, wich is time consuming and sometimes frustrating. Als the same for removing files, also have to do one by one. The price is not realy cheap, I think there must be more cheaper alternatives.
Het systeem heeft een onlogisch opbouw waardoor je informatie op beperkte plaatsen in het systeem terug ziet. Daarom moet je heel veel door het systeem klikken en zoeken voordat je overzicht hebt. Er zitten veel beperking in het gebruik en is dus niet flexibel. Last but not least: Als je weg gaat krijg je je gegevens niet in een eenvoudig om te zetten format.
Sommige integraties met google zouden iets eenvoudiger kunnen worden gemaakt en een eenvoudiger overzicht van alle tools ter beschikking zouden soms de zoektocht naar functionaliteiten kunnen vergemakkelijken
| GO |
€50,00/month (2 users included)
|
All the essential tools you need to save time and simplify your work. You’re good to go!
|
| MOVE |
€60,00/month (2 users included)
|
Kick your business up a notch with these must haves for your team. Let’s move!
|
| BOOST |
€80,00/month (2 users included)
|
The complete package to match your advanced needs. Boost your business!
|