Teamleader Pricing, Features, Reviews & Alternatives

Teamleader

Sell, bill and organise work in one place.

4.39/5 (36 reviews)

Teamleader overview

What is Teamleader?

Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralising 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?
www.teamleader.eu

Pricing

Starting from
€50/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Supported languages

English, Spanish, German, French, Italian, Dutch
Teamleader screenshot: CalendarINT-EN - Website 2020Teamleader screenshot: Automated invoicing + invoice status overviewTeamleader screenshot: See you deal statistics and calculate revenueTeamleader screenshot: PipelineTeamleader screenshot: Add segmented listsTeamleader screenshot: ProjectsTeamleader screenshot: New Dashboard

Teamleader user reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.0
  4.3
  4.4
Bruno V.

Their marketing is 100% true; they really make you Work Smarter

Used daily for 1-2 years
Reviewed 2017-11-30
Review Source: Capterra

Time saving, single source of truth, less grey hairs, ...

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.

Cons
Perhaps the reporting and analytics.

Response from Teamleader


Very nice to read indeed Bruno. And no worries: in 2018, we're re-evaluating our reporting and analytics to suit your needs even better. Thanks a lot!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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karel b b.

goede ervaring

Used daily for 2+ years
Reviewed 2021-02-15
Review Source: Capterra

makkelijke opvolging van verkoopsteam er zijn er natuurlijk altijd die er de kantjes van af lopen en deals aanmaken zonder ook maar één kans op verkoop !

Pros
functies en opbouw is duidelijk en praktijk gericht

Cons
opbouw van de raportering kan nog beter lijsten opbouw ook

Response from Teamleader


We begrijpen helemaal wat je bedoelt, wij moeten ons salesteam ook altijd in toom houden. Gelukkig zijn ze ook heel enthousiast om al je vragen te beantwoorden, en heb je Teamleader om bij te houden hoeveel van die deals ook echt geclosed worden :) Bedankt voor je mooie review, Karel!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Ruben v.

Onlogisch, slechts ondersteuning, niet flexibel, schandalige exit-strategie

Used daily for 2+ years
Reviewed 2020-09-08
Review Source: Capterra

Een greep uit de vragen om verbetering: - Gebruiker beheer: moet via Teamleader aangevraagd worden, de factuur is sneller in huis dan de toekenning van de juiste rechten aan nieuwe collega's. Reactie: Aanpassen heeft geen prioriteit; - De opmaak van teksten in notitievelden is niet handig of logisch. Reactie: Aanpassen heeft geen prioriteit; - Een lopende verkoopdeal kun je niet afronden als je wijzigingen moet doorvoeren. Je ook geen einddatum opgeven. Hierdoor mis je het overzicht van de actuele deals. Reactie: Aanpassen heeft geen prioriteit - Je kunt contactpersoon hangen aan een notitie die betrekking heeft op een verkoopkans (deal), alleen het bedrijf. Reactie: Aanpassen heeft geen prioriteit - Je kunt geen taken aan een verkoopkans hangen en daarom kun je niet zien wat je nog moet doen voor een verkoopkans, behalve als je op een andere plek gaat zoeken. - Exit-strategie: Ze hebben er alles aan gedaan om ervoor te zorgen dat de informatie versnippert verpakt zit in allerlei HTML code. Ik heb de export van basale informatie in twee fases moeten doen omdat het aantal velden dat tegelijk geëxporteerd kon worden beperkt werd. Belangrijke informatie zoals notities van gesprekken en achtergrondinfo kon niet geexdporterd worden. Die moest ik opvragen. Wat ik toen kreeg sloeg echt alles. Ik kreeg de geschiedenis van alle wijzigingen in excel en mocht daar vervolgens zelf chocolade van maken, ik ben daar drie dagen mee bezig geweest (en ik ben handig met Excel). Schandalig!

Pros
Alles wat aangegeven staat zit er in: o.a. crm

Cons
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.

Response from Teamleader


Hi Ruben, thank you for taking the time to give us valuable feedback. It is true that you cannot customize everything in Teamleader, our goal is to be an all-in-one tool that fits many types of companies, from IT agencies to construction companies. We allow for some customization of course, and if you need more we can recommend our tool Yadera (https://yadera.com/). In the meantime we have also made some changes: you can now manage all user rights yourself, and assign tasks to deals. I hope that the assistance we gave in getting the data you needed was sufficient, if not please don't hesitate to let us know if something is still missing. In any case, we're very happy that you have decided to stay with us in the end!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Arthur D.

Leading the Team

Used daily for 2+ years
Reviewed 2021-01-26
Review Source: Capterra

Wij gebruiken het hoofdzakelijk als een CRM systeem en het bijhouden van de kosten per project alsook voor de medewerkers om hun prestaties bij te houden.

Pros
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.

Cons
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

Response from Teamleader


Thanks for taking the time to review us, Arthur! Glad to learn Teamleader has helped your entire team keep an easy overview.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jannes D.

Solid CRM-system with an ease of use

Used daily for free trial
Reviewed 2020-09-23
Review Source: Capterra

Pros
The crm-system, works perfect and is very easy in use. Many integrations are possible, and will make a lot of tasks easier to proces!

Cons
The integrations or add-ons often come with an extra cost. The crm-package is not very customisable. You are limited to the options Teamleader is providing you.

Response from Teamleader


Hi Jannes, thank you for this review. Sorry to read we did not make the cut, but great that you were very satisfied with our CRM features. If you ever change your mind, our door is always open!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Teamleader pricing

Starting from
€50/month
Pricing options
Subscription
Free trial
View Pricing Plans

Teamleader GO: €50/month for 2 users, €25/month for each additional user.
Teamleader MOVE: €60/month for 2 users, €30/month for each additional user.
Teamleader BOOST: €80/month for 2 users, €40/month for each additional user.

Teamleader features

API
Activity Dashboard
CRM
Calendar Management
Contact Management
Customer Database
Customizable Templates
Data Import/Export
Email Management
Email Marketing
Mobile Access
Reporting & Statistics
Reporting/Analytics
Social Media Integration
Third Party Integrations

Access Controls/Permissions (287 other apps)
Alerts/Notifications (407 other apps)
Customizable Branding (343 other apps)
Search/Filter (305 other apps)
Surveys & Feedback (286 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

Teamleader helps you and your team work smarter so your small business thrives. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.

Available on any device, Teamleader is an excellent productivity tool for professionals on the go. It lets your sales team track your customers’ journey from initial contact to becoming a paying client. Invoices are brandable and can be automatically sent on a recurring basis, a handy feature for subscription-based businesses. Some of Teamleader’s core features include contact management, project planning, invoices, lead management, and sales tracking.


What is Teamleader?

Teamleader is an all-in-one CRM solution that allows users to work on a host of business-critical tasks – keep track of their sales and deal pipelines, schedule tasks, meetings, or calls, track time, plan and monitor projects, create and send invoices, manage support tickets, analyze the company’s overall progress, and so on. Teamleader’s VoIP service makes it easy to record calls and add new client information. With the Click-to-Dial function, which can be integrated with Outlook and Gmail, calling your customers is just a click away.

Teamleader comes with a nifty Chrome extension that allows you to tie incoming and outgoing emails to the relevant contact record in your CRM database. It’s equipped with an Outlook plugin that also sends out emails from your email client. There’s also a feature in Microsoft Word 2013 that allows you to toggle your time tracker on or off, and edit PDFs and Word documents and save them straight to Teamleader.

The software can be downloaded as a native mobile app for iPhones, iPads, and Android devices.


Who is Teamleader For?

  • Experience level: Beginner to advanced
  • Industry: All service-based industries
  • Business size: Small to medium businesses
  • Departments/roles: Sales and marketing professionals, invoicing specialists, project managers, help desk personnel
  • Budget/point: Starts at €25 per month
  • Example customers: Eneco, Bloovi, thinkerIT, and Qubrik

Main Features

Contact Management

If you’re a sales or marketing professional, an organized contact database you can rely on is critical. With Teamleader, you have all your clients’ data at your fingertips – contact details, the company they’re associated with, and the position they hold within the company. Teamleader keeps track of each time you or a team member contacts a client, and records all phone calls, meetings, emails, and invoices.

An existing contact list can be imported to Teamleader via the Teamleader API or in CSV format. To find all available information on a company, you only need to enter the VAT number. Client segments, such as sector, postal code, province, and so on, can be created to organize your database.

Project Planning

Teamleader’s project planning feature lets project managers plan, manage, and monitor their projects’ progress from one centralized location. It helps you keep your projects within budget and on track to follow agreed-upon timelines. You get an overview of ongoing tasks and related assignments. You can generate up-to-date work completion reports, assign tasks to the members of your team, set different hourly rates, and even collaborate with clients through the Cloudproject platform, which enables them to contact members of your team or view planned meetings, for example.

Teamleader automatically calculates the amount of time needed to complete a project based on the schedules entered in your calendar. Color-coded Gantt charts give you a quick snapshot into the project’s progress, and if teams and individual members are on track to bring the project to completion on time.

Invoices

Teamleader’s invoicing module allows you to create and send fully brandable invoices to your customers with just a few clicks. Each invoice is tracked, and if a client fails to settle their dues on time, you get an alert and the client receives an automatic invoice reminder. When you log in to Teamleader, the time tracker automatically runs in the background and restarts for each new activity. This means time spent on tasks, meetings, projects, and client collaboration is conveniently tracked, ensuring time-based invoices are as accurate as possible.

For subscription businesses, Teamleader automatically sends out recurring invoices. It also allows you to limit uninvoiced time per client. For consultations exceeding the free 30-minute limit, for example, the client gets an invoice. Teamleader integrates with multiple accounting programs including Accountancy, Exact Online, BOB, Wings, Alpha Management, and Octopus.

Sales Tracking

Teamleader’s sales tracking feature allows you to monitor customer interaction with your company from first contact to invoicing. Offers or quotes can be created via a template or from scratch, which can then be sent via email and approved by your customers through the CloudSign platform. Deals can be added to your customers’ existing contract with your company.

Teamleader also enables you to monitor your sales team’s performance. Team and individual goals can be assigned, and Teamleader’s robust tracking and reporting functionality lets you instantly know whether or not your people are achieving their targets.

Support Tickets

Teamleader’s tickets module bundles all support questions from customers and forwards them to your help desk or support department. One or more support personnel can work on a question, and all support questions are tied to a client record in your CRM.

As with any activity in Teamleader, the time tracking feature runs in the background, allowing you to keep track of the total amount of time to resolve customer queries or requests. This information appears in the client’s CRM record, enabling you to send accurate invoices later. Teamleader’s ticketing feature can also be used internally as a knowledge management tool.


Integrations

Teamleader integrates with a host of third-party business solutions like Google Apps, Dropbox, iCloud, MailChimp, Campaign Monitor, Twilio, JIRA, JotForm, Wufoo, Formstack, KerioConnect, Office 365, and VOIPcenter. An Outlook plugin and Chrome extension are available, as well as a time-tracking feature that can be toggled on or off within MS Word 2013.

Teamleader data can also be exported to various accounting programs including BOB, Exact Online, Alpha Management, Wings, Twinfield, and Octopus. Teamleader’s API and webhooks are offered to connect other tools you already use and push real-time notifications.


Pricing

Teamleader subscription starts at €25 per month for the CRM module. This plan already includes CRM and offers, time tracking, lead management, calendar management, and two users. Each additional user costs $10 per month. The invoicing module costs $25 per month, projects, $50, and tickets, $50.

Teamleader offers a free 14-day trial and a 5% discount for plans paid online for a year in advance.


Bottom Line

  • CRM, sales, project management, calendar management, time tracking, ticketing, invoicing, and VoIP in one integrated tool
  • Platform-agnostic solution that integrates with a whole host of business tools
  • Affordable modules that can be used together or separately
  • Data safety mechanisms that include SSL encryption, multi-factor authentication, encrypted data communications, redundant data storage, audit log, and daily backups
  • Supports multiple languages and currencies

Videos and tutorials

Additional information for Teamleader

Key features of Teamleader

  • Calendar
  • Deals
  • Invoicing
  • Lead Management
  • Online CRM
  • Online Payments
  • Project planning
  • Quotations
  • Sales Management
  • Support tickets
  • Time tracking
  • Voice calls (VoIP)
  • Work Orders
View All Features

Benefits

Easy to implement
Affordable
Easy to use
Localised
Free support