For 2 users:
Additional users: €10/month each
How does Teamleader compare with other Customer Management apps?
Customer Management app prices shown are $/month
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.
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.
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.
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.
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.
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.
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.
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.
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.