Teamleader Pricing, Features, Reviews & Comparison of Alternatives

Teamleader Reviews

Teamleader

CRM, invoicing and project planning in a single tool

5.0/5 (7 reviews)
18,641     412

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.
www.teamleader.eu

Teamleader Reviews (7)

Latest reviews

 Great tool!

Teamleader is a tool with a lot of possibilities. You can choose with features you want to use. I only use the CRM and the invoice feature and I must say that I get a lot for such a low price. I have an integration with Gmail and Google calendar. At the end of the quarter I can easily export my ...

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Reviewed 14th of July, 2016 by Inside Sales

 

 

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Reviewed 7th of March by Thomas Patrier

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Teamleader Screenshots (6)

Teamleader screenshot: See your to do's in the dashboardTeamleader screenshotTeamleader screenshot: Automated invoicing + invoice status overviewTeamleader screenshot: See you deal statistics and calculate revenueTeamleader screenshotTeamleader screenshot: Add segmented lists

Specifications

Intended Users
Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Mac, Windows, Web-based, Mobile Web App
Supported Countries
Europe, Germany
Supported Languages
Danish, Dutch, English, Finnish, French, German, Italian, Norwegian, Polish, Portuguese, Spanish, Swedish
Support Options
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials

Teamleader Pricing

Starting from: €25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

For 2 users

CRM: €25/month
Invoicing: €25/month
Projects: €50/month
Ticketing: €50/month

Additional users: €10/month each

Competitors Pricing

Salesforce Sales Cloud

Starting from: $25.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

InsideSalesBox

Starting from: $120.00/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

Soffront CRM

Starting from: $14.95/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

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Key Features of Teamleader

  • CRM
  • Calendar
  • Invoicing
  • Sales Management
  • Project planning
  • Support tickets
  • Time tracking
  • Voice calls (VOIP)
  • Quotations

Benefits

Easy to implement
Affordable
Easy to use
Localised
Free support

Alternatives to Teamleader

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.

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

Anonymous
Inside Sales (Computer Software company, 51-200 employees)
Verified Reviewer

Great tool!

14/07/2016

Teamleader is a tool with a lot of possibilities. You can choose with features you want to use. I only use the CRM and the invoice feature and I must say that I get a lot for such a low price. I have an integration with Gmail and Google calendar. At the end of the quarter I can easily export my invoices to my accounting tool. They promised me one integrated tool and it's true I can manage my whole administration in one software. Furthermore they have a very good support service.

Pros

Very nice tool, easy to use and not that expensive.

Cons

None, the tool is great!

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
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Thomas Patrier

Verified Reviewer

07/03/2017

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

10/10
Source: GetApp
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Katrien De Clerck

Verified Reviewer

08/08/2016

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10
Source: GetApp
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Suzanne Alardin

Verified Reviewer

01/08/2016

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

9/10
Source: GetApp
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Gilles Mattelin (Hiring)

Verified Reviewer

01/08/2016

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

9/10
Source: GetApp
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Niels Vanden Buverie

Verified Reviewer

13/07/2016

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 2+ years

Source: GetApp
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Lieven Oosterlinck

Verified Reviewer

26/05/2016

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 1-2 years

Source: GetApp
Read more

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
Read the full GetApp Analysis

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