Time saving, single source of truth, less grey hairs, ...
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.
Perhaps the reporting and analytics.
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!
Likelihood to recommend: 9/10
Its a one-stop-shop for managing clients, projects, tasks, hours and invoices. But it comes with a price and thats the lack of flexibility if you work on retainer contracts.
Teamleader has it all. You can manage your clients and contacts. You can manage your projects, with milestones, tasks and users and apply budgets to all of of them. You can track time on those tasks and keep a close look on how the projects are evolving. You can invoice directly from the software and integrate (export/import) the invoices in to your accounting software.
Having it all in one tool is great, but it comes with a price: the flexibility and ease of use is somewhat disappointing. Teamleader is very strict and the GUI isn't always that handy when managing projects and budgets. I think it works well with fixed priced projects that have a start and end date, clear milestones and tasks during the project. But it doesn't work well when you work on retainer contract with clients. Also, time tracking is somewhat time consuming, which makes it hard to get everybody on board and using it.
Thanks for the kind words Dennis! We indeed aim to be the one-stop-shop for SMEs and agencies, and keep working hard at being the most complete solution on the European market.
For projects with flexible end dates and retainer fees, we always suggest to our customers to add milestones per month (for monthly fees) to their project or milestones per quarter (for quarterly fees). This is a quick and easy way to keep those projects in check. Of course, our sales and onboarding people are always ready & able to find a solution that fits your specific workflow.
I think you'll find most teams a bit reluctant to get on board with time tracking :)
But we centainly agree that time tracking should be a piece of cake, for everyone. That's why we're improving it in 2018.
Thanks again for taking the time to feedback. We appreciate it and will use it to make our tool better.
Likelihood to recommend: 7/10
Easy invoicing and detailed log of activity on a prospect or customer.
The way deals, contacts and companies are interlinked makes it sometimes hard to keep a proper sales flow structure as the organization scales. Furthermore it doesn't allow for attribution and has lousy export functionality.
Likelihood to recommend: 5/10
Overall it is a great app! you get good support for sure as well..
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 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.
Likelihood to recommend: 8/10
The more I use Team Leader the more I enjoy it and get value out of it. As a sales tracker across the sales pipeline it is a very comprehensive tool that I recommend.
The software is all encompassing and allows you to flexibly search the database for deals, companies and contacts. Using the Chrome widget any email sent can be tracked and provides a great complete tracking of client accounts. The task setting and reminders also work well to ensure I keep following up on clients.
Some of the saving functionality could be more explicit. Once I had figured it out though, it worked a treat. It would also be helpful if they created widgets for other browsers than Chrome.
Likelihood to recommend: 9/10
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 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.