Teamleader Reviews

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!

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!

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.

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!

Easy to learn and smart frontend layout

Project management may be improved

Thank you for your review, Luca. Sorry it took us some time to respond, but as you will have noticed we have worked hard to provide the provinces and improve our project features. If there is anything else we can do to improve your experience, please do not hesitate to reach out!

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...

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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.

Thank you for this lovely review, Frederic. Great to read you appreciate the overview and customization options. Our support colleagues will also be happy to hear their service is appreciated! With regards to the file management: have you already checked out our integration with Dropbox? This should make adding and removing files a lot less time-consuming. You can read more about it here: https://support.teamleader.eu/en/support/solutions/articles/7000019426-how-to-how-do-i-link-dropbox-to-teamleader

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.

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.

More business and less hassle, that also includes a fast and comfortable invoicing process. Thank you for the lovely review, Andrii! Your contact person Pieter will get in touch regarding the expired quotations since there might be a way to achieve this.

Teamleader CRM is very simple to use and very complete. It's the type of CRM you don't have to sell as a sales manager to your sales staff. The integration of the mobile app is also great.

The project management module is rather limited in functionality. Complex projects should be supported by real project management software such as MS-Project if you really want to implement complex task dependencies.

Hi Stef! Thank you very much for this wonderful review. Great to read you find our tool easy to work with. You might have noticed already, but our project features have gotten a lot of updates lately to help you manage projects as efficiently as possible. Do reach out if you are still missing anything to manage complex projects!

We love the purchase offer & invoicing functionality

Unfortunatily, we are not using the full scope of all Teamleader can offer. Untill now we have no complaints.

Thank you for this wonderful review, Elena! Very happy to read our hard work has earned your trust. Don't hesitate to get in touch if you want to start using more functionalities, we'd be happy to help you get the most out of Teamleader.

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.

Thank you so much for taking the time to leave us this amazing review. Great to read Teamleader is providing more value for you every day!

The CRM is ideal for small teams. You are up and running very quickly and due to the various modules, you can finally have all functionality (planning, invoicing, etc.) in one tool. It boasts a couple of nice integrations which make daily use that tiny bit simpler. In all, it's a simple and effective CRM tool that goes beyond the basic sales functionality.

Despite its popularity, it still feels like someone's first CRUD application. Due to the various modules, it can feel a bit crowded and suffers from 'featurism'.

Hi Frederik, Featurism? Ouch. :) Teamleader takes care of your entire workflow. That might feel a bit crowded to some, but it works for 95% of our users. And we never ever add useless stuff. Difference in taste, I guess. The same is true for the feel of the app: we think Teamleader looks a lot better than the majority of the competition. But no worries, our product developers are working on a makeover that will put the capital letters in Functional Design. More on that next year. Thanks for the honest feedback!

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.

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

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

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

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.

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!

functies en opbouw is duidelijk en praktijk gericht

opbouw van de raportering kan nog beter lijsten opbouw ook

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!

Functionaliteit, controle mogelijkheden team, mogelijkheid van rechten voor bepaalde functies, agenda ( verzuim| verlof| etc. Daadwerkelijke uren, alles in 1 systeem zodat ik bij controle niet continue hoef te wisselen. Betrouwbaar. Snel.

Uitleg die nodig is bij nieuw personeel. Je moet het systeem echt leren kennen om er optimaal gebruik van te kunnen maken,

Bedankt voor je mooie review, Ingrid! Blij om te lezen dat Teamleader je handige inzichten verschaft. Ken je onze online webinars al? https://www.teamleader.nl/webinars Ze zijn de ideale manier om nieuwe collega's Teamleader te leren kennen.

Gemakkelijke facturatie en opvolging, gebruiksgemak voor deals.

Momenteel niet echt nadelen aan de software. Moest het mogelijk zijn om een database te maken waar de inkomende facturen per leverancier kunnen bewaard worden zodat er niet tussen de optionele boekhouding software moet geschakeld worden.

Geen nadelen aan de software, een mooiere review kunnen we niet wensen :) Bedankt, Sven! Momenteel zijn er geen concrete plannen om inkomende facturen in Teamleader te beheren, maar blijf je ideeen voor nieuwe functionaliteiten zeker delen. Ook zonder nadelen is die feedback waardevol voor ons om te kunnen blijven evolueren en verbeteren!

Ik zoek zelf vaak contactpersonen en info over de klanten op.

Ik merk wel dat het fout gevoelig is als je zelf een foutje maakt in het systeem.

Integratie van Yuki. Calculatie en bijhouden van alle verwerkingen van een opdracht. Het overzicht op de workload.

Geen noemenswaardige nadelen. Het pakket is flexibel genoeg om via een andere manier toch het ressultaat te krijgen.

Bedankt, Johnny! We zijn heel blij om een deel uit te maken van jouw team.

Je kan via verschillende manieren je leads bij houden en dat is super

Ik vind het jammer dat sommige offertes niet fijn uitlijnen en ik zou graag wat meer functies willen zien voor het maken van de offertes

Groot gebruiksgemak- logische opgebouwd en het geeft de mogelijkheid om alles in 1 tool te beheren( van contactgegevens tot factuur)

Het vlot verplaatsen/verslepen van een afspraak in de agenda lukt op dit moment nog niet

Thank you for your great review, Ilse! We love being your organizational buddy <3

Makkelijke software om klanten en leads te beheren en je taken week per week te structureren.

Software heeft heel veel functies waardoor het in het begin zoeken is wat je er precies allemaal mee kan doen.

Dankjewel, Ellis! Leuk om te horen dat Teamleader je helpt in het beheren van je leads. Aarzel zeker niet om ons te contacteren bij vragen, we helpen je graag van start gaan met onze software!

Gebruiksvriendelijk, overzichtelijk en goeie integraties

Het programma voldoet aan al onze verwachtingen binnen het bedrijf

Alles gemakkelijk te bedienen via de app. Overal en altijd uw klanten kunnen vinden.

Mobiel offertes kunnen maken . De app de mogelijkheid geven om alles via de pc kunnen te doen.

Meer gedaan en minder gedoe: dat betekent voor ons ook altijd en overal je werk kunnen doen. Leuk om te lezen dat dit jouw werk makkelijker maakt, Jimmy. Bedankt voor je review!

You can build your own client and prospect database with as much or as little detail as you want. They also track click rates of sent invoices.

TeamLeader still requires a lot of manual work and can improve on the automation aspect. It also can take some time to learn how to use TeamLeader effectively.

- Easy to use - CRM management, Deal management, Project management, invoicing all in one - Great customer support, quick and accurate replies

Some company of sector specific adjustements would be great Job registration (time) and calculation (as well before as after a project)

Hi Carl, 10/10 for recommendations... That's the best report card we ever had. You're making us blush. Any tips for vertical-specific feature changes you have, you can direct to support@teamleader.eu. No promises, but we'll see what we can do. Thanks a million!

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.

Thank you for your review, Maarten!