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https://media.trustradius.com/product-logos/xH/58/5WX8LMD3BV5X.JPEGTeamleader: a real team player!I am a one woman operation. I use it for CRM, invoicing and time-tracking.,Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick. Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier. Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second. Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.,Synching contacts between iPhone and Teamleader could be easier. Integration with Aweber would be great.,10,Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.,Act-On Software,WordPress, AWeber, CanvaUnspecified
Teamleader
1 Ratings
Score 10.0 out of 101
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  3. Teamleader Reviews

Teamleader Reviews

Teamleader
1 Ratings
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Score 10.0 out of 101

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Suzanne Glorie profile photo
September 10, 2019

Teamleader: a real team player!

Suzanne Glorie
Score 10 out of 10
Vetted Review
Verified User
Review Source
I am a one woman operation. I use it for CRM, invoicing and time-tracking.
  • Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick.
  • Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier.
  • Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second.
  • Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.
  • Synching contacts between iPhone and Teamleader could be easier.
  • Integration with AWeber would be great.
It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.
Read Suzanne Glorie's full review

Teamleader Scorecard Summary

Likelihood to Recommend (1)
10.0

Feature Scorecard Summary

Customer data management / contact management (1)
10
Integration with email client (e.g., Outlook or Gmail) (1)
10
Quote & order management (1)
10
Interaction tracking (1)
6
Task management (1)
7
Billing and invoicing management (1)
9
Reporting (1)
8
Single sign-on capability (1)
9
Mobile access (1)
9

About Teamleader

Teamleader is a user-friendly and feature-rich platform which combines CRM, invoicing, and project management into one simple tool. The all-in-one tool aims to help small and medium-sized enterprises organize their sales processes & workflows, communicate effectively & build better relationships with their clients, and improve the productivity & collaboration across their teams.

As a platform that provides users with the capability to work smarter, Teamleader offers an online CRM which makes organizing of contacts and tracking of client interactions a breeze. Users can make calls directly from the CRM as well as document their conversations with their clients. It also has an integrated calendar where they can manage all their tasks, meetings, and phone calls.

Categories:  Invoicing,  Project Management,  Customer Relationship Management (CRM)

Teamleader Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Does not have featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Has featureCase management
Has featureCall center management
Has featureHelp desk management
Marketing Automation Features
Has featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Has featureTask management
Has featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Does not have featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Does not have featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Has featureCompensation management
Platform Features
Has featureMobile access

Teamleader Screenshots

Teamleader Integrations

Mailchimp, Exact Global, Stripe, Wufoo, Formstack, Campaign Monitor, PayPal Payments, Dropbox, Google Drive, Unbounce, Twilio Programmable Voice, RingCentral, Teamwork Projects, Robly, Zendesk, Constant Contact, HubSpot, Clio, Recurly, ActiveDEMAND, Intercom, Odoo, Teamwork Desk, Invantive Composition for Word, Emma, Magento Commerce, part of Adobe Commerce Cloud, ConnectWise Manage, Trello, Apple iCloud, Chargebee, Infusionsoft by Keap, GetResponse, SharpSpring, Citrix Podio, Sellf CRM, Help Scout, Slack, Ontraport, Invantive Query Tool, ActiveCampaign, PersistIQ, Xero, Flexmail, Mailjet, dotMailer, 3CX Phone System, MailerLite, Marketo, Groove, Shopify, FreshBooks, Office 365 Outlook, Google Calendar, Gmail, Office 365 Calendar, Apple iCloud Calendar, LinkedIn, Mollie, JotForm, Outlook 2013, Bancontact, Bitcoin, Visa, Octopus, Exchange Calendar, Mastercard, Kerio Connect, Trends Top, KBC, Google Chrome, Google Contacts, Google Resources, Yuki, American Express, IMAP, Belfius, noCRM.io, CODA, Wizer, BombBomb, Office 365 Contacts, FinFolio, Benchmark, EzTexting, Slaask, Hivemind, Invantive Control, Unpaid, Bexio, Prospect.io, TractionNext, myphoner, Salesforce Pardot, Laposta, Voipplay, E-Invoice (UBL), Salesforce Desk, Easybill, Woodpecker, WinBooks on Web, Sage Live, Story Chief, Google Sheets, Cumul.io, Dotloop, Billit, Voys integratie, Aircall, Direct Mail for Mac, Xelion VoIP, Simple Simon, MailPlus, Drip, QuickBooks, SageOne, Kustomer

Teamleader Competitors

Pipedrive, Zoho CRM, Simplicate

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Does not have featurePremium Consulting/Integration Services Available?No
Entry-level set up fee?Required
EditionPricing DetailsTerms
Projects$592 users/month
Project Management$592 users/month
Support tickets$592 users/month

extra user is + 12$/user/month

Teamleader Customer Size Distribution

Consumers
20%
Small Businesses (1-50 employees)
40%
Mid-Size Companies (51-500 employees)
40%
Enterprises (> 500 employees)
0%

Teamleader Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Teamleader Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:Belgium, The Netherlands, Germany, Spain, Italy, France, Norway, Danmark, Sweden, Finland
Supported Languages: Dutch, German, Spanish, Italian, French, Norwegian, Danish, Swedish, Finnish