Name: Teamleader
Price: 59 USD
Rating: 6 (5 reviews)
Author: Teamleader

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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### Sales Management
User sentiment regarding Teamleader's sales management functionalities is varied. While some users appreciate its ability to organize sales activities, manage the sales funnel, and provide forecasting tools, others find limitations in customization, integration capabilities, and scalability. The platform's reporting features have received criticism for being below acceptable standards, particularly in interpreting deal stages and funnel values. Additionally, the lack of automation and limited customization options have been highlighted as drawbacks by users. Despite some positive feedback on features like visual representation of opportunities and integrated services, concerns about integration costs, limited storage, and weak sales reporting persist among users.

### Customer Management
User consensus seems to be that Teamleader's customer management capabilities are highly praised and integral to their business operations. Customers appreciate the ease of tracking leads, managing commercial opportunities, and centralizing customer information. The visual representation of opportunities and the ability to track quotes and tenders are highlighted as valuable features. Additionally, the database functionality is commended for its versatility, allowing for use as a CRM tool and ticketing system. The efficient customer support and the ability to track project working time within the tool are also noted as positive aspects of Teamleader's customer management offerings. However, some users mention that the software may not be cost-effective for smaller businesses, and there are limitations in terms of customization options and integrations.

### Quotations and Deals
Users generally praise Teamleader's quotations and deals management capabilities. They appreciate the ease of creating and tracking deals, updating contact information, and generating projects within the software. However, some users express concerns about the lack of customization options and scalability issues, particularly as their organizations grow. Despite these drawbacks, many users find the platform user-friendly and efficient for managing quotations and deals.

### Project Management
Users generally praise Teamleader for its comprehensive project management capabilities. They appreciate the ability to track time spent on projects, manage project phases efficiently, and have a clear overview of each project's progress. However, some users have expressed concerns about limited integration possibilities for external emailing campaigns and difficulties in scheduling follow-up template emails. Despite these minor drawbacks, Teamleader's project management functionality seems to be a strong asset for many users, allowing for effective planning and execution of projects from start to finish.

### Task and Time Tracking
Users appreciate Teamleader's task and time tracking capabilities for their ability to enhance organization and efficiency in project management. The feature allows for clear assignment of responsibilities and monitoring of task completion within set deadlines. While some users find the time tracking aspect beneficial for project management, others express a need for more streamlined processes to input task details quickly. Despite some minor drawbacks, Teamleader's task and time tracking functionality is generally viewed positively by users as a valuable tool for project management and productivity.

### Team and Collaboration
Users generally praise Teamleader's team and collaboration features for streamlining project management and enhancing communication among colleagues. The platform is commended for its ability to connect all team members, providing a clear overview of workloads and facilitating efficient assignment tracking. While some users express minor concerns about specific functionalities like user management and task organization, overall feedback highlights the platform's effectiveness in promoting teamwork and fostering collaboration within the organization. The emphasis on accountability and time management through Teamleader's comprehensive project planning capabilities is noted as a valuable asset by users, contributing to improved productivity and project outcomes.

### Invoicing and Accounting
Users consistently praise Teamleader's invoicing and accounting features. They highlight the ease of issuing invoices and the detailed activity logs that help in managing prospects and customers efficiently. The automatic invoicing function is particularly lauded for streamlining the invoicing process and saving time. Additionally, users appreciate the integration with accounting systems, which enhances accuracy and speeds up financial processes. The platform's ability to centralize invoicing and provide data analytics for decision-making is seen as a significant advantage by users.

### Administrative Efficiency
Users unanimously praise Teamleader's administrative efficiency features. They highlight the platform's ability to streamline administrative tasks, such as generating accurate reports for collections and maintaining contact records efficiently. The consensus among reviewers is that Teamleader excels in automating administrative processes, ensuring that tasks like SOA cash collections and reminders are handled accurately and promptly. This efficiency in administrative operations is a key strength of Teamleader, as users appreciate the time-saving and error-reducing capabilities it offers in managing business operations.

### Communication Tools
Users have expressed concerns about the limitations of Teamleader's communication tools, particularly in terms of integrating external emailing campaigns and the manual nature of follow-up template emails. Additionally, issues with email formatting and search functionality have been highlighted, impacting the overall user experience. Despite some positive feedback on the simplicity of the interface and effectiveness of certain features like time tracking, the communication tools aspect seems to require further enhancement to meet user expectations.

### User Experience and Usability
Users consistently praise Teamleader for its user-friendly interface and ease of use. The platform's simplicity and intuitive design have garnered positive feedback, with many users highlighting its quick adoption by team members of all levels of experience. However, some users have expressed concerns about the system's lack of flexibility and the challenges faced when trying to access and export certain types of information. Despite these drawbacks, Teamleader's overall user experience and usability seem to be well-received by a majority of its users.

Users frequently recommend the application for its great design and intuitive interface. They find it easy to navigate and interact with. Additionally, users suggest using the application for a perfect overview of ongoing sales opportunities, projects, and payments, as it helps streamline administration processes. Another common recommendation is to use the application to keep all contacts in one place and easily create professional quotations to increase sales. Furthermore, users recommend Teamleader for its project management capabilities, CRM features, and the ability to track quotations and invoicing. However, some caution is advised as users mention a steep learning curve and confusing user experience. It is recommended to conduct sufficient research before deciding to use Teamleader.

Efficiency in Organizing Sales Activities: Users have found Teamleader to be an efficient tool for organizing sales activities and creating project timelines, with several reviewers noting its effectiveness in streamlining their workflow.

User-Friendly Interface: The user-friendly interface of Teamleader has been praised by users for its easy navigation and clear presentation of information. Many reviewers have appreciated the intuitive design, which allows them to quickly access the features they need.

Simplicity and Ease of Use as a CRM Tool: Several users have expressed their satisfaction with Teamleader's simplicity and ease of use as a CRM tool. They find it convenient for tracking leads, managing customers, and keeping track of quotes and tenders.

Users of Teamleader have found that the software provides a comprehensive solution for their business needs. With features such as sales reports and billing data, users appreciate having all the necessary data in one place. The visual representation of opportunities helps them easily track the stage of commercial negotiations with prospective clients. Teamleader also enables team leaders to solve company goals and individual teammate goals, showcasing a thriving team and great teamwork.

In addition to its CRM functionality, Teamleader is also used for managing bigger projects. The data analysis provided by the software is essential for making informed decisions, saving users time compared to going without it. Users find that Teamleader simplifies communication of holiday requests to company leadership and facilitates reviewing past and future schedules. It also helps connect teams and gather customer feedback.

Users have found that Teamleader saves them time in issuing invoices, allowing them to focus on their actual job. Additionally, the software makes the process of issuing invoices easier and reduces the likelihood of mistakes. Teamleader is beneficial for time management in project teams and provides a complete package for project planning, including contact management, quotes, appointments, and time tracking.

Teamleader serves as a CRM system for tracking project costs and employee performance. Users appreciate the data analytics provided by Teamleader, as well as its transparency and intuitive purchase offer and invoicing methods. However, some users have requested improvements in areas such as user management, note formatting, deal management, and task assignment.

Overall, users find Teamleader to be a helpful tool that solves problems and saves time. It has been recommended as a comprehensive sales tracking tool and a good substitute for other CRM software due to its cheaper price and stylish look. While there may be some gaps or issues experienced by certain users, many have had positive experiences with Teamleader since 2014 without any problems.

Projects

Support tickets

ActiveCampaign helps small teams power big businesses with a platform for intelligent marketing automation. It provides email marketing, marketing automation, and CRM tools that help businesses to create incredible customer experiences.

Starter

Plus

Lead Gen & CRM

Lite

Standard

Premium

Teamleader

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Teamleader

Overview

What is Teamleader?