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.
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.
Running a modern company is challenging. How to keep your head above water in today’s whirlpool of crucial business information?
Teamleader is the integrated online tool that makes 3500+ European SMEs work smarter. CRM, Sales, Project Management and Invoicing in one solution: user-friendly, affordable, time-saving and tailored to your business.