TrustRadius Insights
Users of Teamleader have found that the software provides a comprehensive solution for their business needs. With features such as sales …
Starting at $59 2 users/month
View PricingOverview
What is 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…
Recent Reviews
Pricing
Projects
$59.00
Cloud
2 users/month
Project Management
$59.00
Cloud
2 users/month
Support tickets
$59.00
Cloud
2 users/month
Entry-level set up fee?
- $29 2 users/monthRequired
For the latest information on pricing, visithttps://www.teamleader.eu/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Integrations
- Competitors
- Tech Details
What is 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.
Teamleader Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Teamleader Screenshots
Teamleader Integrations
- Mailchimp
- Exact Globe+
- Stripe Payments
- Wufoo
- Formstack Forms
- Campaign Monitor by Marigold
- PayPal Payments Pro
- Dropbox
- Google Drive
- unbounce
- Twilio
- RingEX
- Teamwork.com
- Robly
- Zendesk Suite
- Constant Contact
- HubSpot Marketing Hub
- Clio
- Recurly
- ActiveDEMAND
- Intercom
- Odoo
- Teamwork Desk module
- Invantive Composition for Word
- Emma by Marigold
- ConnectWise PSA
- Trello
- Apple iCloud
- Chargebee
- Keap
- GetResponse
- Constant Contact Lead Gen & CRM
- Podio
- Sellf CRM
- Help Scout
- Slack
- Ontraport
- Invantive Query Tool
- ActiveCampaign
- PersistIQ
- Xero
- Flexmail
- Mailjet
- dotMailer
- 3CX
- MailerLite
- Adobe Marketo Engage
- Groove, a Clari company
- Shopify
- FreshBooks
- Jotform
- noCRM.io
- Coda
- BombBomb
- Prospect.io
- Cumul.io
- Dotloop
- Aircall
- Magento Commerce
- part of Adobe Commerce Cloud
- Office 365 Outlook
- Google Calendar
- Gmail
- Office 365 Calendar
- Apple iCloud Calendar
- Mollie
- 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
- Wizer
- Office 365 Contacts
- FinFolio
- Benchmark
- EzTexting
- Slaask
- Hivemind
- Invantive Control
- Unpaid
- Bexio
- TractionNext
- myphoner
- Salesforce Pardot
- Laposta
- Voipplay
- E-Invoice (UBL)
- Salesforce Desk
- Easybill
- Woodpecker
- WinBooks on Web
- Sage Live
- Story Chief
- Google Sheets
- Billit
- Voys integratie
- Direct Mail for Mac
- Xelion VoIP
- Simple Simon
- MailPlus
- Drip
- QuickBooks
- SageOne
- Kustomer
Teamleader Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| 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 |
Teamleader Customer Size Distribution
| Consumers | 20% |
|---|---|
| Small Businesses (1-50 employees) | 40% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 0% |
Comparisons
Compare with
Reviews and Ratings
(4)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
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.
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.
Attribute Ratings
Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
May 31, 2022
Simplicity and Effectiveness
We use this tool in order to track time, organize project and mosly create invoices for patients that want to contract our service.
- Comply clients data
- Invoices
- Track and measure time for projects
- Shared calendar has its limitations. Maybe we could add more options to combine better schedules.
- I would add more reports modalities
- Add more types of task trackers.
82.5%
8.3
83.33333333333334%
8.3
100%
10.0
90%
9.0
N/A
N/A
65%
6.5
N/A
N/A
N/A
N/A
60%
6.0
100%
10.0
- Positive tools modalities that improve internal management of teams and users
- Better tracking of invoices and new patients
- Easy time tracking
- Aircall and HubSpot CRM
Easier and visually easier to work with. The real time tracking is very helpful.
September 10, 2019
Teamleader: 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.
60%
6.0
N/A
N/A
N/A
N/A
80%
8.0
N/A
N/A
N/A
N/A
90%
9.0
N/A
N/A
N/A
N/A
90%
9.0
- 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 I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.