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Teamleader

Score6 out of 10

5 Reviews and Ratings

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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.

Categories & Use Cases

Media

Dashboard
Contacts
Contact
Add Segment
Calendar
Invoices
Pipeline Stats

1 / 7

Key Features

Learn about the best (and worst!) features Teamleader has to offer, as determined by TrustRadius' reviewers.
Based on 5 ratings of Teamleader's features
View all features

Top Performing Features

  • Integration with email client (e.g., Outlook or Gmail)

    Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

    Category average: 8.3

  • Quote & order management

    Users can create, process and fulfill price quotations and sales transactions.

    Category average: 8

  • Interaction tracking

    Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

    Category average: 8.3

Areas for Improvement

  • Custom objects

    Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

    Category average: 8.2

  • Compensation management

    The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

    Category average: 7.9

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.2

Reviews

What users are saying about Teamleader.
View all reviews

Simplicity and Effectiveness

Incentivized
Marisol TozziView profile
Junior Patient Care Specialist in Customer Service at Impress (201-500 employees employees)

Use Cases and Deployment Scope

We use this tool in order to track time, organize project and mosly create invoices for patients that want to contract our service.

Pros

  • Comply clients data
  • Invoices
  • Track and measure time for projects

Cons

  • 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.

Return on Investment

  • Positive tools modalities that improve internal management of teams and users
  • Better tracking of invoices and new patients
  • Easy time tracking

Alternatives Considered

Aircall and HubSpot CRM

Other Software Used

HubSpot CRM, Aircall, Factorial HR

Usability

Teamleader: a real team player!

Incentivized
Suzanne GlorieView profile
Owner in Corporate at Glorie Concept Realisatie (1-10 employees employees)

Pros

  • 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.

Cons

  • Synching contacts between iPhone and Teamleader could be easier.
  • Integration with Aweber would be great.

Return on Investment

  • 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.

Alternatives Considered

Act-On Software

Other Software Used

WordPress, AWeber, Canva

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