TrustRadius Insights for Teamleader are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
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.
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.
Likelihood to Recommend
Teamleader is very useful in terms of collecting even old patients data and compare it to the new ones, in order to create a tendency and prediction. Tools are very specific and allows to create a development to help other teammates. Performance wise.
I am a one woman operation. I use it for CRM, invoicing and time-tracking.
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.
Likelihood to Recommend
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.