Teamleader: a real team player!
Suzanne Glorie | TrustRadius Reviewer
September 10, 2019

Teamleader: a real team player!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Teamleader

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.
  • 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.
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.

Teamleader Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
10
Interaction tracking
6
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Task management
7
Billing and invoicing management
9
Reporting
8
Forecasting
Not Rated
Pipeline visualization
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
API for custom integration
Not Rated
Single sign-on capability
9
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
9