Simplicity and Effectiveness
May 31, 2022

Simplicity and Effectiveness

Marisol Tozzi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Teamleader

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.
  • Positive tools modalities that improve internal management of teams and users
  • Better tracking of invoices and new patients
  • Easy time tracking
Easier and visually easier to work with. The real time tracking is very helpful.

Do you think Teamleader delivers good value for the price?

Yes

Are you happy with Teamleader's feature set?

Yes

Did Teamleader live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Teamleader go as expected?

Yes

Would you buy Teamleader again?

Yes

Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.
Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.
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.

Teamleader Feature Ratings

Customer data management / contact management
8
Workflow management
5
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Case management
10
Call center management
7
Help desk management
8
Lead management
10
Task management
10
Billing and invoicing management
9
Reporting
8
Custom fields
7
Custom objects
6
Not Rated
Compensation management
6
Mobile access
10