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Teamleader REVIEW

Business Process Management Software

No user reviews
USER SATISFACTION 96%
OUR SCORE 8.5

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 and workflows, communicate effectively and build better relationships with their clients, and improve the productivity and 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.

With Teamleader, users will be able to follow up with potential customers and close deals efficiently by allowing them to automate their sales process. Through the aid of its mobile app, they can organize their contacts and manage appointments or tasks on the go.

In addition, the platform lets them automatically record the time they spent working for their clients or projects, track their hours worked for a specific period of time, and create invoices as they work on their projects and tasks. To ensure that they can complete their projects on time and within the allocated budget, Teamleader offers a project planning module. Last but not the least, the platform has a ticketing feature which helps users respond to customer inquiries quickly.

Overview of Teamleader Benefits

Online CRM:  Client Information At Your Fingertips

Building and strengthening relationships with clients is one of the main objectives Teamleader wants users to attain. This won’t be possible if client information is poorly organized, as it will be difficult to reach out to prospects or customers when details such as contact information is not readily accessible. With Teamleader’s online CRM system, users will be able to organize all their client information easily and quickly. The CRM lets them link their contacts to the companies they belong, and they can even specify the positions they hold within those companies. They can also organize their contacts by assigning tags or labels (e.g., client, supplier, employee).

When users want to obtain more information about a company, they just need to enter the company’s VAT number; and all the available information about the company is automatically fetched by Teamleader.  Teamleader’s CRM system, moreover, lets users track their engagements and interactions with clients through the aid of its action summary feature. This feature provides them with information such as the team member the client has reached out to, the record of phone conversations the client has engaged with, and the appointments or meetings the client has attended to.

Make VoIP Calls And Record Client Interactions

The online CRM system of Teamleader doesn’t only provides users with all the information they need about their clients, but it also enables them to make calls directly from the CRM. This is because Teamleader is integrated with Twilio –  a cloud-based communications platform. With this integration, they will be able to record incoming and outgoing calls; and while they are on a call, they can access all information related to the client they are speaking with. When users receive a call, a detail page automatically opens up, allowing them to create notes about the call or conversation.

Automated Sales Process

Teamleader is equipped with features which are exclusively built for managing sales. To be able to follow up with potential customers and close deals efficiently, the platform offers users the opportunity to automate their sales process. It lets them divide their sales pipeline into stages so they can focus more on every task they need to do as they nurture their prospects.

As their prospects go through each stage of their sales process, the platform assists users in tracking the performance and progress of their sales team at each stage. Thus, they will be able to determine which teammate has sent an offer to a prospect, how many quotations haven’t accepted yet, and why some quotations have been declined by prospects.

Speaking of quotations, Teamleader allows users to create sales quotes that reflect their own branding. Also, the platform helps them automatically calculate prices. Their clients can accept quotes online via CloudSign, an electronic signature solution. Thus, clients will be able to digitally sign their quotes.

Efficient Invoicing And Time Tracking

Efficient invoicing is another reliable feature offered by Teamleader. With this feature, users can quickly create invoices for the time they spent on their tasks, meetings, and projects. This works with the time tracking feature of the platform – the platform records the worked hours of users for the task they perform. Recurring invoices are also automatically sent out by Teamleader to clients. Because of this, users are ensured that their invoices are delivered on time.

There is a very interesting component in the invoicing feature of Teamleader wherein users can track the worked hours that they haven’t invoiced yet. They will be able to do this from the platform’s online CRM module. The CRM permits them to view all the worked hours they spent for each client that they have to prepare an invoice for. Users can set a limit for their uninvoiced time, so that when their worked hours have exceeded such limit, an invoice will be automatically sent to the client.

Project Management: Deliver Projects On Time And Within Budget

Project management and planning is essential in running and growing a business. Because of this, Teamleader provides project management features which help users plan, create, and track their projects within the platform. Through these features, they will be able to improve the productivity of their employees, accomplish their projects on time, deliver projects within the budget, and, collaborate with their team members and clients smoothly.

While users create a project through the platform, they can divide the project into milestones, tasks, and meetings. They can also assign a task for each of their team members, and add new tasks as the project progresses. In addition, they can set different hourly rates within the same project, and allocate budget for every stage or milestone as well.

As they work on their project, Teamleader lets them monitor how their team members are performing the tasks assigned to them, whether they are adhering to the schedule and working with respect to the budget.  Furthermore, users can seamlessly collaborate with their team members and clients because Teamleader permits them to send messages via the platform. Their clients will also be able check on the status of their project, view meeting schedules, and communicate with their team members.

Overview of Teamleader Features

  • Online CRM
  • Manage Contacts
  • Simple Client Segmentation
  • Action Summary By Client
  • Voice Calls (VoIP)
  • Call With One Click
  • Identify Caller Through CRM
  • Record Calls In Client Profile
  • Automate Sales Process
  • Add Deals To Contacts
  • Create And Accept Quotations Digitally
  • Sales Team Management
  • Invoice Time Records
  • Send Recurring Invoices
  • Managed Uninvoiced Time
  • Time Tracking
  • Record Task Performed
  • Employees’ Time Sheets
  • Project Management
  • Start, Manage, And Plan A Project
  • Collaborate With Team Members And Clients
  • Integrated Calendar
  • Synchronized Calendar
  • Support Tickets
  • Link Tickets To CRM
  • Invoice Tickets
  • Manage Clients’ Questions
  • Mobile App

What Problems Will Teamleader Solve?

1. Sales teams and departments often work in their own ways, as their sales process is too dependent on spreadsheets.

Using spreadsheets in managing contacts and sales process makes teams and departments work in their own ways. This is because such conventional way doesn’t provide enough opportunities for collaboration. Spreadsheets are cluttered with overwhelming information and contacts are being organized in a fragmented manner. As a result, sales teams are tied up with workflows wherein they have a hard time sharing information and ideas among themselves.

Teamleader aims to help companies unify their sales teams and department by letting them easily access all the information they need as they manage their sales process. They can use the  CRM system of the platform so all of their teams can access the same client information and details, and be updated whenever team members perform tasks for prospects or clients. Also, Teamleader has features which allow sales teams to obtain insights into their performance. This includes the ability to check if they are able to attain their target sales for a given period and if they are successful in following up with a prospect.

2. Businesses need a mobile solution to improve productivity and achieve growth.

Gaining more prospects and closing more deals is a process that is typically done in front of a computer. But in today’s word,  everything is already going mobile; and companies need to adapt to innovations in mobile technology. Teamleader offers companies and their sales teams the opportunity to take advantage of its mobile features so they can automate their sales process and close more sales efficiently. It offers a mobile app that lets them manage client information, plan appointments and tasks, track phone calls, and even prepare work orders just by using their mobile phones.

Awards & Quality Certificates

Teamleader Position In Our Categories

Position of Teamleader in our main categories:

100

Teamleader is one of the top 100 Accounting Softwareproducts

Top
50

Teamleader is one of the 50 Business Process Management Softwareproducts

100

Teamleader is one of the top 100 CRM Softwareproducts

Top
100

Teamleader is one of the 100 Project Management Softwareproducts

100

Teamleader is one of the 100
Accounting Software products

50

Teamleader is one of the 50
Business Process Management Software products

100

Teamleader is one of the 100
CRM Software products

100

Teamleader is one of the 100
Project Management Software products


Teamleader is also listed in the following subcategories:

Category:Position:Category:Position:
Billing and Invoicing Software#48
Category:Position:
Billing and Invoicing Software#48

Companies have diverse needs and requirements and no software application can be ideal in such a scenario. It is futile to try to find an ideal off-the-shelf software app that meets all your business needs. The smart thing to do would be to customize the system for your special requirements, staff member skill levels, budget, and other elements. For these reasons, do not hurry and subscribe to well-publicized popular systems. Though these may be widely used, they may not be the perfect fit for your particular needs. Do your research, check out each short-listed application in detail, read a few Teamleader reviews, speak to the seller for clarifications, and finally choose the product that presents what you want.

How Much Does Teamleader Cost?

Teamleader Pricing Plans:
Free trial
Yearly Plan
€25/mo.
Quarterly Plan
€20/mo.

Teamleader can be availed by small and medium-sized enterprises by purchasing a license which they can pay either annually or quarterly. Here are the enterprise pricing details:

Yearly Plan (2 Users)

  • €25/mo. – Invoiced Annually
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Two Free Users
  • Calendar Management
  • Add Modules:
    • Invoicing
    • Projects
    • Support Tickets

Quarterly Plan ( (2 Users)

  • €20/mo. – Invoiced Quarterly
  • CRM & Offers
  • TimeTracking
  • Lead Management
  • Two Free Users
  • Calendar Management
  • Add Modules:
    • Invoicing
    • Projects
    • Support Tickets

User Satisfaction

We realize that when you make a decision to buy Business Process Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Teamleader reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Teamleader. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

89

NEGATIVE SOCIAL MENTIONS

2

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
  • Dutch
  • Polish
  • Swedish
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TICKETS

What are Teamleader pricing details?

Teamleader Pricing Plans:
Free trial
Yearly Plan
€25/mo.
Quarterly Plan
€20/mo.

Teamleader can be availed by small and medium-sized enterprises by purchasing a license which they can pay either annually or quarterly. Here are the enterprise pricing details:

Yearly Plan (2 Users)

  • €25/mo. – Invoiced Annually
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Two Free Users
  • Calendar Management
  • Add Modules:
    • Invoicing
    • Projects
    • Support Tickets

Quarterly Plan ( (2 Users)

  • €20/mo. – Invoiced Quarterly
  • CRM & Offers
  • TimeTracking
  • Lead Management
  • Two Free Users
  • Calendar Management
  • Add Modules:
    • Invoicing
    • Projects
    • Support Tickets

What integrations are available for Teamleader?

Teamleader can be integrated with many applications like the following:

  • Twilio
  • Office 365 Outlook
  • MailChimp
  • Google Calendar
  • Apple iCloud Calendar
  • Office 365 Calendar
  • Strike
  • LinkedIn
  • JotForm
  • Dropbox
  • Google Drive
  • Hubspot
  • Magento
  • Slack
  • Shopify
  • SageOne
  • Xero
  • Salesforce Pardot
  • PayPal
  • Mastercard
  • IMAP

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