#1 most frequent
United States of America
100.0%69 installations of 69
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.
Categories & Use Cases
Media
1 / 7
Screenshot of Dashboard
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: 7.8
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.6
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.1
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: 6.6
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Who Buys & Uses Teamleader
Simplicity and Effectiveness
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!
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
