Unclaimed: Are are working at Teamleader ?
The overview of every project, finacial cockpit for daily revenue and leeds. Also the time tracking is very convenient. The monthly fee is peanuts compared to an employé.
It s a big firm, with a lot of different levels. So its always nice to have one contact. Maxime assured me that this would not be a challenge!
I am saving a partime administrator. More cash flow, because sending an invoice is one click. Our comminication in the company has improved significantly. We are able to help more costumers this way.
Teamleader is simple to use, no learning curve. It's feature set is limited but it has a few interesting powerful features that help to solve a lot of challenges, for example the ability to create custom fields on any object (Contact, Company, Opportunity...) and to create segments (lists) based on any field and combinations. The export to Winbooks for the accountant works fine and the native MailChimp integration is efficient to use. The customer success team is very responsive. License price is low compared to other solutions.
The ability to do recurring invoices (subscriptions in Teamleader) is rather basic, e.g. no support for foreign currencies. The API is comprehensive, but does not yet cover 100% of all features.
Teamleader is our central customer database, where we add all companies and contacts. That allows us to do invoicing, and via MailChimp sending mailings to our customers. The alternative would have been a much more expensive solution.
well, I just try their free version and My review will be completely based on this. this software is a complete package for office. Like you can call as well create a list of task. make quotation this is the best part of team leader. you can track record of all of your meeting and quotation send to customer and check about the payment status as well (you will have to maintain this) . You can make a call and receive a call. so it's a win-win solution for SME . it's integral to tother apps as well.
kind of expense. well they should increase the trail time as well .
well we are solving problems, like time-saving.
There is nothing to dislike about the user interface of this package. It looks sleek, and there is no clutter in the screen. The UX is friendly, intuitive and very straight forward. Setting the parametres of the system is easy. Setting it up is no hassle, since it is quite a limited system. Adding extra fields in de specific modules like contacts / accounts / deals is straight forward.
There is very little room for customisation, apart from a few extra fields that can be added. Creating workflows is unexisting in the system. Teamleader will tell you that this can be achieved with the addition of third party software via Zapier. This only drives cost upwards. Sales Management reporting is below acceptable. There is at some point a serious issue in how deals in the different stages are counted and how the funnel value is calculated. Organisations with different sales people have had the biggest trouble in understanding how the figures should be interpreted. Platform is not scalable at all. Many of our early customers had to switch to a scalable platform. Integration: Teamleader claims loads of integrations. Depens on what you define as an integration. Linking two software platforms with Zapier or Piesync is just not an integration. It is shifting data from one place to another. The most valuable info is not pushed back and forth. The mobile application was modified a while ago, removing some of the functionality that was in the earlier version. This was very bad for some customers, since these functionalities were just essential for their business flow. Just alone this switch was the reason for some customers to abandon this vendor. Last remark. The initial urge to fulfill customers demands was stopped as soon as Teamleader took the route of international expansion. No really new features, no new functional development. Only cashing.
We have used Teamleader before for the start-up of our company. It came in handy to register potential business deals.
- automatic yearly recurring fees - exports - linkedin and gmail integrations
- the UX is a complete disaster, very user unfriendly - when invoicing, you don't see the total > you quickly and unnoticed make mistakes which cost you a lot of money - many bugs, many offlines... - safety concerns: somebody easily managed to break in in our Teamleader CRM - statistics: very unclear, eg you don't see comparison statistics how your account managers sold - timetracking is very user unfriendly, even so that our people don't want to use it, they want to get back to their old timetracking system - project management: Teamleader says it does provide this, but it's unusable in reality - all in all, a very confusing user experience, which, instead of preventing, generates internal mistakes
We tried to find an all in one solution, but Timetracking, Project Management, Invoicing, CRM... is so badly executed that we have to move back to our old software.