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Teamleader Reviews: 4.3/5 — Solid Choice
Teamleader is a versatile CRM software designed to streamline customer relationship management, project planning, and invoicing for SMEs. It offers intuitive tools to help businesses organize contacts, track deals, and manage projects efficiently, all within a single platform. With its focus on improving team collaboration and enhancing customer interactions, Teamleader facilitates a smoother workflow, enabling businesses to focus on growth and customer satisfaction.
| Capabilities |
API
|
|---|---|
| Ease of use |
Beginner
Intermediate
Advanced
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Teamleader Pros and Cons
- User-friendly interface combining powerful features
- Seamless integration of CRM, project management, and invoicing
- Time-saving automations for tasks and deadlines
- Real-time project progress monitoring
- Responsive and helpful customer service
- Pricing may be higher compared to some competitors
- Limited customization options for specific business needs
Compare Teamleader with other popular tools in the same category.
It should be a good one for ongoing meeting communications that I am looking for
Don't have anything to dislike. Very much believe that it will answer my needs to perform my communications and analysis
I beleive it is going to help me a lot. At a moment cannot say how much.
Team Leader helps me organize all my tasks and also helps me view all my sales reports. it is an user friendly interface makes me clear view to and it's awsome to use
There is nothing bad about the team leader. They are upgrading their bugs day to day to help their customers to have less issue using the app so I think they are doing great
It solves my issues like sales reports and billing data issues it supports me to get all the data at one access it helps in a way that I need not to go nay other apps
Ils sont conscients d'eux-mêmes et privilégient le développement personnel. ... Ils se concentrent sur le développement des autres. ... Ils encouragent la réflexion stratégique, l'innovation et l'action. ... Ils sont éthiques et citoyens. ... Ils pratiquent une communication interculturelle efficace.
Leur planning souffre de cohérence optimale et opérationnelle. Manque de plans d'audit de Teamleader, suivi et révision des produits et objectifs équipes d'exécution et besoins des clients
La gestion de l'autorité et la responsabilité, être responsable de l'élaboration de stratégies et de la supervision. Rôle des chefs d'équipe chargés de communiquer la stratégie et de guider l'équipe vers les objectifs.
I love being able the motivate, encourage and guide my team. This allows me to not only improve on their areas of opportunity but it builds self-growth as an individual.
The time: Being a team leader takes time and patience. If you lack patience then this is not the job for you as it can get difficult and demotivating at times and you will cant show your team any negativity because it can rub off on them
Being able to solve company goals and individual teammate goals is beneficial to a team leader has it shows that your team is thriving to meet the needs of the business. It also shows that you are a great team player.
The integrated services, everything from sales/marketing all the way to project management and invoicing in one place. And the human touch.
Actually, nothing really. Features come (and go) at the right pace. If I have to name something, maybe it's their mobile app which has received much less attention.
Everything related to running a business from an administrative point of view. Our biggest benefit, Teamleader helps us to deliver increadibly fast on deals and proposals, and on following up during projects. Invoices are clear and never lead to questions.
The Toll is developing all the time. The support I get is one of the best I have ever experienced.
Some special features which would be useful for our company are not implemented yet.
We get a grat overview abot our customers and current Quotations and Invoices. Bigger projcts are managed partly by TL aswell.
It's intuitively easy to use. I don't have to spend too long looking for any functionality.
I have absolutely no complaints whatsoever.
It's easy to communicate holiday requests to company leadership and to review past and future schedules.
Excellent customer support. Support is reacting within minutes.
Some parts are not customizable regarding our special company needs. So far we always found a work around with the help of the support.
We are using Teamleader as CRM and billing tool. We also found a good way for our employees to track their project working time within the tool. So we can create invoices out of those tracked working times.
My quotes are being approved so much faster than before, and the whole process from approval of the quote to creating projects and sending out invoices is really well done. Important remark: their helpdesk is top-notch!
preparing the look & feel of your company documents (invoicing/quoting etc...) can be really tricky and took several hours. Would be nice to have something internal instead of the Word docs that need to be uploaded/downloaded to make changes.
So basically, by taking away the stress of invoicing, Teamleader gives me more time to do my actual job.
Easy to use Efficient help functions Fast and accurate support
Opportunities to purchase goods are (still) too limited
Follow up on deals and prospects Monitoring and invoicing of performance on projects Subscription formulas with automatic invoicing ...
Simpel en makkelijk in gebruik. Een tip voor bedrijven.
Ik heb geen punten die me niet bevallen.
Digitalisering, meer werk in minder tijd, op een prettige manier doen voor onze medewerkers.
Als beginnende ondernemer wil ik graag eenvoudig een overzicht houden over mijn contacten, deals, projecten en cijfers. Met Teamleader heb ik de prefecten tool hiervoor gevonden. Na een aangename, maar zeer overzichtelijke en to the point 1-on-1 introductie met een Teamleader mede-werker (Tilo D), was ik in no-time weg met de hele app. Na een beetje fine-tuning door Tilo, zien mijn uitgaande e-mails, offertes en facturen er heel professioneel uit, kunnen mijn klanten alles online opvolgen en heb ik alles steeds in handbereik.
Niet veel negatiefs te zeggen over Teamleader. Enkel zou ik, voor mijn optimale werking van mijn administratie, graag een integratie zien voor de boekhouding app "Accountable". Zou helemaal TOP zijn. Misschien in de nabije toekomst.
Door Teamleader te gebruiken, bespaar ik tijd, behoud ik overzicht en ben ik steeds flexibel en up-to-date.
Helder, eenvoudig systeem om onze contacten te beheren. Eenvoudig uit te leggen aan alle collega's, iedereen is er snel mee weg. Koppeling met andere sytsemen: Mailchimp, Outlook. Veel potentieel in 'Projecten'-module, zeker als culturele organisatie.
Eigenlijk niets, als ik iets moest zeggen: het systeem is voor ons als culturele instelling soms iets teveel commercieel gericht. Gelukkig kunnen we (of de behulpzame consultants) er altijd wel een draai aan geven zodat we alle functionaliteiten kunnen gebruiken
eindelijk zijn die 100'en Excels met contctinfo verleden tijd! ook handig in combinatie met Mailchimp om gerichte communicatie uit te sturen
Als groeiend bedrijf hadden wij vooral nood aan een solide ondersteuning van onze bedrijfsstructuur. In een 3 jaar tijd zijn we van 2 naar 9 medewerkers gegaan wat een planmatige aanpak vereist. We vonden zowel voor de dagdagelijkse planning, nazorg (facturatie gelinkt aan onze boekhoudpakket) alsook de garantie op een stabiele werkomgeving via Teamleader. Een groot deel van de groeipijnen werd door de modulaire mogelijkheden weggenomen. Het team van Teamleader stond ook altijd klaar met raad en daad om mee te evalueren of er bijgestuurd kon worden in het gebruik van de pakketten. Het gebruiksgemak is veelbesproken in de teams-vergaderingen. Het "keep it simple" principe is zeker een grote meerwaarde, we werken immers met veel verschillende types van mensen! Op vandaag staan we voor enkele grote uitdagingen maar hoef ik mij geen zorgen te maken over de reguliere werking van Syinna BV.
Geen zaken te melden die mij negatief gevoel geven
- planning - uitgaande facturatie - workflow - takenmanagement - interne workflowcommunicatie - transparantie tussen werknemers - Follow up van dossiers - transparatantie naar de klanten toe - reguliere werking
Easy to use, standards, app, lay out....
Very recognizable as Teamleader product.
Transparency, optimization of sales funnel.
It's really awesome, the software really helped me a lot. totally worth it. I didn't dislike anything. It really helped me a lot. totally worth it. I didn't dislike anything. It really helped me a lot. totally worth it. I didn't dislike anything. It really helped me a lot. totally worth it. I didn't dislike anything. It really helped me a lot. totally worth it.
I didn't dislike anything. It really helped me a lot. totally worth it. I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.
It's really awesome, the software really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.I didn't dislike anything. It really helped me a lot. totally worth it.
Teamleader is simple and efficient tool to organize your tasks like sales reports etc. It has a user-friendly interface that a new user can send invoices to clients, track the quotations, tenders. Basically it organizes all your tasks very efficiently. Their customer support is quite agressive to solve your problems or implementations.
If there could be more customization options available. Sometimes become slow if there is an inconsistent internet.
It's user-friendly dashboard quickly shows the details about the status of the tasks. Also generating reports, tracking the billing data become so easy and you can find everything in a single app.
We able to manage our sales activities very efficiently with this tool. This is a very easy to use tool for keeping track of tenders, quotations, generating invoices etc. Overall it made our process quite faster. The customer support is pretty awesome. Implementation of the tool with our accounting software became easy with the help of the customer care.
Nothing much really. There should be more customization option. Sometimes bit laggy.
I can say a one stop solution for CRM, billing, project management.
Software connects with ou companies accounting system, that's why it makes very comfortable & makes process faster. Also, it's good that we can enter all our quotations in this budget.
There should be option to archive quotations which are expired or used and ended but we have lot of quotations that were not in use still they are in active list.
Teamleader provides all data we require for data analysis to make the discussion. It takes much time if we go without teamleader. Very transparent and great platform to use purchase offer and invoicing methods.
Het vlotte proces vanaf opmaak offerte tot levering en dienst na verkoop.
We kunnen geen data zien bij aangemaakte bij overzicht offertes / deals
Vlotter werken, opvolging in verschillende fases van het verkoopsproces. Alle info is ook na verkoop makkelijk terug te vinden. Delen van info met collega's.
Teamleader Focus is intuitive and really helps to manage your sales funnel, financial flow, and project management. When you want to build your customer database, a professional quote, or an understandable invoice, don't look further. On top of that, there's a helpful team behind to answer all of your questions - big or small - for you to be able to focus on the things that really matter - your customers and your business. Thanks, Heleen, for your excellent care!
The "people part" is a bit underwhelming - especially the holiday planner. It would be helpful to have some kind of overview especially when you're working in a scale-up, and your team is constantly growing. It's hard to keep track of everyone as you can only see each individually and never as a team.
Teamleader Focus is helping me with billing and some of the project management. It also helps to control the sales funnel and forecasting
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.
The best is the database behind Teamleader, you can use it as a CRM tool, but also for a Ticketing system. As sales, you can overview all tickets as you speak with the customer. We are using the ticket system and the engineers are very fanatic due to the reports. They use it as KPI's.
Tickets via mobile phone would be a great improvement.
Ticket overview per customer in combination with the status.
Teamleader is een duidelijke, overzichtelijke en gebruiksvriendelijke toepassing waarmee wij al heel veel tijd hebben uitgespaard.
Ik heb geen negatieve ervaringen met Teamleader en gebruik deze tool dagelijks.
Facturatie - klantenbeheer - opvolging onbetaalde facturen - opmaken van offertes - sluiten van deals
We use Teamleader throughout the entire sales and planning process. From prospecting to customer. From potential deal to signed contract. And then for the complete follow-up in several phases of the project. We link invoicing and interim evaluations to this via virtual meetings. And all this via Team leader. I probably have forgotten a lot about our processes, but Team Leader really contains everything for us.
Not worth mentioning. We are satisfied as it works now.
All our processes in one tool. A lot of time saving. We constantly keep a good overview of our deal and projects and in which phase they are. You can really customize Team Leader and plenty of options to adapt the entire tool to your company.
Simple to use Important stuff well organized
When you want to look at a few pdf files in the folder it could take some time
I can find correspondence with clients which solves some difficulties in the accounting work
Overview in projects and administration. Easy to use app on location
Not a cheap software for a 1-person business but lots of possibilities and great customer support
No more paperwork chaos
Interface simple et agréable, système de ticketing tres clair. Le module d'encodage de prestations et de suivi de temps est très éfficace et facilite grandement la refacturation des prestations. Le rapprochement bancaire via ponto est un plus ! Les communications structurées sont également gérées.
La gestion de stock est un peu moins efficace
Refacturation des heures, encodage des prestations, suivi des devis, commandes, facturation. Le suivi des paiements automatiques via ponto. Je n'utilise pas encore la gestion de projets...
I think this is power-full and is good platform for project approval and sales manager.
At the bingeing you need to be familiar with the platform sow i thin need clear tutorial step by step customization
Short time on processing information
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.