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Teamleader Review

Teamleader OUR SCORE 85%
starting price €27.5
our score 85%
free trial
  1. What is Teamleader
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Teamleader ?

Teamleader is feature-rich, user-friendly software which combines project management, CRM, and invoicing in one simple solution. This platform aims to help SMEs organize their workflows and sales processes, communicate effectively, improve team collaboration and productivity, and develop a better relationship with clients. Teamleader provides an online CRM which helps users organize their contacts and track their clients’ interaction easily. Users can reach out to their clients directly from the CRM and record their conversation with them. The tool also offers an integrated calendar that users can utilize to effectively manage all their phone calls, meetings, and tasks. Tracking capabilities are also available which helps users track the number of hours they worked for a particular period of time. Furthermore, to help users ensure that they finish their projects within the allocated budget and on time, the platform provides a project planning module. Furthermore, Teamleader offers mobile applications that allow users to perform their tasks such as organizing their contacts even while on the go.

Product Quality Score

Features
8.7
Ease of use
8.6
Customer support
8.3
Value for money
8.4
8.5
TOTAL SCORE

Teamleader features

Main features of Teamleader are:

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

Teamleader Benefits

Benefits

The main benefits of Teamleader are its online CRM system, Twilio integration, automated sales process, efficient time tracking and invoicing, and project management features. Here are more details:

Online CRM

Teamleader gives you an online CRM system that you can use to organize all your client information in a breeze, organize your contacts through assigning labels or tags, and many more. With this system, you can also get any information you need about a certain company with ease. All you have to do is enter the VAT number of the company and the system will do the rest of the work. Furthermore, Teamleader’s CRM system offers an action summary feature that helps you track and monitor your interactions and engagements with a client. The feature can collect client information such as the member of the team the customer has reached out to, the meetings or appointments the client or customer has attended to, and many more.

Twilio Integration

Another notable offer of Teamleader is its Twilio Integration. Twilio is a cloud-based communication platform that works seamlessly with Teamleader to allow you to contact and communicate with your clients directly from the CRM. It also enables you to record outgoing and incoming calls, take notes about the conversation or call, etc. With this integration, you can get all the information you need related to your clients easily.

Automated Sales Process

Teamleader is loaded with features that are exclusively created for managing sales and helping you work with prospects efficiently and close more deals. With Teamleader, you can divide your sales plan into phases so you can concentrate more on each task that needs to be done while nurturing your prospects. This platform will help you track the performance of your sales team at every phase so you will know who sent what to a prospect, etc. Also, the system automatically calculates prices, allow users to make custom sales quotes, and let clients accept quotes online through CloudSign.

Efficient Time Tracking and Invoicing

Another reliable feature that the platform has to offer is its efficient invoicing and time tracking. The invoicing feature lets you create invoices quickly while the time tracking capability records the number of hours you spend working on a task. Teamleader automatically sends out recurring invoices to clients, ensuring that your invoices are delivered promptly.

Project Management Features

Last but not least, Teamleader offers project management tools designed to aid users in planning, creating, and tracking their projects within the system. These features are designed to help boost your employee’s productivity, collaborate seamlessly with other members of the team as well as with the clients, and ensure that projects are delivered within the budget.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Teamleader Integrations

The following Teamleader integrations are currently offered by the vendor:

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

Video

Customer Support

Phone
Online

Pricing Plans

Teamleader pricing is available in the following plans:

Free trial
YEARLY PLAN
€27.5/month
QUARTERLY PLAN
€33/month