Time saving, single source of truth, less grey hairs, ...

The simplicity and speed of using Teamleader is incredible and the rich customization options allow you to create a CRM environment that completely fits your companies' needs. Teamleader saves us a lot of administration and time; every single day.

Perhaps the reporting and analytics.

The crm-system, works perfect and is very easy in use. Many integrations are possible, and will make a lot of tasks easier to proces!

The integrations or add-ons often come with an extra cost. The crm-package is not very customisable. You are limited to the options Teamleader is providing you.

We chose and implemented Team Leader in 2018 after a software selection. The tool has many advantages but also many gaps. An example? We work on the Italian market and if we want to segment our prospects by province, there is no possibility of doing it because the Italian provinces are not included in the system. We reported the problem to the customer service who lanned the solution after 3 months. The deadline has passed and the problem is still not solved. Very bad!

Easy to learn and smart frontend layout

Project management may be improved

Its a one-stop-shop for managing clients, projects, tasks, hours and invoices. But it comes with a price and thats the lack of flexibility if you work on retainer contracts.

Teamleader has it all. You can manage your clients and contacts. You can manage your projects, with milestones, tasks and users and apply budgets to all of of them. You can track time on those tasks and keep a close look on how the projects are evolving. You can invoice directly from the software and integrate (export/import) the invoices in to your accounting software.

Having it all in one tool is great, but it comes with a price: the flexibility and ease of use is somewhat disappointing. Teamleader is very strict and the GUI isn't always that handy when managing projects and budgets. I think it works well with fixed priced projects that have a start and end date, clear milestones and tasks during the project. But it doesn't work well when you work on retainer contract with clients. Also, time tracking is somewhat time consuming, which makes it hard to get everybody on board and using it.

Overall it is a great app! you get good support for sure as well..

I think it is a nice on-line customer based system with a good overall user experience. It is nice to have and overview of your customers and deals, and how you can see on the timeline how the project progresses. You can make your own templates to create offers-contracts for your customers.

It is so frustrating you still can not upload multiple files at once for one customer, you still have to upload one by one, wich is time consuming and sometimes frustrating. Als the same for removing files, also have to do one by one. The price is not realy cheap, I think there must be more cheaper alternatives.

It`s a very good product that makes the process of issuing invoices much easier and helps not to do mistakes in the invoices.

It`s very convenient for use product that makes easier the process of issuing invoices. The Teamleader integrates with our Belgium accounting system that`s so comfortable and makes the process too fast. Also, it`s so good that we can enter all the quotations and in such a way to control the budget.

We would like to have a possibility to archive the quotations that have already used and ended because we have a lot of equations that were expired but there are still in the active deal menu.

I work with Teamleader since 2014 and I have never had any problem with it.

Teamleader CRM is very simple to use and very complete. It's the type of CRM you don't have to sell as a sales manager to your sales staff. The integration of the mobile app is also great.

The project management module is rather limited in functionality. Complex projects should be supported by real project management software such as MS-Project if you really want to implement complex task dependencies.

Teamleader provides us all the data analytics we need for our decisionmaking, very transparant and intuitive use of purchase offer and invoicing methods. We are also a big fan of the entire CRM functionality. Good job guys!

We love the purchase offer & invoicing functionality

Unfortunatily, we are not using the full scope of all Teamleader can offer. Untill now we have no complaints.

The more I use Team Leader the more I enjoy it and get value out of it. As a sales tracker across the sales pipeline it is a very comprehensive tool that I recommend.

The software is all encompassing and allows you to flexibly search the database for deals, companies and contacts. Using the Chrome widget any email sent can be tracked and provides a great complete tracking of client accounts. The task setting and reminders also work well to ensure I keep following up on clients.

Some of the saving functionality could be more explicit. Once I had figured it out though, it worked a treat. It would also be helpful if they created widgets for other browsers than Chrome.

You can build your own client and prospect database with as much or as little detail as you want. They also track click rates of sent invoices.

TeamLeader still requires a lot of manual work and can improve on the automation aspect. It also can take some time to learn how to use TeamLeader effectively.

Wij houden veel tijd over door bij alle klanten achtergrondinformatie toe te voegen. Daardoor hoef je alleen een klant op te zoeken en weet je alles van de klant af ookal heeft iemand anders de klant gesproken.

Ik zoek zelf vaak contactpersonen en info over de klanten op.

Ik merk wel dat het fout gevoelig is als je zelf een foutje maakt in het systeem.

Prima

Je kan via verschillende manieren je leads bij houden en dat is super

Ik vind het jammer dat sommige offertes niet fijn uitlijnen en ik zou graag wat meer functies willen zien voor het maken van de offertes

Makkelijke software om klanten en leads te beheren en je taken week per week te structureren.

Software heeft heel veel functies waardoor het in het begin zoeken is wat je er precies allemaal mee kan doen.

Agenda, statistieken, artikelen, etc. maken het geheel eenvoudiger om snel en efficiënt te werken. Makkelijke integraties naar boekhouder, bank etc.

Gebruiksvriendelijk, overzichtelijk en goeie integraties

Het programma voldoet aan al onze verwachtingen binnen het bedrijf

The CRM is ideal for small teams. You are up and running very quickly and due to the various modules, you can finally have all functionality (planning, invoicing, etc.) in one tool. It boasts a couple of nice integrations which make daily use that tiny bit simpler. In all, it's a simple and effective CRM tool that goes beyond the basic sales functionality.

Despite its popularity, it still feels like someone's first CRUD application. Due to the various modules, it can feel a bit crowded and suffers from 'featurism'.

efficiency & overview

- Easy to use - CRM management, Deal management, Project management, invoicing all in one - Great customer support, quick and accurate replies

Some company of sector specific adjustements would be great Job registration (time) and calculation (as well before as after a project)

Zaalig

Bespraad veel tijd bespaard veel papaierweek

Niks op te zeggen,zeer snel aan te leren

Lots of time is saved by using this software.

The software is very user friendly and easy to use. Even without tutorial it's clear how to use the features.

Sometimes when you work with several people at the same time, the program malfunctions a little bit.

Highly recommended in the world of modernized sales

The software is easy to adapt and very important in the sale

Personally, I haven't noticed any problems with