Teamleader CRM Software


 

Teamleader is a cloud-based customer relationship management solution that caters to SMBs and larger growing companies. Key features of the solution include stand-alone sales automation, customer service and support, help desk, web self-service, and live chat. Users can organize their sales contacts, house vital documents, and analyze the pipeline through a unified database. A calendar feature is available to set appointments and follow-up reminders. Teamleader is equipped with ticketing, project management, and employee performance reporting as well.

The platform is customizable to suit the needs of varying business types. Advertising agencies, construction companies, maintenance, manufacturing, media, consulting, property management, legal, software, real estate, hospitality businesses and others can adapt to the solution.

Teamleader is accessible via both desktops and mobile devices. A mobile app is available for iOS and Android devices for remote usage. The solution provides integration with Google, Office 365, MailChimp and DropBox.

Teamleader is available on an annual subscription basis that includes support via email, phone and through an online knowledge base.

 

Teamleader CRM - Overview Dashboard
 
  • Teamleader CRM - Overview Dashboard
    Overview Dashboard
  • Teamleader CRM - Popular Integration
    Popular Integration
  • Teamleader CRM - Contacts + Companies
    Contacts + Companies
  • Teamleader CRM - Planning
    Planning
  • Teamleader CRM - Projects and Tickets
    Projects and Tickets
  • Teamleader CRM - Analytics
    Analytics
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

20 Reviews of Teamleader CRM

 

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Software Advice Reviews (1)
More Reviews (19)

Showing 1-1 of 1

Stef from deceuster.com
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

The best CRM for SME

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Pros

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.

Cons

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.

Review Source
 
 
 
Showing 1-19 of 19


November 2018

November 2018

Keep everything organized.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I'm very happy with Teamleader, it's a good substitute for eg. Salesforce. At a way cheaper price and stylish look and many functions Teamleader is the go to CRM-software!

Pros

I like the design and UX of the software. It's very clear what you can do and where you should go for certain functions. The ability to track your time spent on projects is also very helpful, not only for the management but also for yourself so you can keep track on how fast you're finishing projects.

Cons

Some settings aren't explained very well and require some research to know what you need to change.

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: November 2018

November 2018

 

Hi,

We're all very pleased to read your positive feedback. Thanks a lot for the recommendation! :)

 

Jasper from Sympa HR
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2018

November 2018

Great CRM software

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

I advise to concern Teamleader as one of your new CRM systems.

Pros

Full pipeline management, aftersales and invoicing.

Cons

The integrations with teamleader are less than with Salesforce.

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: November 2018

November 2018

 

Hi Jasper,

thanks for the feedback.

Regarding the integrations we are working hard to increase more and more the number of integrations with Teamleader . About this we have recently launched an Integration Fund for the all European SMEs that want to integrate their solution with our platform. You can take a look here https://marketplace.teamleader.eu/eu/en/fund

Thanks again for the review!

 


October 2018

October 2018

Simple tool for simple tasks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

That it has a lot of potential and features.

Cons

The status of all the features is lacking in depth and compared to others is poor.

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: November 2018

November 2018

 

Hi,

first of all thanks for the honest feedback, always appreciated.

Moreover if you'd like to deepen the features of our software our team of CS and/or Support are always available.

 

Luca from Lovemark srl
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Bad Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Pros

Easy to learn and smart frontend layout

Cons

Project management may be improved

Review Source: Capterra
 

Frederik from FACTRY

December 2017

December 2017

Simple and complete CRM that gets you up and running in no time

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

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.

Cons

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'.

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: December 2017

December 2017

 

Hi Frederik,

Featurism? Ouch. :) Teamleader takes care of your entire workflow. That might feel a bit crowded to some, but it works for 95% of our users. And we never ever add useless stuff. Difference in taste, I guess.

The same is true for the feel of the app: we think Teamleader looks a lot better than the majority of the competition. But no worries, our product developers are working on a makeover that will put the capital letters in Functional Design. More on that next year.

Thanks for the honest feedback!

 

Bruno from Cumul.io

November 2017

November 2017

Their marketing is 100% true; they really make you Work Smarter

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Pros

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.

Cons

Perhaps the reporting and analytics.

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: December 2017

December 2017

 

Very nice to read indeed Bruno. And no worries: in 2018, we're re-evaluating our reporting and analytics to suit your needs even better. Thanks a lot!

 

Carl from Carl VANHOUTTE Bank & Verzekeringen BVBA

November 2017

November 2017

Teamleader is a great tool to improve efficiency.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

efficiency & overview

Pros

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

Cons

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

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: December 2017

December 2017

 

Hi Carl,

10/10 for recommendations... That's the best report card we ever had. You're making us blush.

Any tips for vertical-specific feature changes you have, you can direct to support@teamleader.eu. No promises, but we'll see what we can do.

Thanks a million!

 

Nathalie from Drinks 52

November 2017

November 2017

It's one of the most easy sap/erp systems I've worked with.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Lots of time is saved by using this software.

Pros

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

Cons

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

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: December 2017

December 2017

 

Dear Nathalie,

Thrilled to hear that Teamleader saves you time and is easy to use.

We find the malfunctioning part a bit odd and intriguing though: we have a team of 180 people that work together in our tool daily, and never experience this ourselves. The engineering team confirms: technically, this should not & cannot happen. Could it be your WiFi connection?
If you find that this situation persists, don't hesitate to mail us at support@teamleader.eu so we can understand what the issue is.

Very pleased to read your feedback. Don't hesitate to recommend us! :)

 

Bram from Bram De Baere
Number of employees: 1 employee Employees number: 1 employee

November 2017

November 2017

Very happy with my subscription. Reduced my monthly accountancy hours drasticly!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Personal & accurate customer support
Easy to Use
Very intuitive deal follow-up, timesheets, statistics & payment follow-up

Cons

Not possible to adjust timesheets via smartphone.
Personalising your invoice template is limited to layout capacity of Word

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: November 2017

November 2017

 

Hi Bram! Great to read your positive feedback. We aim to please!

Adjusting timesheets through the mobile app is indeed not possible. We are updating our mobile app in 2018 though, so if many users request this feature, we'll see if we can put it on the roadmap.

Layout options for invoicing will most likely not change in the near future, since we find it suffices for an overwhelming part of our user base. But I'm sure you can create an attractive-looking custom invoice with what Word has in store anyway :)

Thanks again for the review!

 

Dennis from Webiteers
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Probably one of the most complete solutions for CRM, Project management, Time tracking and invoicing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Pros

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.

Cons

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.

Review Source: Capterra

  Response: Teamleader, Teamleader

Date: November 2017

November 2017

 

Thanks for the kind words Dennis! We indeed aim to be the one-stop-shop for SMEs and agencies, and keep working hard at being the most complete solution on the European market.

For projects with flexible end dates and retainer fees, we always suggest to our customers to add milestones per month (for monthly fees) to their project or milestones per quarter (for quarterly fees). This is a quick and easy way to keep those projects in check. Of course, our sales and onboarding people are always ready & able to find a solution that fits your specific workflow.

I think you'll find most teams a bit reluctant to get on board with time tracking :)
But we centainly agree that time tracking should be a piece of cake, for everyone. That's why we're improving it in 2018.

Thanks again for taking the time to feedback. We appreciate it and will use it to make our tool better.

 


July 2016

July 2016

Great tool!

Ease-of-use

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support

Teamleader is a tool with a lot of possibilities. You can choose with features you want to use. I only use the CRM and the invoice feature and I must say that I get a lot for such a low price. I have an integration with Gmail and Google calendar. At the end of the quarter I can easily export my invoices to my accounting tool. They promised me one integrated tool and it's true I can manage my whole administration in one software. Furthermore they have a very good support service.

Pros

Very nice tool, easy to use and not that expensive.

Cons

None, the tool is great!

Review Source: GetApp
 

Johan from EasyPost Belgium
Number of employees: 51-200 employees Employees number: 51-200 employees

July 2018

July 2018

Product Quality
Quality
Source: GetApp
 

Jacqui from Terolab Surface Group SA (TLS)
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Thomas from Teamleader CRM
Number of employees: 51-200 employees Employees number: 51-200 employees

March 2017

March 2017

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Katrien from Teamleader CRM
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2016

August 2016

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Suzanne from EMAsphere S.A.
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2016

August 2016

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Gilles from INTUO
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2016

August 2016

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Niels

July 2016

July 2016

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp
 

Lieven from Teamleader CRM
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2016

May 2016

Ease-of-use
Usability
Product Quality
Quality
Value for Money
Value
Support
Support
Source: GetApp