Teamleader CRM software


17 reviews(4.5/5)
17 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

17 Reviews of Teamleader CRM

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  • Luca from Lovemark srl

    Number of employees: 11-50 employees

    August 2018

    Bad Customer Service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Stef from deceuster.com

    Specialty: Construction

    Number of employees: 11-50 employees

    May 2018

    The best CRM for SME

    Ease-of-use
    Functionality
    Quality
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Frederik from FACTRY

    December 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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'.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Teamleader, Teamleader

    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

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra

    Response: Teamleader, Teamleader

    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

    Teamleader is a great tool to improve efficiency.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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)

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Teamleader, Teamleader

    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

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra

    Response: Teamleader, Teamleader

    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

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Teamleader, Teamleader

    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

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Teamleader, Teamleader

    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.

  • Verified Reviewer

    Number of employees: 51-200 employees

    July 2016

    Great tool!

    Ease-of-use
    Quality
    Support
    Value for Money

    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

    July 2018

    Quality
    Support
    N/A
    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Jacqui from Terolab Surface Group SA (TLS)

    Number of employees: 51-200 employees

    August 2017

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • Thomas from Teamleader CRM

    Number of employees: 51-200 employees

    March 2017

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Review Source: GetApp
  • Katrien from Teamleader CRM

    Number of employees: 51-200 employees

    August 2016

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Review Source: GetApp
  • Suzanne from EMAsphere S.A.

    Number of employees: 11-50 employees

    August 2016

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

    Response: Teamleader, Teamleader

    February 2018

    Great to see you give our customer support 5 stars! Need help or have a question? They are there for you...

  • Gilles from INTUO

    Number of employees: 11-50 employees

    August 2016

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Review Source: GetApp
  • July 2016

    Ease-of-use
    Quality
    Support
    Value for Money
    Review Source: GetApp
  • Lieven from Teamleader CRM

    Number of employees: 51-200 employees

    May 2016

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