About Teamleader CRM

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 e...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

27 Reviews of Teamleader CRM

Average User Ratings

Overall

4.30 / 5 stars

Ease-of-use

4.0

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(14)

14

4 stars

(9)

9

3 stars

(3)

3

2 stars

(0)

0

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 27 results

November 2017

Bruno from Cumul.io

Verified Reviewer

Industry: Information Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

4.0

November 2017

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

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.

Response from Teamleader

Replied 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!

June 2020

Frederic from Frédéric De Clercq

Verified Reviewer

Company Size: 1 employee

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

5.0

Functionality

4.0

June 2020

Good CRM program

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

Pros

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.

Cons

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.

Response from Teamleader

Replied December 2020

Thank you for this lovely review, Frederic. Great to read you appreciate the overview and customization options. Our support colleagues will also be happy to hear their service is appreciated! With regards to the file management: have you already checked out our integration with Dropbox? This should make adding and removing files a lot less time-consuming. You can read more about it here: https://support.teamleader.eu/en/support/solutions/articles/7000019426-how-to-how-do-i-link-dropbox-to-teamleader

December 2020

Elena from Wonderland Architecture BV

Company Size: 2-10 employees

Industry: Design

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

The best tool we could imagine for our company

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!

Pros

We love the purchase offer & invoicing functionality

Cons

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

Reasons for Choosing Teamleader CRM

You guys keep on innovating and this gives hope and creates trust in you guys! Good job!

Response from Teamleader

Replied December 2020

Thank you for this wonderful review, Elena! Very happy to read our hard work has earned your trust. Don't hesitate to get in touch if you want to start using more functionalities, we'd be happy to help you get the most out of Teamleader.

September 2020

Ruben from SynergieNL

Company Size: 2-10 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

September 2020

Onlogisch, slechts ondersteuning, niet flexibel, schandalige exit-strategie

Een greep uit de vragen om verbetering: - Gebruiker beheer: moet via Teamleader aangevraagd worden, de factuur is sneller in huis dan de toekenning van de juiste rechten aan nieuwe collega's. Reactie: Aanpassen heeft geen prioriteit; - De opmaak van teksten in notitievelden is niet handig of logisch. Reactie: Aanpassen heeft geen prioriteit; - Een lopende verkoopdeal kun je niet afronden als je wijzigingen moet doorvoeren. Je ook geen einddatum opgeven. Hierdoor mis je het overzicht van de actuele deals. Reactie: Aanpassen heeft geen prioriteit - Je kunt contactpersoon hangen aan een notitie die betrekking heeft op een verkoopkans (deal), alleen het bedrijf. Reactie: Aanpassen heeft geen prioriteit - Je kunt geen taken aan een verkoopkans hangen en daarom kun je niet zien wat je nog moet doen voor een verkoopkans, behalve als je op een andere plek gaat zoeken. - Exit-strategie: Ze hebben er alles aan gedaan om ervoor te zorgen dat de informatie versnippert verpakt zit in allerlei HTML code. Ik heb de export van basale informatie in twee fases moeten doen omdat het aantal velden dat tegelijk geëxporteerd kon worden beperkt werd. Belangrijke informatie zoals notities van gesprekken en achtergrondinfo kon niet geexdporterd worden. Die moest ik opvragen. Wat ik toen kreeg sloeg echt alles. Ik kreeg de geschiedenis van alle wijzigingen in excel en mocht daar vervolgens zelf chocolade van maken, ik ben daar drie dagen mee bezig geweest (en ik ben handig met Excel). Schandalig!

Pros

Alles wat aangegeven staat zit er in: o.a. crm

Cons

Het systeem heeft een onlogisch opbouw waardoor je informatie op beperkte plaatsen in het systeem terug ziet. Daarom moet je heel veel door het systeem klikken en zoeken voordat je overzicht hebt. Er zitten veel beperking in het gebruik en is dus niet flexibel. Last but not least: Als je weg gaat krijg je je gegevens niet in een eenvoudig om te zetten format.

Reasons for Choosing Teamleader CRM

Het leek een goed programma voor een MKB bedrijf, helaas niet de waarheid.

Response from Teamleader

Replied December 2020

Hi Ruben, thank you for taking the time to give us valuable feedback. It is true that you cannot customize everything in Teamleader, our goal is to be an all-in-one tool that fits many types of companies, from IT agencies to construction companies. We allow for some customization of course, and if you need more we can recommend our tool Yadera (https://yadera.com/). In the meantime we have also made some changes: you can now manage all user rights yourself, and assign tasks to deals. I hope that the assistance we gave in getting the data you needed was sufficient, if not please don't hesitate to let us know if something is still missing. In any case, we're very happy that you have decided to stay with us in the end!

September 2020

Jannes from ATL Renting

Company Size: 11-50 employees

Industry: Automotive

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

September 2020

Solid CRM-system with an ease of use

Pros

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!

Cons

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.

Reasons for Choosing Teamleader CRM

I did not. ActiveCampaign offered a lot more customising and automation options.

Response from Teamleader

Replied December 2020

Hi Jannes, thank you for this review. Sorry to read we did not make the cut, but great that you were very satisfied with our CRM features. If you ever change your mind, our door is always open!