Teamleader

Teamleader is a solution which offers a CRM, project management and invoicing in one solution. Take care of the essentials with Teamleader.

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About

Teamleader

Pricing from
$
25
/month
Free version
Yes
No
Free trial
Yes
No
For businesses
small
medium
large
Average rating
(G2, GetApp, Trustradius & Capterra)
Geen rating beschikbaar
No rating available
4.2
/5
Upsides

+ Multiple systems at once
+ Great support
+ Software made for Small Medium Businesses

Downsides

- With an overall rating of 4.2 there aren't that many
- If you are going to use all tools you will need training

Screenshots

No screenshots available.

Teamleader CRM

Teamleader is used by more than 11,000 SMEs and offers customer management and project management in one tool. Invoicing is also included as part of Teamleader, making it faster to go from nurturing and closing a lead to payment.

Teamleader’s robust features are strengthened by 200+ apps and programs, allowing for no cutting and pasting. You can use the same tools your team is trained in and working with to improve sales and productivity.

The CRM features:

Read also our blog about the best CRM systems for SMB's.

Customer Management

Customer management is a key feature of every CRM. Teamleader breaks its platform into modules, with customer management offering:

When you manage all of your customers in one easy platform, it’s much easier to manage your projects, too. 

Project Management

Projects are quick to create and go right until the invoice stage of the project. When you create a project, you’re able to define deadlines, group tasks and deliver projects on time. The project module includes:

In-depth project management allows team leaders and members to have more control over the sales process. Save time, stay organized and send out an invoice when the project is finished. 

See more project management and productivity tools here.

Invoicing

Invoicing can be done right inside of the platform. You can send one-time or recurring invoices quickly from inside of Teamleader. There are also options to create bulk invoices, request money in multiple currencies and even link up to your accounting software.

Flexible invoicing can be based on project quotations.

You can add rates for each employee and task, too. Credit notes can be attached to the invoice for a better understanding of how a client’s credit is and what terms to offer.

The entire sales process can be created in Teamleader, including the ability to draw up quotations. Users can:

Teamleader comes with a two-week free trial that allows you to give the platform a try before committing.

CRM and Sales related blogs:

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