Teamleader: Projects and invoicing in a simple and unique tool

There are a lot of CRM solutions on the market... It's not always easy to find the right one for your needs.

What makes Teamleader different?

If you think that software should have a clear and intuitive interface which is quick and easy to use, then Teamleader is probably the tool for you.

Teamleader brings together all of your workflow in a unique tool, thanks to a variety of modules which can be chosen to suit your needs.

A unique tool for managing your business

CRM module

This is Teamleader's core module.

  • Follow your customer relations
  • Keep track of opportunities
  • Generate quotes

Collaboration

By default, Teamleader is provided with licences for 2 users.

  • Shared calendar
  • Appointment booking
  • Task management
  • Call management
  • Timetracking

Reporting

Teamleader gives you an overview of your performance and the company's development so you can manage it more efficiently.

Invoicing module

  • Turn quotes into invoices in one click- Pay invoices online- Track your invoice payments

Project management

  • Timetracking and budget tracking

Why start using Teamleader now?

Teamleader is easy to use, which means that it can be easily integrated as an in-house software, allowing you to be up and running in just a few hours.

Teamleader helps you save time, allowing you to be better organised, to collaborate efficiently with your team, to manage your company, and ultimately to grow your business.

Editor: Teamleader

Strengths of Teamleader

  • Certifications: GDPR

Teamleader customers

No customer reference

Teamleader pricing and features

Plans & Pricing

CRM
Facturation
Gestion de projet
Ticket de support
Utilisateur supp.
€25 /month
€25 /month
€50 /month
€50 /month
€10 /month /user

Features

Accounting
Accounting Data Export
Billing & Invoicing
Asset Management
Automatic VAT Management
Billing Approvals/Validation
Client Portal
Custom Invoices
Delivery Note
Down Payment Management
EU and International Invoices
Electronic Invoicing
International SEPA Payment
Invoice ID Management
Late Payment Reminder
Multi-currency Management Multiple currencies (euro, dollar, pound, etc.)
Multiple VAT Rates
Payment Follow-Up
Payment by Bank Transfer
Purchase Order
Quote to Invoice Conversion
Recurrent Billing
Sending Invoices by Email
Staged Payments Spread billing over time
Subscription Management
Collaboration
Collaborative Review
Conversations and posts Collaborative discussions on a wall
Create Tasks by Email
Event Scheduling
Group Management
Managing Attachments
Meeting Management
Meeting Report
Note Taking Management of a task list and note-taking
Notes
Notes Sharing
Scheduling
Shared Calendars
Task Management
Customer Support
Customer Interface
Customer Profile
Customer Support Dashboard
Help Desk
Lead Detection
Live Chat
Service Quality Management
Standardized Responses
Support Opening Hours
Ticketing
Tickets Allocation
People Management
Activity monitoring
Breaks (paid and not paid)
Budgeted time
Holidays Management
Leave Balance
Leave Management
Leave Validation Process
Time Estimation
Timesheet
Project Management
Assessment of Tasks to Be Completed
Availability Analysis
Average Daily Rate
Custom Project Structure
Demand Management
Issue Management
Prioritizing
Priority Management
Productivity Analysis
Project Duplication
Project Planning
Project Portfolio (PPM)
Project Report
Project Requests
Project Templates
Projects Overview / Follow Up
Recurring Tasks
Resource Allocation
Resource Management Human Resources management
Roadmap
Task Planning Tasks roll out in order to organize the project
Sales Force Automation
Access to a Collaborative Database of BtoB Contacts Source of targeted contacts that can be used for sales purpose
Account Management Management of company information
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
Business Card Scanner Business Card data import
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Calls Management On-screen display of information related to an incoming call
Contact Management Editing and follow-up of contacts for a given company
Contact Type Client, Prospect
Customer Geolocation Location of individuals or companies on a map
Customer Portfolio Groups of customers
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Prospection
Quote Proposal Avoidance
Sales Forecasting Future sales numbers based on statistics
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Sales Report Conversion rate, team performance, best sales
Salespeople Management
Segments / Populations Possibility to group contacts by type
Standardized Mail Allows you to save an email as a standardized response and use it over and over again
Tracking of Sales Proposals Tracking of sales offers that informs you whether or not the document you sent has been read.

Services

Integration & Interoperability
API, Web Service Restful APIs
Mac OS
Social Networks Integration
Telecom Network
Web Browser Extension
Webhooks
Website (plugin, form)
Windows OS
Mobility
Mobile App
Responsive Web Interface (RWD) Application crafting to provide an optimal experience

Data hosted in the following countries: Ireland