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

Teamleader demo and screenshots

CRM, project management and invoicing in one tool? Teamleader, work smarter!The Team Leader CRM dashboard allows you to find your spots, appointments and calls for the day and the days to come.CRM is the base Teamleader. Manage your contacts and opportunities in one place.The Teamleader invoicing module is integrated with the rest of the software. It is very easy to grip.The Team Leader CRM statistics module allows you to better manage your business.Manage your projects on time and on budget and on time for your team to always know where to go.Always know where you are, or remember to follow your lead pipe

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 Entries Export
Billing & Invoicing
Auto-Calculation of VAT
Bank transfer payment
Billing Approvals / validation
Billing Stagging Spread billing over time
Client Portal
Credit Note Management
Custom Invoices
Delivery Note
Down Payment Management
EU and international invoices
Electronic Invoicing
Email Invoice as an attachment
International SEPA payment
Invoice ID Management
Late Payment Reminder
Multiple Currencies Management
Multiple VAT rates
Payment follow-up
Purchase Order
Quote to Invoice conversion
Recurrent Billing
Subscription Management
Collaboration
Attachment management
Collaborative Review
Conversations and posts Collaborative discussions on a wall
Email to Task
Event Scheduling
Group management
Meeting Management
Meeting report
Notes
Notes sharing
Notes taking Todo lists management and notes saving
Scheduling
Shared Calendars
Task management
Customer Support
Canned Responses
Customer Interface
Customer Profile
Customer Support Dashboard
Help Desk
Lead Detection
Live Chat
Service Quality Management
Support Opening Hours
Ticketing
Tickets Allocation
Integration & Interoperability
Webhooks
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
Duplicate project
Issue Management
Prioritizing
Priority management
Productivity Analysis
Project Portfolio (PPM)
Project Requests
Project planning
Project report
Project templates
Projects Overview / follow up
Recurring task
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 crowd-sourced database of contacts Source of targeted contacts that can be used fo sales purpose
Account management Companies follow-up
Automated Reminders Notification in order to call back a prospect or a customer
BtoB approach
Business Cards Scanner Business Card data import
Business Proposal tracking Sales Proposal tracking that lets you know if the document you've sent have been read or not
Business Proposition Customer engagement via a product positioning (price, competition, decision makers, etc.)
Calls Management Displays contacts details and history when he calls
Canned mails Allows you to save an email as a canned response and use it over and over again
Contact management People's details editing and individual follow-up
Contact type Client, Prospect
Customer Geo-location People or companies location 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
Lead management Deal that you have the possibility to close after qualification
Prospection
Quote Proposal Avoidance
Sales Lead Lifecycle Management
Sales forecast Future sales numbers based on statistics
Sales process and pipeline Customer life cycle management
Sales report Conversion rate, team performance, best sales
Salespeople Management
Segments / Populations Possibility to group contacts per type

Services

Integration & Interoperability
API, Web Service Restful APIs
Mac OS
Social Networks Integration
Telecom Network
Web Browser Extension
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