Teamleader is a complete project management solution that encompasses CRM and invoicing under one roof. It has been specifically designed to help your teams work smarter and harder to help make your small business to grow.
Teamleader is available on numerous devices and is an excellent productivity tool for professionals who are always on the go. Working from this platform allows your sales team to track your customers’ complete journey, from initial contact to regular paying client. It also supports brandable invoices, which can be configured to be automatically sent on a recurring basis, for subscriptions etc. Along with first rate collaboration tools that let the whole team know what’s going on.
Contact ManagementFor sales and marketing professionals, an organized contact database is key for day to day activities. Teamleader provides all your clients’ data at your fingertips; contact details, associated companies, position within the company, etc.
Each time you or a team member contacts a client, Teamleader keeps track of it, and records all phone calls, meetings, emails, and invoices that are exchanged.
Existing contact lists are able to be imported to Teamleader via the Teamleader API or in CSV format. To locate all available information on a company, simply enter the VAT number.
InvoicesThe invoicing module in Teamleader allows you to create fully brandable invoices for your customers within a few clicks. Every invoice is tracked, and if a client is not timely with payments, you receive alerts and the client receives an automatic invoice reminder.
As soon as you log in to Teamleader, the time tracker automatically starts in the background and will restart for new activities. All time spent on tasks, meetings, projects, and client collaboration is tracked. This ensures time-based invoices are as accurate as they can be.
Project PlanningA key feature of Teamleader is the project planning tool. This well structured, comprehensive arm of Teamleader lets project managers plan, manage, and monitor the progress of a project from a centralized location.
Teamleader’s project planning tool helps you keep within budget and on track to complete milestones in the agreed timelines. The app automatically calculates the amount of time needed to complete a project based on the schedules entered in your calendar. It also gives you an overview of ongoing tasks and their related assignments. Color-coded Gantt charts are available to give you a quick snapshot into the project’s progress. You can also generate accurate work completion reports, assign tasks to team members, set various hourly rates and are also able collaborate with clients via the Cloudproject platform.
IntegrationsTeamleader integrates seamlessly with a number of third-party solutions such as Campaign Monitor, Dropbox, Formstack, Google Apps, iCloud, JIRA, JotForm, KerioConnect, MailChimp, Office 365, Twilio, VOIPcenter and Wufoo. Teamleader also supply an Outlook plugin and a Chrome extension along with a time-tracking feature, which can be toggled from MS Word 2013. Teamleader’s API and webhooks can be utized to connect to other tools that you currently use and be configured to push real-time notifications.
It is also possible to export Teamleader data to various accounting apps including Alpha Management, BOB, Exact Online, Octopus, Twinfield, and Wings.
PricingTeamleader uses a subscription pricing model, with plans starting from €25 per month for the CRM module. This plan includes CRM and offers time tracking, lead management, calendar management, and is priced for two users (additional user are priced at $10 per month per user). Teamleader offers a free 14-day trial (no credit card required) and a 5% discount for plans paid online for a year in advance. If you want to increase the usage of Teamleader then you can add additional modules, priced at $25 per month for the invoicing module, $50 for the projects module, and $50 for the tickets module.
Bottom LineWith core features including contact management, project planning, invoices, time tracking, ticketing, invoicing, VoIP, lead management, and sales tracking, it’s no wonder many SMBs are turning to Teamleader for their project management and CRM tools.
The great thing about Teamleader is that you can pick and choose what your business needs; the available modules can be used together or separately. It has support for multiple languages and currencies and is platform agnostic. What more do you need?