Teamleader Reviews

Good software for an accountant

Comments: Highly recommended in the world of modernized sales

Pros:

The software is easy to adapt and very important in the sale

Cons:

Personally, I haven't noticed any problems with

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.

poor Custsomer service - although being a customer for 6 years

Comments: negative customer service and poor communication.
total disaster

Pros:

i liked the usability for 6 years i liked the lean product

Cons:

recently they increased the price - doubled nearly our anual price tag. the communication was poor .. then they had the problem to charge the amount from the bank account whyever - the fault was not our side .. they locked the account .. and nowbody was reachable .. nightmare .. so with that experience in mind i do not recommend teamleader anymore.

Good CRM program

Comments: 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.

Powerful tool

Comments: The more I use Team Leader the more I enjoy it and get value out of it. As a sales tracker across the sales pipeline it is a very comprehensive tool that I recommend.

Pros:

The software is all encompassing and allows you to flexibly search the database for deals, companies and contacts. Using the Chrome widget any email sent can be tracked and provides a great complete tracking of client accounts. The task setting and reminders also work well to ensure I keep following up on clients.

Cons:

Some of the saving functionality could be more explicit. Once I had figured it out though, it worked a treat. It would also be helpful if they created widgets for other browsers than Chrome.

Bad Customer Service

Comments: We chose and implemented Team Leader in 2018 after a software selection. The tool has many advantages but also many gaps. An example? We work on the Italian market and if we want to segment our prospects by province, there is no possibility of doing it because the Italian provinces are not included in the system. We reported the problem to the customer service who lanned the solution after 3 months. The deadline has passed and the problem is still not solved. Very bad!

Pros:

Easy to learn and smart frontend layout

Cons:

Project management may be improved

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

Comments: 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.

Teamleader is a great tool to improve efficiency.

Comments: efficiency & overview

Pros:

- Easy to use - CRM management, Deal management, Project management, invoicing all in one - Great customer support, quick and accurate replies

Cons:

Some company of sector specific adjustements would be great Job registration (time) and calculation (as well before as after a project)

It's one of the most easy sap/erp systems I've worked with.

Comments: Lots of time is saved by using this software.

Pros:

The software is very user friendly and easy to use. Even without tutorial it's clear how to use the features.

Cons:

Sometimes when you work with several people at the same time, the program malfunctions a little bit.

Great CRM software

Comments: I advise to concern Teamleader as one of your new CRM systems.

Pros:

Full pipeline management, aftersales and invoicing.

Cons:

The integrations with teamleader are less than with Salesforce.

Sales focused CRM and invoicing tool

Pros:

You can build your own client and prospect database with as much or as little detail as you want. They also track click rates of sent invoices.

Cons:

TeamLeader still requires a lot of manual work and can improve on the automation aspect. It also can take some time to learn how to use TeamLeader effectively.

Feedback regarding the use of Teamleader

Comments: It`s a very good product that makes the process of issuing invoices much easier and helps not to do mistakes in the invoices.

Pros:

It`s very convenient for use product that makes easier the process of issuing invoices. The Teamleader integrates with our Belgium accounting system that`s so comfortable and makes the process too fast. Also, it`s so good that we can enter all the quotations and in such a way to control the budget.

Cons:

We would like to have a possibility to archive the quotations that have already used and ended because we have a lot of equations that were expired but there are still in the active deal menu.

The best tool we could imagine for our company

Comments: 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.

Probably one of the most complete solutions for CRM, Project management, Time tracking and invoicing

Comments: Its a one-stop-shop for managing clients, projects, tasks, hours and invoices. But it comes with a price and thats the lack of flexibility if you work on retainer contracts.

Pros:

Teamleader has it all. You can manage your clients and contacts. You can manage your projects, with milestones, tasks and users and apply budgets to all of of them. You can track time on those tasks and keep a close look on how the projects are evolving. You can invoice directly from the software and integrate (export/import) the invoices in to your accounting software.

Cons:

Having it all in one tool is great, but it comes with a price: the flexibility and ease of use is somewhat disappointing. Teamleader is very strict and the GUI isn't always that handy when managing projects and budgets. I think it works well with fixed priced projects that have a start and end date, clear milestones and tasks during the project. But it doesn't work well when you work on retainer contract with clients. Also, time tracking is somewhat time consuming, which makes it hard to get everybody on board and using it.

The best CRM for SME

Comments: I work with Teamleader since 2014 and I have never had any problem with it.

Pros:

Teamleader CRM is very simple to use and very complete. It's the type of CRM you don't have to sell as a sales manager to your sales staff. The integration of the mobile app is also great.

Cons:

The project management module is rather limited in functionality. Complex projects should be supported by real project management software such as MS-Project if you really want to implement complex task dependencies.

Keep everything organized.

Comments: I'm very happy with Teamleader, it's a good substitute for eg. Salesforce. At a way cheaper price and stylish look and many functions Teamleader is the go to CRM-software!

Pros:

I like the design and UX of the software. It's very clear what you can do and where you should go for certain functions. The ability to track your time spent on projects is also very helpful, not only for the management but also for yourself so you can keep track on how fast you're finishing projects.

Cons:

Some settings aren't explained very well and require some research to know what you need to change.

Great tool!

Comments: Teamleader is a tool with a lot of possibilities. You can choose with features you want to use. I only use the CRM and the invoice feature and I must say that I get a lot for such a low price. I have an integration with Gmail and Google calendar. At the end of the quarter I can easily export my invoices to my accounting tool. They promised me one integrated tool and it's true I can manage my whole administration in one software. Furthermore they have a very good support service.

Pros:

Very nice tool, easy to use and not that expensive.

Cons:

None, the tool is great!

Review Teamleader

Pros:

Easy invoicing and detailed log of activity on a prospect or customer.

Cons:

The way deals, contacts and companies are interlinked makes it sometimes hard to keep a proper sales flow structure as the organization scales. Furthermore it doesn't allow for attribution and has lousy export functionality.

Simple tool for simple tasks

Pros:

That it has a lot of potential and features.

Cons:

The status of all the features is lacking in depth and compared to others is poor.

Simple and complete CRM that gets you up and running in no time

Pros:

The CRM is ideal for small teams. You are up and running very quickly and due to the various modules, you can finally have all functionality (planning, invoicing, etc.) in one tool. It boasts a couple of nice integrations which make daily use that tiny bit simpler. In all, it's a simple and effective CRM tool that goes beyond the basic sales functionality.

Cons:

Despite its popularity, it still feels like someone's first CRUD application. Due to the various modules, it can feel a bit crowded and suffers from 'featurism'.