Last Updated
Overview
Teamleader Focus manages customer data, sales pipelines, and communications for small and mid-sized teams, improving follow-up and task clarity. Although its customization capabilities could be more robust, its interaction timeline, automatic follow-ups, and reusable templates simplify daily CRM work. On the whole, it centralizes customer activity.
Teamleader Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
Teamleader Features
Customer Interaction Timeline
Teamleader features a chronological timeline displaying all customer interactions, including emails, meetings, and invoices. Centralized visibility of these activities supports better tracking of client relationships and contributes to more informed business decision-making.
Sales Pipeline Management
With this feature, the platform provides clear visibility of prospects within the sales funnel. Multiple product or service pipelines can be tracked separately, supporting organized sales processes and more effective conversion management.
Document Management
The platform centralizes all documents in a single location, including inbound and outbound emails, photos, approved quotes, invoices, and contracts. This organization enhances accessibility and simplifies the management of important business records.
Reporting And Analytics
The software provides in-depth customer insights through comprehensive reporting. Access to detailed data supports informed, strategic decision-making, helping guide business growth and improving overall operational effectiveness.
Pros And Cons of Teamleader
Pros
Software interface is intuitive and user-friendly
Clear menus and uncluttered forms simplify navigation
Comprehensive platform manages sales, projects, relationships
Cons
Guidance on detailed task tracking could improve
Performance may vary with internet consistency
Teamleader Reviews
Total 14 reviews
4.1
All reviews are from verified customers
Rating Distribution
5
Stars36%
4
Stars50%
3
Stars7%
2
Stars7%
1
Stars0%
Share your experience
jergen
Information Services, 11-50 employees
More than a year
“poor price communication”
Pros
I enjoyed how usable it's been for the past 6 years.
Cons
They recently doubled our annual price with very poor communication. Then they had a problem charging our bank account (which wasn't our fault) and locked our account. No one was reachable to fix it, it was a complete nightmare. After that experience I can't recommend Teamleader anymore.
Rating Distribution
Ease of use
5
Value for money
4
Customer Support
5
Functionality
5
Bart
Mechanical or Industrial Engineering, 11-50 employees
More than a year
“Detailed client database”
Pros
You can build your own client and prospect database with as much detail as you want. They even track the click rates on sent invoices which is helpful.
Cons
Teamleader still requires a lot of manual work and could be much better with automation. There's also a significant learning curve to use it effectively.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Mamoudou
Accounting, 1-10 employees
Less than 6 months
“Adaptable for sales”
Pros
The software is easy to adapt to our needs and is very important for our sales process.
Cons
Personally I haven't run into any issues.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
8
Frequently Asked Questions
Does Teamleader have a mobile app?
Yes, Teamleader offers a mobile app for both Android and iOS users.
What level of support does Teamleader offer?
The platform provides support via contact form and phone.
Does Teamleader offer an API?
Yes, Teamleader offers an API.
Who are the typical users of Teamleader?
Teamleader Focus is well-suited for a variety of industries and sectors, including event management, technology, catering, environmental sustainability, and plumbing.
What other apps does Teamleader integrate with?
The platform integrates with several third-party applications and systems, including Mailchimp, Campaign Monitor, Laposta, Stripe, PayPal, and Gmail.
What types of Teamleader price plans are available?
The software offers a 14-day free trial and provides both quarterly and annual invoicing options. Quarterly pricing for one user is: SMART priced at €60.00/month, GROW at €78.00/month, and FLOW at €99.00/month. All prices exclude VAT, with additional features available at extra cost. Contact us to request a personalized Teamleader cost quote based on your institution's requirements.
What language does Teamleader support?
The software supports multiple languages, including English, Italian, French, and more.