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.
Overall Rating
Based on 14 users reviews
4.1
Rating Distribution
Positive
86%
Neutral
14%
Negative
0%
Starting Price
Custom
Teamleader Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Teamleader?
Teamleader Focus offers a Customer Relationship Management (CRM) and business-management platform for small and mid-sized businesses that centralizes customer records and operational tasks. It offers a visual sales pipeline to track prospects and stages, time-tracking linked to customers for accurate billing, and document management to store contracts, quotes, and invoices in one place. This helps reduce lost information and missed follow-ups. Additionally, reporting supplies actionable customer insights for decision-making.
Teamleader Pricing
The software provides a 14-day free trial and offers both quarterly and annual invoicing options. Quarterly pricing for one user is as follows:
- SMART: €60.00/month
- GROW: €78.00 /month
- FLOW: €99.00/month
All prices exclude VAT. Additional features are available at an extra cost.
Disclaimer: The pricing is subject to change.
Teamleader Integrations
The platform integrates with several third-party applications and systems, such as:
- Mailchimp software
- Campaign Monitor
- Laposta
- Stripe
- PayPal software
- Gmail
Who Is Teamleader For?
Teamleader Focus is well-suited for a wide range of industries and sectors, including:
- Event management
- Technology
- Catering
- Environmental sustainability
- Plumbing
Is Teamleader Right For You?
If your team struggles with scattered customer records, missed follow-ups, and unclear billable time, Teamleader Focus centralizes contacts, timelines, and time tracking to reduce friction. Its sales pipeline and document storage simplify deal progression and recordkeeping, while GDPR compliance, compulsory multi-factor authentication, and Single Sign-On (SSO) improve account control. It suits SMEs focused on operational clarity and billing accuracy.
Still doubtful if Teamleader software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Teamleader Features
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.
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.
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.
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.
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