Teamleader Reviews

“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.

“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.

“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.

“it simplifies invoicing

Pros

It's a very convenient product that simplifies the entire invoicing process. The integration with our Belgian accounting system is incredibly comfortable and speeds everything up. It's also great that we can enter all our quotations to keep tight control over the budget.

Cons

We'd really like a way to archive old quotations that have been used or have expired. Right now they all stay in the active deals menu which gets cluttered.

“excellent for purchase offers and invoicing

Pros

We love the purchase offer and invoicing functionality.

Cons

We're not using the full range of what Teamleader offers but so far we don't have any complaints.

“Easy CRM with integrations, costly add-ons

Pros

The CRM system works perfectly and is very easy to use. The many possible integrations also make a lot of tasks much simpler to handle.

Cons

The integrations and add-ons often cost extra. The CRM package itself also isn't very customizable, you're pretty much stuck with the options Teamleader gives you.

“Great customer overview

Pros

It's a really nice online system that's built around the customer and offers a great user experience. I love having a clear overview of all my customers and deals and the timeline feature that shows a project's progress is fantastic. The ability to create custom templates for offers and contracts is also a huge plus.

Cons

It's incredibly frustrating that you still can't upload multiple files for a customer at once. You have to do them one by one which is time-consuming and annoying. The same goes for removing files. For the price, which isn't cheap, I'd expect more. I'm sure there are more affordable alternatives out there.

“All-encompassing features

Pros

The software is all encompassing and lets you flexibly search the database for deals, companies and contacts. The Chrome widget is great, it tracks any email you send and provides a complete history of client interactions. The task and reminder features also work well to keep me on top of client follow-ups.

Cons

Some of the saving functions could be clearer. Once I figured it out it worked well. It would also be helpful if they created widgets for browsers other than Chrome.

“All in one platform!

Pros

It provides full pipeline management, aftersales support and invoicing all in one place.

Cons

The integration options aren't as extensive as something like Salesforce.

“Great design and tracking

Pros

I really like the design and user experience. It's always clear what you can do and where to find things. The time-tracking feature for projects is very helpful not just for management but for personally keeping track of how efficiently I'm working.

Cons

Some settings aren't explained well and require you to dig around to figure out what to change.

“simple to learn

Pros

It's easy to learn and has a smart, intuitive layout.

Cons

The project management features could use some improvement.

“Simple yet complete

Pros

This CRM is very simple to use and yet very complete. It's the kind of tool that my sales team actually wants to use. The mobile app integration is also great.

Cons

The project management module is pretty basic. For complex projects with detailed task dependencies, you'd be better off using dedicated software like MS Project.

“let down by rigidity and a clunky interface

Pros

Teamleader truly has it all. You can manage clients, contacts and projects with milestones, tasks and budgets. You can track time on tasks to monitor project progress, invoice directly from the platform and export/import those invoices into your accounting software.

Cons

Having everything in one tool is great but the downside is it lacks flexibility and isn't always easy to use. The system is very rigid and the interface isn't the handiest for managing projects and budgets. It works well for fixed-price projects with clear start/end dates and milestones but it struggles with retainer-based contracts. Also the time tracking is a bit difficult making it hard to get the whole team to use it consistently.

“Easy and affordable

Pros

It's a very nice tool, easy to use and not that expensive.

Cons

None, the tool is great.