Teamleader

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

Commentaires : Time saving, single source of truth, less grey hairs, ...

Avantages :

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.

Inconvénients :

Perhaps the reporting and analytics.

Solid CRM-system with an ease of use

Avantages :

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!

Inconvénients :

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.

Alternatives envisagées : ActiveCampaign

Pourquoi passer à Teamleader : I did not. ActiveCampaign offered a lot more customising and automation options.

Bad Customer Service

Commentaires : 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!

Avantages :

Easy to learn and smart frontend layout

Inconvénients :

Project management may be improved

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Good CRM program

Commentaires : Overall it is a great app! you get good support for sure as well..

Avantages :

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.

Inconvénients :

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.