Avis clients sur Teamleader

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.

Perhaps the reporting and analytics.

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!

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.

Easy to learn and smart frontend layout

Project management may be improved

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.

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.

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.

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.

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.

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.

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.

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.

We love the purchase offer & invoicing functionality

Unfortunatily, we are not using the full scope of all Teamleader can offer. Untill now we have no complaints.

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.

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.

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.

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'.

Het is eenvoudig qua gebruiksgemak, ongelooflijk makkelijk te implementeren en door zijn eenvoud ook snel aangenomen door het team, zowel bij oudere leden als nieuw leden.

Sommige integraties met google zouden iets eenvoudiger kunnen worden gemaakt en een eenvoudiger overzicht van alle tools ter beschikking zouden soms de zoektocht naar functionaliteiten kunnen vergemakkelijken

Alles wat aangegeven staat zit er in: o.a. crm

Het systeem heeft een onlogisch opbouw waardoor je informatie op beperkte plaatsen in het systeem terug ziet. Daarom moet je heel veel door het systeem klikken en zoeken voordat je overzicht hebt. Er zitten veel beperking in het gebruik en is dus niet flexibel. Last but not least: Als je weg gaat krijg je je gegevens niet in een eenvoudig om te zetten format.

functies en opbouw is duidelijk en praktijk gericht

opbouw van de raportering kan nog beter
lijsten opbouw ook

Functionaliteit, controle mogelijkheden team, mogelijkheid van rechten voor bepaalde functies, agenda ( verzuim| verlof| etc. Daadwerkelijke uren, alles in 1 systeem zodat ik bij controle niet continue hoef te wisselen. Betrouwbaar. Snel.

Uitleg die nodig is bij nieuw personeel. Je moet het systeem echt leren kennen om er optimaal gebruik van te kunnen maken,

Gemakkelijke facturatie en opvolging, gebruiksgemak voor deals.

Momenteel niet echt nadelen aan de software.
Moest het mogelijk zijn om een database te maken waar de inkomende facturen per leverancier kunnen bewaard worden zodat er niet tussen de optionele boekhouding software moet geschakeld worden.

Integratie van Yuki.
Calculatie en bijhouden van alle verwerkingen van een opdracht.
Het overzicht op de workload.

Geen noemenswaardige nadelen. Het pakket is flexibel genoeg om via een andere manier toch het ressultaat te krijgen.

Makkelijke software om klanten en leads te beheren en je taken week per week te structureren.

Software heeft heel veel functies waardoor het in het begin zoeken is wat je er precies allemaal mee kan doen.

Groot gebruiksgemak- logische opgebouwd en het geeft de mogelijkheid om alles in 1 tool te beheren( van contactgegevens tot factuur)

Het vlot verplaatsen/verslepen van een afspraak in de agenda lukt op dit moment nog niet

Gebruiksvriendelijk, overzichtelijk en goeie integraties

Het programma voldoet aan al onze verwachtingen binnen het bedrijf

Alles gemakkelijk te bedienen via de app.
Overal en altijd uw klanten kunnen vinden.

Mobiel offertes kunnen maken .
De app de mogelijkheid geven om alles via de pc kunnen te doen.

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

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

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

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.

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.

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

Bespraad veel tijd bespaard veel papaierweek

Niks op te zeggen,zeer snel aan te leren

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

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