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Teamleader
Was ist Teamleader?
Als Unternehmer haben Sie die Hände voll zu tun, Ihr Unternehmen und alles, was dazu gehört, zu führen. Deshalb vereinfacht Teamleader Ihre Arbeit und macht Ihren Geist frei. Mit unserer Geschäftssoftware können Sie Angebote erstellen, Kundenbeziehungen verwalten, Rechnungen erstellen und Arbeit planen - alles an einem Ort. Dies stellt sicher, dass alle relevanten Informationen nicht in verschiedenen Postfächern, Excel-Tabellen und Software verstreut werden. Das Ergebnis ist eine perfekte Übersicht über Ihre Verkaufschancen, Projekte und Zahlungen und vielleicht noch wichtiger: ein scharfes Bild von der Leistung Ihres Unternehmens.
Wer verwendet Teamleader?
Unser Tool für Service-basierte, kleine und mittlere Unternehmen.
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Bewertungen über Teamleader
Their marketing is 100% true; they really make you Work Smarter
Kommentare: Time saving, single source of truth, less grey hairs, ...
Vorteile:
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.
Nachteile:
Perhaps the reporting and analytics.
Antwort von Teamleader
vor 7 Jahren
Very nice to read indeed Bruno. And no worries: in 2018, we're re-evaluating our reporting and analytics to suit your needs even better. Thanks a lot!
In Betracht gezogene Alternativen:
Solid CRM-system with an ease of use
Vorteile:
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!
Nachteile:
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.
Antwort von Teamleader
vor 4 Jahren
Hi Jannes, thank you for this review. Sorry to read we did not make the cut, but great that you were very satisfied with our CRM features. If you ever change your mind, our door is always open!
Bad Customer Service
Kommentare: 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!
Vorteile:
Easy to learn and smart frontend layout
Nachteile:
Project management may be improved
Antwort von Teamleader
vor 4 Jahren
Thank you for your review, Luca. Sorry it took us some time to respond, but as you will have noticed we have worked hard to provide the provinces and improve our project features. If there is anything else we can do to improve your experience, please do not hesitate to reach out!
Probably one of the most complete solutions for CRM, Project management, Time tracking and invoicing
Kommentare: 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.
Vorteile:
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.
Nachteile:
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.
Antwort von Teamleader
vor 7 Jahren
Thanks for the kind words Dennis! We indeed aim to be the one-stop-shop for SMEs and agencies, and keep working hard at being the most complete solution on the European market. For projects with flexible end dates and retainer fees, we always suggest to our customers to add milestones per month (for monthly fees) to their project or milestones per quarter (for quarterly fees). This is a quick and easy way to keep those projects in check. Of course, our sales and onboarding people are always ready & able to find a solution that fits your specific workflow. I think you'll find most teams a bit reluctant to get on board with time tracking :) But we centainly agree that time tracking should be a piece of cake, for everyone. That's why we're improving it in 2018. Thanks again for taking the time to feedback. We appreciate it and will use it to make our tool better.
Good CRM program
Kommentare: Overall it is a great app! you get good support for sure as well..
Vorteile:
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.
Nachteile:
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.
Antwort von Teamleader
vor 4 Jahren
Thank you for this lovely review, Frederic. Great to read you appreciate the overview and customization options. Our support colleagues will also be happy to hear their service is appreciated! With regards to the file management: have you already checked out our integration with Dropbox? This should make adding and removing files a lot less time-consuming. You can read more about it here: https://support.teamleader.eu/en/support/solutions/articles/7000019426-how-to-how-do-i-link-dropbox-to-teamleader
