This CRM Review examines Teamleader.
In-Depth CRM Review
Dok Noord 3A/101
CRM Taxonomy: CRM – Cloud
About the Company:
Teamleader, headquartered in Belgium, is a software company helping companies manage their data in the cloud. With currently over 7000 paying customers, the company has grown exponentially last year and is gearing up for significant expansion. An easy to use, clean interface combined with reasonable pricing and lots of integrations makes Teamleader the perfect solution.
About the Product:
All your client information at your fingertips
- Easily manage your contacts and create your own target groups
- Search for all information on a client by simply typing in their VAT number
- Keep track of each time you contact the client
- Send your newsletter from the integrated platform
Thanks to Teamleader, you can quickly and easily manage all of your contacts. You can link contacts to companies and note their position within the organization. If you enter a company’s VAT number, Teamleader automatically fetches all available information on the company. Filtering your contacts is also a cinch with tags and segments.
Manage your contacts
Manage your contacts quickly and efficiently. Link them to a company and enter their position in. You can add an existing contact list toTeamleader via CSV import or the API. If you enter the VAT number, Teamleader automatically fetches the available information on that company. You can also directly import financial information to Teamleader if the company is in the Trends Top database.
Action Summary by client
You can follow which colleagues had contact with a company by using the chronological action overview. You can also see who they contacted, as well as when and how. Teamleader keeps a record of phone calls, e-mails, meetings and invoices. All information is collected for each client so that you and your colleagues easily stay on top of all the communication with the client.
Simple client segmentation
Organize your client file by efficiently segmenting it. You can divide your clients according to sector, province or postal code. You can also assign certain tags to your clients. You can distinguish between clients and other contacts by using labels such as ‘client’, ‘supplier’ or ’employee’.
For complete pricing details, please contact the company directly. See:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Teamleader:
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If you are considering this program, you should also look at these other CRM solutions:
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