Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Keep track of meetings, emails, calls, and internal notes all in one centralized system. You can easily store both generated and uploaded documents, ensuring that the entire history of collaboration is accessible in one location. This approach not only aids your own productivity but also enhances the service quality for your colleagues. Instead of forcing your organization to conform to the application, you can implement a customized solution that fits your needs. Tailor the forms to your specifications and utilize pre-existing solutions for efficiency. By sharing information centrally, you can significantly reduce the risk of duplication. Furthermore, information can be tagged and categorized for better organization. You can specify which details are essential for completion, and the recorded data can be filtered and compiled into detailed reports. This process allows you to gather insights for a deeper understanding of client preferences. Consequently, you can send out relevant quotes at the most opportune moments. Managing business relationships has never been more straightforward, making it easier to foster connections and drive success. With a streamlined system, you'll find your workflow significantly improved and more efficient than ever before.
Description
As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance.
Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?
API Access
Has API
No
API Access
Has API
No
Integrations
ActiveCampaign
No
Chift
No
ConnectWise PSA
No
Constant Contact
No
Data Virtuality
No
Dubb
No
Exopen
No
Facebook
No
Go Integrator Cara
No
Intercom
No
Integrations
ActiveCampaign
Yes
Chift
Yes
ConnectWise PSA
Yes
Constant Contact
Yes
Data Virtuality
Yes
Dubb
Yes
Exopen
Yes
Facebook
Yes
Go Integrator Cara
Yes
Intercom
Yes
Pricing Details
$27 per month
Free Trial
Yes
Free Version
No
Pricing Details
$25.00/month/user
Starts at € 25 /Month
(invoiced yearly)
(invoiced yearly)
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Helmdeck
Founded
2015
Country
Poland
Website
helmdeck.com
Vendor Details
Company Name
Teamleader
Founded
2012
Country
Belgium
Website
www.teamleader.eu
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
No
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
No
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No