Teamleader
Teamleader offers CRM, invoicing, quotations, and project management solutions, including Teamleader Focus for small to medium-sized businesses and Teamleader Orbit for larger agencies.
Services
Teamleader offers a range of services tailored for businesses. These include CRM (Customer Relationship Management), invoicing, quotations, and project management solutions. They provide tools to manage the sales pipeline, create professional quotations, and follow up with automatic reminders for overdue invoices. Teamleader's offerings also include detailed financial forecasting, resource planning, and staff scheduling features.
Products
Teamleader has two main products: Teamleader Focus and Teamleader Orbit. Teamleader Focus is designed for small to medium-sized businesses, providing essential tools for managing customer relationships, quotations, and invoicing. Teamleader Orbit is tailored for larger agencies with more than 20 employees. It offers powerful agency software including resource planning, leave arrangements, and workload management among other features.
Software Integrations
Teamleader supports integration with a variety of software tools to enhance its functionality. These integrations include popular calendar applications like Google Calendar, Apple iCloud Calendar, and Outlook Calendar. Financial software integrations are also supported, including Exact Online, Sage Business Cloud, and Snelstart. This allows for seamless workflow and efficient business operations.
International Business Support
Teamleader facilitates international business operations with features like multi-currency support for transactions and the ability to create pro forma invoices and advance invoicing. They also offer automatic payment reminders and support the creation of recurring invoices or subscriptions to help businesses manage their finances efficiently across different countries.
Mobile App Functionality
Teamleader provides a mobile app that enables users to create and manage invoices on the go. This is part of their commitment to offering flexible and accessible solutions for business management. The app supports various features including the creation of quotations, tracking time spent on tasks, and managing customer interactions, ensuring that business operations can continue smoothly from any location.