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Teamleader

CRM, invoices, quotations and projects in one tool·teamleader.eu

Teamleader is business management software that brings CRM, invoicing, quotations, and project management together in one platform. It lets entrepreneurs and small business teams store customer data, create and send invoices (including Peppol e-invoices), produce and e-sign quotations, plan and track projects, log expenses, and view business reports. It is used by over 34,000 entrepreneurs and their teams to manage day-to-day business administration.

What it's for

Managing customer relationships and contact data (CRM)Creating and sending invoices, including Peppol e-invoicesCreating quotations and getting them signed onlineConverting quotations into projects or invoicesTracking projects, tasks, budgets and deadlinesTime tracking linked to customers and billingTracking expenses and purchase invoicesViewing business reports and insightsPlanning team workload and capacityCapturing leads via contact forms and scheduling meetingsCreating and signing work orders on siteManaging customer queries via a shared inbox

Features 20

Accounting software connector (Exact, Yuki, Octopus)
Automatic payment reminders
Convert quotations into invoices or projects
CRM contact and company database
Deal pipeline management
Expense tracking and approval
Lead capture via contact forms and meeting scheduling
Mobile app for quotes, invoices and scheduling on the go
Multi-factor authentication
Peppol e-invoicing (sending and receiving)
Project planning, tasks and budgeting
Quotation creation with online e-signature
Ready-made and customizable reports
Recurring and prepaid invoicing
Resource and capacity planning
Shared team inbox linked to CRM
Single Sign-On (Google, Apple, Microsoft)
Time tracking with start-stop button linked to billing
VAT handling and QR codes on invoices
Work orders for on-site field service, signable on the spot

At a glance

free trialAPI

TypeWeb app

DeploymentCloud

PlatformsWeb, iOS, Android

Forentrepreneurs, small and medium-sized businesses (SMEs), small teams

CompanyTeamleader · 2012

Integrations

OutlookGmailMollieStripeExact OnlineYukiOctopusGoogleAppleMicrosoftGoogle AuthenticatorAuthy

Complianceself-reported

ISO 27001SOC 1SOC 2PCI Level 1C5ENS HighIT-GrundschutzGDPR

Resources

Docs

Pricing

Base package pricing (SMART/GROW/FLOW) is calculated per user through an interactive calculator rather than shown as fixed digits; the pricing page title states 'From €37.5' while the homepage states 'Prices from €37 per month'. Booster add-ons are billed per account and split across users. Teamleader One (a separate product) is listed at €99/year.

SMARTQuote

Priced per user/month via an interactive calculator; exact base rate not shown as a fixed figure. Pricing page title states a starting price of 'From €37.5'; homepage states 'Prices from €37 per month'.

Entry-level package; price scales with number of users

GROWQuote

Marked as 'Recommended' package; price via calculator, not shown as fixed figure.

Recommended for up to 10 employees

FLOWQuote

Price via calculator, not shown as fixed figure.

Suited for larger teams (10+ employees) and multiple entities

17% discount on your annual subscription