Teamleader
CRM software
Billing software
Project management software
Accounting & finance software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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€37 per month
Free Trial
Free version unavailable
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Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Construction
- Information technology and software
What is Teamleader
Teamleader is a cloud-based CRM platform that combines sales pipeline management with quoting, invoicing, and basic project delivery features. It targets small and midsize service businesses that want to manage leads, customers, work, and billing in one system. The product emphasizes an integrated workflow from deal to invoice rather than deep specialization in a single module. It also provides time tracking and scheduling features that support service execution and billing.
Unified sales-to-invoice workflow
Teamleader connects CRM records to quotes, invoices, and project activities so teams can move from opportunity to billing without switching tools. This reduces duplicate data entry across customer, deal, and financial documents. For service firms, the linkage between time tracking and invoicing supports more consistent billable capture. The integrated approach can be simpler to operate than assembling separate CRM, billing, and project tools.
Built for service operations
The product includes time tracking, task/project organization, and scheduling that align with common service delivery workflows. Users can associate work items and logged time with customers and commercial documents. This helps teams maintain context between delivery and commercial outcomes. It is particularly relevant where projects are smaller and closely tied to sales and invoicing.
SMB-friendly CRM functionality
Teamleader provides core CRM capabilities such as contact/company management and pipeline tracking without the administrative overhead often associated with enterprise CRM suites. The feature set is oriented toward day-to-day sales execution and follow-up. For teams that do not need extensive customization, it can be faster to standardize processes. This positioning fits organizations that prioritize operational simplicity over complex configuration.
Limited enterprise CRM depth
Compared with larger CRM platforms, Teamleader typically offers fewer options for complex data models, advanced automation, and highly customized workflows. Organizations with multiple business units, sophisticated territory management, or complex approval chains may outgrow it. Reporting and governance features may be less extensive than enterprise-focused systems. This can affect suitability for large-scale sales operations.
Project and PPM constraints
While it supports projects and tasks, it is not designed as a full project, portfolio, and program management suite. Capabilities such as portfolio-level resource planning, advanced dependencies, and multi-project governance are generally more limited. Teams running large, multi-phase programs may need complementary tooling. This is most noticeable when project complexity increases beyond small-to-mid service engagements.
Accounting feature scope varies
Teamleader includes invoicing and related finance workflows, but it may not replace a dedicated accounting system for all jurisdictions and compliance needs. Requirements like advanced general ledger management, complex tax handling, or statutory reporting may require integrations or external software. Finance teams may also need more granular controls and audit features. Buyers should validate local accounting requirements and integration coverage.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| SMART | Not listed on page (prices calculated per number of users/billing). Official site states "Prices from €37 per month." | CRM, sales pipeline, time tracking, create/send quotations & e‑invoices via Peppol, up to 10,000 contacts & companies; intended for businesses getting started with CRM, sales, time tracking. |
| GROW | Not listed on page (prices calculated per number of users/billing). See "Prices from €37 per month." | Everything in SMART + receive/process unlimited e‑invoices, QR codes on invoices, automatic payment reminders, recurring invoices/subscriptions, expense management, margin calculations on quotes, 2 sales pipelines. |
| FLOW | Not listed on page (prices calculated per number of users/billing). See "Prices from €37 per month." | Everything in GROW + multiple business entities in one account, leave management in scheduling, financial forecasting, unlimited sales pipelines, priority live-chat support. |
Notes / Boosters (per official pricing page):
- Project management booster: €45 / month* ; €35 / month* (values shown on official pricing page; appear to reflect billing frequency/discount).
- Planning booster: €45 / month* ; €35 / month*.
- Lead capture booster: €25 / month* ; €20 / month*.
- Work orders booster: €25 / month* ; €20 / month*.
- Shared inbox booster: €60 / month* ; €50 / month*.
- Advanced Insights booster: €30 / month* ; €25 / month*.
- Accounting Connector: €6 / month* ; €5 / month*.
*The pricing page shows two monthly values for boosters (higher/lower) depending on billing choice; the site uses a calculator and per-user quantity to determine exact plan pricing. All prices on the Teamleader site are shown excluding VAT.
Seller details
Teamleader NV
Ghent, Belgium
2012
Private
https://www.teamleader.eu/
https://x.com/teamleader
https://www.linkedin.com/company/teamleader/
