Teamleader

Avantages

The simplicity and speed of using Teamleader is incredible and the rich customization options allow you to create a CRM environment that completely fits your companies' needs. Teamleader saves us a lot of administration and time; every single day.

Inconvénients

Perhaps the reporting and analytics.

Avantages

The crm-system, works perfect and is very easy in use.
Many integrations are possible, and will make a lot of tasks easier to proces!

Inconvénients

The integrations or add-ons often come with an extra cost.
The crm-package is not very customisable. You are limited to the options Teamleader is providing you.

Alternatives envisagées 

Pourquoi passer à Teamleader

Avantages

Easy to learn and smart frontend layout

Inconvénients

Project management may be improved

Avantages

Teamleader has it all. You can manage your clients and contacts. You can manage your projects, with milestones, tasks and users and apply budgets to all of of them. You can track time on those tasks and keep a close look on how the projects are evolving. You can invoice directly from the software and integrate (export/import) the invoices in to your accounting software.

Inconvénients

Having it all in one tool is great, but it comes with a price: the flexibility and ease of use is somewhat disappointing. Teamleader is very strict and the GUI isn't always that handy when managing projects and budgets. I think it works well with fixed priced projects that have a start and end date, clear milestones and tasks during the project. But it doesn't work well when you work on retainer contract with clients. Also, time tracking is somewhat time consuming, which makes it hard to get everybody on board and using it.

Avantages

I think it is a nice on-line customer based system with a good overall user experience.
It is nice to have and overview of your customers and deals, and how you can see on the timeline how the project progresses. You can make your own templates to create offers-contracts for your customers.

Inconvénients

It is so frustrating you still can not upload multiple files at once for one customer, you still have to upload one by one, wich is time consuming and sometimes frustrating. Als the same for removing files, also have to do one by one. The price is not realy cheap, I think there must be more cheaper alternatives.