Teamleader CRM

Teamleader CRM is business software for small companies that brings customer management, quotations, project tracking and invoicing into one tool. Staff work from a single overview of sales, projects, invoices and customers.

A built-in assistant called Focus AI handles repetitive tasks and acts only after the user approves.

What Teamleader CRM offers

• CRM: all customer information in one place, also reachable through a mobile app.
• Quotations: branded quotes built from templates and signed online, with a record of when they are viewed.
• Projects: an accepted quote turns into a project with tasks, and progress against deadline and budget is visible.
• Invoicing: e-invoices through Peppol, automatic payment reminders and forwarding to accounting software.
• Reporting and integrations: figures on business performance and links to other tools in use.

Who it works with

Small businesses and their teams.

Key facts

• Time tracking: hours logged per customer for invoicing
• Customers: about 34,000 businesses, according to its site