Teamleader CRM

Teamleader CRM is business software that puts customer records, quotations, invoices and projects into a single tool. It is aimed at small businesses and their teams who want less paperwork and a clearer overview of their operations. The company says more than 34,000 clients use it.

What Teamleader CRM offers

• CRM — keeps customer information and time tracking per customer in one overview, also reachable through a mobile app.
• Quotations — builds branded quotes from templates, lets customers sign online and shows when a quote has been viewed.
• Project management — turns an accepted quote into a project with tasks and tracks progress against deadline and budget.
• Invoicing — sends e-invoices through Peppol, issues payment reminders and passes invoices on to accounting software.
• AI assistant — Focus AI sets up invoices and projects and acts only after approval.

Who it works with

The product targets entrepreneurs and small teams who want to run sales, projects and billing from one platform.

Key facts

• Customers: over 34,000 clients
• Integrations: links to software a business already uses