This time I would like to talk to you about Teamleader. This is a tool that I have been using for a while, because it is super handy and saves me a lot of time.
Teamleader is simple software that makes work easier for a large number of SMEs. The tool offers, CRM, project management and invoicing in one package.
How did I discover Teamleader myself?
Two years ago I was at a customer giving an in-house training on MailChimp. During this session, the customer asked whether I knew of a program that on the one hand integrated with MailChimp and on the other hand he could also manage contacts and draw up quotes and invoices. I suggested Teamleader at the time. After all, I had heard many positive things about Teamleader, but I did not use it myself. Due to the question my client asked, I started using Teamleader myself and giving training courses on it. In the meantime, my colleague Rebecca has obtained her Teamleader certificate and so we became a Teamleader Channel Partner.
What exactly can you do with Teamleader?
Some of Teamleader’s popular features are adding leads and keeping a close eye on your sales process. One of the nice things, it that you can make quotes in your own house style in Teamleader and send them to clients by e-mail or by post. Your customer can then approve the offer online or give feedback on it. Based on that quotation, you can subsequently create a project and send invoices, all through the same program.
You can also create tasks and add them to a calendar that you share with your colleagues. You can record and keep track of the time spent on each task.
One of the biggest advantages of Teamleader is that it is compatible with 200 more different apps and tools that your company probably already uses. This way you can merge different programs. Teamleader is then the central point through which all communication takes place via the various applications.
What does efficado do with Teamleader?
We mainly use Teamleader to follow up on our leads and to prepare and send quotes and invoices. In Teamleader you can add all your contacts, this can be a person or a company and of course you can link both. You can also add tags to make things a bit more organized. A tag is actually a category or label to better organize your contacts.
Here is an example of some tags of how we organize leads:
- Prio 1: Leads that have received a quote
- Prio 2: Leads with which an appointment has been booked
- Prio 3: Leads that have shown strong interest in our services
- Prio 4: Leads that have shown slight interest in our services
- Prio 5: Prospects that have not yet shown interest but that we could help
It is also useful that in Teamleader, I can see all the previous and ongoing communication that has occurred with every contact I have. I can perfectly follow what I’ve already done in the past, so I know how to handle my next conversation with them.
Easy follow-up of invoices
To be able to follow up on the payment of my invoices, I integrated Yuki with Teamleader. Yuki is the accounting package in which my invoices are uploaded into, and my accountant then uses the same program.
How does it work?
I prepare all my invoices in Teamleader and Teamleader then sends them to my customers via e-mail. I link the correct ledger account to that invoice, and it is then automatically loaded into Yuki so that my accountant can continue working on the invoices and I can follow up on my budget.
In Teamleader itself I can see at a glance which invoices have been paid and which have not. For the outstanding invoices for which the due date has passed, I send a payment reminder with a few clicks. I can also keep track of all communication linked to my customer and invoice. By using this integration, I save a lot of time. I no longer have to copy or send anything manually; I do not need paper and I no longer have to look up in my online banking whether an invoice has been paid or not.
Which integrations are still possible?
Besides Mailchimp and Yuki Teamleader has many more interesting integrations. They have a long list of choices; some are free and others you have to pay for.
The categories you can choose from are calendar, file management, payments, accounting, chat, contact management, dashboard, e-commerce, email tracking, export, financial data, social media, time tracking, VoIP and Web2lead.
Some examples of integrations you should definitely check out are Mollie, Gmail, Office 365, iCloud Calendar, Zapier, WordPress, Dropbox and LinkedIn. The latter allows you to quickly add contacts in Teamleader. Really recommended.
Try Teamleader for free?
If you want to test Teamleader yourself, this is possible. You can try the tool for free for 14 days via this link: www.joeri.link/teamleader. We can give you a demo to get you started.
Do you want to continue using Teamleader after those 14 days and do you need a little help? Contact me and we can provide a beginner’s training.
Picture by Teamleader & Stijn Vanderdeelen / STYN