Teamleader

What is Teamleader?

Teamleader is a Belgian all-in-one platform that combines CRM, quotes, invoicing, project management and time tracking. Originally developed in Ghent, Teamleader is specifically designed for SMEs in the Benelux. It offers two products: Teamleader Focus for small businesses and Teamleader Orbit for larger organisations with more complex needs.

Why Teamleader is useful

Many SMEs juggle separate tools for their CRM, invoicing and project management. Teamleader brings this together in one system, so information automatically flows from quote to project to invoice — without double entry or manual work.

• CRM: Manage contacts, companies and deals with a visual sales pipeline
• Quotes & invoicing: From quote to invoice in a few clicks, including Peppol e-invoicing
• Project management: Plan projects, track time and maintain budget control
• Belgian compliance: Automatic VAT calculation, structured communications and UBL support

Time savings with Teamleader

The integration between CRM, quotes and invoicing eliminates manual copy work. Customer details are entered once and automatically flow through to every module.

Hidden features that often go unused

Teamleader is often only used for invoicing, but offers much more:

• Web forms: Generate leads directly from your website to your CRM — automatically and without manual entry.
• Accounting sync: Automatic synchronisation with your accounting software so invoices don't need to be transferred manually.
• Custom fields: Add your own fields to contacts, companies and deals for information specific to your industry.
• CloudSign: Let customers sign quotes digitally — faster approval, less paperwork.
• API & Marketplace: Extensive API and a marketplace with connectors to popular tools.
• Subscription invoicing: Set up recurring invoices for fixed contracts and subscriptions.

Integrations with other tools

Teamleader has an extensive marketplace with connectors to popular Belgian and international tools:

• Accounting: Exact Online, Yuki, Octopus — automatically synchronise invoices.
• Email: Gmail, Outlook — link emails to contacts and deals.
• Marketing: Mailchimp integration to synchronise contacts for campaigns.
• Payments: Mollie integration for online payments via invoice link.
• Zapier: Connect Teamleader with thousands of other apps for custom workflows.