Teamleader CRM: what it is and how it works

Teamleader pricing

Teamleader is an economical and modular solution: this means that it adapts to the needs of each company and provides for different costs based on the functionality purchased. The basic service plan, which includes CRM & quote, time tracking, opportunity management, agenda management and allows access by 2 usersCoast 25 euro / month (if you choose annual billing, otherwise it costs 30 euros / month with quarterly billing).

You can then add functions such as billing (25 euros / month with annual billing or 30 euros / month with quarterly billing), the management of projects (50 euros / month with annual billing or 60 euros / month with quarterly billing) i ticket (50 euros / month with annual billing or 60 euros / month with quarterly billing) by selecting the appropriate boxes when ordering. For each user added to the service there is an additional contribution equal to 10 euro / month with annual billing or 12 euros / month with quarterly billing.

Each account includes 14 days free trial, 35GB to save your data, telephone support (during office hours), email support, daily backup, free updates, VoIP service, API & Webhooks and integration with Office services 365, Google Apps and iCloud. More info here.

How to register for Teamleader

Teamleader can be tried for free for 14 days, without any obligation to renew and without providing your credit card details: just a few clicks and you're done!

To try Teamleader, connect to the main page of the service and click on the button Try it for free located in the center of the screen. Then fill out the form that is proposed to you with name, last name, email, company e telephone number, by entering the data in the appropriate text fields, and click on the button I want to try Teamleader to complete the registration process.

Mission accomplished! Now log into your inbox, open the message you received from Teamleader and use theusername and Password that you find inside the latter to carry out the login to the service (by pressing the appropriate button located at the top right of the home page). If you don't receive any emails from Teamleader within a few minutes, try checking your junk mail folder.

How to use Teamleader

Now let's see how Teamleader works and we analyze, in detail, all the tools it offers. The first screen that appears after logging in is the dashboards, where all the commitments of the day are collected (tasks, meetings, calls, etc.), while clicking on the links in the left sidebar you can access all the other sections of the service.


The section CRM is the heart of Teamleader: it is, in fact, the one that allows you to manage all contacts and companies through an easy-to-consult database. It allows, for example, to associate each contact with a company, to obtain data on companies simply by typing their VAT number (thanks to the database Trends Top) and to keep track of all the occasions in which one has interacted with a customer (both in person and through colleagues and employees involved in the various projects). In addition, it offers a convenient function to view contacts and companies that match certain criteria (eg companies that operate in the same sector, in the same province or are associated with a specific tag), to manage quotes and much more.

To start managing contacts and companies with Teamleader CRM, log in to your account and select the item CRM from the left sidebar: from the page that opens, you can decide whether to start populating the list of Contacts o Society selecting the appropriate items from the site menu (on the left) and pressing the button [+] placed at the top.

In the form that is proposed to you, in the case of contacts, you can enter data such as name, last name, e-mail, address, cellular, website, VAT number, date of birth etc. In the case of companies, however, you can enter VAT number, business name, address, e-mail, kind of activity (es. SRL, spa ecc.), sector of belonging, I count IBAN, information onVAT liability and more. To obtain the data of a company, just type in the VAT number of the latter and, thanks to a search carried out in the database Trends Top, the other fields are filled in automatically.

In the drop-down menu Language (present both for contacts and for companies) you must set the language to be used in communications with the subject you are entering in the database (therefore the language that will be used for the documents sent to the latter), while using the drop-down menu Account manager (present only for companies) you can choose which team member to entrust with the management of relations with the company (in the case of adding a company to the database).

The menu deserves a separate chapter Tag, through which you can assign a tag, i.e. a label, to contacts and companies. Tags are very important as they allow you to group contacts and companies based on common characteristics. For example, using the tag also information and the tag supplier, you can group all customers and suppliers into two distinct categories: this will then allow you to easily find them in the database using the segments, which I'll tell you about shortly.

Another very important thing to underline is that tags are customizable. That is, it is possible to create new tags and use them to group contacts and companies according to criteria of your preference. Creating a tag is really easy: just select the item Settings from the Teamleader side menu, go to CRM e pigiare sul pulsating + which is located in correspondence of the field Tag. You must then type the tag to be created in the appropriate text field and press the button Save. That's all!

In addition to tags, i fields present in the forms for adding contacts and companies are customizable: this means that you can create fields other than those present by default (eg. e-mail, address etc.) and use them to enter in its database other information that is considered useful about customers, suppliers or other subjects.

To create a custom field, select the entry Settings from the Teamleader sidebar, go to Custom fields and click on the button + present on the page that opens. A form for creating the custom field will open: in the field Your name, then type the name to be assigned to the field; in the drop-down menu choose the context in which to insert the field (Contact o Society in the specific case, but it is also possible to create custom fields for other sections of Teamleader, which we will discuss later), while in the drop-down menu Type you must specify the type of field to create (eg. single line of text, multiple selection, date and so on). Once everything is set up, click on the button Save to save the custom field and start using it within Teamleader.

You have a contact list in XLS, XLSX e CSV and would you like to import it into Teamleader? No problem, you can do this too! Select the item CRM from the Teamleader sidebar, go to Contacts o Society and click on your voice Import present on the page that opens (top right).

Then press the button Choose file, select the file XLS, XLSX o CSV containing the contacts to import into the database and click on Continue importing. Alternatively, if you want to "manually" copy the contents of a file, paste it into the Teamleader text field before clicking the "Continue Import" button and that's it.

At this point, use the drop-down menus on the page that opens to tell Teamleader how it should interpret the fields in the selected (or pasted) file. Then expand the menu membership to choose the field corresponding to each item in the CSV, XLS or XLSX file (eg. name, last name, number etc.); assign, if you want, gods tag to the contacts to import and click on the button Preview to view the result. If the result satisfies you, click on the button Import now and the import of the contacts into the Teamleader database will start.

Once you have added contacts and companies to the Teamleader database, you can manage them simply by selecting the item CRM from the service sidebar and going up Contacts o Society- You will be redirected to a page containing the names of all people or companies that you have added to your database.

Then click on the name of the person or company you are interested in and you will be able to view all the details: e-mail, address, cellular etc. Furthermore, you will have a complete picture of the opportunity linked to the latter (opportunities are the possibilities of selling a product or service to a customer), to write about considerations on it (in the field located at the top right) and you can view other useful information, such as i connected contacts (e.g. persons connected to the selected company), i open tasks (the activities to be carried out and monitored by Teamleader) and the notes, i.e. all the news related to the selected person or company (e.g. the addition or modification of the status of an opportunity).

Within the same page, then, by clicking on the button Fillet (bottom right) and pressing the symbol + present in the bar that appears on the side, you can upload documents to be associated with the selected contact or company. Convenient, right?

Another very useful function of Teamleader is the one that allows you to link a contact to a company. To take advantage of it and therefore organize your contacts more efficiently by connecting them to the companies in the database, proceed as follows: select the contact to associate with a company, click on the down arrow (v) placed on the board Contact Information and choose the option Link to the company give the menu check if you press.

In the box that appears on the screen, type the name of the company you want to associate with the person, use the drop-down menu function to indicate the function of the subject within the company (eg. manager o owner), indicates whether the latter is the decision-maker moving up Yes or on No the relative lever and click on the button Save to complete the operation.

By clicking on the down arrow (v) placed on the board Contact Information (for contacts) or in the tab Company information (for companies) you can then access other very interesting features, such as the one that allows you to download a report in PDF format on activities and projects related to the selected subject or the one that allows you to adjust the billing preferences for the latter.

If you have a very rich database of contacts and companies and are looking for a way to "juggle" easily within it, you can take advantage of the function segment in Teamleader.

As already mentioned above, with Teamleader "segments" you can perform targeted searches within the database and view only the subjects (contacts and companies) that match certain criteria. For example, you can only see people and companies associated with a particular tag, which have the same Postal code or that have other characteristics in common, such as the province of residence, the date on which thelast meeting and so on.

To create a new segment and perform a targeted search in your database, select the item Contacts or the voice Society from the Teamleader sidebar and choose the option Create a new segment give menu to tendin Show all. In the box that opens, then type the name that you want to assign to your segment (i.e. the rule to search the Teamleader database) and use the drop-down menu Rule to choose if all rules must be applied to carry out the search or if, to proceed, it will be enough at least one rule applied among those indicated.

The drop-down menus located next to the item 1 rule are the most important: it is within them, in fact, that you have to specify the criteria by which to search within the Teamleader database. In the first menu, you have to choose the parameter to refer to (eg. tag, cellular, company, phone o last meeting), while in the following menus the conditions associated with the latter.

For example, if you chose tag, in the subsequent menus you can choose whether to set a search based on the condition contains or does not contain and the value related to the name of a tag (eg. also information o supplier): by doing so, you can easily find all the contacts or companies to which you have associated (or not associated) the "customer" or "supplier" tags in your database.

If you want, you can also set more than one search parameter by clicking on the button [+] (other drop-down menus will appear at the bottom to be filled in as explained above) and choose whether only you can see the segment created or other users who have access to Teamleader can also see it by moving to Yes or on No the relative levetta.

Once all preferences are set, save your segment by clicking on the button Save and recall it in the sections Contacts e Society Teamleader by selecting its name from the menu Show all (up). Easy, right?

Sales management

Teamleader isn't just CRM, it's also a great tool for sales management. It allows, in fact, to follow every potential customer from the first contacts to invoicing, passing through the sending and signing of estimates (a path that is defined in jargon pipeline). Quotes can also be signed online, via the Teamleader pages.

The first step you need to take after being contacted by a potential customer or receiving a request for a quote from an existing customer is to create aopportunity. Then log into your account, select the item Opportunity from the Teamleader sidebar and presses the button [+] present on the page that if you press.

At this point, fill in the form that is proposed to you by typing, in the appropriate text fields, the title that you want to assign to your opportunity (eg. website creation if you are planning to sell a website), the name of the also information (or the potential customer), the source of the contact you have had with the latter (eg. special event, e-mail, Facebook o other) and theamount that you plan to cash out. Finally, choose from the drop-down menu Assigned to the name of the person on your team who will have to take care of the opportunity and presses the button Save to save everything.

You will be automatically redirected to the customer page, in which you will find a box with the timeline of your opportunity.

The timeline consists of various steps: New (newly created opportunity), Contacted (first contact), Scheduled meeting (when planning a meeting with the client), Quote sent (when sending the quote to the customer) e accepted (when the customer accepts the quote) but, if you want, you can customize it by accessing the Teamleader settings.

To change the steps that make up an opportunity in Teamleader, select the item Settings from the left sidebar and go up Opportunity. Then move to the box Stages of the opportunity and use the buttons inside to edit, move, remove or add items to the timeline.

Within the same page, by clicking on the button + placed next to the items template for the layout of the quote e e-mail template for quotes, you can create the template to use for the quotes to send to customers (I'll talk about it shortly) and for the emails containing the quotes themselves. By clicking on the button instead + placed next to the item Trade discounts, you can set discounts on quotes and invoices to send to customers.

Once you have saved all the settings, go back to the customer page and set the current status of the opportunity by clicking on step where you are currently located (ex. scheduled meeting, if you have scheduled a meeting with the customer). Next, move on to adding the products in the Teamleader database and when the quote to be sent to the customer.

To add a product to Teamleader (which would then be the good or service you want to sell to the customer), select the item Products from the left sidebar and click on the button [+] present on the page that if you press.

In the box that appears on the screen, type name, ID, purchase price, main supplier, Tax rate e price including VAT) of the product to add, then click on the button Save to complete the operation.

Now you can move on to sending the quote. Then go back to the customer page to which you associated your opportunity, click on the button Actions and select the item Create quote give the menu to compare.

At this point, fill out the form that is proposed to you by choosing, from the menu Description, the product you previously added to the Teamleader database: the fields Price, Quantity, Subtotal Type (e.g. one-off cost, monthly recurring cost or annual recurring cost) e Tax rate they will automatically populate with the information relating to the product you have selected. In any case, you can easily edit them all by clicking on each of them.

Once you have entered all the information relating to the quote, click on the button Save and the Teamleader editor will open through which you can create the document to send to the customer. If you previously created a quote template using the panel Settings Teamleader, you can select your model from the drop-down menu at the top.

To save the final document, click on the button Save. To turn it into a template to be reused in the future, instead, first click on the button Save, then on the voice Actions present in the opportunity pane and on the option Save quote as a template present in the menu that appears.

Now you can move on to sending the quote to the customer. To do this, click on the item Actions present in the opportunity pane and select the option Send quote give the menu to compare.

Now, type the e-mail message in which to insert the quote as an attachment and click on the button Send (bottom right) to send it to the customer. If you have previously created an email template via the settings Teamleader, you can call it up using the drop-down menu template.

Once the quote has been sent, on the customer page you will see the step Quote sent in green (sign that it has been completed) and, in the section Notes (located at the bottom), you will see the item relating to sending the quote to the customer.

The customer, once the email has been opened, will be able to view the online quote by clicking on the appropriate link and choose whether accept it, download or whether to send a feedback as an answer by clicking on the buttons located on the left.

In case of acceptance of the quote, the operation will be automatically notified in Teamleader (via the customer page, in the section dedicated to opportunity and in the one dedicated to notes) and in the notifications menu (the bluebell located at the top right).

Teamleader also offers the possibility to have a complete overview of sent, accepted and rejected quotes. How? I'll explain it to you right away. Go to the section Opportunity of the service by selecting the appropriate item from the left sidebar, expand the drop-down menu Show all (above) and filter the list of opportunities based on the status of the quotes: quote sent, accepted, rifiutato etc.

If you want, you can also create custom filters by setting a new segment give menu to tendin Show all (as I explained to you earlier in the tutorial chapter dedicated to CRM) and programming calls o task (i.e. actions) for an opportunity by selecting the appropriate items from the menu Actions (in alto to destra).

Finally, by clicking on the item Export located at the top right you can export the list of your opportunities in the form of an Excel file and print it easily.

Project management

Thanks to its function dedicated to the management of projects (to be added to the basic service plan), Teamleader allows you to optimize work in the company and to meet deadlines and budgets. Each project is divided into milestone, that is in fundamental stages for the achievement of the final goal, and managed through an agenda that allows you to keep track of the work of your team, establishing hourly compensation or based on completed tasks.

It is possible to create a new project "manually", by going to the appropriate section of Teamleader, or starting from an accepted opportunity. To create your project from scratch, select the item Projects from the sidebar of the service and presses the button [+] present on the page that opens. To create a project starting from an opportunity, instead, open the page of the customer who accepted the opportunity, click on the button Actions and select the item Create progetto give the menu check if you press.

Now, fill out the form that is proposed to you with all the required information: title of the project, start date, member of the team to whom to entrust the work (menu Assigned to), also information e budget indication as regards the general approach of the project; then name, budget planning, Expiration date and member of the team to whom to entrust the work (menu Assigned to) for the milestone and click on the button Next phase.

Now choose the way to calculate the hourly rate for the project: if you choose the item Price per user, all the hours spent by a user to carry out the project will be calculated and the costs for the customer will be processed according to the hourly rate set; choosing the item Price by type of task, the prices will be calculated based on the type of task performed (therefore not based on the overall time spent), while choosing the option Fixed price per hour you can set a fixed hourly price independent of the tasks and users involved in the project.

Once you have made your choice, press the button Save and you will be redirected to the project page, through which you can keep track of the work done, the activities of your team and the milestone necessary to complete the project.

In the box Advancement you can take a look at the roadmap with the progress made within the project, you will be able to check theuse of the budget earmarked for the latter and view the burndown (the graphic representation of the work done over time). By moving to the box Milestone e taskInstead, you can manage the milestones and tasks that make up the project and create new ones.

To create a new task or schedule a new meeting with the customer, click on the buttons New task e New meeting which are at the bottom of the box and fill out the forms that are proposed to you.

In the task form, you must indicate also information, project, opportunity, milestone membership (the fields relating to customer, project and milestone should be filled in automatically), type of task (e.g. administration, design or development), responsible for the activity (menu Assigned to), Description del task, Expiration date, duration e priority of the latter.

In the form relating to meetings, however, you have to type title meeting, name of the team member who has to take care of the activity (menu Assign to), date, Now, duration e description of the meeting, resort of the meeting, company e opportunity of reference.

By scrolling down the page, then, you can add new elements to your project, such as ticket support, invoices, colleghie customers: just go to the box for each item and press the button + present in it.

When adding a customer to the project, you have the option to allow external access to the latter: this means that the customer receives a link via email through which to access a page with the progress of his project.

In the box Milestone e Task all information relating to the milestone will be displayed: use of the budget, total estimated time for its completion, estimated surplus (in case of excess time in completing a task) and the person to whom it was assigned the job. In addition, the items related to task, calls and timepieces (i.e. the time actually spent on completing the tasks). Then clicking on the button + and by filling out the form that appears on the screen, you can add a new milestone.

To close an already active milestone, however, you must select it, click on the button Actions located at the top right and choose the item Close milestone give the menu check if you press.

Once you have completed a task, you can mark it as completed in Teamleader and calculate its hourly price by selecting it from the box Milestone e Task (or from the menu Agenda > Task located in the left sidebar) and clicking on the button Done. Then fill out the form that is proposed to you, marking date and time of the start and end of the activity, and presses the button Save to confirm.

Time tracking starts automatically every time you start a session in Teamleader and restarts from scratch with each new activity.

To get a complete overview of the activities carried out by your team and the activities planned, select the item Agenda from the left sidebar. The Teamleader Agenda is a very powerful tool, through which you can write down all the activities, meetings and calls (both yourself and your team) in a single calendar. The calendar can then be shared and synchronized with third-party calendars, such as those from Apple, Google and Microsoft.

To view your or your employee's commitments in Teamleader's Agenda, choose a name from the drop-down menu located at the top right and select a display mode between day, settimana o month by clicking on one of the buttons at the top. To view the activities of the whole team, instead, click on the button Team.

If you want, you can also filter the commitments in the agenda and view only the tasks, meetings or calls present in it by selecting the items Task, Matches e Call from the side bar of the sinistra.

Going up instead Time management (always in the left sidebar) you can view all the information relating to the time spent in current and past projects. Also you can discover the time marked and billable time and create new ones timepieces (pressing the button [+] placed at the top).

You can also filter the Agenda view by day, settimana o month, by clicking on the appropriate buttons located at the top, and based on a team member, selecting his name in the drop-down menu located at the top right.


Teamleader can also simplify tasks related to billing (provided you add this functionality to the basic service plan). In fact, it allows you to send invoices starting from scratch, starting from the estimates sent to customers or from the milestones included in the projects. It also allows you to check the status of issued invoices, to send automatic reminders and to automate the creation of invoices when a certain time limit is exceeded in the work. Invoices sent to customers can then be viewed and paid directly online through systems such as credit card, PayPal, iDEAL, SOFORT and bank transfer.

To create a new invoice in Teamleader, select theopportunity or project you want to start from and proceed as follows: if you have selected an opportunity, click on the button Actions present in the box Opportunity and select the item Create invoice from the menu that appears. So choose whether to create one down payment invoice or a invoice for the entire opportunity and fill out the form that is proposed to you.

In the form you must indicate the invoice date, Its starting number (it will be numbered according to the current fiscal year), i payment terms (e.g. 14, 30 or 60 days), theTax rate Withholding Tax and, if you wish, also the name of a person to whom you wish to submit the document (menu All'

Once issued, the invoice will appear in the box Info opportunity. To send it to the customer, click on the button Send and choose whether to send it away e-mail o Manually (the option Send by postal service is not yet active in the city). To mark it as paid, instead, click on the button Paid, while to add a credit note to the latter press the button Credit note.

If you have selected a project and not an opportunity, you can create a new invoice by scrolling down the page until you get to the box Invoices and clicking the button + contained in it.

In the box that opens, choose the option Invoice based on milestones in the drop-down menu Type, select the milestones to be invoiced (in the appropriate field at the bottom), choose whether to make an invoice based on costs and time spent o in base al budget using the appropriate drop-down menu and presses the button vai to issue the invoice.

Subsequently, you can register the invoice by clicking on the item Register that appears in the box Info (top left) and, once the operation has been completed, send it to the customer, report it as paid or add one Credit note by clicking on the appropriate buttons.

To adjust your invoice settings, such as thefiscal year to be used for their issue, the commercial discounts to apply, i automatic reminders to receive for overdue invoices etc., go to the menu Settings Teamleader (in the left sidebar) and go up Invoices. Then locate the box relating to the setting you want to change and click on the options contained in it (for example the button +) to proceed.

On the same screen, you can also create a template for the cover letters to the invoice or for the credit note letters and set i payment terms of the invoices (i.e. the days after which to request the balance of the same). Furthermore, using the levers located at the top, you can choose whether use order numbers on invoicesis receive all billing emails in CCN, automatically create tasks upon renewal of the subscription, enable currency conversion for invoices and you can set both the default hourly rate and add the VAT rate to be used for invoices.

To get a complete overview of the invoices issued and find out which ones they still are on hold, Which not yet sent, Which not yet paid and what they are expired, select the voice Invoices from the Teamleader sidebar and use the drop-down menu Show all (above) to select the search criteria you prefer.

If you want, you can too create a new segment and set custom search parameters, as I explained to you in the chapter of the tutorial dedicated to CRM.

Support ticket

Teamleader also includes a ticket (to be added to the basic service plan) which allows you to offer assistance to your customers by easily answering their questions and receiving notifications relating to their requests. To configure the ticket system for your customers, select the item Settings from the left sidebar, go up Ticket and click on your voice Start the configuration present in the box Ticketing configuration.

In the box that opens, you can find the e-mail address to which you can forward your support address to start receiving tickets (under the heading Receipt of tickets by e-mail) and, below, the field in which to insert theemail address and business name (eg Company Support) to be used to respond to support tickets. If you want to enter more than one email address to reply to tickets, click on the button Add extra address. Once you have completed the form, click on the button Save.

At this point, move to the box Pref Renze (on the right) and choose whether to receive one notify you when there are new open ticketsis close ticket automatically and yes enable the sending of tickets to third parties moving up Yes or on No le relative levette.

By scrolling down the page, you can also set some automatic replies to be sent to customers when opening a ticket, create generic answers to use as a template for emails addressed to customers, set up templates for closing tickets e customize ticket status (just click on the appropriate items).

Tickets will be created automatically when a customer sends an email to the address set as their support address. Alternatively, you can open tickets "manually" by selecting the item Ticket from the Teamleader sidebar and clicking on the button [+].

From the same page, you can also select an active ticket and submit one public response or create one internal note relative to the latter using the box located in the center of the screen.

By scrolling down, then, you can find the box related to task, through which to associate new activities to the selected ticket.

Integration with external services

As we have seen extensively in the tutorial, Teamleader is a very flexible service. This flexibility is also given by the support for external services, such as those for e-mail (eg. gmail o Outlook), and calendar (es. Google Calendar or iCloud calendars), the creation of newsletters (eg. MailChimp ), cloud storage platforms (e.g. dropbox o Google Drive) and payment systems (eg. PayPal).

To add an external service to your Teamleader account, connected to this page of the service, locate the add-on that interests you the most (you can also browse the plugins based on their category, using the menu on the left) and proceed to its installation by first clicking on its icon and then on the buttons Add e Authorize.

Some add-ons, such as the gmail, require the installation of an add-on for the browser, in the specific case for Google Chrome.

Other useful features

Other useful functions of Teamleader are those related to statistics (always accessible from the left sidebar), through which you can get updated statistics on your own pipeline (therefore on the path that leads a potential customer from the first meeting to the acceptance of the offer), on opportunity, invoices, timepieces, calls, ticket e target.

Other useful functions are those that, in the menu Settings, allow you to customize the corporate information (i.e. your company information), set up layout for documents and emails, choose the timeout time for work sessions (menu Safety) and manage the cloud platforms related to Teamleader. Also, by placing the mouse pointer on your own profile picture (top right) and selecting the item My Account from the menu that opens, you can access the management page of your profile where you can view the list of your own mobile devices, that of the days off and you can adjust your preferences for language, signature, notifications and access via multi-factor authentication.

For the rest, since the functions of Teamleader are so many and varied, I invite you to consult the knowledge base on the official website of the service where you can deepen down to the smallest details all the aspects of your interest.

Use Teamleader from smartphones and tablets

Teamleader is also available in the form of application for Android and iOS: in this way it is possible to manage the activities of your company even from smartphones and tablets. The app, of course, can be downloaded at no cost from the Google and Apple stores and can be used using the credentials of your Teamleader account (the one created on the PC). Its operation is similar to that of the desktop version of the service.

Going into more detail, you can access all Teamleader functions from smartphones and tablets by opening the official app of the service and pressing the ☰ button, located at the top left: a menu will appear on the side, including the links to Dashboard, Time management, Contacts, Task and all other sections of Teamleader.

By selecting a link, you can access the relevant section of the app and manage its contents, or add new ones (by pressing the button capacitor positive (+) lead present in each screen).

Teamleader support

Do you need help? Teamleader offers technical assistance, free and in the city, by phone, email or chat. You can consult the support section of the Teamleader official website to find answers to the most common questions about using the service, send an email to or contact telephone support at 02.94751996.

Furthermore, by connecting to this page you can view a series of videos that illustrate how Teamleader works in detail and thus discover how to make the most of all the features of the service.

Article written in collaboration with Teamleader.

Teamleader CRM: what it is and how it works

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