Teamleader is CRM and invoicing software for small European businesses, joining deals, quotes, Peppol e-invoices and projects; part of Visma, sold per user.
Teamleader runs the admin side of a small business from one platform, from the first lead to the paid invoice. Its founders built it after running a website agency of their own and finding no affordable tool for the paperwork. Teamleader NV, based in Ghent, Belgium, has been part of the Visma Group since June 2022. Inside the app and its help center the platform goes by Teamleader Focus. The CRM keeps contact and company records with their activity history, and deals move between phases in a list or on a kanban board. A deal entering a new phase can create a follow-up task, call or meeting on its own. Quotations come from templates and products, carry the company's own branding and are signed online. An accepted quotation becomes a project with tasks in one click, and tracked hours flow into an invoice. Invoices leave as Peppol e-invoices, and Focus AI drafts follow-ups and briefs a user before a meeting, acting only with approval. The platform is aimed at SMEs, the self-employed and agencies that would otherwise juggle separate tools for sales, quoting, invoicing and project time. Larger agencies are pointed to Teamleader Orbit, a separate product of the same company. A business buys it per user on one of three packages, SMART, GROW or FLOW, billed annually or quarterly. Boosters add project management, planning, lead capture, work orders and a shared inbox for a monthly fee each, so a firm pays only for the modules it runs. A typical week starts in the agenda, where tasks, calls and meetings sync both ways with Google Calendar and prospects pick a slot from a personal booking page. Sales staff on the road check a contact's activity feed in the mobile app and scan business cards straight into the CRM. Contractors with the Work orders Booster get the job signed on site and send it on as an invoice. The Accounting connector Booster hands invoices and expenses on for bookkeeping, with Exact Online, Twinfield and Octopus among the connected tools. Teamleader fits owner-run service firms that bill for their time and want the quote, the project and the invoice tied to one customer.
Pricing
View plans-
SMART
$18.75 per month
Per user a month billed annually, first-year price with 25% off the first invoice; EUR 22.50 billed quarterly, first quarter; excl. VAT
- The 25% discount applies to the first invoice only
- 50% off each user from the 6th user onwards
- CRM, time tracking, branded documents, (e-)invoicing and sending Peppol invoices
- 100 Focus AI credits per account a month
- 14-day trial, no credit card needed; Boosters cost extra
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GROW
$24.75 per month
Per user a month billed annually, first-year price with 25% off the first invoice; EUR 29.25 billed quarterly, first quarter; excl. VAT
- The 25% discount applies to the first invoice only
- Everything in SMART, plus receiving Peppol invoices, automatic payment reminders and subscriptions
- Margin calculation of income against expenses and extended quotation options
- 200 Focus AI credits per account a month
- Pitched at teams of up to 10 employees; Boosters cost extra
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FLOW
$33.75 per month
Per user a month billed annually, first-year price with 25% off the first invoice; EUR 37.13 billed quarterly, first quarter; excl. VAT
- The 25% discount applies to the first invoice only
- Everything in GROW, plus multiple sales pipelines, leave management and financial forecasts
- Multiple business entities in one account and live support via chat
- 300 Focus AI credits per account a month
- Pitched at larger teams of 10 or more; Boosters cost extra
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Boosters (add-ons)
Custom pricing
- Each Booster is a flat monthly price per account on top of any package, excl. VAT
- Project management: EUR 35 a month, budget, time and tasks per project
- Planning: EUR 35 a month, staff availability and capacity
- Lead capture: EUR 20 a month, collects requests and schedules a meeting right away
- Work orders: EUR 20 a month, signed on site and sent as invoices
- Shared inbox: EUR 50 a month, one inbox for customer queries
- Advanced insights: EUR 25 a month, profitability per customer and project
- Accounting connector: EUR 5 a month, links invoices and expenses to the accounting tool
- Extra Focus AI credits by usage, listed as coming soon
Features
- Included: Visual sales pipeline
- Included: Contact and company records
- Not included: Two-way email sync with Gmail and Outlook
- Included: Calendar sync and booking links
- Included: Activity and task logging
- Included: CRM workflow automation
- Not included: Custom fields and objects
- Included: Lead capture web forms
- Included: Weighted pipeline forecast
- Not included: Custom reports and dashboards
- Included: Quotes generated from a deal
- Not included: Territory assignment rules
- Included: Duplicate detection and merge
- Included: Native mobile CRM app
- Included: Role-based record permissions
- Included: CRM REST API and webhooks
- Not included: Free CRM plan
- Included: AI-generated record summaries
Additional Features
- Kanban deal board with drag-and-drop phases
- Deal automation that creates follow-up tasks on a phase change
- Branded quotations built from templates and products
- Online quotation signing with view tracking
- Several quotations on one deal
- Peppol e-invoices, sending and receiving
- Automatic payment reminders
- Subscription invoicing
Best for
- SMEs and self-employed professionals in Europe who bill for tracked hours
- Firms that send and receive Peppol e-invoices
- Agencies of up to 20 employees; larger agencies are pointed to Teamleader Orbit
- Owners who want the lead, the quote, the project and the invoice in one record
- Contractors who register work and get work orders signed on site
- Teams of up to about ten people on GROW, larger teams on FLOW
- Groups running several business entities from one account
- Firms whose accountant works in Exact Online, Twinfield or Octopus
Use cases
- Turning an accepted quote into a project with tasks
- Invoicing the hours tracked for a customer
- Sending and receiving Peppol e-invoices
- Chasing late payments with automatic reminders
- Billing recurring subscriptions
- Moving deals through a kanban pipeline
- Forecasting deal revenue for the next twelve months
- Getting a quotation signed online
- Scanning business cards into the CRM on the road
- Planning staff capacity across projects
- Invoicing a signed work order straight from the site
- Merging duplicate companies in the CRM
- Letting prospects book a meeting from a booking page
- Checking whether a project stays within budget
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