Consulting

Build excellent customer relationships and easily keep track of your time.

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  • All your customer information in your back pocket
  • Easy time registration
  • Flexible invoicing

Teamleader helps consultants focus on their expertise and build excellent relationships.

1. All your contacts in one place.

EN Eén plaats voor al je contacten

1. All your contacts in one place.

All your contacts are stored in one digital database, that you and your colleagues can easily access. Add customer data in next to no time: fill in a VAT number, and Teamleader will take care of the rest. Keep everything up-to-date using the LinkedIn plugin.

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2. Clear communication history.

Get to really know your customers: all the information is centralised in the same place, for a 360° view of your customer. Includes a full communication history, such as emails, phone calls and appointments.

2. Clear communication history.

EN De communicatiegeschiedenis per klant
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3. Sell more with persuasive quotations.

EN Offertes in eigen stijl

3. Sell more with persuasive quotations.

Create and send quotations with your own logo and layout. You’ll make customers trust your brand and get more business. Save time and work more efficiently with templates.

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4. The right action at the right time.

Do you want to turn your customers into fans? Follow them up with Teamleader. The clear pipeline overview reminds you to when to take action for every customer.

4. The right action at the right time.

EN Overzichtelijk verkoopproces
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5. From quotation to project.

EN Maak eenvoudig projecten aan

5. From quotation to project.

Convert an accepted quotation into a project with just one click. The content of your quotation is immediately converted into milestones for your project.

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6. Track time spent on a project.

Track time spent on all your tasks, appointments and phone calls, and link them to the right project or customer. Use our Time Tracker while working, or enter time spent on a project at the end of the day.

6. Track time spent on a project.

EN Registreer nauwgezet met de Time Tracker
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7. Time registration reports.

EN Duidelijke rapportage

7. Time registration reports.

Generate clear reports of hours worked. You can filter by date, user and work type. Where did your time go? Where do you perform best?

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8. Send invoices in a flash.

Invoice flexibly, based on a project or based on unbilled hours for a specific customer. You can also set hourly rates per employee or task type.

8. Send invoices in a flash.

EN Flexibele facturatie
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9. Get paid quickly and correctly.

EN Online betalingsmogelijkheden

9. Get paid quickly and correctly.

Have your customer pay online, view correct payment statuses anytime and anywhere, and set up automatic reminders for late payers.

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  • Consultance

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Thanks to Teamleader, we can easily follow up on our customers and deals and have a clear overview of our profitability. We love it!

Other software integrates perfectly with Teamleader.

No more cutting and pasting: Teamleader is compatible with 200+ apps and programs that your company is probably already using.

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  • A great calendar

    Your calendar is always up to date. So you’ll never miss an appointment or deadline again.

  • Central communication

    Keep neat and tidy records of incoming and outgoing emails, phone calls and other communications.

  • Link your accounting

    Link Teamleader with your accounting software and follow invoices up perfectly - or send them straight to your accountant.

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Got questions? We have the answers.

Not everyone works the same way. That’s why we have a wide range of options to get you started with our software.

Like to find your own way?
Or do you prefer a little assistance? It’s up to you!

Got questions? We have the answers.

Marie van Support