CRM

CRM module includes:
- CRM & Offers
- Time Tracking
- Lead Management
- Calendar Management

All your client information at your fingertips
- Easily manage your contacts and create your own target groups
- Search for all i...
See More nformation on a client by simply typing in their VAT number
- Keep track of each time you contact the client
- Send your newsletter from the integrated platform

Thanks to Teamleader, you can quickly and easily manage all of your contacts. You can link contacts to companies and note their position within the organization. If you enter a company’s VAT number, Teamleader automatically fetches all available information on the company. Filtering your contacts is also a cinch with tags and segments.



All of your activities in one calendar
- Keep track of all of your tasks, meetings and calls in one convenient calendar
- Share your calendar and find free time
- Synchronize with other calendar
- Send e-mail invitations from your calendar

You can manage all of your tasks, meetings and phone calls in one integrated calendar. You can sync it with Google Apps, Office 365 or iCloud so that you are up to date in each application. You and your co-workers can share your schedule so that you can gain insight into their schedules. But of course, your private meetings can only be seen by you.



Record your performance
- Automatically or manually record all hours worked
- Get an overview of the work done for a client or project
- Easily invoice the number of hours worked
- Easily organize your invoicing by putting your setting uninvoiced apart

Accurately record the time worked for each task. Are you close to finishing a project? Then simply create an invoice based on the number of hours recorded! You will also be able to see the time that your employees spent on a task or project in the day or weekend summary.

Website: www.teamleader.eu/tour
Launched: July 01, 2012