TeamLeader CRM Alternative

TeamLeader software suite offers CRM, Project Management and Invoicing apps. While it does offer multiple apps in a single platform, critical factors like usability, learning curve and lack of integration of different apps makes it “not a good fit” for small businesses.

TeamWave provides out-of-the-box solution to help small businesses manage and streamline everything in their company (Project Management, CRM & HR) while maintaining a strong focus on usability.

Why TeamWave is the leading TeamLeader Alternative.

1. Ease of Use

Small businesses need simple software that can provide most of the functionality out-of-the-box. Essentially the software should have a minimal learning curve, setup time and save resources (time and money).

With TeamLeader you can create projects, tasks and set milestones. But, many other important features like common messaging for team members, collaborative note making, project management via email, event scheduling are not available. TeamWave comes pre-loaded with various features required for important business functions and helps you get started right away. Here are couple of examples:

Client Collaboration

There is no dedicated workflow to share your projects with clients to gather feedback and collaborate while delivering the project. All you can do is link the project with the contact person present in CRM. The project management section doesn’t have clear distinctions for different sections. Here is how it looks:

teamleader-project-management
TeamLeader’s Project Management Section

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TeamWave has  default set of tools (file sharing, discussion board, time log, etc.) inside each project.

teamwave-projects
TeamWave’s Sample Project

TeamWave has a specialised workflow to collaborate with clients or vendors. Just  invite just one person from your client’s team and they will be able to independently add/manage their entire team.

teamwave-client-collaboration
TeamWave Client Collaboration

Team Communication

There is no discussion board in TeamLeader where team members can ask questions and seek suggestions.

TeamWave’s discussion board facilitates brain-storming, gathers ideas and makes sure that everyone sees them. It helps the team to achieve consensus and keep important decisions on the record.

TeamWave Discussion Board
TeamWave’s Discussion Board

Task Management

TeamLeader displays all the tasks without any option to break down larger tasks into task lists. This approach is useful when you’d like to keep a set of tasks in a group.

task-management-in-teamleader
TeamLeader’s Task Management

TeamWave has a section to view all the tasks from all the projects. You can view the tasks for certain project by opening up the project and applying various filters. Easily breakdown large tasks into smaller tasks by grouping them in a task list.

teamwave-task-list
TeamWave’s Task Management

Project Management via Email

While both TeamLeader and TeamWave offer email storage in the project via inbox, TeamWave offers more useful options like creating discussion thread, adding tasklists directly via email.

email-tasklist
Creating Task List via Email

CRM Pipeline View

TeamLeader offers only list view of deals. It lacks the user-interface to provide compelete visibility of the deals across all the sales stages.

crm-deals-in-teamleader
TeamLeader Deal View

TeamWave’s CRM is built around a proven sales pipeline management methodology.

teamwave-visual-sales-pipeline
TeamWave’s Visual Sales Pipeline
Just some of the sales-related things you can do easily from a single page:

  • Check progress of each deal/opportunity
  • Add and move deals from one stage to another
  • Mark them as won/lost
  • Schedule deal activities
  • Select different sales pipelines
  • Figure out cumulative deal worth in each stage of the pipeline
  • Find out the rotten deals (no activity for specific number of days)
  • Filter deals via tags, deal ownership and deal state (open, won, lost, rotten)
  • Quickly connect with support via in-app messenger

Note: TeamWave also lets you toggle between list view and time line view of deals.

CRM Customisation

As TeamLeader’s sales management workspace doesn’t work on sales pipeline management methodology, it doesn’t let you create multiple pipelines inside “Deals” section.

TeamWave offers you a pre-built sales pipeline with five sales stages that help you get started right away. Add additional pipelines from the same page and manage the sales stages as well. In the pipeline view you can simply select the pipeline you’d like to view.

settings
TeamWave CRM Settings

Sales Automation

TeamLeader doesn’t offer any sales automation feature. Consider this scenario: If your organisation receives small volume of emails each month (say a few hundred emails per month) you can easily create new deals, contacts and link them. What if your organisation receives a large volume of emails each month? Adding deals manually and associating contacts will end up taking a LOT of time. To save time and avoid data entry TeamWave has built a sales automation feature – automatically create deals, contacts and link them simply by sending email to the ‘smart address’.

sales-automation-rules
TeamWave’s Sales Automation Settings

2. Pricing

TeamLeader has tiered pricing structure that starts from €25/user/month (without project management) and goes up to €75/user/month (with project management) when you select annual billing. These pricing plans restrict you from using certain apps.

TeamWave has a straightforward pricing – $3/user per month. For annual subscription, the pricing is $2/user per month. All the plans get all the features and apps – absolutely no restriction.

TeamWave Pricing

Here is the cost comparison for a company with 10 employees:

teamleader-vs-teamwave-pricing

3. Application Suite with Integration

TeamWave is a unified platform for collaboration, sales and HR management. This means you’d get an application suite that integrates three apps. Some of the benefits:

Sales and Projects: Important files can be copied from deals to projects (example: requirement document) with a few clicks. Comes in handy when you commence project delivery after winning a deal.

Projects and HR: Project admin can keep track of the performance of the employees along with appreciation received from clients and log them as private notes in the HR app. During appraisal these notes can be reviewed for better decision making.

Sales and HR: In the HR app, if you add someone as the reporting manager of a sales rep, then the reporting manager will be automatically added as a deal follower whenever the sales rep adds a new deal. This fosters collaboration and helps in progress tracking.

Here is a sneak peek of our upcoming features:

We’ll be providing tighter integration of CRM and project management app to help you directly convert deals into project and smoothly transfer all the required files.

Bottom Line

TeamLeader offers multiple apps in a single platform, but there is poor integration between CRM and Project management app. Along with this, lack of usability and crucial missing features don’t add any real business value (time and cost) to the customers. TeamWave is focused on providing solutions for mission critical business functions targeted only for small businesses. We provide minimal yet powerful feature set that anyone can use without significant learning curve.


TeamWave - CRM Projects HR

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