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CRM

Align your marketing teams and accelerate your sales cycle by synchronizing Plezi & Teamleader

Align your marketing and sales teams and accelerate your sales cycle by synchronizing your Plezi marketing automation tool with your Teamleader CRM.

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Features
  • Company and contact management
  • Management of sales opportunities
  • Quote creation and online signature
  • Time tracking
  • Invoicing
  • Project management
  • Work order
  • Shared inbox
  • Connection to various tools via the marketplace
Benefits
  • Data centralization in an all-in-one tool
  • Less time wasted on time-consuming administrative tasks
  • Intuitive and easy to use
  • Easy to set up
  • SaaS software and Android and iOS mobile application
  • Support and help center

Teamleader Focus is an intuitive, easy-to-use business management software package that lets you identify prospects and customers, create quotations, turn quotations into projects, plan, invoice and receive payments in just a few clicks.

Teamleader Focus has already won over 15,000 small and medium-sized businesses in Europe.

Free trial *

**Try Teamleader Focus free for 14 days

Why connect Plezi and Teamleader?

Collaboration between marketing and sales teams

The integration between Plezi and Teamleader enables marketing and sales teams to work together more effectively.

With Plezi you can generate leads on your website and nurture them with personalized content to prepare them for sale. Once a lead is ready to buy, it’s automatically transferred to Teamleader, where sales teams can track and engage these hot prospects more effectively so that no opportunity is missed.

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Implement more precise marketing actions

You’ll be able to offer your prospects a unified path, from their first step on your site right through to the sale, and send them the right content at the right time.

Optimizing the customer journey

With data shared between Plezi and Teamleader, you can create more consistent and personalized customer journeys, improving the customer experience and increasing the chances of conversion.

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Save time and increase efficiency

By automatically sending your leads marketing and sales data, you can improve the efficiency of your teams, enabling them to concentrate on what they do best.

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