Connect Teamleader to Bouwflow: from won deal to construction project
With the Teamleader integration, a won deal from your CRM flows straight into Bouwflow. The customer, the quote and the line items come along, so your sales and your on-site delivery are no longer two separate islands.
What is Teamleader?
Teamleader is a Belgian software company from Ghent that builds sales and business software for small and medium businesses. Its best-known tool is Teamleader Focus: a CRM where you manage your contacts, your sales opportunities and your quotes, with invoicing, tasks and a calendar alongside. There is also Teamleader Orbit for agencies and Teamleader One for e-invoicing.
Many contractors and installers use Teamleader as their commercial front office: they follow up leads, send out quotes and watch their sales pipeline. What a general CRM deliberately does not do is the work on site: calculation down to the line item, planning, work orders, materials and progress billing. That is exactly where the connection with Bouwflow picks up.
What is Bouwflow?
Bouwflow is ERP software for construction contractors. From one place you manage your job sites, calculations, quotes, work orders, materials and the communication with your accountant. More than a thousand construction professionals use Bouwflow to run their project admin faster and more clearly.
The Teamleader integration you see on this page is one of our direct connections to the tools you already use as a contractor, from your accounting and your bank to your calendar.
How does the Teamleader integration work in Bouwflow?
You use Teamleader for your sales and Bouwflow for the delivery. When you win a deal in Teamleader, you don't rebuild the project: the data comes across into Bouwflow.
Customer and relationship management in Bouwflow- A won deal in Teamleader lands in Bouwflow as a project, so your sale carries on smoothly into the work on site.
- The customer on the deal comes along with their details, so no one has to be recreated or retyped.
- The articles and line items from your Teamleader quote come across, so your calculation in Bouwflow already has a base to build on.
- In Bouwflow you take that project further into planning, work orders and progress billing.
- Teamleader stays your sales and CRM environment, Bouwflow becomes your site and project environment. Each does what it's good at.
Why contractors use Teamleader with Bouwflow
Sales and site in one line
A won deal becomes a real construction project right away. The handoff between your sales and your crew on site no longer falls through the cracks, because everything starts from the same data.
No retyping customer and quote details
The customer and the line items from your deal come across from Teamleader. You start your project without double entry, and fewer errors creep into your calculation and invoicing.
Build on where a CRM stops
Teamleader is strong at sales, but the site asks for more. In Bouwflow you calculate down to the line item, plan your crew and drive your work orders, and you can bill on progress. That is the work a general CRM doesn't do, built for construction.
Your team keeps the tools it knows
Your sales keep running in Teamleader, your site follow-up happens in Bouwflow. No one has to trade in a familiar sales system, and your project admin still stays in order.
Or bring it all together in Bouwflow
Would you rather not juggle two systems? Bouwflow has a full CRM of its own on board. You manage your entire sales pipeline, your salespeople and your follow-ups in it, and you see all your sales statistics in the same place as your sites, your planning and your invoicing.
