TrueContext
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online CRM
- Manage Contacts
- Simple Client Segmentation
- Action Summary By Client
- Voice Calls (VoIP)
- Call With One Click
- Identify Caller Through CRM
- Record Calls In Client Profile
- Automate Sales Process
- Add Deals To Contacts
- Create And Accept Quotations Digitally
- Sales Team Management
- Invoice Time Records
- Send Recurring Invoices
- Managed Uninvoiced Time
- Time Tracking
- Record Task Performed
- Employees’ Time Sheets
- Project Management
- Start, Manage, And Plan A Project
- Collaborate With Team Members And Clients
- Integrated Calendar
- Synchronized Calendar
- Support Tickets
- Link Tickets To CRM
- Invoice Tickets
- Manage Clients’ Questions
- Mobile App
Pricing Info
Pricing Info
Teamleader can be availed by small and medium-sized enterprises by purchasing a license which they can pay either annually or quarterly. Here are the enterprise pricing details:
Yearly Plan (2 Users)
- €25/mo. – Invoiced Annually
- CRM & Offers
- Time Tracking
- Lead Management
- Two Free Users
- Calendar Management
- Add Modules:
- Invoicing
- Projects
- Support Tickets
Quarterly Plan ( (2 Users)
- €20/mo. – Invoiced Quarterly
- CRM & Offers
- TimeTracking
- Lead Management
- Two Free Users
- Calendar Management
- Add Modules:
- Invoicing
- Projects
- Support Tickets
Integrations
Integrations
Teamleader can be integrated with many applications like the following:
- Twilio
- Office 365 Outlook
- MailChimp
- Google Calendar
- Apple iCloud Calendar
- Office 365 Calendar
- Strike
- JotForm
- Dropbox
- Google Drive
- Hubspot
- Magento
- Slack
- Shopify
- SageOne
- Xero
- Salesforce Pardot
- PayPal
- Mastercard
- IMAP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Well Played, Expocart, In The Pocket
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An easy to use platform which integrates CRM, invoicing, and project management modules into one simple tool.
Company Email
Contact No.
Company's Address
Dok Noord 3A/101
9000 Ghent
Belgium
Teamleader Comparisons
Popular Teamleader Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Mobile Forms App features
- Offline work mode
- Market-leading data input options
- Native OS user interface (iOS, Android, Windows 10)
- In-app branding and customization
- Sections / Repeatable sections / Conditional sections
- Conditional logic
- Auto-populate forms with data from cloud or back-office systems
- Data source filter and search
- Rich Photo/Sketch: multiple images, drawing tools, zoom-in/out, thumbnail summary, picture quality/size, stamp form data on images
- Date/time/duration controls & calculations
- Barcode & QR code scanning
- Click-to-Call, Click-to-SMS, Click-to-Email, Click-to-Web, Click-to-PTT, contact directory
- Form Summary (with share/print options)
Integrations & Workflow features
- Out-of-the-box support for numerous cloud services and back-office systems
- Business document output support: PDF, MS Word, HTML, plain text, calendar event (iCal), business card (vCard)
- Customizable data file output support: CSV, JSON, XML, plain text
- Dispatching: via API, via Portal, bulk dispatch, image dispatching
- Custom Filters on data destinations/integrations
- Dispatch destination (Mobile to Mobile workflows)
- SMS notifications
- Form to email
Analytics & Reporting features
- Data Output options: PDF, Word, CSV, HTML, XML, JSON, Business Card, Event invitation, Custom DREL
- Data record listing & filtering
- Form submission charts (via web-portal)
- Online viewing of PDFs
- Visual mapping of data record submission locations
- Custom PDF/Word document output formatting (fee applies)
- Unlimited analytics data storage
- Data export (manual or scheduled)
- Data export filters
- Advanced Analytics – Data management service
- Advanced Analytics – Interactive dashboards and reports access
- Advanced Analytics – Scheduled reports pushed via email
- Advanced Analytics – Report authoring
- Advanced Analytics – Dashboard authoring
Pricing Info
Available plans:
Essentials – $15/user/month
- Advanced data collection
- Simple business logic
- Simple outputs and integrations
- Multi-platform
- Offline functionality
Advanced – $45/user/month
- Advanced conditional logic
- Advanced integrations
- Advanced outputs
- Multi-depths, higher usage limits
Enterprise
– Request a quote
- Single sign-on & advanced security
- Advanced input controls
- Advanced form management
- Unrestricted usage
*Each user represents a ProntoForms activated mobile device. Monthly subscription price based on annual contract.
Integrations
TrueContext integrates with a variety of business systems and applications: Pre-Built Enterprise Integrations:
- FTP
- HTTP GET
- HTTP File Upload
- HTTP POST / PUT
- Template-Driven HTTP
- WebDav
- Sharepoint
Pre-Built Cloud Integrations:
- Box
- Dropbox
- Evernote
- ShareFile
- Geotab
- Google Sheets
- Google Cloud Print
- Google Contact
- Google Drive
- QuickBooks Online
- SalesForce
- ServiceMax
- Sharepoint
- Microsoft OneDrive
- Microsoft Sites Document Library
- Zendesk
- Salesforce Custom Object
- Amazon Cloud
TrueContext also offers REST API that makes it possible to integrate it with virtually any back-end system, including large enterprise systems, e.g., SAP, Oracle, as well as proprietary in-house systems. Supported features include form dispatching, data source updates, form document, data retrieval, user management and many more.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Halliburton, Toshiba, Amtrak
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TrueContext, a winner of our Best Forms Automation Software for 2019, is a top tool for managing teams and projects. It helps users save costs and effort by automating mobile workflows. The platform also helps remote workers collect data on mobile devices easily, generate insights, and share with the larger team.
Company Email
Contact No.
Company's Address
2500 Solandt, Suite 250
Ottawa, Ontario K2K 3G5
Canada
TrueContext Comparisons
Popular TrueContext Alternatives
Almost as essential as useful features and customer support responsiveness are pricing plans provided by Teamleader and TrueContext. Although price should not be a deciding factor it’s without a doubt a key thing to think about. You should try to find a flexible pricing plan that can be adjusted to your business size and painlessly scaled up if your company develops. Make sure you don’t opt for packages that include advanced features that you won’t find useful and always make an effort to contact with the vendor directly as enterprises can frequently count on more affordable prices. You should also check out a free trial or demo of every app to spend at least some time on actual work with the system. It’s a valuable experience that doesn’t require you to invest any money and gives you a solid overview of what it feels like to work with Teamleader and TrueContext.
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