CRM integration

Teamleader stock:
your sales funnel linked to your stock

Deskflow adds what Teamleader doesn't offer: full stock management, real-time stock checks on deals and automatic order processing. Your Teamleader stock is always visible and deals are automatically converted into orders. No double entry, no missed stock.

Real-time sync
Realtime
Stock visible
Auto
Deal to order
0
Double entry
The problem

Teamleader lacks stock management: Deskflow fills the gap

Teamleader is a powerful CRM and project tool, but offers limited stock management. Your sales team closes deals without knowing whether products are in stock. After closing a deal, the manual work begins: creating the order, adjusting stock, organising picking.

The integration with Deskflow gives Teamleader what it's missing. Your sales team sees Teamleader stock in real time when preparing quotes and deals. Won deals automatically become orders in Deskflow. No double entry, no errors in the handover from sales to operations.

Sound familiar?
  • Closing deals without knowing whether products are available
  • Manually creating an order in a separate system after a won deal
  • Sales team and operations team working in separate systems
  • Manually retyping customer details from Teamleader into your back office
Take the next step in your CRM

Teamleader stock in real time
up and running in four steps

Set up once, and from then on Teamleader and Deskflow work together automatically.

1
Customers and contacts automatically synced

New customers and contacts created in Teamleader automatically appear in Deskflow and vice versa. One central customer record for sales and operations.

2
Enter products once

Enter products once in Deskflow. They're instantly available in Teamleader for quotes and deals. Prices, descriptions and stock levels always current on both platforms.

3
Automatically convert deals into orders

When a deal is won in Teamleader, you can convert it into an order in Deskflow with one click. Picking, stock reduction and order tracking start automatically.

4
Invoicing linked to order tracking

Deskflow handles the order and operational steps. Teamleader manages the customer relationship and invoicing. Together, fully in sync with no manual data handover.

Benefits of the integration
Real-time stock on quotes
Your sales team always sees current and theoretical stock in Deskflow when preparing a quote in Teamleader.
Automatic deal-to-order
Won deals become orders in Deskflow with one click. Picking and stock reduction start automatically.
No double entry
You enter customer details and products once. They're available in both Teamleader and Deskflow.
Sales and operations in sync
Sales team works in Teamleader, operations team in Deskflow. Both systems are always up to date through automatic synchronisation.
What syncs?

Everything Deskflow adds
to your Teamleader environment

The integration connects your sales funnel to your operational back office. What Teamleader lacks, Deskflow fills in.

Customers and contacts

Customers and contacts are synced bidirectionally. Created in Teamleader, available in Deskflow, and vice versa. One central customer record for your whole team.

Product catalogue

Enter products once in Deskflow and they're instantly available in Teamleader for quotes and deals. Prices and descriptions always consistent on both platforms.

Deals to orders

Convert won deals in Teamleader into an order in Deskflow with one click. Picking, stock reduction and order tracking start automatically. No manual handover.

Real-time Teamleader stock

Your sales team always sees current stock figures when preparing quotes. Never close a deal on a product that's out of stock again.

Theoretical stock

Besides current stock, Deskflow also shows theoretical stock: what's reserved, what's on its way. That way your sales team only sells what's actually available.

Invoicing integration

Teamleader manages the customer relationship and invoicing. Deskflow handles the operational steps. Both systems work together with no manual data handover.

Before and after

Managing Teamleader stock:
without and with Deskflow

Without Deskflow
  • Closing deals with no stock check, resulting in overselling
  • Manually creating an order in a separate system after a won deal
  • Manually retyping customer details from Teamleader into the back office
  • Sales and operations working in separate systems with outdated data
With Deskflow
  • Sales team sees real-time stock when preparing quotes
  • Won deals automatically become orders in Deskflow
  • Customer details automatically synced, zero manual entry
  • Sales and operations work from one central system, always current

Frequently asked questions

Everything about the Teamleader stock integration via Deskflow

You connect Teamleader once via the Deskflow management portal. After the integration, customers, contacts and products are synced automatically and you can convert deals directly into orders in Deskflow. Our onboarding team guides you through the setup.
Customers and contacts are synced bidirectionally. You enter products once and they're available in both systems. Deals created in Teamleader can be automatically converted into orders in Deskflow, including stock verification and picking.
Yes. Through the Deskflow integration, your sales team has real-time insight into current and theoretical stock when preparing deals and quotes in Teamleader. So you always know whether products are available before closing a deal.
When a deal is won in Teamleader, you can convert it into an order in Deskflow with one click. Deskflow then automatically handles picking, stock reduction and order tracking, while Teamleader manages customer communication and invoicing.
Yes. Deskflow has a full Teamleader add-on that adds stock management, order tracking and a POS module to Teamleader. The add-on offers current and theoretical stock, serial numbers and batches, and webshop integrations that you manage from within Teamleader.

Ready to connect?

Teamleader stock and Deskflow:
sales and stock in sync with one integration

Book a no-obligation consultation and discover how Deskflow adds the stock management Teamleader is missing. Up and running within a month, with no technical hassle.