Projects in Teamleader Focus: flexibility, financial flow and CRM all combined in one tool

Project management software that adapts to your way of working and not the other way around, that's Teamleader Focus. This makes it easier to deliver projects on time and within budget. The new projects also combine your financial flow and CRM, so you have everything in one tool.

Creating a project plan is difficult. Yet, we tried to make it as easy as possible. With the project module of Teamleader Focus, you have an overview of all your projects. In addition, you can manage and link your CRM, quotes, and invoices in Teamleader Focus. This makes administration a piece of cake. Try Teamleader Focus now for 14 days for free.

Why do you need project management software?

Project management software ensures that you have an overview of all your projects. It is the central place where you can find everything about the collaboration, real-time progress, and budget and resource management. In addition, it can often be linked to your CRM and your financial tools. This makes it effortless to create quotes and invoices for your projects.

The project module of Teamleader Focus

The projects in Teamleader Focus are built around three important pillars: flexibility, integration with your CRM and financial flow, and the reproducibility of projects.


Teamleader Focus helps you grow in your own way. Most project management tools require organisations to adapt their way of working to the software. With Teamleader, our projects adapt to your workflow, not the other way around. Implement your own way of working, as simply as possible. Customise headers, change columns, add colour codes... Work the way you want.

Integration with CRM and financial flow

The financial flow and your CRM are integrated into the new projects. This allows you to link multiple quotes to one project, or convert a quote into a project and later into an invoice. You can also choose which elements of the quote to convert to your project. The same applies to project invoicing: you have complete control over what work is included or excluded from an invoice.

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The advantage of this seamless link between your projects, financial flow, and CRM is not only the ease of use, but on top of that, you no longer need different tools. By keeping all the information in one place, you work more efficiently, have a better overview, and avoid the risk of errors. And thanks to the clear overview of budgets, costs, and profits, project managers also know what they contribute to the success of your company. This, in turn, leads to more engagement and prevents any loss of euros!

Creating invoices

Easy to replicate

You can easily reproduce projects as well. Many organisations often have the same type of projects that they repeat for different clients. In such cases, it is much more efficient to copy and reuse an existing project for a new client rather than starting from scratch. This is also possible within a single project: copying a task or task group is just a click away.

The key features summarised

  • More project information: The invoicing method is visible, you can assign colour codes, customise headers, and have the ability to link multiple deals to a project. You can also display exactly the information that is important to your role within the project. This selection is saved, so you immediately see what matters to you in a project.
  • Clear work breakdown: There are separate cost items for materials and external costs, you can adjust the order of items and columns, and it is possible to duplicate groups and rules.
  • More flexible tasks: You can assign one task to multiple employees, see the task status, and assign an invoicing method to a task.
  • From quote to project: Convert separate quotes into one project and convert a new quote into an existing project. The subheadings of your quote become groups, and the lines on your quote become your tasks or materials. Moreover, you can choose which elements of a quote are included in your project.
  • Invoices per project: Convert separate parts of a project into an invoice, making it easy to create interim invoices for long-term projects. Soon, you will also be able to link existing invoices to projects.

In short, a seamless flow from initial contact to quote, to a won deal, to project, to planning and invoicing. And all of that in just one tool.

Manage your business in one place 

The project module of Teamleader Focus can be adapted for any type of project. Our project planner can be completely customized to your preferences. This way, you get the most out of your projects and never miss a deadline again. With Teamleader Focus:

  • you can manage projects more efficiently;
  • you can analyze completed projects, so everything runs even more smoothly in the near future;
  • you always and everywhere have a complete overview of your ongoing projects.

Test it now yourself with a free 14-day trial period! Not for you? No problem, you're not tied to anything.

  • 31/05/2023
  • Last modified on 10/05/2024

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