Teamleader Focus, the most straightforward business software on the market.

No more paperwork.

  • 50% discount from the 6th user
  • 25% discount on your first purchase
  • Up to 17% discount for invoicing per year
Discover our Teamleader Focus plans: (Prices exclude VAT)
Invoicing
Per quarter Per year (save up to 17%)

Are you an agency with
more than 20 employees?

Then our powerful agency software is for you! Introducing Teamleader Orbit. Our advanced features unlock your agency’s true potential with capacity planning, time sheets and billability.

Zoom in on projects.
Zoom out for the big picture.
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*€ 11/month for 10,000 extra contacts & businesses

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All features

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CRM

Customer management Easily enter and search contact details and customer and colleague interactions. Effortlessly track, follow up and strengthen customer relationships.
Customer interaction timeline View all customer interactions on a chronological timeline. See customer emails, meetings, invoices, etc. in one easy-to-find location.
Add & import customer details Effortlessly import existing customer data from your mailbox or calendar. Automatically add new contacts using their VAT number, LinkedIn profile or business card.
Document management Keep all your documents in one handy location. Think inbound and outbound emails, photos, approved quotes, sent invoices, contracts, the list goes on!
Time tracking Keep track of time spent on tasks, meetings and phone calls using the start-stop button in your Teamleader Focus account. Link the time spent to the right customer and make it billable.
Filter & search customer details Automatically filter and list contacts, customers, suppliers or freelancers by field or tag. Or just use the search bar to find a customer.
Shared calendar Schedule tasks, meetings and phone calls for yourself or your employees. Even allow customers to schedule meetings in your diary.
Mobile app Quickly plan your journey to your next in-person meeting with clickable addresses. Scan customer business cards, Create quotations onsite and get them signed there and then. Jot down notes. Schedule a follow-up straight away. Available on iOS and Android.
Reporting Benefit from in-depth customer insights and make informed and strategic decisions so your business grows.
User access Only permit employee access to the companies, contacts, deals or calendars they’re responsible for.
Templates Create an email invitation once and save it as a template. Use the template as your next starting point time and time again.
Single Sign-On Log in faster and more securely using Single Sign-On (SSO). Available for Google, Apple and Microsoft.
Automatic follow-ups Add a follow-up to every stage of your opportunity, and never forget to schedule that important task, meeting or phone call again!
Multiple businesses in one account Manage multiple businesses from a single account and then enter additional business details for each business (e.g. multiple VAT numbers, business addresses and email addresses).
Leave arrangements Set closing dates, holidays, parental leave, sick leave… for employees. Schedule work realistically and watch over the deadlines of your projects.
Compulsory multi-factor authentication Enhance your Teamleader Focus account’s security by requiring employees to complete additional security measures.
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Invoices

Invoices Create accurate invoices featuring your own logo, font and colour palette. Start from scratch or use a quotation, project or time tracking. Send invoices digitally so customers can immediately access, download and pay using online payment options.
Outgoing e-invoices Create accurate e-invoices featuring your own logo, font and colour palette. Start from scratch or use a quotation, project or time tracking. Send invoices via the secure Peppol network, ensuring they reach your customers and can be paid effortlessly using online payment options.
Credit notes Quickly amend invoice mistakes with credit notes or negative invoices. No need for customers to pay and it’ll ease the burden on you, too.
Customer invoice summary Give customers a clear summary of their invoices every time you send a new one over. They’ll be able to view, download and pay outstanding invoices.
Advance invoicing Send clients an invoice before a job is complete – perfect when the terms are partial/full payment in advance. Secure a reliable cash flow.
Pro forma invoices Provide the estimated price of goods or services with a pro forma invoice (often identical to a quotation).
Mobile app Create invoices on the go and get them paid then and there. Keep tabs on invoice payments. Available for iOS and Android.
Product management Create products or services once, fill out their sales and purchase price to determine the margin and save them in your price list. This way, you can quickly add existing products or services to your invoice.
Templates Create different email templates and save time when sending out your invoices.
Invoices for time and/or materials Easily create invoices based on your hourly rate and/or the price of materials you delivered.
Periodic or interim invoices Send periodic or interim invoices every time you complete part of a project.
Multiple currencies Sell to international customers and allow them to pay in their own currency (pound, dollar, etc.).
Incoming e-invoices Automatically receive e-invoices through the secure Peppol network, neatly organised so you never lose track of an invoice again.
Pay via QR code Make sure customers can pay quickly and easily without using online payment software. Automatically add a QR code to your invoice, so customers can scan it with their banking app.
Stock management Know exactly how much you still have in stock as you invoice, and get automatic reminders when you need to replenish stock.
Automatic payment reminders Send automatic payment reminders when payments are overdue. Modify shipping details, add surcharges and change your template.
Recurring invoices or subscriptions Set up automatic recurring invoices for customers on subscription or who you work with on an ongoing basis.
Financial forecasting Accurately forecast your income based on invoice due dates. Gain visibility for the next twelve months.
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Expenses

Scan & upload documents Upload your documents and let AI do the heavy lifting by automatically extracting the details, saving you time and the risk of errors.
Track expense statuses Add a status to each expense, so you always know whether something needs checking, approval or forwarding to your accountant.
Review invoices Easily check incoming invoices for mistakes and keep unnecessary costs at bay.
Approve or reject expenses Not happy with an incoming invoice or expense? Easily mark it as rejected.
Link costs to projects Assign expenses to specific projects for a clearer view of project costs and margins.
Profit & loss analysis Get a clear view of what you’re earning and spending, with real-time control over your margins.
Pay incoming invoices Handle your expenses from within Teamleader Focus.
Links to your bank account (Coming soon) Connect your bank account and let Teamleader Focus automatically retrieve your payment data and link it effortlessly to your expenses and invoices.
Links to external software Connect the tools you already use like Yuki and Payconiq, so they’re all in one place. Choose from more than 230 popular tools and avoid boring, repetitive work.
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Quotations

Quotations Create and send quotations using your own logo, font and colour palette. Receive a notification each time a (potential) client views, comments on or signs your quotation online. Then, convert your quotation into a project or invoice in just two clicks.
Forecast sales revenue Predict your total revenue by tracking every sales opportunity, from the first contact to the approved quotation.
Multiple currencies Create or convert existing quotations in the currency of your (potential) customer. Significantly increase your sales chances.
Mobile app Create quotations on the go and get them signed by customers then and there. Check the status of quotations. Available for iOS and Android.
Templates Create your quotation once and save it as a template to use in the future. Use this as your starting point for each new project.
Multiple quotations per deal Send multiple quotations within the same deal to your customer so they can compare options, and select and accept the best offer.
Product management Create products or services once, fill out their sales and purchase price to determine the margin and save them in your price list. This way, you can quickly add existing products or services to your quotation.
Margin calculation on quotations Easily see how much profit you’re making from an approved quotation, but rest easy that the purchase price and margin aren’t visible to your customer.
Expiry dates on quotations Add expiry dates to quotations to improve your follow-up. Is your quotation about to expire? Get an automatic notification and your customer a reminder.
Orders forms, order confirmations & delivery notes Create order forms, order confirmations and delivery notes bearing your own logo, font and colour palette. All possible from within your project or quotation.
Sales pipeline See exactly where prospects lie in your sales funnel. Decide what stages they need to complete to go from prospect to customer. If you sell multiple products and/or services, you can easily track them in a separate sales pipeline.
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Reporting

Ready-made reports Explore a library of pre-built reports covering all aspects of your business: monthly sales, time tracking per user, returning customers, etc. Clear, easy-to-read charts and data make it easy to make smart, informed decisions.
Customisable reports Easily tweak existing reports. Add or remove data, adjust filters and sorting, customise columns and charts, then save your changes for quick access whenever you need them.
Report exports Export reports in Excel or CSV format and share them via PDF or email.
Interactive reports Select specific data points to dive into detail covering contact details, quotes, invoices, and more. Easily spot outliers, take action and make the most of the insights you gain with a Teamleader Focus account.
Custom fields Use custom fields to add personalised data and create reports that truly speak to your business.
Report sharing Share reports with your team effortlessly. Assign view or edit permissions to the right people and keep everyone on the same page.
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Data comparison Compare report data across quarters, years, or other timeframes. Set benchmarks and track your business performance with clarity and confidence.
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Conditional Formatting Make important data stand out visually by adding a color to it. This makes it immediately clear which numbers require attention.
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Custom Calculations You can easily determine your own formulas and set what you want to measure. This way you always focus on the figures that are important to you.
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Integrations

Links to external software Connect software your business already uses (e.g. calendar, accounting and payment software) and see them all in a single location. Choose from more than 230 integrations and avoid boring, repetitive work.

Support

Support centre Access practical articles (suitable for beginners and pros alike), FAQs and training videos in our extensive support centre.
Live support Our customer service team is here to help. Email us in your native language and get a reply in just a few hours (weekdays only).
Priority support via live chat Chat with one of our support team from your Teamleader Focus account and get the answer you need in just a couple of minutes.

CRM, invoices, quotations and projects.
Followed up, created and ticked off.

  • Free 14-day trial
  • No credit card needed
  • Access to all features
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