CRM software that gives every
customer the star treatment.
- Customer data in your pocket
- A clear summary of customer interactions
- Easily import, add & search customer details
Are these customer details even right?!
Access customer data anytime, anywhere with Teamleader Focus:
- All customer data and communication is stored in a single location meaning you won’t waste time trying to find out what was discussed.
- Use our mobile app whenever you’re out and about. Find the correct address with a few taps of your finger and you’re off. No more dawdling!
It’s so frustrating not being able to properly help customers when a colleague is out of the office.
Teamleader Focus gives you a clear overview of all customer interactions:
- Keep all those important documents such as contracts, quotes and timesheets in a single location and never lose track again.
- Stay on top of customer emails, meetings and invoices with a handy timeline, so you’re not left scrambling for information.
- Outlook Calendar
Adding or finding customer details is so tricky.
Easily import, add and search customer details in Teamleader Focus:
- Effortlessly import existing customer details from your mailbox or calendar. Stop wasting time reentering information you already have!
- Automatically add new contacts using a VAT number or web form. Or simply scan your customer’s business card. Ideal when you’re out and about, so you’re not left wondering who you spoke to!
- Find customer details in an instant by filtering your customer database by field or tag. There’s also a search bar to keep things simple.
Our features at a glance:
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.
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.
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.
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.
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.
Schedule tasks, meetings and phone calls for yourself or your employees. Even allow customers to schedule meetings in your diary.
Keep all your documents in one handy location. Think inbound and outbound emails, photos, approved quotes, sent invoices, contracts, the list goes on!
Add a follow-up to every stage of your opportunity, and never forget to schedule that important task, meeting or phone call again!
Benefit from in-depth customer insights and make informed and strategic decisions so your business grows.
Create an email invitation once and save it as a template. Use the template as your next starting point time and time again.
Log in faster and more securely using Single Sign-On (SSO). Available for Google, Apple and Microsoft.
Only permit employee access to the companies, contacts, deals or calendars they’re responsible for.
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.
Links to external software
Connect the tools you already use like Gmail, Google Calendar and Microsoft Outlook, so they’re all in one place. Choose from more than 230 popular tools and avoid boring, repetitive work.
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).
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.
Run your business from a single location.
Teamleader’s winning formula? How each of our solutions, such as CRM, invoices, quotations, projects and other Boosters, connects with, complements and enhances the next. When you update customer details, for example, those updates also appear across all your invoices and quotations. Now that’s neat!
invoices, quotations and projects.
- De Slimme Jongens
- Cockheyt Biopools
- Move To Hapiness
- Springbok Coaching
- Zampone architectuur
- Vrolijk Online
- Hiro School
15,190 entrepreneurs are already one step closer to their customers.
For agencies, customers are the key to success. Teamleader Orbit supports them every step of the way.
Does your agency have more than 20 employees? Then our powerful agency software is for you! Introducing Teamleader Orbit. Our added functionality helps your agency attract its ideal customers. Because luck is not a strategy!
Zoom out for the big picture.