Overview

Teamleader Focus is a unified work management platform designed for small and medium‑sized businesses. It combines CRM, invoicing, quotations, project management, planning, expenses, and insights in one tool. Users get a clear overview of customer communications, automate follow‑ups, track billable hours, manage quotes-to-project workflows, and gain actionable analytics—all within one intuitive platform.

Features and Capabilities

• Customer Management & CRM – Centralise all customer data, interactions, documents, and communication in one searchable repository. Import contacts via VAT, LinkedIn, business cards, or mailbox.
• Interaction Timeline – Chronological timeline showing emails, calls, meetings, invoices, and notes for each customer.
• Sales Pipeline – Visual pipeline management with stages and separate tracking for various products or services.
• Time Tracking – Built‑in timer for logging time on tasks, calls, or meetings; link time entries to clients and bill accordingly.
• Quotations & Invoicing – Generate quotes in branded templates, convert to invoices or projects with one click, enable online quote signing, and auto‑follow‑up on overdue payments.
• Project Management – Convert quotes into projects, assign tasks, plan deadlines and budgets, track progress, and invoice billed hours.
• Planning & Shared Calendar – Book tasks, calls, and meetings for team members; share calendars and allow customers to schedule; manage leave and availability.
• Document Storage – Upload and store contracts, quotes, invoices, photos, timesheets, and emails in one central place.
• Reporting & Insights – Access analytics, reports, and performance dashboards to monitor business health and make strategic decisions.
• Templates & Automation – Create email templates, automate task and follow‑up creation, and set recurring invoices.
• Integrations – Supports 230+ third‑party tools including Gmail, Outlook, Dropbox, accounting platforms through native and via APIs.
• Mobile Apps – iOS and Android mobile apps allow on‑the‑go business card scanning, address navigation, quote creation, and field note-taking.
• Multi‑business & User Control – Manage multiple companies per account, configure user access by role or calendar, and enforce SSO and multi‑factor authentication.