Teamleader Focus 4+

CRM, invoice, quote, planning

Teamleader

Designed for iPad

    • Free

Screenshots

Description

Invoices, quotes, CRM, project management and planning: manage your business easily in one place with Teamleader Focus.

Make use of the most powerful features on the mobile app and run your business from anywhere:

- Access and update contact details in your CRM.
- Stay on top of payments, create invoices and quotations.
- Maintain a clear overview of your tasks, meetings and calls.
- Track time, create digital work orders, and manage resources.

Your CRM always at hand
Access, update, and track contact details on the go. Keep your complete CRM database at your fingertips, view interaction history, and stay connected with leads and customers. Need directions to your next appointment? Find routes via clickable addresses.

Create invoices and monitor payment statuses
Create invoices anytime during or after a project, based on completed or upcoming work. Teamleader Focus lets you track outstanding payments, automate reminders, and view PDFs of pro-forma, open, and paid invoices, ensuring up-to-date financials. Even on the go.

Stay organised
Our mobile app’s user-friendly dashboard provides you with a clear and chronological overview of all your scheduled tasks, appointments, and calls. Never miss a deadline or lose track of important activities again.

Manage your sales opportunities at any time
Sell on the go, update CRM data in real-time, and close your deals faster. Add new deals or move existing ones through your sales pipeline.

Track time spent on tasks with one click
Whether you're working on your computer or on mobile, Teamleader Focus allows you to start time tracking in your browser and continue on your phone or vice versa. This streamlined process makes tracking your working hours easier than ever.

Digital work orders and resource tracking
Create digital work orders and keep track off your mileage, working hours, and materials used. Our mobile app acts as your trusty right hand, allowing you to conveniently document and manage these details within a single platform.

Teamleader Focus on desktop.

With our Teamleader Focus business software, you can create quotes, manage customer relationships, invoice, plan work, and manage projects, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance.

Smart quotations
Create, customise, and share professional quotations. Follow up with prospects accurately, set expiry dates and internal reminders, and easily convert signed quotes into invoices. Sell more and faster with Teamleader Focus.

Smart invoices
Invoicing made easy: send invoices online, enable online payments and get paid faster using InvoiceCloud. Use QR codes on invoices to simplify payments. Get instant payment notifications and trust our integrations, such as Ponto, for payment verification.

Smart CRM
Have customer data automatically completed on invoices, quotations or work orders, based on a VAT number or a company name. No more mistakes retyping contact details by hand: have documents automatically linked to the right contact.

Smart project management
Teamleader Focus seamlessly adapts to your workflow, ensuring a tailored experience that’s integrated with your financial flow and CRM. You can easily replicate projects to maximise your productivity.


Please note that a Teamleader account is required to use Teamleader Focus for iOS.

About Teamleader
With over 15.000 satisfied business owners and their teams, Teamleader has become the go-to business software for SMEs in Europe. From IT agencies and digital marketers to plumbers and construction companies, Teamleader's comprehensive suite of tools helps businesses maintain control and achieve more with less hassle.

For more information, visit our website.

What’s New

Version 3.3.0

Hi! We are happy to announce you can now create meeting reports when you finish a meeting.
Next to that, you can now see files on a meeting and edit the custom fields. We also fixed some bugs.

Ratings and Reviews

4.2 out of 5
5 Ratings

5 Ratings

Prelol ,

Teamleader

Eigelijk geinstalleerd om makkelijker (na de werkuren) te zien of mijn vakantie dagen goedgekeurd zijn, het lijkt er op dat deze feature ontbreekt.
Misschien zoals de desktop versie onder profiel zetten?

Maar voor de rest wel zoals het hoort!

Developer Response ,

Bedankt voor de 4-sterrenbeoordeling! Jouw vakantiedagen kan je inderdaad controleren via de desktop-versie van Teamleader Focus.

sebastien.ln ,

Werkbon

- gekoppeld project niet zichtbaar
- geokoppelde documenten niet zichtbaar
- werkbon nietvautomatisch aan project gekoppeld, maar indien je hem manueel koppelt zit het er niet bij.
- bon niet factureerbaar

- timetracking verloopt niet automatisch
- ook niet als ik vanaf de app een call op een deal verwerk. Je kan niets doen met de app zonder een tablet, de website laadt jammer genoeg niet correct mobiel.

Developer Response ,

Hey Sebastien, Jammer te lezen dat je niet tevreden bent over de app. Zou je ons kunnen contacteren via support.focus@teamleader.eu , dan kunnen we punt 2 en 3 samen bekijken. Laat ons via die weg ook zeker weten voor puntje 1 wat je precies wil kunnen met projecten op mobile. Kan je ons ook meer info geven over wat je bedoeld met dat timetracking niet automatisch verloopt? We zouden ook graag meer info hebben waarom je niets met de app kan doen zonder tablet. Onze app wordt namelijk door 99% van de klanten gebruikt op de smartphone. Met vriendelijke groeten, Teamleader Support

Ruben Baeyens ,

Zeer tevreden

Zeer grote vooruitgang tov de vorige versie.
Alles om snel onderweg te kunnen werken in een overzichtelijk jasje

Developer Response ,

Hey Ruben,

Dankje voor de mooie woorden! Dit doet ons plezier!
We blijven verder werken om het nog beter te maken.

Teamleader Support

App Privacy

The developer, Teamleader, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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