Teamleader Focus

teamleader.eu ↗

Customer history and sales follow-up connected with quotations and invoicing

SI Score
75/100
Pricing
Free Trial AI reading, not confirmed
Free plan
Not confirmed
Sign-up required
Required AI reading, not confirmed

Ask SI about Teamleader Focus

Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the Teamleader Focus homepage

What it does

Teamleader Focus keeps customer interactions, opportunities, time records, quotes and invoices together. Its three packages cover different levels of administration, with account-level add-ons for projects, planning and other work. A 14-day trial needs no credit card.

A customer's timeline can show emails, meetings, quotes and invoices. Schedule the next opportunity task or meeting and record billable time against the customer. Updated customer details carry into later documents.

Packages and account extras

Package Selected capabilities Included AI credits/account/month
SMART CRM, time, branded documents and invoicing 100
GROW Adds payment reminders, subscriptions, margins and more quote options 200
FLOW Adds multiple pipelines, financial forecasts and multiple entities 300

Subscriptions use annual or quarterly billing. Project management, planning, lead capture and shared inbox are paid Boosters. These are purchased once per account, even when the calculator spreads the displayed cost across users.

Start your free trial opens account creation for 14 days without a card. For a team tracking both the sale and delivery, include the relevant project Booster when choosing the package.

Strengths

  • Customer details and history connect sales documents with follow-up work
  • Time spent on customer activities can be recorded for billing

Watch out for

  • Multiple sales pipelines are a FLOW package feature
  • Several business workflows require separately priced account Boosters

Best for

  • Service businesses connecting customer work with quotations and invoices

Sources