Teamleader Focus
Business Profile
Core Value Proposition
Teamleader Focus provides an all-in-one platform combining CRM, invoices, expenses, quotations, project management, insights and planning to help SMEs run their business.
Target Customer
Small and medium-sized enterprises (SMEs), self-employed professionals, and agencies (including teams of 20+ employees using Teamleader Orbit).
Key Differentiator
All-in-one, one-platform solution that centralizes customer data, financials and project work, with a pricing approach that emphasizes usage (Only pay for what you use) and easy integration with existing software.
Implementation Timeline
Customers can start with a free 14-day trial and gain immediate access to features; value can be realized quickly through centralized workflows and rapid invoicing/quotations.
Pain Points
- 1Administration scattered across multiple tools or still using Excel, leading to inefficiency and data fragmentation.
- 2Cash flow management and getting paid quickly, with a need to track overdue payments automatically.
- 3Difficulty staying on top of projects, deadlines and budgets, and linking time/costs to the right customers.
Key Features
- 1CRM: Store customer details in one place and follow up easily
- 2Invoices: Create accurate invoices and speed up collections
- 3Expenses: Track costs and link to projects/clients
- 4Quotations: Create branded quotations with online signing
- 5Project management: Plan and manage projects to meet deadlines and budgets
- 6Insights: Ready-to-use reports and dashboards for decision-making
- 7Planning: Workload visibility and resource allocation
- 8Integrations: Connect to accounting software, calendars and other tools
- 9Extras: After-sales service and scalable options like Teamleader Orbit for agencies
Target Customer Industries
Client Results
- 1Faster invoicing and getting paid (invoices generate quicker payments)
- 2Better visibility into profitability and project costs
- 3Reduced manual data entry and more automated processes
- 4Centralized customer data and streamlined follow-up
- 5Digital signing of quotations and professional presentation
Competitive Advantages
- 1Single platform for CRM, invoicing, quotations and projects (vs multiple tools)
- 2Centralized data improves efficiency and customer follow-up
- 3Built-in financial controls (invoicing, expenses, profitability) and project budgeting
- 4Digital quotations with online signing
- 5Integrates with existing software (accounting, calendars, etc.)
- 6Flexible options for self-employed, SMEs, and agencies (Orbit for agencies >20 users)
Key Benefits
Case Studies & Success Stories
Brandmerck – professional quotations online
Quotations appear more professional and can be sent and approved digitally.
Cockheyt Biopools – streamlined expenses and project profitability
Keeps expenses and purchase invoices neat and linked to the correct projects and clients, providing a clear view of project profitability; reduces manual data entry.
Sasha Yazdi, SAM Online Marketing – holistic customer overview
Describes ability to get a complete overview of customer data and communication for easier follow-up.
Yungbrands – invoicing and turnover example
Snippet showing an invoice and turnover data, illustrating invoicing capability and potential impact on cash flow.
Additional Product Information
Product Description
An all-in-one SME-focused business software that centralizes CRM, invoicing, expenses, quotations, project management, insights, and planning with integrations to existing tools.
Target Market
Small and medium-sized businesses, self-employed professionals, and agencies that bill by the hour or manage projects and invoicing.
Unique Value Proposition
One platform to run your whole business, unifying customer data, financials and project work with ready-made insights and easy integrations, plus a flexible pricing approach.
Technical Requirements
Integrations with accounting software and calendars; platform features designed to connect with existing tools.
Pricing Model
Pricing from €37 per month; free 14-day trial; 'No credit card needed' for the trial; 'Only pay for what you use' pricing approach
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