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Teamleader

A business management tool combining CRM and invoicing.

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Teamleader Focus is a business management platform that brings CRM, quotations, project management, time tracking, invoicing and reporting into a single tool, replacing scattered administration across spreadsheets and separate apps. It covers the workflow from first lead to paid invoice, with Focus AI assisting on tasks such as setting up invoices and projects and tracking customers and deals, subject to user approval.

Core capabilities include a CRM with customer overviews and time tracking, branded quotations with digital signing, project tracking against deadlines and budgets, e-invoicing via Peppol with automatic payment reminders, and ready-made reports. It connects with calendar, e-mail, accounting, payment, marketing and dashboard software through more than 230 integrations, including Gmail, Outlook, Exact Online, Stripe, Mailchimp and Power BI. Additional modules such as Project management, Planning, Lead capture, Work orders, Shared inbox, Advanced insights and Accounting connector can be added as Boosters.

Focus is aimed at entrepreneurs and small teams across markets, with seat-based pricing per user per month in three editions — SMART, GROW and FLOW — each including a monthly allowance of AI credits, plus optional Boosters purchased per account. A free 14-day trial with access to all features is available. Teamleader also offers Orbit for larger agencies, One for e-invoicing by the self-employed and small companies, and Dexxter for bookkeeping.

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