The essentials of Teamleader Focus' award-winning tool inside an app for Android or iOS? It exists! Just fill in the same login details as for your web version and off you go!
Our app offers you a wide range of features:
Easily manage your contacts on the road
A mobile business card scanner which allows you to upload the details from any business card straight to your Teamleader Focus CRM
Add contacts to a company and define their function immediately
View the activity feed/tracking of your contact or company
Upload files on contact, company or deal level
Plan tasks via the app
Mark tasks as done
Track time on tasks
Link tasks to deals and projects
Reschedule tasks
Check unscheduled tasks
Reopen tasks
Plan calls via the app
Dial calls via the app and log them as time tracking
Mark calls as done and conveniently add a follow-up action or time tracking
See when a call is due or whether it's done already
Plan meetings via the app
List and download meeting reports
Track time on projects
Note: It's currently not possible to access or add projects via the mobile app.Track time on existing tasks via the time tracker
See linked deals of your contact/company in the blink of an eye
Follow up on deals from anywhere
Add deals
Change your deal phase
Add files or remarks to your deal
Follow up on quotations from anywhere
Add quotations
Access and download your quotations (.pdf)
Review and send your quotations
Mark your quotations as accepted
Add invoices
Mark your existing invoices as booked
Review and send your invoices
Change the status (paid/unpaid) of your invoices in a few clicks
Access and download your invoices (.pdf)
Add expenses
Review your expenses
Have customers sign mobile work orders on the spot
Access both your upcoming and your past work orders
Assign several employees to one work order
Add work hours across several days
The app is also optimised for iPad / Android tablet use