! This article is only relevant if you have one of our older pricing plans GO, MOVE or BOOST. If you have one of our newer plans (SMART, GROW, FLOW) the distribution of the features is different. Find more information here.
CRM
| |||
✔️ | ✔️ | ✔️️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
Mailing (+ integrations) | ✔️ | ✔️ | ✔️ |
Adding of files to and accessing files of contact & companies | ✔️ | ️✔️ | ✔️ |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ |
Deals & Quotations
| |||
✔️ | ✔️ | ✔️️ | |
❌ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
Create & send quotations | ✔️ | ✔️ | ✔️ |
✔️ | ️✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
Scheduled actions (link a call, task or meeting) | ✔️ | ✔️ | ✔️ |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ | |
Deal automation (follow-up actions) | ❌ | ✔️ | ✔️ |
❌ | ✔️ | ✔️ |
Calendar
| |||
✔️ | ✔️ | ✔️️ | |
| ✔️ | ✔️ | ✔️ |
| ✔️ | ✔️ | ✔️ |
| ✔️ | ️✔️ | ✔️ |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ |
Projects
| |||
❌ | ✔️ | ✔️️ | |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ |
Planning
Revenue and Expenses
| |||
Make & send invoices | ✔️ | ✔️ | ✔️️ |
Bulk actions on invoices | ✔️ | ✔️ | ✔️ |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ️✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
Adding of files to and accessing files of invoices | ✔️ | ✔️ | ✔️ |
✔️ | ✔️ | ✔️ | |
Invoice settings: thank you message, ledger accounts,... | ✔️ | ✔️ | ✔️ |
✔️ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ | |
❌ | ❌ | ✔️ |
Work orders & shared inbox
| |||
❌ | ✔️ | ✔️️ | |
❌ | ❌ | ✔️ |
Products
Time tracking
| |||
❌ | ✔️ | ✔️️ | |
❌ | ✔️ | ✔️ | |
❌ | ✔️ | ✔️ |
User management
| |||
Adding, deactivating and deleting users | ✔️ | ✔️ | ✔️️ |
✔️ | ✔️ | ✔️ | |
User rights | ✔️ | ✔️ | ✔️ |
❌ | ✔️ | ✔️ | |
❌ | ️❌ | ✔️ | |
❌ | ❌ | ✔️ | |
Holiday management
| ❌ | ❌ | ✔️ |
❌ | ❌ | ✔️ | |
❌ | ❌ | ✔️ | |
❌ | ❌ | ✔️ |
Settings & General
| |||
Import contacts/companies/products | ✔️ | ✔️ | ✔️️ |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ️✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
✔️ | ✔️ | ✔️ | |
❌ | ❌ | ✔️ | |
❌ | ❌ | ✔️ | |
Priority support via in-app chat | ❌ | ❌ | ✔️ |
Insights Booster
You can also add a Booster on top of your package: the Insights Booster.
Alongside the existing features of the Insights module included in every account and the advantages the module brings, you’ll be able to enrich your Insights even further thanks to our Insights Booster.
With the Booster you gain advanced reporting capabilities that boost your efficiency and create alignment on KPIs. The Insights Booster offers you these four key functionalities:
Share your reports internally amongst colleagues
Visualise your data with conditional formatting
Customise your metrics by adding formulas to your reports
Compare your data across time and track performance
Accounting connector Booster
Another Booster you can add to your subscription is the Accounting connector Booster. Sync financial data from Teamleader Focus to your accounting software using the Accounting connector Booster. By activating this Booster, invoices, credit notes, expenses, customers and suppliers are automatically sent to your accounting tool. This reduces manual work, avoids double entry, and keeps your bookkeeping up to date. This article covers what the Booster is.
Focus AI Pro Booster
A third an final Booster you can add to your license is basically an add-on to the Focus AI functionality. Focus AI is included in every Focus package, with a monthly allocation of AI credits. The Focus AI Pro Booster is there for when you want to go further: more credits, and the ability to build and share your own Custom Skills tailored to the way your team works. Read all about it here.
