Our MOVE package is the solution for you if you want to kick your business up a notch. Read everything about this package here!
Let’s start with our MOVE package credo:
“Increase your efficiency by automating as much as possible. Become the best in managing your projects, track time and automatically make them appear on your invoices. Automation is key!”
Do you need a little bit more than the basics and are you interested in automated actions like invoice reminders or automated sales follow-up? Do you additionally need to manage projects, work with tasks, calls & meetings, need work orders or do you have to track time? Then this could be the package for you!
Perfect for businesses like:
- Building contractors
- Small agencies
Explore all features of this package in the following list.
With the CRM functionality, you can manage all your contacts & companies and easily divide them into specific categories. You can add tags to further differentiate between your customers, and use these for email campaigns, using external integrations like Mailchimp. The file management gives you the ability to save PDF’s and other documents related to contacts or companies, so you have a full overview of your customer’s situation in one place.
What’s extra in the MOVE package, is that you can better define access rights to CRM or deal information. A user with limited access will only see contacts, companies or deals that they are responsible for.
- Managing contacts & companies
- Mailing (+ integrations)
- Adding of files to and accessing files of contacts & companies
- Limited CRM access
- Limited deal access
Deals and Quotations
A deal is the starting point of your quotation and the sales process. You can define your own tailored sales pipeline by adding custom deal phases so you never lose track of an opportunity. Creating a quotation is child’s play. You can even use predefined templates to save time. Print them, send them via email, or use our online platform CloudSign to have your customers view and sign quotations online - which are signed twice as fast as sending a quotation the “normal” way.
The MOVE package adds the option for Orders, Order Confirmations and Delivery notes. But what’s even better, is that you can automate your sales process by automatically creating a task, meeting or call when a deal enters a new phase.
- Follow-up of deals
- Deal phases (sales pipeline)
- Create & send quotations
- Quotation templates
- Order confirmations
- Delivery notes
- Deal automation (follow-up actions)
You have access to a dashboard which shows you all open or (over)due tasks, meetings and calls for the previous or upcoming seven days. Customise your account further by defining call outcomes for your sales colleagues, or add different work types for tasks.
The MOVE package also makes it possible to have a certain cost linked to these work types, so invoicing spent time becomes a whole lot easier. Be sure to check out below the different ways to track time and how to invoice that time.
All of these calls, tasks and meetings will also be shown in a calendar so you can keep track of your schedule.
In MOVE, you can even restrict access to each other's calendars if you want.
The MOVE package is ideal for companies that manage quite some projects. Creating projects in Teamleader Focus is an easy process. Divide your project into manageable chunks called “phases”, keep your budget under control and see if your project will end up being profitable. When managing multiple projects at once, you can see them on a handy timeline and spot difficulties and opportunities.
When you’re working, you want to get paid. That’s why creating and sending invoices is a simple process within Teamleader Focus. You can even create advance invoices or register partial payments. Billing in another currency? No big deal! Want to get your invoices paid faster? Use Invoicecloud, and decrease the average days to payment with 8 days! That will also help you reduce the need for invoice reminders. You can even send out thank you messages to customers that paid on time. If you made a mistake on a booked invoice, you can always credit it.
The keyword in MOVE is automation. And that reflects in billing as well: you can create automatic invoice reminders, so you take the stress of manual follow-up out of your hands. If you periodically bill the same amount over and over again, you can use subscriptions to save you some time.
- Make & send invoices
- Bulk actions on invoices
- Partial payments
- Advance invoices
- Adding of files to and accessing files of invoices
- Credit notes
- Invoice settings: thank you message, ledger accounts,...
- Send (automatic) reminders
- Invoice unbilled time
When you’re on the road often, keeping track of everything you did isn’t always obvious. Well, the mobile app also includes a work order feature that allows you to keep track of distance traveled, hours spent, or materials used. Perfect for the handyman who’s tired of administrative hassle.
Creating or uploading a list of products can speed up your quotation and invoicing process a ton. These products will be suggested once you start adding a new line on a quotation or invoice. Teamleader Focus also offers some limited stock functionality, which tracks the amount of products you have left based on your booked invoices. You can also include suppliers and a purchase price, which helps to define your profit margin. If you have a good relationship with certain customers, you can create dedicated price lists with slightly different prices for the same products.
Using the HR options in Teamleader Focus you can invite new users to your account, manage their access rights or deactivate and even completely delete them. If a user needs access to all available functionalities within your subscription, you can grant them admin rights. With the MOVE package, you can also divide your colleagues into teams.
All of our packages come with some standard features that can make your life easier. Importing data such as contacts, companies and products, for example. If you already have a list of those, you don’t need to waste time manually inputting them. Same goes for exporting data from your Teamleader Focus account. And after inputting data, it would be a shame if you can’t find anything easily. That’s where a global search function comes in handy.
Another time saver are templates. Add them once, and you’re set. Drafting emails or other documents like quotations and invoices will only take seconds.
Every company has their own ways, we know. That’s why you can add custom fields to your account. They allow you to add extra information that’s not available by default.
Other general features include a recycle bin to retrieve accidentally deleted contacts or companies, creating discounts for quotations or adding multiple email addresses to send documents from.
- Import contacts/companies/products
- Global search
- Document templates
- Email templates
- Custom fields
- PO number
- Recycle bin
- Alternative email addresses
Learn everything about trying out a package here.