! 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.
Our BOOST package is the solution for you if you need a complete package to match your advanced needs. Read everything about this package here!
Let’s start with our BOOST package credo:
“Digitise all your business processes, increase customer happiness, never leave a question unanswered. Increase efficiency of your team thanks to a clear resource planning. Your complete business, digitised!”
This is our most advanced package and contains everything you need! Interested in creating multiple company entities? You can! Or would you like to work with a shared inbox to handle support questions? All possible.
Perfect for businesses like:
Explore all advanced 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.
You can also 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 an unlimited amount of sales pipelines and tailor your pipelines 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.
You additionally get the option to create Orders, Order Confirmations and Delivery notes. Setting an expiry date on your quotations is also possible. 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
- Multiple sales pipelines
- Deal phases
- Create & send quotations
- Quotation templates
- Order confirmations
- Delivery notes
- Quotation expiry & reminders
- 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. It's also 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. You can even restrict access to each other's calendars if you want.
Lead capture Booster
Running a business without online meetings is hard to imagine in this day and age. That’s why we have our Lead capture Booster in Teamleader Focus. Schedule, meet and engage with customers online, on top of all the other functionality our tool already brings. Read all about what it is and how to activate it.
The BOOST 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 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? Then add a QR code to your invoices which customers can scan with their bank app. Or 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.
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.
A BOOST exclusive is the Financial Forecast: based on the due date of your invoices, we’ll predict how much money you are expected to receive in the upcoming months. No need for messy Excel spreadsheets, we’ll do it for you!
- Make & send invoices
- Bulk actions on invoices
- QR codes
- 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
- Financial Forecast
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.
A shared inbox enables your team to have access to one shared mailbox all together. This does not only offer the chance to streamline your support, but it can also help companies without a traditional support channel. The idea behind it is that everyone can access the incoming emails/tickets, can answer them, pass them on to the responsible person and that they are always assigned to the right contact or company in your CRM.
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 unit cost, which helps to define your margin. If you have a good relationship with certain customers, you can create dedicated price lists with slightly different prices for the same products.
In our BOOST package, it’s possible to force all your users to add an extra security layer of Multi-Factor Authentication to their account. When this enforcement is enabled, users won’t be able to access their account without setting up their MFA first, ensuring your data is extra secured.
Entrepreneurship is addictive. Chances are you have multiple business activities or VAT numbers. Within the BOOST package you’re able to add multiple company entities: each entity has its own VAT number so you can make a distinction in invoicing, document templates, email signatures etc… and access insights per company entity.
Using the Users 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 BOOST package, you can also divide your colleagues into teams, generate a daily HR report or set up holidays, closing days, week schedules and lunch breaks.
- Adding, deactivating and deleting users
- Admin rights
- User rights
- Daily HR report
- Holiday management
- Vacation types
- Closing days
- Week schedule
- Lunch break
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
Priority support via in-app chat
Another BOOST exclusive is the option to contact our support team directly by chatting with them via the in-app chat button.
Learn everything about trying out a package here.