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
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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
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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
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Plan meetings via the app
List and download meeting reports
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Track time on projects
Track time on existing tasks via the time tracker
- See linked deals of your contact/company in the blink of an eye
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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
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Follow up on invoices from anywhere
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)
- 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