Features per package (SMART, GROW & FLOW)

 

 

CRM

 
SMART
GROW
FLOW
Managing contacts & companies
✔️
✔️ ✔️
Segments
✔️
✔️ ✔️
Tags
✔️
✔️ ✔️
Mailing (+ integrations)
✔️
✔️ ✔️
Adding of files to and accessing files of contact & companies
✔️
✔️ ✔️
Limited CRM access ✔️ ✔️ ✔️
Limited deal access ✔️ ✔️ ✔️

 

Deals & Quotations

  SMART
GROW
FLOW
Follow-up of deals ✔️ ✔️ ✔️
Multiple sales pipelines ✔️ ✔️
Deal phases  ✔️ ✔️ ✔️
Deal forecast ✔️ ✔️ ✔️
Create & send quotations ✔️ ✔️ ✔️
Multiple quotations per deal ✔️ ✔️
CloudSign ✔️ ✔️ ✔️
Quotation templates ✔️ ✔️ ✔️
Scheduled actions (link a call, task or meeting)  ✔️ ✔️ ✔️
Quotations expiry and reminders ✔️ ✔️
Orders, order confirmations & delivery notes ✔️ ✔️
Deal automation (follow-up actions) ✔️ ✔️
Margin and markup on quotations ✔️ ✔️

 

Calendar

  SMART
GROW
FLOW
Dashboard ✔️ ✔️ ✔️
Calls ✔️ ✔️ ✔️
Tasks ✔️ ✔️ ✔️
Meetings ✔️ ✔️ ✔️
Calendar integrations ✔️ ✔️ ✔️
Restrict calendar access ✔️ ✔️
Team calendar ✔️

Invoices

  SMART
GROW
FLOW
Make & send invoices ✔️ ✔️
Bulk actions on invoices ✔️ ✔️
Invoicecloud ✔️ ✔️
Multi-currency ✔️ ✔️
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 ✔️ ✔️
Subscriptions ✔️ ✔️
Manage currency exchange rates for subscriptions ✔️ ✔️
Invoice unbilled time ✔️ ✔️
Financial Forecast ✔️

Products

  SMART
GROW
FLOW
Stock ✔️ ✔️
Pricelists ✔️
✔️ ✔️
Supplier
✔️ ✔️
Unit cost
✔️ ✔️

Time tracking

  SMART
GROW
FLOW
Track time ✔️
✔️ ✔️
Weekly time tracking ✔️
✔️ ✔️
Prepaid billing ✔️ ✔️

User management

  SMART
GROW
FLOW
Adding, deactivating and deleting users ✔️ ✔️ ✔️
Admin rights ✔️ ✔️ ✔️
User rights ✔️ ✔️ ✔️
Teams ✔️
Daily HR report   ✔️
Individual HR report ✔️
Holiday management    ✔️
Closing days   ✔️
Week schedule ✔️
Lunch break ✔️

Settings & General

  SMART
GROW
FLOW
Import contacts/companies/products ✔️ ✔️ ✔️
Export ✔️ ✔️ ✔️
Mobile app ✔️ ✔️ ✔️
Global search ✔️ ✔️ ✔️
Document templates ✔️ ✔️ ✔️
Email templates ✔️ ✔️ ✔️
Custom fields ✔️ ✔️ ✔️
PO number ✔️ ✔️
Recycle bin ✔️ ✔️ ✔️
Discounts ✔️ ✔️ ✔️
Activity/Notes ✔️ ✔️ ✔️
Insights ✔️ ✔️ ✔️
Targets ✔️ ✔️ ✔️
Alternative email addresses ✔️ ✔️
MFA ✔️ ✔️ ✔️
MFA enforcement ✔️
Multiple company entities ✔️
Priority support via in-app chat ✔️

 

Boosters

Let's take a moment to highlight the Boosters of Teamleader Focus. The main reason we introduced these are flexibility. You decide whether you want to add extra features to your basic package with these Boosters. The goal? Running your business in one place. The SMART, GROW and FLOW packages are an ideal base, but you may lack certain functionalities to enable your ideal way of working.

 

That’s why we have the following Boosters in store for you:

  • Planning
  • Lead capture
  • Work orders
  • Project management
  • Shared inbox

 

With the Boosters, you only pay for the functionalities you actually use. Admins can add Boosters via the licence page. Let us briefly introduce the current Boosters.

 

Planning

The Planning Booster is your key to streamlined management. This Booster optimises scheduling, maximises resource usage, and helps you plan for the future. With Teamleader Focus’ established Planning Module, your coordination becomes very easy, ensuring your team's time is used efficiently and your tasks are well-organised and adaptable. Assigning the right team member to each task becomes a walk in the park because you have real-time insights into your employees’ availability and capacity.

  • Check the capacity of your colleagues
  • Schedule tasks
  • Adapt schedule in case of changes
  • Sync with calendar and days off

 

Lead capture

With Lead capture, you enable yourself to meet customers online. Let them book appointments with you and create professional contact forms. The reason? Prospection. You want to get to know your potential customers and their expectations. An extra benefit? Teamleader Focus and your customer do the work. They schedule the meeting in your calendar or fill in the required information on the contact form. After that, it's your turn!


Work orders

If you are often on the road, it’s not always easy to keep track of your specific work hours, materials and so on. Often things are forgotten or hours are recorded with a fair margin for error. The solution? The Work Orders Booster. Indispensable for Teamleader Focus users who are often visiting customers. 

 

Shared inbox

Time to introduce the next Booster: Shared inbox. Which allows you to manage customer queries from one practical inbox. The big advantage of Shared inbox is that you collect all questions in one place and immediately see which customer created the ticket. If the sender's e-mail address is not known, a new contact is created. Can't answer the ticket right away? Then you create a task for yourself or a colleague.

 

Project management

Are you looking for a way to smoothly follow up on certain business activities? Then the Project Management Booster is something for you. 

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