User management

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!

• Meet with your customers online via online meeting rooms.
  • Collaborate together on interactive whiteboards
  • Record your meetings
  • Share your screen and co-browse
  • Create and use meeting room templates
• Set your and your team's availability in the calendar and let customers pick a time slot for an online meeting.
  • Set up a booking link on your website: leads can easily plan a meeting via your website, or via a link you put in a newsletter, Facebook campaign, etc.
  • Send confirmation emails, calendar invitations and reminders to your leads and customers after a booking
  • Create meeting types and let your contacts choose between different options
  • Have meetings scheduled to the first available colleague, based on your team's planning via round-robin scheduling
• Sync meetings with your Google, iCloud, Outlook/Office 365 or Exchange calendar.
• With the contact widget in the Lead capture Booster, you can let your visitors schedule a time in your calendar that suits them best. 
• A contact form on your website is a valuable tool that facilitates effective communication between your business and your audience. 

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. 

• Easily create work orders on your smartphone; add travel distances, track time and materials, and upload photos.
• Invoice your work order
• Invoice a work order out of a project

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.

• Communicate directly with your customer
• Add an internal note for a colleague 
• Forward the ticket to a third party
• Set up autoreplies
• Use Ticketcloud
• Track time on tickets

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. 

• In the work breakdown, you track the progress of your project and distribute the work among the responsible colleagues
• The project info gives those in charge more insights about the project's financial status
• Define different billing methods
• Thanks to the interactive Kanban view or Projects timeline, you manage your projects even more efficiently.
• Convert a deal/quotation into a project
• Invoice your project as you want. Teamleader Focus helps you to keep an overview.
• Duplicate projects if you often work the same way