Your AI agents work alongside you in Teamleader Focus
Connect Teamleader Focus and ask which projects are going over budget, or have a quote prepared based on an earlier deal. Customers, deals, quotes and hours come together in one answer. The connector is coming soon.
CRM, quotes and projects together
The Sales assistant and the Project manager read along in Teamleader: who the customer is, what was offered and how a project is doing. New quotes and tasks are ready as drafts first.
- Customers and contacts
- Deals and quotes
- Projects, tasks and hours
- Budget tracking per project
- Quotes as drafts
Also works with
Exact Online
AvailableYour agents read ledger, invoices and contacts from Exact Online. They look up figures, read balances per period and check outstanding items.
HubSpot
Coming soonYour agents read contacts, companies and deals from HubSpot. They flag stalled deals and write follow-ups that build on the last contact.
Pipedrive
Coming soonYour agents read deals, stages and activities from Pipedrive. They flag stalled deals and prepare the next step for each deal.
Salesforce
Coming soonYour agents read accounts, contacts and opportunities from Salesforce. They prepare customer meetings and log the agreements afterwards.
Questions about Teamleader Focus
Does this also work with Teamleader Orbit?
We are starting with Teamleader Focus. If you use Orbit, let us know and we will take it into account.
When will Teamleader Focus be available?
We build connectors in order of demand. Let us know you need it and you will be the first to hear.
What can I do today?
The Project manager already manages projects, tasks and hours in your workspace, and the Sales assistant your deals.
Is my data used to train AI models?
No. Your data is not used to train AI models.
See what Teamleader Focus and your agents do together?
In a 30-minute strategy call we look at which connectors and agents fit your process.