Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Send the next prospect email from the current deal and conversation.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Draft pricing replies in the prospect's thread for review.
Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.
Send approved customer agreements for signature and note the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Draft customer proposals from deal needs and approved prices.
Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.