2024 in Review: Teamleader Focus highlights

No business without. That’s why we’ve made it easier than ever to generate leads. With our Lead Capture Booster, we made linking contact forms to your sales pipelines dead easy—Deals go straight into the correct pipeline. Plus, hidden fields on contact forms let you capture extra information without directly asking for it.

“Work Smarter” has been our guiding principle for years, so making your workday easier and more efficient remains a top priority.

This year, we’ve leveled up quotations: creating quotes is faster, sleeker, and you can preview exactly how they’ll look to your customers before hitting send. Plus, setting standard expiration dates is now straightforward—no extra steps, no wasted time.

Do you work with clients or suppliers outside the Eurozone? In 2024, we added the ability to use multiple currencies in Deals and Subscriptions.

2024 was the Year of Planning. In April, we launched the all-new Planning Booster, which allows you to:

• Check your team’s availability to allocate resources efficiently.
• Plan ahead by assigning the right person to the right task.
• Adapt to changes easily when someone calls in sick or a new project pops up.

We kept the momentum going with more planning updates, like:

• Scheduling tasks across multiple days.
• Assigning colors to task types.
• Setting realistic weekly schedules for your team.
• Converting your planning into a timesheet with one click, saving you hours.

And that’s not all. To simplify project management, we introduced:

• Project templates—customisable blueprints to reuse essential structures and details.
• Custom project filters—keeping your project overview crystal clear.
• Easy linking of PO numbers to projects.
  

We heard this feedback loud and clear. That’s why we completely revamped Insights in 2024. The result? A full overview of your performance and clear guidance on how to grow.

The new Insights include:

• A library of ready-made reports on customers, deals, quotations, time tracking, and projects.
• Easy customisation to fit your needs.
• Saved favourite reports for quick access.

No more struggling with messy Excel sheets. Everything you need is right where you need it: in Teamleader Focus.

We’re not slowing down. Here’s what’s coming next:

• Projects: New features like deposit invoices, credit notes, saved filters, project reporting, and better exports to simplify your work.
• Planning: Enhancements in project planning and the launch of competency-based planning to allocate resources more effectively. In the second half of the year, we’ll introduce high-level planning, letting you plan long-term without needing to assign specific tasks yet.
• Insights: Expect more improvements, such as Goals and KPIs, fully customised reports, Excel exports, and custom fields in reports. You’ll also be able to share reports with colleagues.
• Cost Management: Manage all your expenses—like incoming invoices and receipts—directly in Teamleader. No extra tools needed. Link expenses to projects, deals, and customers for a complete view of your costs and profitability. All this will be connected to your bank, so payments are matched automatically. Track all your expenses in Teamleader Focus for a clear view of your cash flow.

Ready to work smarter in 2025? We’re here to help.