RealTime vs Teamleader Focus

Steeds Real Time op de hoogte van jouw cijfers? Met de RealTime App van Octopus heb je 24/7 inzicht in jouw boekhouding, monitor je jouw cijfers en laad je gemakkelijk bonnetjes en facturen op. Kortom, 3 handige functionaliteiten: Krijg realtime overzicht op jouw boekhouding Via de functie “Grafieken” geef je die cijfers handig grafisch weer. Op jouw smartphone of tablet bekijk je dus voortaan jouw resultaten, kosten, cashflow en nog veel meer. Kortom, nu heb je van overal toegang tot jouw boekhouding. Monitor jouw cijfers Via de functie “Rapporten” vraag je snel en eenvoudig belangrijke gegevens op over jouw boekhouding. Denk maar aan openstaande verrichtingen, een overzicht van jouw dagboeken, verkorte balans en nog vele andere. Download alle mogelijke rapporten en verstuur ze via jouw smartphone. Laad documenten op Kan je foto’s nemen met je smartphone? Dan is de helft van het werk al gedaan. Neem een foto van jouw factuur of ander document en stuur het meteen door naar jouw dossier via de functie “Click & Book”. Deze documenten komen in de Octopus toepassing terecht in het documentbeheer (DMS) waar jij of jouw accountant ze kan koppelen aan boekingen, relaties, investeringen enz. Hoe starten? Om gebruik te kunnen maken van de RealTime app heb je een account nodig. Gebruik je al Octopus dan download je de app en geef je jouw gebruikersnaam en wachtwoord in.

Invoices, quotes, CRM, project management and planning: manage your business easily in one place with Teamleader Focus. Make use of the most powerful features on the mobile app and run your business from anywhere: - Access and update contact details in your CRM. - Stay on top of payments, create invoices and quotations. - Maintain a clear overview of your tasks, meetings and calls. - Track time, create digital work orders, and manage resources. Your CRM always at hand Access, update, and track contact details on the go. Keep your complete CRM database at your fingertips, view interaction history, and stay connected with leads and customers. Need directions to your next appointment? Find routes via clickable addresses. Create invoices and monitor payment statuses Create invoices anytime during or after a project, based on completed or upcoming work. Teamleader Focus lets you track outstanding payments, automate reminders, and view PDFs of pro-forma, open, and paid invoices, ensuring up-to-date financials. Even on the go. Stay organised Our mobile app’s user-friendly dashboard provides you with a clear and chronological overview of all your scheduled tasks, appointments, and calls. Never miss a deadline or lose track of important activities again. Manage your sales opportunities at any time Sell on the go, update CRM data in real-time, and close your deals faster. Add new deals or move existing ones through your sales pipeline. Track time spent on tasks with one click Whether you're working on your computer or on mobile, Teamleader Focus allows you to start time tracking in your browser and continue on your phone or vice versa. This streamlined process makes tracking your working hours easier than ever. Digital work orders and resource tracking Create digital work orders and keep track off your mileage, working hours, and materials used. Our mobile app acts as your trusty right hand, allowing you to conveniently document and manage these details within a single platform. Teamleader Focus on desktop. With our Teamleader Focus business software, you can create quotes, manage customer relationships, invoice, plan work, and manage projects, all in one place. This ensures that all relevant information is kept from being scattered across different inboxes, Excel sheets, and software. The result is a perfect overview of your sales opportunities, projects, and payments and, perhaps even more crucially, a sharp picture of your business's performance. Smart quotations Create, customise, and share professional quotations. Follow up with prospects accurately, set expiry dates and internal reminders, and easily convert signed quotes into invoices. Sell more and faster with Teamleader Focus. Smart invoices Invoicing made easy: send invoices online, enable online payments and get paid faster using InvoiceCloud. Use QR codes on invoices to simplify payments. Get instant payment notifications and trust our integrations, such as Ponto, for payment verification. Smart CRM Have customer data automatically completed on invoices, quotations or work orders, based on a VAT number or a company name. No more mistakes retyping contact details by hand: have documents automatically linked to the right contact. Smart project management Teamleader Focus seamlessly adapts to your workflow, ensuring a tailored experience that’s integrated with your financial flow and CRM. You can easily replicate projects to maximise your productivity. Please note that a Teamleader account is required to use Teamleader Focus for iOS. About Teamleader With over 15.000 satisfied business owners and their teams, Teamleader has become the go-to business software for SMEs in Europe. From IT agencies and digital marketers to plumbers and construction companies, Teamleader's comprehensive suite of tools helps businesses maintain control and achieve more with less hassle. For more information, visit our website.