Teamleader Focus connects CRM contacts, deals, projects, time tracking, quotes, and invoices for service businesses. Strawberry can work from the signed-in account and the context you provide to prepare deal follow-ups, project-risk reviews, time checks, and invoice-supporting summaries.
01
Keep the deal record aligned with the conversation.
A sales conversation may change scope, timing, or decision-makers before anyone updates the CRM. Strawberry can prepare a Teamleader Focus record update from the notes and account research you have open, making every proposed change easy to inspect.
02
Find delivery risk before it becomes write-off risk.
A project’s time, budget, and outstanding work need to be read together.
Strawberry can inspect the visible project and time context to identify work that is drifting from the estimate or needs a commercial decision.
03
Prepare invoices from a reconciled project picture.
An invoice should reflect work that is described, approved, and connected to the right project. Strawberry can organise the Teamleader Focus time and project evidence into an invoice-review pack, leaving issuance for a responsible person.
04
Review the operating picture before the week starts.
A Monday account review can bring sales promises, active delivery, and billable work into the same conversation. The routine should prepare the report at the start of the week, without moving deals or sending commercial documents.
It can work from the Teamleader Focus page open in your browser and the relevant context you provide.
Confirm all commercial-record changes before contacts, deals, time, projects, quotes, invoices, or client messages are updated.
Store the account views and commercial review logic in a skill, then schedule a Monday routine that prepares sales, delivery, and billing exceptions.
Check the source context, the proposed action, and its effect on the Teamleader Focus account, especially where another person, a customer, money, or a published record is involved.
Check the source records and commercial effect before making a change to a deal, quote, time entry, project, invoice, or client message.
Teamleader Focus Strawberry