Connecting Teamleader Focus to AI: from contact to invoice in one conversation
Teamleader Focus can be connected to AI. The assistant looks up contacts and companies, shows which projects are running, and can record a deal or prepare an invoice. Because an invoice touches money and reaches the customer, that act stands apart and happens only after your approval. Looking works straight away, without anyone logging in.
Which parts of Teamleader Focus the assistant touches
Look up a contact person
You mention a name or an email address and the assistant pulls the right person out of Teamleader. Even when you only know part of the name, or when the spelling in the system differs slightly from how you would write it.
The company behind them
In Teamleader a contact person belongs to a company. The assistant keeps that link, so a question about a customer also yields the right contact people instead of a loose name without context.
Record a sales opportunity
After a meeting a deal can go straight into Teamleader, with its title, the relationship it belongs to, the estimated value and where the enquiry came from. The assistant proposes that and waits for approval.
Prepare an invoice
The assistant can build an invoice with the right relationship, the lines, the due date and the payment term. It always shows that first, because amounts and VAT want checking before anything goes to the customer.
Review running projects
Questions about lead time and workload are answered from the projects in Teamleader: what is running, for which customer, and how it stands. Useful when planning and sales sit with the same people.
Situations from smaller businesses
Professional services
- Situation
- A customer calls about an assignment and the employee is not sure whether the project is still running or who the contact person is.
- What the agent does
- The assistant looks up the company, names the related contact people and the running project with where it stands.
- Result
- The call continues without a promise to ring back, and the employee has the right name to hand.
Sales
- Situation
- After an introductory meeting an opportunity has to go into the system, including the estimated value and where the enquiry came from.
- What the agent does
- The assistant checks whether the relationship already exists, attaches the contact person to the right company and proposes the deal.
- Result
- The pipeline stays current without anyone having to fill in a form afterwards.
Administration
- Situation
- At the end of the month the finished assignments have to be invoiced and the details are spread across projects and relationships.
- What the agent does
- The assistant retrieves the projects that are done, finds the right relationship and prepares the invoice lines for review.
- Result
- Finance reviews instead of retyping, and the invoices go out the same week.
Management
- Situation
- The board wants to know which projects have been running a long time and which customers have the most open opportunities.
- What the agent does
- The assistant places the projects with their status alongside the companies they belong to.
- Result
- A picture of the workload that emerges inside the conversation, with no report to build.
Getting the connection ready
-
1
Grant permission
From Teamleader you grant permission for the connector once. That permission is yours and can be withdrawn there as well, after which the assistant immediately sees nothing.
-
2
Decide what it may do
Looking up contacts, companies and projects works straight away. Recording a deal is a separate choice and preparing an invoice another. Whatever you leave off, the assistant cannot use.
-
3
Choose who uses it
You decide which roles or departments work with the Teamleader assistant, and whether they are shown the financial side at all. Inside sales does not need the ability to raise invoices.
-
4
Review every act
Every action lands in the log. For a prepared invoice it is therefore clear when that happened and who asked for it. We set it up together, so those agreements are right from day one.
Invoicing is not a read action
In Teamleader Focus the customer relationship and the invoicing live in the same system. A wrong line therefore does not only go wrong in the books, it also lands on the customer doormat.
Where the data lives: Nederland of de EU
Permission you can withdraw
The connection runs on a permission you granted yourself and can remove again inside Teamleader. No employee password is kept anywhere.
Invoices only after approval
Before an invoice is ready, the assistant shows the relationship, the lines, the due date and the payment term. Only after an explicit approval does anything appear in Teamleader.
Roles set the reach
You decide who may use the assistant. And what it sees depends on the permission underneath it: it never reaches further than what you granted.
On a dedicated server
The model runs on a dedicated server in the Netherlands. Relationship and invoice data from Teamleader does not travel to an American model provider and is never used for training.
Practical questions about Teamleader Focus
Can I connect Teamleader Focus to ChatGPT?
ChatGPT has no built-in connection to Teamleader Focus, and relationship and invoice data does not belong in a public chatbot. IntraGPT gives you the same chat experience with a connector that runs on your own permission. The assistant retrieves only what the question needs and everything lands in the log.
Does IntraGPT work with Teamleader Focus?
Yes. Teamleader Focus is in the IntraGPT list of connectors and is in use with customers. The assistant looks up contacts and companies, reviews the running projects and can record a deal or prepare an invoice if you allow it.
Is this the same as a Teamleader Orbit connector?
No. This connector works with Teamleader Focus, the package that combines CRM and invoicing and is widely used in the Netherlands and Belgium. If you work with a different product from the Teamleader family, let us know and we will look at what that would take.
Can the assistant do everything in Teamleader?
No. The focus sits on contacts, companies, opportunities, projects and invoices, because that is what most questions are about. Other parts of Teamleader fall outside it. If something your team uses daily is missing, tell us and we will look at whether it can be added.
May the assistant prepare invoices itself?
Only if you enable it, and it is separate from recording deals. With it enabled, the assistant first shows the relationship, the lines, the due date and the payment term and then waits for approval. That way you check amounts and VAT before anything reaches the customer.
Does the assistant see everything in Teamleader?
It never reaches further than the permission you granted. That choice therefore matters: it sets the reach of every answer. If you work with restricted areas, those stay out of view for the assistant too, and that is exactly the intention.
What does a Teamleader Focus connector cost?
Connecting is part of the project we run together. The work is driven by whether the assistant only looks, whether deals are added and whether invoices may be prepared. On top of that comes how many other sources have to live in the same assistant.
How long does setup take?
Once permission has been granted, the connector is live quickly. The lead time usually sits in deciding who grants that permission and in agreeing who may use the financial acts. That is a half-hour meeting, not a project.