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Business Management Integration

Turn Every Call Into A Teamleader Contact And Deal

Marlie AI answers your calls, qualifies the caller, and pushes contacts and deals into Teamleader Focus — so your CRM, quoting, and invoicing workflow always has fresh pipeline.

Built for European SMBs running on Teamleader Focus

Built for European SMBs running on Teamleader Focus

Teamleader Focus is the operating system for thousands of European small businesses — CRM, quoting, invoicing, and project management in one tool. The leak in most setups is the phone: calls come in, get half-logged, and never make it cleanly into the CRM where the rest of the workflow runs.

Marlie AI closes that gap. Inbound calls are answered, qualified, and pushed into Teamleader Focus as contacts, companies, and deals — with call summaries logged on the contact. Your quoting and invoicing pipeline stays accurate and your team works from clean data.

What You Get with Marlie + Teamleader Focus

Everything you need to connect your phone calls with Teamleader Focus — fully automated, zero manual work.

Auto-Create Contacts & Companies

New callers become Teamleader contacts and companies automatically, with phone, email, and qualification data pre-filled.

Deal Creation

Qualified calls spawn deals in the right Teamleader pipeline and phase, with estimated value and expected close date captured.

Call Logging On The Contact

Every call is logged on the Teamleader contact with summary, transcript, and a link to the recording for easy review.

Quote & Invoice Handoff

Marlie can flag deals as ready-to-quote so your team can convert them into Teamleader quotes and invoices without re-entering data.

Custom Field Mapping

Map any qualification answer to any Teamleader custom field for clean reporting, segmentation, and quoting templates.

Smart Deduplication

Returning callers are matched to existing Teamleader contacts and companies so your CRM stays clean and history is preserved.

How It Works

Get up and running with Teamleader Focus in minutes — no coding required.

1

Connect Teamleader Focus

Authenticate Teamleader from the Marlie dashboard via OAuth using their developer API. No backend work required.

2

Map Pipelines & Fields

Choose which Teamleader deal pipeline new deals land in, set phase routing per call intent, and map custom fields.

3

Marlie Handles The Call

Inbound calls are answered 24/7. Marlie qualifies the caller, captures the data your business needs, and books callbacks where appropriate.

4

Teamleader Stays In Sync

New contacts, companies, and deals appear in Teamleader within seconds of the call ending — ready to quote, invoice, or assign.

Built for Real Scenarios

See how businesses use Marlie + Teamleader Focus to capture more leads and streamline operations.

Project-Based SMBs

Scenario

An agency takes inbound calls about new project requests but loses time logging them into Teamleader.

Outcome

Marlie qualifies the request, creates the deal in Teamleader with estimated value and scope notes, and the project lead picks it up from there.

Quoting Pipelines

Scenario

A B2B services business needs every inbound inquiry captured cleanly so quotes can be sent same-day.

Outcome

Marlie qualifies the call, creates the Teamleader deal, and flags it as quote-ready so your team converts it into a Teamleader quote in minutes.

After-Hours Coverage

Scenario

A small team can't take calls during meetings or after 6 PM but doesn't want to miss leads.

Outcome

Marlie answers, qualifies, and stages every call as a Teamleader deal so morning follow-up is already lined up.

Frequently Asked Questions

Common questions about the Marlie AI + Teamleader Focus integration.

Which Teamleader Focus plans work with Marlie?

All paid Teamleader Focus plans with API access work with Marlie. The integration uses Teamleader's OAuth-based developer API.

Can Marlie create deals in specific pipelines?

Yes. You can route deals to any Teamleader pipeline and starting phase, with different rules for different call intents.

Will Marlie create duplicate contacts in Teamleader?

No. Marlie matches callers by phone and email against existing Teamleader contacts and adds the call as a note on the existing record.

Can Marlie generate Teamleader quotes directly?

Marlie creates the deal and captures all qualification data your team needs — your team converts the deal into a Teamleader quote with one click.

Does Marlie support Dutch, French, and German callers?

Yes. Marlie handles dozens of languages including the core Teamleader markets, and pushes summaries into Teamleader in your working language.

Are call recordings stored in Teamleader?

Transcripts and summaries are written to the Teamleader contact. Full recordings stay in Marlie and are linked from the contact note.

Ready to connect Marlie AI with Teamleader Focus?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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