Overview

Teamleader Orbit is an all-in-one software solution designed specifically for agencies, particularly those in marketing, digital, and IT sectors. Tailored for teams ranging from 20 to 1000 employees, it integrates various functionalities to streamline operations and enhance profitability. The platform offers tools for managing customer relationships, creating and tracking quotations, overseeing project timelines, and handling invoicing. By centralizing these processes, Teamleader Orbit aims to provide agencies with a comprehensive overview of their operations, facilitating better decision-making and improved efficiency.

Features and Capabilities

• Quotations: Generate branded quotations using predefined service blocks, duplicate quotes for multiple versions, and convert them into projects or invoices with ease.
• Project Management: Utilize Gantt charts to plan project timelines, allocate resources, and monitor progress, ensuring projects stay on track.
• Budget Control: Monitor real-time financial data to assess project margins, identify potential losses, and make informed financial decisions.
• Resource & Capacity Planning: Visualize ongoing, completed, and upcoming tasks to allocate work efficiently, ensuring optimal resource utilization.
• Time Sheets: Enable employees to log working hours through drag-and-drop features or timers, simplifying time tracking and ensuring accurate billing.
• Leave Management: Manage employee leave, including holidays and sick days, integrating this data into capacity planning for accurate resource forecasting.
• Invoicing: Create and send branded invoices directly from quotations or projects, with options for advance payments and recurring billing.
• Client Acquisition: Manage leads, track sales pipelines, and forecast potential revenue, aiding in strategic business growth.
• Integrations: Seamlessly connect with various tools like HubSpot, QuickBooks, and Microsoft Power BI to enhance functionality and data synchronization.