Your clients and quotes within reach.

You get a detailed overview per client where you can find everything: turnover, open projects, task lists, quotes, etc. Moreover, you save the email conversations with your contacts so that you can find the right information at any time. Attach clients to different entities or brands, and receive detailed reports for each brand. Organise all files or set up adjusted rates per client. No matter how complex the corporate structure of your client, you stay organised.

A professional-looking quote immediately sets the right tone for your project.Create your own personal branded templates without any limits on your creativity. Download them in pdf format or, quicker still, get them sent and signed directly online.

A quote often leads to a lot of back and forth between you and your client. With Teamleader Orbit, you can quickly create multiple versions. The approved version can immediately be converted into a project. Large amount? Have the quotation approved before it goes out the door. Check the performance of all your sales staff at any time and keep a close eye on your sales pipeline.