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a close look at your challenges.
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Every agency is founded upon 5 pillars.
Teamleader Orbit supports your agency at each pillar:
Operational excellence
There’s nothing quite like an agency that runs like clockwork, is there? Standardising and streamlining processes ensures you stay within budget and deliver consistent and high-quality work. This pillar means that more orders = more profit. Capacity planning, time sheets and billability play a crucial role in this − just ask your Planner or Operations Manager!
Teamleader Orbit helps your agency overcome operational hurdles:
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Quotations
- Use fixed service blocks to quickly create branded quotations.
- Easily duplicate a quotation to submit multiple versions.
- Receive a notification every time a customer accepts or rejects a quotation.
- Convert a quotation into a project or an invoice in just two clicks.
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Project management
- Use a Gantt chart to quickly calculate a project lead time that is closely linked to your capacity planning.
- Find out how many FTEs you need on the job, block time in their schedule, and rest assured you’ve covered any backlog too.
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Budget control
- Review the real-time impact of completed work on your margin and keep your finger on the pulse.
- Keep your sales team up-to-date when a certain type of project consistently incurs a loss.
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Resource & capacity planning
- See what work is complete, what is in progress, what is waiting to be assigned and what is in the pipeline.
- Allocate work to available staff.
- Simplify workforce planning according to each employee, their skill and each team.
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Time sheets
- Give employees the advantage of easily tracking how many hours they work with time sheets.
- Drag and drop projects into schedules or let them use the timer − no more excuses when it comes to recording time spent on a task!
- See who has and hasn’t logged their hours at a single glance.
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Leave arrangements
- Set closing dates, holidays, parental leave, and sick leave for employees.
- Show these dates in capacity planning to get a true picture of available resources.
a close look at your challenges.
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![Personio]()
Personio
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![Jira]()
Jira
The capacity planning feature is one of the best. When I look at individual reports, I can see any backlogs or if someone is way over capacity. I immediately know if I need to call in extra help.
Centralized reporting
Project profitability, billability, sales targets… who doesn’t dream of a single source of truth? When all your data is in one place and is accessible to all, your agency will be able to make well-informed decisions. Setting the right KPIs and tracking them ensures accurate reporting. This second pillar will give you answers to questions you hadn’t dreamed would be possible. Innovation is right around the next corner.
Teamleader Orbit helps your agency stay in control:
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Real-time income summary
- Produce accurate forecasts for projects already invoiced, in progress and in the future.
- Receive an accurate financial forecast for the next month, quarter or year.
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Organisation & team performance
- Review your average price, billability and net capacity by employee, skill or team.
- Find out how much more efficient your team could be.
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Extensive project reporting
- Get a clear status and margin summaries for all projects.
- Find out which projects make a profit and which lose you money. Uncover projects at risk and filter according to customer, project owner or service.
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Custom reporting
- Create custom reports.
- Import information from Excel, Looker, Microsoft Power BI, etc. and edit direct in your Teamleader Orbit account.
- Enjoy working from a single app.
a close look at your challenges.
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![Looker]()
Looker Studio
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![Power bi]()
Power BI
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![Google sheets]()
Google Sheets
Analysing data used to be a nightmare; now it’s a piece of cake. Now, we have lots of useful data we can display extremely clearly. Even more importantly, we can quickly and easily find exactly the information we’re looking for. In just a few clicks, I can see if there are too few or too many projects coming up.
Revenue management
As an agency, it’s easy to lose yourself in the creative process and develop a blind spot. But it’s vital to stay on top of who and how much to invoice. You’re not a bank after all! The third pillar keeps your cash flow healthy, reduces financial stress and gets you making better business decisions. Innovation is in your nature, but turning a profit is vital for survival.
Teamleader Orbit helps your agency better understand the sales cycle:
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Invoicing
- Create accurate and branded invoices using a quotation or a project.
- When you’ve sent your invoice, keep it safe in the customer portal (kanban board or Peppol) for reference.
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Advance payments & subscriptions
- Create an advance payment invoice before beginning a project, so you’re in the green before you get started.
- Create recurring and automatic invoices to charge for materials and/or work hours on a periodic basis.
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Retainers
- Draw up retainers and contracts.
- Before you work together, agree how many hours or projects you’ll complete each month/year.
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Purchasing & orders
- Automatically forward your purchase invoice to accounts and view the payment status in real-time.
- Easily track freelancer purchases and Google Ads, for example.
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Receivables management
- Send automatic payment reminders for late payments.
- Automatically update invoice payment statuses with structured notifications.
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Managing freelancers & subcontractors
Link a freelancer or subcontractor purchase invoice to the appropriate PO, automatically distributing costs across projects.
a close look at your challenges.
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![Exact online]()
Exact Online
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![Xero]()
Xero
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![Sage]()
Sage
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![Quickbooks]()
Quickbooks
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![Holded]()
Holded
We used to invoice on a monthly basis: we reviewed completed projects and invoiced them over the course of a few days. These days, as soon as a project is complete, we invoice the customer. This doesn’t just have a positive impact on cash flow, but also lightens the load for the finance team.
Client acquisition
More customers = more orders… but more isn’t necessarily better. The challenge lies in attracting your ideal customers. Chances are, you already know who you want to work with. You’re not growing thanks to luck after all − you’re growing purposefully. We also know that on average, 70% of sales come from existing customers. That’s why a ‘land and expand’ strategy makes perfect sense. Any additional services you add, will then provide value for both your agency and your customer.
Teamleader Orbit helps equip your agency to make informed growth strategy decisions:
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Lead management
- Effortlessly qualify and follow up leads.
- Fully understand every step in your sales process.
- Never miss a single sales opportunity.
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Multiple sales pipelines
- Assess where prospects are in the sales funnel and filter by sales strategy, service, market, etc.
- Access deal details rapidly, across quotations, project statuses and more.
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Deal forecast
- Predict total sales by closely monitoring each project.
- Calculate the effect of a potential new project on your team’s workload by linking it to capacity planning.
a close look at your challenges.
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![Hubspot]()
Hubspot
Teamleader Orbit is perfectly suited to our industry. I’m able to spend more time on sales and acquiring new business. Before, I had Excel coming out of my ears, now I just need one tool.
Connected tools
All agencies use a wide range of digital tools. They’re there to help you manage projects, automate tasks and understand data. But do you often find it hard to find the most up-to-date and accurate information? When all your software is connected and exchanging data, you only have to look in one place for data you can trust. The fifth pillar gives you access to a single source of truth and ensures your teams are all in touch.
Teamleader Orbit helps your agency create a digital workspace.
a close look at your challenges.
The decisive factor when choosing Teamleader Orbit? All of the integrations. We were able to connect to Bob50, our accounting system, for example. Now, everything is in the same place.
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![Quickbooks]()
Quickbooks
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![Exact online]()
Exact Online
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![Hubspot]()
Hubspot
Every agency is unique, but have you ever benchmarked yours?
Teamleader conducted the first ever survey on how agencies are run. The result? Brand-new insights and a great benchmark for every type of agency. Discover your growth potential and find out how other agencies work.
Receive your results as soon as you finish.
Top-quality agency software.
Teamleader Orbit has been specially developed for ambitious agencies with more than 20 employees. We work with you to uncover your agency’s unique challenges and how our powerful agency software can help. We’re up for any challenge!
Real change comes from within… which can be pretty scary!
Count on us from day one.
Want to switch to Teamleader Orbit? Good things take time.
Here’s our standard procedure:
Be honest, what’s your biggest worry?
We take time to listen to what you need during an introductory meeting.
We then delve deeper into your internal processes and pain points during an assessment.
Our custom demo maps out how you currently run your business and how Teamleader Orbit can help you.
Once you’re sure you want to work with us, we draw up an action plan to make the switch as smooth as possible.
It’s time to officially welcome you into our Teamleader community. Together, we ensure that moving your data over to Teamleader Orbit goes smoothly, every step of the way.
Honestly? Our account managers were concerned. We had to transfer around three hundred projects and couldn’t afford to lose any data or incur any delays. But Teamleader did an excellent job with no issues whatsover!