Zoom in on projects
Zoom out for the big picture
Driven by instinct, backed by data. Teamleader Orbit hones your intuition with crystal-clear insights. By linking projects directly to your financial results, you can instantly see which ones truly make a difference to your agency’s future. 4,089 agencies already use Teamleader Orbit to grow purposefully.
Capacity planning
Capacity planning puts you in full control of your resources. A 360-degree view shows your ongoing projects, current pipeline, and available capacity. Link that capacity directly to skills, annual leave, and project planning for realistic resource allocation. Overbooked or understaffed? Automatic alerts help you adjust proactively.
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Project management
- Easily calculate a project’s timeline with Gantt charts linked to your capacity planning.
- Estimate how many FTEs you’ll need, reserve their time, and make sure your backlog is factored in.
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Leave & absence management
- Set your agency closure days, along with annual leave, parental leave, and sick leave for your team
- Je koppelt dit aan je capaciteitsplanning om een reëel beeld te krijgen van je resources.
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Team & business performance
- Track average rates, billability, and net capacity by employee, skill or team.
- Identify ways to improve your organisation’s overall efficiency.
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Budget management
Keep firm control of your budgets and see in real time how changes in project hours impact your margins. Spot early warning signs when projects go off course, and take action before your margins are affected. Detailed insights by project type give your sales team the data they need to close better deals.
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Quotations
- Build quotes quickly using fixed blocks of frequently used services, all in your own branding.
- Copy and edit quotes to present different versions side by side.
- Get a notification each time a client approves or rejects a quote.
- Convert a quote into a project or invoice in just two clicks.
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Invoicing
- Turn a quote or project into a branded invoice in seconds.
- Invoice sent? Upload it to the client portal (Kanban board or Peppol) for future reference.
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Real-time revenue overview
- See at a glance what’s already been invoiced and what’s still to be billed. Then create accurate forecasts based on upcoming work and expected income.
- Get a clear financial outlook for the month ahead, the next quarter, or even the full year.
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Detailed project reporting
- Get a clear view of the status and margin for each project
- See which projects are profitable, which are losing you money, and which are at risk, broken down by client, project owner or service.
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Advance payments & subscriptions
- Draw up a proforma invoice before a project starts to bill a percentage of your fee upfront.
- Create recurring invoices to bill for materials or labour automatically at set intervals.
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Retainers
- Set up retainers and service contracts for clients.
- Agree a monthly or yearly budget in advance, covering a set number of hours or projects.
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Purchases & orders
- Send purchase invoices straight to your accounting software and view payment statuses in real time.
- Easily track freelancer purchases or ad spend (e.g. Google Ads).
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Credit control
- Send automatic payment reminders when invoice due dates are missed.
- Automatically update payment statuses through structured payment references.
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Freelancer & subcontractor management
- Easily link freelancer and subcontractor invoices to the correct POs, with costs automatically spread across the right projects.
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Timesheets
Make it easy for your team to track their hours by using timesheets. They can either use a timer or drag and drop projects into their schedule, whatever works best. And you can see straight away who hasn’t filled in their hours, or who’s only logged a few.
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Manager dashboard
- Easily see which team members haven’t (fully) completed their timesheets.
- Send a gentle reminder in just two clicks.
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User permissions
- Give team members access only to the projects they’re involved in, helping you maintain better control of your project budgets.
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Custom reporting
- Build tailored reports.
- Import charts from Excel, Looker, or Microsoft Power BI, and make changes direct from your Teamleader Orbit account, meaning you can keep on top of everything using just one platform.
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Business growth
Use in-depth reporting to make informed decisions about your growth strategy so you grow with purpose, not by chance! Identify additional services that add value for both your agency and your clients.
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Lead management
- Qualify and follow up leads with ease.
- Get a clear view of every stage in your sales process.
- Never miss a sales opportunity.
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Multiple sales pipelines
- Track where each prospect is in the sales funnel, across different strategies, services, and markets.
- All key info is in one place, from quote to project status.
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Sales forecasts
- Accurately predict your total revenue by closely tracking each sale.
- See the impact on team availability by linking sales directly to capacity planning
use Teamleader Orbit to succeed
Run your agency at full capacity with seamless integrations
- OAuth Single Sign-On
- Marketing automation
- Payroll
- Crm
- Mail plug-ins
- Accounting
- Reporting
Count on us from day one
Every agency faces a mix of shared and unique challenges. With our in-depth sector knowledge, we guide you through each step to ensure a smooth switch. In just a few focused sessions, we’ll map out your internal processes and pain points, and show how Teamleader Orbit can help you.
Honestly speaking, our account managers were nervous. We needed to migrate around 300 projects, we couldn’t afford to lose any data, and delays weren’t an option. But Teamleader handled it brilliantly, with no issues at all!