What is Orbit?
Teamleader Orbit is agency software aimed at optimizing operations and maximizing profitability. It combines essential functionalities required for the successful operation of an agency. The focus is on structuring agencies and controlling operations and financial performance.
With Teamleader Orbit, agencies can effectively structure their workflows to ensure project management and collaboration between team members. It serves as the engine for forecasting, planning, and decision-making.
In addition, Teamleader Orbit is a scalable solution aimed at supporting agencies in various stages of growth.
Teamleader Orbit enables agencies to manage various aspects of their projects - from the first commercial opportunities to project management to invoicing. Teamleader Orbit is a solution for agencies with 20 to 1000 employees who prioritize organization, analysis, and project planning.
Features of Orbit
Teamleader Orbit provides a CRM system that allows agencies to manage customer relationships, track interactions, and optimize communication. It simplifies lead management and helps agencies develop customers.
With quote management and electronic signature features, Teamleader Orbit allows agencies to create, customize, and send proposals. The integrated electronic signature feature accelerates the approval process.
In the area of project management, Teamleader Orbit offers tools for planning, capacity management, and time tracking. It allows agencies to allocate resources, schedule tasks, and monitor project progress in real time to ensure timely delivery and optimal resource utilization.
For customer support, Teamleader Orbit provides ticket and support management features that allow agencies to handle customer inquiries and resolve issues. It centralizes support requests, optimizes communication, and improves customer satisfaction.
Teamleader Orbit aims to simplify the management of expense notes by providing an interface for capturing and tracking expenses. It allows employees to submit expense reports, aims to simplify the reimbursement process, and ensures expense tracking.
With its document and file database, Teamleader Orbit provides a central repository for storing and organizing project-related documents, contracts, and assets. It facilitates access to files, promotes collaboration between team members, and ensures data security.
Teamleader Orbit provides reports and insights into various areas of the agency, from HR to operations to finance. It provides customizable reporting tools that allow agencies to gain insights, track performance metrics, and make data-driven decisions.
Finally, integrations with Teamleader Orbit are possible, the tool offers integrations with calendar tools, payroll systems, accounting software, and BI solutions. It synchronizes data across various platforms, reduces manual data entry tasks, and ensures data consistency and accuracy across systems.
Benefits of Orbit
Teamleader Orbit provides a solution for agencies and offers a suite of features designed to serve as a hub for an agency's success. By bringing various functions together under one roof, it can replace multiple separate systems, which can optimize workflows and promote collaboration.
From managing customer relationships to handling project management tasks to tracking finances, different aspects of agency work are integrated.
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