Make your customers part of your team
- Seamlessly integrate external users into your workflows with lead time.
- Allow your customers to participate directly in submitting tasks and prioritizing.
- Monitor progress together – for a smooth and trusting collaboration.
Customers as partners.
Working together as colleagues.
Customers expect their service providers to implement projects according to clear, professional processes. Transparency is particularly important to them: they always want to know the current status of a project, where there may be problems and whether their requests have already been processed. If this transparency is lacking, trust in the collaboration suffers. Misunderstandings and conflicts are the result. With Leadtime, you establish a closer, more cooperative relationship with your customers.
Customers can submit and prioritize tasks directly. This new transparency builds trust and reduces misunderstandings.
You can define which information should be visible to a customer on a case-by-case basis – for example, your employees' time entries.
With address book synchronization of contacts in the system, all employees have access to up-to-date phone numbers and information at all times.
Role and rights management
With Leadtime guest accounts, you can actively involve your customers in the project – while maintaining full control over sensitive content. The sophisticated role-based access control allows you to precisely control what is visible – and what is not.
Specify exactly which functions, content and areas your customers are allowed to see.
All internal comments made by your team within a ticket are automatically hidden from the customer.
Decide flexibly how much insight the customer should have into their project times – from full transparency to a pure display of results.
Automate documents
Sometimes you still have to write letters – not often, but occasionally. It's all the more practical when Leadtime can be used to generate clean, uniform documents at the touch of a button. This saves time and makes everyday work a little easier.
Letters are automatically created as professional PDFs and stored directly with the recipient.
Say goodbye to manual templates in word processing programs.
By the way: Leadtime also generates specifications, offers, project contracts and all other documents that you need for communication with your customers.
Central address book
Leadtime centralizes and efficiently organizes contact management. All of your company's contact data is managed on a well-structured platform.
All contact details are maintained in one place and are available at all times.
Maintain not only contact data, but also personality traits of your contacts.
Thanks to CardDAV synchronization, your employees have access to the contact data when they need it – even on the go with their cell phone.
Ready for Leadtime ERP?
Book a 30-minute call and get your personal workspace – try it for free for two weeks.