ClientsOpportunities, quotes, product catalogue
ProjectsPlanning, tasks, sign-off
ServiceHelpdesk, tickets, retainers, assets
TeamPeople, absence, time
MoneyInvoices, e-invoicing, insights
AgentsLeadtime Agent, your own agents, automation
Resources · Switching
Moving, not starting from scratch.
You import your data, connect your inbox and get going. The Leadtime Agent guides you through setup.
Three ways to start.
Create a workspace and try every feature of the Team Edition free for 30 days. The Leadtime Agent asks what your business is about and sets up the basics.
With the Enterprise Edition for teams of 10 or more: personal onboarding, training for your team and a dedicated support contact.
Bring a current job. In 30 minutes we show you what it would look like in Leadtime.
How switching works.
Seven steps, as setup typically runs. The Leadtime Agent follows what you have already set up. How long it takes depends on your data and the way you work.
- Create a workspace
Sign up and create your workspace. The trial runs for 30 days.
- Company details and team
The Leadtime Agent asks for your company details, staff and roles and creates them. After each step it opens the right page and explains what was created.
- Clients, projects and tickets
Clients, contacts, projects and open tickets come in as CSV files. Leadtime suggests which column goes into which field, and you check it before importing.
- Connect your inbox
Google, Microsoft 365 or IMAP. Every email to your support address becomes a ticket, and replies go out from your own inbox.
- Building blocks and templates
Services you sell often go into the product catalogue as building blocks; recurring projects become templates.
- Invite your team
The Leadtime Agent lets you know when the workspace is ready and only then sends the invitations.
- Start tracking time
Once your team is in the workspace, everyone logs time directly on the task.
What you can bring along.
The import reads CSV files up to 50 MB and 100,000 rows. Leadtime recognises the columns and uses AI to suggest which column goes into which field.
| Data | What it covers |
|---|---|
| DataStaff | What it coverswith roles, contact details and positions |
| DataOrganisations | What it coversclients, partners and suppliers |
| DataContacts | What it coversthe people in your organisations |
| DataProjects | What it coversongoing and completed, with the key details |
| DataTickets | What it coversevery ticket becomes a task with its original description |
| DataTicket history | What it coversreplies and status changes as comments, imported after the tickets |
You check the mapping before anything is created and adjust it where needed. Instructions and sample files are in the help centre. Data import in the help centre ↗
What stays as it is.
Leadtime replaces your tools for sales, projects, service, time and invoicing. Whatever you use for accounting, payroll or stock stays.
Leadtime connects to your inbox. Your address and provider stay the same.
Financial accounting and payroll are not part of Leadtime. Both stay where they are.
Invoices go out as PDFs with an embedded e-invoice or as XML. There is no direct export to accounting software; you connect other systems via the API, n8n or Zapier.
From Excel and single tools.
Many teams plan in a spreadsheet, track time in an app, write invoices in a separate program and collect requests in a shared inbox. Each tool works, but in between people retype and chase.
| Process | Today | With Leadtime |
|---|---|---|
| ProcessJob won | TodayQuote in a word processor, the project is set up again in the spreadsheet | With LeadtimeThe won opportunity becomes the project without retyping |
| ProcessClient request | TodayEmail in the shared inbox, someone forwards it | With LeadtimeThe email becomes a ticket booked against the retainer; for routine questions an agent can write the solution using your documentation |
| ProcessHours | Todayfilled in at month end in the time-tracking app | With Leadtimelogged on the task while the work happens |
| ProcessInvoice | Todayhours exported from the app and retyped in the invoicing program | With Leadtimehours, subscriptions and retainers become an invoice proposal that you check and send |
| ProcessOverview | Todayfigures from three programs merged in a spreadsheet | With Leadtimedashboards in Leadtime, exported to Excel when needed |
In our model, a routine ticket handled with an agent takes 2 minutes instead of 20, and putting an invoice together takes 5 instead of 40. Model calculation based on our assumptions, not a promise of results. Work it out for your company
If you leave again.
You can get your data in a common format for up to four weeks after the contract ends. They are deleted one month after the contract ends at the latest.
Questions about switching.
How long does switching take?
There is no fixed figure. It depends on how much data you bring and how you work. You can start on your own straight away in the trial.
Can we keep working in parallel?
For the import, yes: it only reads your files and changes nothing in your current tools. Connect your inbox only when you want to work on tickets in Leadtime, because from then on new emails become tickets.
Who helps with the import?
In the trial, the Leadtime Agent and the guide in the help centre. With the Enterprise Edition you get personal onboarding.
What does support cost?
The Enterprise Edition is priced by size and scope of the rollout. We work that out in a call.
Start with your own data.
30 days free, with every feature of the Team Edition. Or show us one of your jobs first.