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
Who it’s for
For companies that earn their money with projects and ongoing support.
IT service providers, agencies, consultancies and engineering firms with around 10 to 100 people. If you sell, deliver, support and invoice, you’ll recognise yourself here.
IT service providers and system integrators.
First the project, then the support. You roll out a system at the client, then come tickets, maintenance and licences. In Leadtime both sit with the same client: support emails become tickets, retainers show how much of the maintenance contract is left, and servers or licences are recorded as assets with the client.
- Tickets from the inbox, in the same plan as projects
- Retainers and maintenance contracts
- Assets such as servers and licences with the client
Agencies.
Many clients, lots of small requests, plus retainers and the next relaunch. An example: the website relaunch runs as a project from a template, the monthly retainer hours as a subscription from the product catalogue, and the small request in between gets an express quote. Your clients see in their guest access, with your logo, what’s being done for them.
- Project templates for recurring projects
- Subscriptions and retainers
- Guest access with your logo, at no extra cost
Consultancies and engineering firms.
What counts here is what was agreed. The client’s requirements become the project, the building blocks bring work packages and estimates, and quote and specification follow from it. At the end, acceptance is checked against what was agreed, and every billable hour is tied to a task.
- Quotes from building blocks, with estimates
- Specification with versions and sign-off
- Acceptance tests against what was agreed
Service alongside your own product.
You are building your own product and still earn most of your money with projects and support. Both run in one system in Leadtime.
- Recurring services as building blocks
- Products in the catalogue
- Subscriptions in the invoice proposal
By size.
What changes as your team grows.
You set up the Team Edition yourself, with the Leadtime Agent and the help centre. If you would rather be guided, the Enterprise Edition is available on request from 10 staff.
Planning runs through pools and teams, roles separate who sees what, and several retainers per client keep things clear.
The Enterprise Edition brings personal onboarding, training and a dedicated contact. Roles separate who sees what, including agents with their own account.
Is Leadtime right for you?
A fit if …
- you sell, deliver, support and invoice projects.
- your team works by the hour, at a fixed price, on retainer or by subscription.
- the same people handle projects and tickets.
- you work with several tools today and retype between them.
- you want agents on the team, with an account, a role and time booking.
Not a fit if …
- you need stock and inventory management.
- you manufacture products.
- you are looking for payroll.
- you are looking for financial accounting.
Your accounting stays where it is. Invoices go out as e-invoices. Why Leadtime
Sounds like you?
Then let us show you with one of your jobs. Or read first how switching works.