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Calisto Velocity

SWITCH FROM TEAMLEADER ORBIT

Teamleader Orbit to Calisto Velocity

Plan capacity from real shifts and time off, run projects with milestones the client approves in their portal, budget in cost lines with committed and spent, review each item before it bills, and see each person's hours, cost and margin in every currency you work in.

Χαρακτηριστικό προς χαρακτηριστικό

Calisto Velocity δίπλα στο Teamleader Orbit

  • 24 Και στα δύο
  • 2 Μόνο στο Teamleader Orbit
Calisto Velocity δίπλα στο Teamleader Orbit, χαρακτηριστικό προς χαρακτηριστικό
26 λειτουργικότητεςCalisto VelocityTeamleader Orbit
Planning
Capacity PlanningCalisto: the capacity board sets each person's available hours per week (their shifts or working hours, less approved time off and holidays) against the work planned for them and their actual time, and flags a week planned past what they can work.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Capacity Linked to SkillsCalisto: best-fit suggestions rank who takes a task by availability, current load, skills and drive time to the job (with Dispatch).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Leave in Capacity PlanningCalisto: time off is requested and approved in Workforce, and approved time off and the business's holidays come off each person's available hours on the capacity board (with Workforce).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Projects
Gantt Charts Linked to PlanningCalisto: Timeline is a Gantt of the project's tasks and milestones, with links, a today line and Day, Week or Month; bars are dragged to move or resize them and a handle draws a link.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Quote to ProjectCalisto: a won deal starts its project in one step; the deal's tasks become the project's first tasks, and a fixed price's agreed lines can join as tasks (with Deals).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Budgets
Budget Control With Margin ImpactCalisto: time, expenses, bills and parts land on the project as they are recorded, so its budget against actual, Margin and Profit read the work as it stands, in the project's own currency.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Time
Timer Time TrackingCalisto: a timer starts in one tap from Home or the Start Timer shortcut, time is logged after the fact in Time or typed straight into a cell of the person's own week, and each entry is billable or not by the task's default.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Incomplete Timesheet RemindersCalisto: Week Not Submitted reminds each person on the week's last day, in the business's zone and week start, and Timer Still Running when a timer runs past the day's end; both are Automations rules the business switches on or off.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Sales
Quotations With Client ApprovalCalisto: every quote is a version on a deal; a proposal is sent, viewed, countered, declined or signed, and an accepted quote makes the contract the project delivers (with Deals and Proposals).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Sales PipelineCalisto: the client, the pipeline and the deal are Deals' records, and a won deal starts the project that delivers it (with Deals).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Billing
Invoices From ProjectsCalisto: To Invoice, in Billing, lists the work not yet invoiced (chargeable hours at the rate in force each day, fixed tasks once, chargeable costs and parts at cost) and turns the items picked into an invoice (with Ledger).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Advance PaymentsCalisto: a project takes deposits the client pays ahead, and a deposit paid ahead is applied to the next invoice when it is sent.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Recurring InvoicesCalisto: an invoice is repeated weekly, fortnightly, monthly, quarterly or annually from Ledger's Recurring list, each occurrence a real invoice (with Ledger).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
RetainersCalisto: a retainer is an allowance of hours, or of an amount in its own currency, per week or month, for a client, one project or one contract, drawn down by the time logged, with a warning share, rollover and cap, warn or bill once it is used up.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Invoiced and Still to BillCalisto: To Invoice, in Billing, shows what is ready to bill on each client project, and the payment schedule shows each payment still to fall due and the day or milestone it waits on.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Automatic Payment RemindersCalisto: payment reminders are a cadence of email or text steps that starts when an invoice falls overdue and ends when it is paid, voided or written off (with Ledger).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
E-InvoicingCalisto: invoices are issued as electronic invoices (Peppol, KSeF, SDI and other national formats) through the provider the business connects for its country (with Ledger).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Clients
Client PortalCalisto: clients follow their project in their portal: the updates the business shares, milestones to approve or send back, tasks shared with them on a board and a calendar, documents asked of them and their invoices (with Navigator).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Spend
Purchase Orders With ApprovalCalisto: a purchase is asked as a draft purchase order on its own approval (with Ledger), and each cost line shows what signed agreements have committed and the bills spent on it.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Freelancer and Subcontractor CostsCalisto: a subcontract is a pay agreement on the project with a fixed fee, a cost line, its scope and the documents required before going on site; approved variations are committed against the line, and retention is held and released on the subcontractor's statements.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Reporting
Project Margin ReportingCalisto: Reports shows Profitability (what was billed against what the work cost, by client, person or task) and Project Margin (every priced project's margin, with totals per currency, never converted).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Financial ReportsCalisto: the income statement, balance sheet and cash flow come from the books every invoice, bill and expense posts to (with Ledger).Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Platform
Multiple Entities in One AccountCalisto: one sign-in holds every business a person runs, each its own account with its own projects and books, picked in the switcher.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Single Sign-OnCalisto: a business signs its people in through its own identity provider, by OIDC or SAML.Ελέγχθηκε 30 Οκτ 2026ΠηγήΝαιΝαι
Gaps
What-If Capacity ScenariosWhat-if scenarios test how a new project would affect capacity before the business commits to it.Ελέγχθηκε 30 Οκτ 2026ΠηγήΌχιΝαι
Sales Forecasts Linked to CapacitySales forecasts from the pipeline are set against the team's capacity.Ελέγχθηκε 30 Οκτ 2026ΠηγήΌχιΝαι

Τι κινείται

Μεταφορά των δεδομένων σας από το Teamleader Orbit

Τα δεδομένα σας διαβάζονται στον δικό σας περιηγητή και αποστέλλονται στον λογαριασμό Calisto σας. Το Calisto ποτέ δεν βλέπει το login σας για το παλιό σύστημα.

Από ένα αρχείο εξαγωγής

Εξαγάγετε τα δεδομένα σας από το Teamleader Orbit και ρίξτε το αρχείο μέσα. Διαβάζεται στον browser σας και απεικονίζεται στο Calisto.

Κάθε πίνακας που εξαγάγετε από το Teamleader Orbit μπορεί να χαρτογραφηθεί στο Calisto, στήλη προς στήλη.

Ο οδηγός μεταφοράς Teamleader OrbitΜετακίνηση των δεδομένων μου

Moving from Teamleader Orbit

Questions about switching

How do my clients and contacts come over from Teamleader Orbit?

Export them as a spreadsheet and bring them in on pro.calistoco.com/switch, where each column is mapped onto Calisto. Each client is then the same record in Velocity, Deals and Ledger.

What about my retainers and recurring invoices?

Each retainer is set again as an allowance of hours or an amount per week or month, with a warning share and rollover. A recurring invoice is set once in Ledger and raises each occurrence as a real invoice.

Can my clients still follow their projects?

Yes. Clients follow their project in their Navigator portal: the updates you share, the milestones they approve, the tasks you share with them, the documents you ask of them and their invoices.

Περισσότερες πληροφορίες

Όλα όσα κάνει το Calisto εδώ

Οι σελίδες πίσω από αυτή τη σύγκριση: το τομέα, οι εφαρμογές και οι οδηγίες.