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Climatools

Project management software
  • Freelancer
  • SMEs
  • Large company
  • Cloud
  • Mobile app

Price On request

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Unique Selling Points

Pros

  • Easy to use
  • Always working in compliance with legislation
  • Working efficiently with multiple colleagues in one package

Cons

  • Not the cheapest solution on the market

Climatools at a glance

  • Category: Project management software
  • Indicative price: €25–€50 per user per month
  • Free trial account, demo on request, cloud software, available in Dutch

Compare Climatools with 37 other packages for project management software

Software info

Climatools helps you streamline the daily work in the installation company. With handy, user-friendly modules for customers, scheduling, tools and administration. You and your colleagues work smarter and more effectively with Climatools. With the specific module for refrigerant administration you comply with all regulations and keep an easy overview.

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Climatools features

  • Relationship management
  • Quotations
  • Inventory management
  • Time tracking
  • Invoicing
  • Planning projects
2 - 10 employeescheck
11 - 25 employeesremove
26 - 50 employeesremove
51 - 75 employeesremove
76 - 100 employeesremove
101 - 150 employeesremove
151 - 200 employeesremove
201 - 250 employeesremove
251 - 300 employeesremove
301 - 350 employeesremove
351 - 400 employeesremove
401 - 500 employeesremove
500 or more employeesremove
1 employeeremove
i Balance sheetremove
Balance sheet
Gives insight into a company's assets, equity and debts.
i Benchmark remove
Benchmark
Your own figures can be compared with the industry.
Utilisation rate reportsremove
i Emergency registrationremove
Emergency registration
Generating a report of who is on the company premises.
i Calculating scenarios remove
Calculating scenarios
Drawing up forecasts based on different future scenarios.
i Drillthrough remove
Drillthrough
Option to click through on a chart for a detailed view.
i Financial ratiosremove
Financial ratios
Reports on financial ratios such as liquidity, solvency and profitability.
i HR reportsremove
HR reports
Gives insight into HR-related reports. Think, for example, of the male/female ratio and age structure.
i Cash flow statementremove
Cash flow statement
Gives insight into the cash flows within a company.
i Cost centre reportsremove
Cost centre reports
Results can be displayed per department or branch.
Cost forecastsremove
i Employee productivityremove
Employee productivity
Insight into the productivity of employees and/or teams.
i Revenue forecastsremove
Revenue forecasts
Use the software to make forecasts relating to revenue.
i Revenue reportsremove
Revenue reports
Reports on revenue from different product and/or service categories.
i Revenue reports per employeeremove
Revenue reports per employee
Reports on revenue from different product and/or service categories per employee.
i Revenue distribution of customer portfolioremove
Revenue distribution of customer portfolio
Gives insight into revenue per customer and/or customer group.
i Work-in-progress positionremove
Work-in-progress position
Insight into the work-in-progress position overall and/or per project.
i Training reportsremove
Training reports
Gives insight into training-related reports. Think, for example, of attendance rates and pass rates.
i PDP reportsremove
PDP reports
Overviews of employees relating to objectives, competencies and development.
Forecast balance sheetremove
Forecast cash flow statementremove
Forecast profit and loss accountremove
Project resultsremove
i Profit and loss accountremove
Profit and loss account
Gives insight into a company's revenue and costs.
i Absence reports remove
Absence reports
Gives insight into leave and absence figures.
i Quotations remove
Quotations

Draw up and send quotations yourself from the project management software.

Benefits:

  • Your quotation looks professional straight away.
  • The system links your quotations with customer information and possible orders.
Who is it for?
  • If you regularly have to make quotations.
  • In markets with a lot of competition, a good quotation makes the difference.
i Inventory managementremove
Inventory management
Registering and managing items in the software.
i Time trackingremove
Time tracking

Record the hours worked per project in the project management software

Benefits:

  • Know how much time is spent on each project.

Who is it for?

  • Teams who want to manage their time efficiently.
  • Companies that want to monitor hours and budgets accurately.
i Invoicingremove
Invoicing

Create and send invoices yourself from the project management software.

Benefits:

  • The software picks up data from an order or project itself and puts it on the invoice. This means less investigation work and a smaller chance of errors.

  • Your invoice is ready in a few clicks, without having to enter all the details manually.

i Planning projectsremove
Planning projects

Creating schedules for projects in the project management software.

i Relationship managementcheck
Relationship management

Manage contacts and prospects in the project management software.

Benefits:

  • Strengthen customer relationships through better follow-up and communication.
  • Quickly gain insight into sales opportunities and historical transactions.
  • Save time; all information about a relationship in one place.

Example:

When a customer calls with a question, every employee can see straight away which products the customer has bought, which earlier questions there have been and which remarks have been made in the past. This leads to fast, personal and efficient customer service.

i Backupscheck
Backups
A backup of all data is made on a separate server.
i IP address securitycheck
IP address security
Users can only access the software if the correct IP address is recognised.
i Data storage in Europe check
Data storage in Europe
The data is stored in Europe.
i Flexible user rights check
Flexible user rights
It is possible to give employees/users different user rights.
i Single Sign On (SSO)remove
Single Sign On (SSO)
Allows users to log in once, after which they automatically get access to multiple applications.
i Two-factor authenticationremove
Two-factor authentication
Two-factor authentication is an extra layer of security when logging in to the software. For example a password and an SMS verification.
i Accountancy portal remove
Accountancy portal
The accountant can be given access to the financial administration to communicate, support or carry out the financial administration.
i Assets moduleremove
Assets module
Registering investments in the financial administration and having them depreciated automatically.
i Importing bank statements remove
Importing bank statements
Bank statements can be imported automatically.
i Payment service moduleremove
Payment service module
Generating a payment file that can be read into the bank. This makes it possible to pay several invoices at once.
i Booking suggestions for bank statementsremove
Booking suggestions for bank statements
The software presents automatic booking suggestions when processing bank statements. This avoids processing complete bank statements manually and therefore saves a lot of time.
i Accounts payable management remove
Accounts payable management
Insight into the open items per creditor and the ability to take action on them.
i Click through to the invoice remove
Click through to the invoice
Click through from items and bookings to the underlying invoice.
i Year-end checklistremove
Year-end checklist
The software supports closing a financial year by means of a checklist.
i Broken financial yearremove
Broken financial year
Setting up broken financial years. A broken financial year is a financial year with a period from 1 July to 30 June inclusive.
i Generating annual accountsremove
Generating annual accounts
If you have a private limited company (BV), you have to file your figures with the Chamber of Commerce (KvK) every year. For that you need a KvK annual account. The KvK has drawn up a standard for this and software can automatically generate a standard annual account. This only applies to micro companies (up to €700.000 turnover) and small companies (up to €12 million turnover). For these categories you do not need an auditor's report.
i Bookkeepingremove
Bookkeeping
Entering financial bookings such as purchase invoices, bank transactions, sales invoices and journal entries.
i Quality markremove
Quality mark
The accounting software holds the Reliable Bookkeeping quality mark (Keurmerk Betrouwbaar Boekhouden).
i Using cost centresremove
Using cost centres
A cost centre makes it possible to allocate costs to, for example, divisions, departments or teams.
i Locking periodsremove
Locking periods
Locking periods to prevent bookings in them.
i Period allocation on invoicesremove
Period allocation on invoices
Spreading an invoice over different periods.
i Current account moduleremove
Current account module
With several BVs it is possible to automatically determine/calculate the intercompany current account balance.
i RGSremove
RGS
The software supports the Reference Chart of Accounts (Referentie GrootboekSchema, RGS). RGS is a chart of accounts based on a standardised coding of financial data.
i Foreign currenciesremove
Foreign currencies
The accounting software supports various foreign currencies. This means you do not have to convert the exchange rate yourself.
i Healthcareremove
Healthcare
Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
i Construction and installationcheck
Construction and installation
Examples: construction companies, painting companies, installation companies and insulation companies.
i Facility servicesremove
Facility services
Examples: cleaning companies and security companies.
i Hospitalityremove
Hospitality
Examples: restaurants, bistros and cafés.
i ITremove
IT
Examples: software developers and website developers.
i Social servicesremove
Social services
Examples: social workers and voluntary work.
i Retailremove
Retail
Examples: supermarkets, retail trade and craft businesses.
i Pharma and chemicalsremove
Pharma and chemicals
Examples: manufacturers of medicines and the chemical industry.
i Accountancyremove
Accountancy
Examples: accountancy firms and bookkeeping firms.
i Agricultural sectorremove
Agricultural sector
Examples: agriculture and horticulture.
i Automotiveremove
Automotive
Examples: garages and car dealers.
i Educationremove
Education
Examples: educational institutions, childcare and training institutes.
i Traderemove
Trade
Examples: wholesalers and trading companies.
i Industrycheck
Industry
Examples: mining and the metal industry.
i Logisticsremove
Logistics
Examples: distribution centres and transport companies.
i Mediaremove
Media
Examples: broadcasters, radio stations and content development.
i Online servicesremove
Online services
Websites where a product or service can be purchased.
i Petroleum marketremove
Petroleum market
Examples: petrol stations and oil refineries.
i Productionremove
Production
Companies that make a physical product. For example clothing production, tool production and food production.
i Recreationremove
Recreation
Examples: holiday parks, hotels, theme parks and museums.
i Temporary staffingremove
Temporary staffing
Examples: temporary employment agencies and secondment agencies.
i Real estate sectorremove
Real estate sector
Examples: housing associations and estate agents.
i Governmentremove
Government

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

i Business servicesremove
Business services
Examples: consultancies, marketing agencies and law firms.
€1 to €5remove
€5 to €10remove
€10 to €25remove
€25 to €50check
€50 to €75remove
€75 to €100remove
€100 or moreremove
i Visitor registrationremove
Visitor registration
Visitors can be registered using the software.
i Communication via softwareremove
Communication via software
Within the software it is possible to communicate about internal and external documents.
Sharing news itemsremove
i Internal chatremove
Internal chat
Internal chat function for chatting with colleagues.
i Logcheck
Log
Overview of who performed which actions and when.
i Online calendarcheck
Online calendar
Plan and follow meetings, tasks and events for yourself and other colleagues.
i Process alertsremove
Process alerts
The software gives a notification when an important event occurs.
i Timelineremove
Timeline
Involving employees in the organisation through a timeline, where they can share content themselves, like posts and leave comments.
i Contract managementremove
Contract management
Recording contract details. The software automatically keeps track of contractual provisions.
i File management remove
File management
Managing a (digital) file of relationships.
i Email integration remove
Email integration
Sending and receiving emails from the software.
i Customer history insightcheck
Customer history insight
Insight into the sales/rental history of customers.
i Customer portalcheck
Customer portal
You can give customers their own customer environment in the software in which they can arrange and change things themselves.
i KvK integration remove
KvK integration
Creating relationships via a direct Chamber of Commerce (KvK) integration. This lets you search for relationships in the KvK database and take over their details directly in the software.
i Multiple contactscheck
Multiple contacts
Setting up multiple contacts per customer.
i Mobile appcheck
Mobile app

With contact management via a mobile app, you can handle CRM matters anywhere and whenever you like. This is particularly handy when you are on the move and need additional information about a (potential) customer.

i Recording customer notescheck
Recording customer notes
Recording internal customer notes in the software. This gives everyone insight into what is going on with a customer.
i Categorising relationshipsremove
Categorising relationships
Categorising customers into groups. You may, for example, have different types of customers and want to divide your relationships up for the sake of clarity, or you may want to give your staff access to only a certain group of relationships, or you may want to send mailings to a certain group.
i Scanning business cardsremove
Scanning business cards
Business cards can be scanned into the software automatically using an app.
i Managing debtors remove
Managing debtors
Overview of the invoices that have not yet been paid and easily carrying out follow-up actions on them.
i Payment reminders remove
Payment reminders
It is possible to send a payment reminder or formal demand once the payment term has expired.
i Payment arrangementremove
Payment arrangement
Use the software to set up a payment arrangement for a customer who does not pay their invoices. With this function you can start a debt collection process yourself and charge collection costs for it, without needing a debt collection agency.
i Cash forecasting remove
Cash forecasting
Estimating whether a debtor is going to pay based on data in the software.
i Debtor fileremove
Debtor file
The software keeps a file on a debtor. This can also be handed over to a bailiff.
i Debtor notesremove
Debtor notes
It is possible to make internal notes for colleagues per invoice. This way everyone knows what is going on with a debtor.
i Dialogue at invoice levelremove
Dialogue at invoice level
With this function debtors can enter into an online dialogue about an invoice. Debtors quickly and easily post a response to an invoice. They can indicate, for example, why payment has not yet been made and when they will pay.
i Bad debt invoiceremove
Bad debt invoice
Automatically settling bad debt invoices in the VAT return.
i Authentication methodremove
Authentication method
Choosing the authentication method per signatory.
i Digital signaturecheck
Digital signature
Documents can be signed digitally.
i Advanced signingremove
Advanced signing
Signed documents are legally valid.
i Multiple documents remove
Multiple documents
Several types of documents can be signed.
i Multiple signatoriesremove
Multiple signatories
Several signatories can be included in the signing process.
Sending attachmentsremove
i Signing progressremove
Signing progress
Insight into who still has to sign the document.
i Forms and templatescheck
Forms and templates
In the software it is possible to use or design standard (web) forms and/or templates.
i Storing documentscheck
Storing documents
Option to store internal documents (digitally).
i Applying VAT ratesremove
Applying VAT rates
Invoicing with the relevant VAT rates.
i Saving draft invoicesremove
Saving draft invoices
Easily save draft invoices and finish them later.
i Credit notesremove
Credit notes
Generating credit notes and sending them.
i Own house style on invoicesremove
Own house style on invoices
It is possible to design the invoices entirely yourself based on a house style.
i Scheduling invoicesremove
Scheduling invoices
Automatically sending invoices at scheduled times.
i Invoicing in multiple languagesremove
Invoicing in multiple languages
The option to set a different language or add an extra language for invoicing abroad.
i Invoicing with subscriptions remove
Invoicing with subscriptions
It is possible to invoice periodically via subscriptions.
i Invoicing at a fixed priceremove
Invoicing at a fixed price
Invoicing with an (agreed) one-off price for a product or service.
i Invoicing with tiered pricingremove
Invoicing with tiered pricing
Adding tiered pricing to products or services and easily invoicing this to customers. This rewards customers for buying several products or services.
i Invoicing by customer group remove
Invoicing by customer group
Sending invoices per customer group. For example invoicing a certain sector or invoicing customers with whom a different arrangement has been made.
i Using invoice templatesremove
Using invoice templates
Using preset invoice templates.
i Invoicing with iDEALremove
Invoicing with iDEAL
Adding the payment option "iDEAL" to an invoice.
i Discounts and totalsremove
Discounts and totals
Showing discounts and (sub)totals on an invoice so that customers get a better overview of the pricing.
i Cost types on invoiceremove
Cost types on invoice
Including registered cost types (automatically) on the invoice. Cost types are, for example, personnel costs and costs of raw materials and consumables.
i Invoicing based on post-calculationremove
Invoicing based on post-calculation
Invoicing based on post-calculation. Post-calculation is a calculation after the fact. Once the work is done, you calculate what the production of a product really cost or what a delivered service really cost.
i Online invoiceremove
Online invoice
The invoice can be opened and paid via the web browser.
i PayPal on the invoiceremove
PayPal on the invoice
Adding the payment option "PayPal" to an invoice.
i Periodic invoicingremove
Periodic invoicing
Invoicing periodically according to a period you set yourself.
i Self-billingremove
Self-billing
With self-billing you have suppliers and external contractors invoice you in line with your specifications. This means the check takes place first and only then is the invoice sent. This makes sure you get a correct invoice that fully meets your wishes.
i Adding an attachmentremove
Adding an attachment
Adding an extra attachment to an invoice. For example an attachment with extra information about the service delivered.
i UBL invoicingremove
UBL invoicing
It is possible to create a UBL (Universal Business Language) invoice. UBL is a standard format for electronic invoicing and makes it possible to send invoices from one accounting package to another.
i Creating a consolidated invoiceremove
Creating a consolidated invoice
Easily create a consolidated invoice with the software. Consolidated invoices are invoices drawn up after delivery. Instead of an invoice being drawn up after each individual delivery, one invoice follows for all deliveries in a period of time.
Approving via a mobile appremove
i Automatic booking suggestionsremove
Automatic booking suggestions
Presenting automatic booking suggestions.
i Authorisation workflowremove
Authorisation workflow
Invoices must be authorised before they continue in the process.
i Setting up authorisationsremove
Setting up authorisations
Assigning authorisation rules so that invoices reach the right user.
i Submitting invoices digitallyremove
Submitting invoices digitally
Invoices can be submitted to the software using a unique email address.
i Matching invoicesremove
Matching invoices
Purchase orders and goods receipts can be matched to the invoice.
i Invoice notesremove
Invoice notes
Adding a feedback note to an invoice.
i Submitting via a mobile app remove
Submitting via a mobile app
Users can scan and submit receipts or invoices via an app.
i Scan & recogniseremove
Scan & recognise
The software can recognise invoices and receipts in the software.
i Submitting multiple invoicesremove
Submitting multiple invoices
Invoices can be submitted in bulk to the software.
i Processing multiple invoices at onceremove
Processing multiple invoices at once
Booking multiple invoices at once based on automatic recognition.
i Online archiveremove
Online archive
Invoices can be stored online.
i Splitting and merging remove
Splitting and merging
It is possible to split and merge invoices.
Viewing the status of an invoiceremove
i Processing UBL invoicesremove
Processing UBL invoices
The software is able to recognise and process UBL (Universal Business Language) invoices.
i Employment contractremove
Employment contract
Automatically generating an employment contract.
i Company propertyremove
Company property
Employees can request services and goods such as a mobile phone or a laptop.
i Contract managementremove
Contract management
Recording contract details. The software automatically keeps track of contractual provisions.
i Digital personnel file remove
Digital personnel file
Keeping a digital personnel file.
i Employee Self Serviceremove
Employee Self Service
Option for employees to arrange certain HR matters themselves. Think of requesting payslips, requesting leave and viewing holiday hours.
i Mobile appremove
Mobile app
Option for employees to arrange certain HR matters themselves via an app. Think of requesting payslips, requesting leave and viewing holiday hours.
i Organisation chartremove
Organisation chart
An organisation chart is generated based on the entered data of employees, managers and departments.
i Employee profilesremove
Employee profiles
Insight into the employee profiles within the organisation. This contains, for example, information about education and training, competencies, knowledge and expertise.
i Multiple leave typesremove
Multiple leave types
The software supports multiple types of leave such as statutory and extra-statutory holiday hours, ATV hours and overtime.
i MSSremove
MSS
Option for managers to arrange certain HR matters themselves. These can be things such as approving leave and/or managing the personnel file.
i MSS appremove
MSS app
Option for managers to arrange certain HR matters themselves via an app. These can be things such as approving leave and/or managing the personnel file.
i Job profile templatesremove
Job profile templates
Setting up job profile templates.
€0check
€1 to €100remove
€100 to €500remove
€20.000 or moreremove
€5.000 to €20.000remove
€500 to €5.000remove
i Complaint registrationremove
Complaint registration
Registering internal or external complaints.
i Process descriptions check
Process descriptions
Option to draw up and describe processes.
i Registering inspectionscheck
Registering inspections
Registering, for example, workplace inspections.
i Improvement proposalsremove
Improvement proposals
Submitting improvement proposals for a process.
i Work instructions check
Work instructions
Drawing up and recording work instructions for processes.
i Terms and conditionsremove
Terms and conditions
Terms and conditions can be sent along (automatically) when sending a quotation.
i Own house style on quotationsremove
Own house style on quotations
Quotations can be designed entirely yourself based on your own house style.
i Online quotation dialogueremove
Online quotation dialogue
Use the software to ask and answer questions online about the quotation.
i Grouping productsremove
Grouping products
Grouping products, items or services on a quotation.
i Discounts and totalsremove
Discounts and totals
Showing discounts and (sub)totals on a quotation so that customers get a better overview of the pricing.
i Converting a quotation into an invoice remove
Converting a quotation into an invoice
A quotation can be converted into an invoice.
i Accepting a quotation online remove
Accepting a quotation online
Approving a quotation digitally.
i Quotation templatesremove
Quotation templates
Using preset quotation templates.
i Available onlineremove
Available online

The quotation is available online via the web browser. The quotation can be accessed via a so-called magic link. This link takes you to a secure environment in which the quotation is shown. This environment opens in the web browser and can be seen as a kind of website.

i Quotation status overviewremove
Quotation status overview
A simple overview of the status of all quotations: whether they have been approved, rejected or are awaiting a response.
i Showing 3D visualisationsremove
Showing 3D visualisations
The software can show 3D visualisations of products.
i From quotation to contractremove
From quotation to contract
Option to convert accepted quotations into contracts.
i From quotation to projectremove
From quotation to project
Converting the quotation into an order, work order or project so that employees can get started straight away.
i Version controlremove
Version control
Easily draw up a new version of the quotation for the customer.
i Pre-calculationremove
Pre-calculation
Use the software to make a pre-calculation for drawing up a quotation.
i Checking availability remove
Checking availability
Employees can indicate when they are available.
i Repeating shifts remove
Repeating shifts
If an employee has the same working hours every week, they do not have to be scheduled again each week.
i Optimal staffing levelremove
Optimal staffing level
In many cases a staff schedule has to meet a certain staffing level. To make this easy to check, it is possible to set a staffing level so that it can be checked against easily.
i Onboarding schedulesremove
Onboarding schedules
Creating onboarding schedules for new employees.
i Multiple locations/departmentscheck
Multiple locations/departments
It is possible to create multiple branches for different staff schedules.
i Open shiftsremove
Open shifts
Employees can sign up for open shifts.
i Call-out notificationsremove
Call-out notifications
Employees can be contacted with a notification asking whether they want to take over a shift.
i Calculating breaks remove
Calculating breaks
Breaks can be calculated automatically based on the working hours laid down by law.
i Staff schedulingcheck
Staff scheduling
It is possible to create rosters.
i Scheduling based on budgetremove
Scheduling based on budget
Set maximum scheduled budgets. A notification appears when the budget is exceeded.
i Scheduling based on expected wage costsremove
Scheduling based on expected wage costs
In the schedule the expected revenues are visible and a roster can be made based on the wage cost percentage.
i Allowancesremove
Allowances
For working irregular hours, for example in the evenings, at night or at weekends, it is possible to schedule a variable allowance.
i Weather forecast remove
Weather forecast
The weather forecast for the coming days can be loaded in and the staff schedule can be made based on it.
i Swapping working hours/shifts remove
Swapping working hours/shifts
Employees can swap working hours with each other. The changes are automatically applied to the roster and you may receive a request to approve or reject the swap.
i API check
API
An API (in full: application programming interface) is a foundation on which computer programs can communicate with each other.
i Cloudcheck
Cloud
The business software can be accessed via the browser.
i Sandboxcheck
Sandbox
A test environment within the software in which functionalities or actions can be tested.
i Serverremove
Server
The business software can be installed on your own server.
i Self-learning softwareremove
Self-learning software
The software works with one online platform. This means that all information used to recognise documents from one customer is immediately available for all other customers as well.
i Subscriptioncheck
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
i One-off paymentremove
One-off payment
With this you only have to pay an (agreed) amount once for the software. You may still have to take out a maintenance contract for it.
i Freemiumremove
Freemium
With freemium the software can be used for free. If you want to use more options, you have to pay for them. Examples of freemium products are Spotify and YouTube.
i Free trial accountcheck
Free trial account
It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.
i On requestremove
On request
The prices of this software are available on request. These prices are usually tailored to your company.
i Per unitremove
Per unit
Paying for the software when you actually use it. For example paying per quotation drawn up, per invoice, per transaction, per signed document, etc. With this pricing model you are not tied to recurring costs when you do not use the software.
i Productionremove
Production
A module that shows all scheduled orders and orders still to be scheduled. There are insight options for each scheduled order, for example on capacity per operation, operation group, department or progress.
i Resource planningremove
Resource planning
Manufacturing resources planning (MRP) functionality calculates the material requirements of production processes.
i Simulationremove
Simulation
The ability to simulate changes. A simulation schedules different orders as efficiently as possible.
i Bill of materials managementremove
Bill of materials management
Insight per product into which parts have been incorporated in it and which operations have been carried out.
i Outsourcing of activitiesremove
Outsourcing of activities
The software supports outsourcing of activities or (sub)systems. Outsourced work is linked to the schedule so that it fits in with internal production or assembly.
i Budget monitoring remove
Budget monitoring

Manage and monitor the budget per order, task or project. The project management software makes sure you can spot problems early and, if necessary, adjust the project.

i Purchase invoices on projectsremove
Purchase invoices on projects

Easily place a purchase invoice under a project to keep a good overview of the costs. The project management software makes it possible to book purchase invoices to a project.

Please note:
If you use an invoice processing system or a scan and recognise system to book invoices, it is advisable to link it to the project management system. That way you only have to book a purchase invoice once, instead of twice: once in the accounting package and once in the project management software.

i Capacity planningremove
Capacity planning

Insight into the planned capacity. This makes it possible to see whether there are bottlenecks, or whether a capacity is finite or infinite.

i Project templatesremove
Project templates
Using project templates in which the structure and phasing are set up in advance. This saves time and prevents errors when setting up a project.
i Project phasesremove
Project phases

The project management software can divide work over different project phases. For example:

  • Initiation phase
  • Preparation phase
  • Realisation phase
  • Aftercare phase.
i Rate structureremove
Rate structure
Setting different rates per employee or discipline.
i Team managementremove
Team management
Linking employees to projects or putting together project teams per project.
i Time tracking remove
Time tracking
Insight per project into whether agreed deadlines are being met.
i Automatic mileage trackingremove
Automatic mileage tracking
The software automatically calculates the kilometres driven using GPS.
i Invoicing tripsremove
Invoicing trips
Passing trips on to the customer in an invoice.
i Registering tripsremove
Registering trips
Registering trips (manually).
i Track and traceremove
Track and trace
Objects can be tracked in real time via GPS.
i Analyse conversions remove
Analyse conversions
This gives you immediate insight into which actions have led to leads and you gather knowledge to make your next actions even more effective.
i Creating an email campaign remove
Creating an email campaign
It is possible to create email and marketing campaigns.
i Lead managementremove
Lead management
Digitalisation of the lead management process, in which the tasks of a sales opportunity are tracked automatically.
i Live chatremove
Live chat
Chat with visitors to your website to increase conversions.
i Outstanding vouchersremove
Outstanding vouchers
Insight into outstanding vouchers, gift vouchers and credit vouchers.
i Personalisationremove
Personalisation
Personalising the content of messages based on the customer's interests.
i Q&A knowledge baseremove
Q&A knowledge base
A knowledge base with frequently asked questions and answers on the website.
i Dividing the sales process into phasesremove
Dividing the sales process into phases
Dividing the sales process into different phases to keep an overview of the sales process.
i Loyalty programmes remove
Loyalty programmes
The software offers the option to set up loyalty programmes for customers.
i Vouchersremove
Vouchers
Vouchers, gift vouchers and credit vouchers that you issue yourself.
i Trackingremove
Tracking
Receiving notifications when a customer views an email or quotation.
i Analysis and reportingremove
Analysis and reporting
Reporting software provides automatic, valuable insights into your business by linking multiple data sources together.
i Deliveryremove
Delivery
With delivery software you use software to organise your own meal delivery.
i Accountingremove
Accounting
With accounting software you automate your company's financial housekeeping by digitally keeping track of and accounting for all purchases, bank transactions and sales.
i CRMremove
CRM
CRM software stands for Customer Relationship Management software and helps companies manage relationships. These are, for example, customers, suppliers or other partners. With CRM software you have an overview of your entire customer portfolio and insight into what is going on with a customer.
i Accounts receivableremove
Accounts receivable
Accounts receivable management is the policy a company follows with regard to its debtors, also known as credit management. The aim is to make sure outstanding invoices are paid. Having a good debtor policy also ensures that you can pay your own bills on time.
i Expense claimsremove
Expense claims
Expense claim software makes the process of claiming expenses simple and fully digital. With a mobile app, employees claim payments and expenses from their employer. Keeping receipts, checking them or processing them in the accounts is no longer necessary. When employees pay for a business lunch or fuel costs, they take a photo of the receipt with the mobile expense claim app. The software automatically links the receipt to the financial transaction and, after checking, books it into the financial administration with one click.
i Digital signingremove
Digital signing
With digital signing software you place a digital signature under a digital document. This is an electronic version of the physical signature with pen and paper. It lets customers, suppliers, employees and other parties sign your documents easily and quickly.
i Document managementremove
Document management
With document management software, all documents in a company are stored centrally. The software makes sure these documents are easy to find, that employees can work on documents at the same time and that new versions are saved automatically.
i EHRremove
EHR
With EHR (electronic health record) software, medical patient data is stored and made available in digital form. Patients can get access to the record to, for example, schedule appointments or supply or request information about ongoing treatment.
i ERPremove
ERP
ERP stands for “Enterprise Resource Planning” and is also called “all-in-one” software. ERP software digitises multiple business processes, with all employees working from one system and all information flows stored in one database.
i Invoicingremove
Invoicing
Invoicing software helps with creating, tracking and sending digital invoices. You can see exactly which invoices have been sent and which have been collected. With invoicing software you can send invoices directly from the system to customers. You can create your own layout, with the software taking into account all the legal requirements a digital invoice must meet.
i Invoice processingremove
Invoice processing
Invoice processing software supports companies throughout the entire process of digitally processing purchase invoices, sales invoices, receipts and other documents. Invoice processing software automatically reads the relevant data from an invoice.
i Taxremove
Tax
Tax software reduces the administrative burden of a tax return by making it faster and easier.
i Flexible payrollremove
Flexible payroll
With flexible payroll software, employees decide for themselves when they get their salary paid out. This means employees no longer have to wait until the end of the month.
i Helpdeskremove
Helpdesk
A helpdesk is a location or person where questions can be asked, faults can be reported or advice can be obtained about a certain product or service.
i HRMremove
HRM
HRM software stands for Human Resource Management software and automates HR matters such as requesting leave, expense claims and equipment on loan. It also keeps the personnel file up to date, such as contracts, appraisals, payslips and other important forms.
i Integration softwareremove
Integration software
With integration software you connect software packages to each other yourself, with little or no programming experience. This software offers ready-made building blocks to easily link mobile apps, cloud applications and on-premise packages to each other.
i Annual accountsremove
Annual accounts
Annual accounts software is for preparing and compiling financial reporting. The software has been developed for accountants and/or financial professionals.
i POSremove
POS
POS software, also called a POS system, digitises the checkout process in a shop or hospitality venue.
i Quality managementcheck
Quality management
Quality management software focuses on controlling and optimising business processes, with the aim of making errors and waste visible and continuously improving products and services.
i Quotationremove
Quotation
With quotation software you quickly and easily draw up error-free quotations with unique features, such as multiple house styles, interactive elements and handy statistics.
Training managementremove
i Staff schedulingcheck
Staff scheduling
Staff scheduling software makes scheduling staff easier and faster, to find the right balance between staffing needs and staff availability. With staff scheduling software you create a clear work schedule online based on, for example, availability and budgets. Employees always have access to the work schedule via a mobile app.
i Process managementremove
Process management
Process management software is used to clearly map, evaluate and optimise all processes within a company.
i Product configurationremove
Product configuration
Configure Price Quote (CPQ) or product configurator software helps companies easily create quotations based on fluctuating prices and varying costs. With (visual) product configuration software, companies can easily configure products that are easy to see through 2D and 3D visualisations. This software is often used in manufacturing, engineering and industrial environments.
i Production planningremove
Production planning
Production planning software helps companies schedule (production) work based on sales and expected sales orders. It takes into account available materials, delivery times, capacity and staff.
i Project managementremove
Project management
A project management tool helps companies set up, manage and steer projects. The aim of a project management tool is to bring structure to extensive work in which several disciplines often have to play a role.
i Recruitmentremove
Recruitment
With recruitment software it is possible to draw up multiple vacancies and profiles and match candidates to them. You also have a complete picture of all important characteristics of candidates.
i Bookingremove
Booking
With booking software you automate the booking process from the reservation on the website to the end of the visitor's stay. The software takes into account visitors' availability, wishes and requirements, as well as bookings via other tour operators.
i Mileage trackingremove
Mileage tracking
Mileage tracking software is a vehicle tracking system for mileage and trip registration. Vehicle trips are tracked live and kilometres are registered automatically.
i Payrollremove
Payroll
With payroll software you automate the entire process of paying your employees. Such as generating payslips, automatically filing the payroll tax return and automating the payment of all your employees.
i Salesremove
Sales
With sales software you automate the sales process from winning a customer to closing a deal and make it visible to the whole organisation. Communication with potential customers is easily tracked, so you never miss a deal again.
i Service managementremove
Service management
With service management software, customers or employees get in touch online to report a service task. The software then supports you in managing and scheduling these service tasks. This makes it possible to stay focused on your current work and then easily set priorities for your follow-up work.
i Talent managementremove
Talent management
Talent management software aims to make the best possible use of employees' potential and to develop it. To this end the software offers handy tools to make this process run as well and as efficiently as possible.
i Time trackingremove
Time tracking
With time tracking software, employees record the time spent on an activity. This gives you an overview of which work employees do and when they do it. Time can be recorded in minutes, hours or half-days.
i Absenceremove
Absence
With leave and absence software you have an overview and tools to deal with leave and absence in a targeted way, such as a medical file, a scheduling tool and leave and absence statistics.
i Inventory managementremove
Inventory management
With inventory management software the stock level is tracked and you receive a notification when a product needs to be purchased. It also keeps track of where a product is in the warehouse and makes it quick to find out how much a stock is worth. An inventory management system is also called a warehouse management system (WMS).
i Webshopsremove
Webshops
With webshop software you easily create your own webshop for your shop, and it is accessible to people with little technical knowledge and experience with web design.
i Work orderscheck
Work orders
Work order software helps automate work orders and everything that comes with them, such as scheduling, tracking and reporting service requests, dispatching employees to jobs and keeping track of service quality.
Email/message via websitecheck
i Software democheck
Software demo

The software supplier gives a demonstration/explanation of the software's capabilities:

  • you get an (online) walkthrough and explanation of the software from the software supplier
  • Software demos can be requested without obligation
  • It is the best way to be sure whether the software suits your company
Telephone helpdeskcheck
i Creating tasksremove
Creating tasks
Creating tasks per employee, supervisor and working group.
i External party login remove
External party login
External parties can be given their own login to manage open tasks.
i Status of ongoing tasksremove
Status of ongoing tasks
Employees have insight into each other's tasks and their status.
i Task overviewremove
Task overview
Overview of all open tasks.
i Assigning rolescheck
Assigning roles
The software makes it possible to set up different roles.
Danishremove
Germancheck
Englishcheck
Finnishremove
Frenchcheck
Italianremove
Mandarinremove
Dutchcheck
Norwegianremove
Polishremove
Portugueseremove
Russianremove
Spanishremove
Czechremove
Swedishremove
i SMEscheck
SMEs
Small and medium-sized enterprises. These are companies with at most 250 employees.
i Non-profitremove
Non-profit
Examples: government bodies, charities, associations and foundations.
i Large companycheck
Large company
Companies with more than 250 employees.
i Multinationalscheck
Multinationals
A large enterprise with branches and employees in several countries.
i Start-upremove
Start-up
A new entrepreneur or business.
i Foundationremove
Foundation
A foundation is an organisation with a public-interest, social or idealistic purpose.
i Associationremove
Association
An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
i Freelancercheck
Freelancer

Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.

i Approving hoursremove
Approving hours
Project managers can approve hours logged by employees before they are charged to the customer.
i Activity timerremove
Activity timer
Digital timer in the software for keeping an accurate time record.
i Absence registrationremove
Absence registration
Employees can report or request absence themselves.
i Automatic time trackingremove
Automatic time tracking
Automatically tracking time while employees are working on documents, email and meetings.
i Collective labour agreement (CAO) rulesremove
Collective labour agreement (CAO) rules
CAO rules are automatically linked to employees' time tracking. This tells employees when they need to take a break or when the maximum number of hours worked has been reached.
i External hours validationremove
External hours validation
Hours booked for work can be reviewed and checked by a customer.
i Matching time to a customerremove
Matching time to a customer
Tracking time while employees are working on documents, emails and meetings and automatically matching it to a customer.
i Clocking inremove
Clocking in
Employees can clock in using a time clock system. This way you know exactly when your employees arrived and when they leave.
i Insight into hours balancesremove
Insight into hours balances
Employees have insight into hours balances such as statutory and extra-statutory holiday hours, ATV (working time reduction) and overtime.
i Mobile appremove
Mobile app
Staff can register the number of hours worked themselves via a mobile app.
i Plus and minus hours remove
Plus and minus hours
Employees' plus and minus hours are tracked automatically. Minus hours are the hours you work less than the number of hours laid down in your employment contract. If you work more than you have agreed contractually, these are plus hours (also called overtime). Outstanding plus and minus hours may offset each other.
i Occupational physician login remove
Occupational physician login
It is possible to create a separate login for the occupational physician, for example to grant authorisation.
i Third-party login remove
Third-party login
A third party, such as the UWV (Employee Insurance Agency), can log in to the software.
Separation of medical and non-medical dataremove
i Status overview per employee remove
Status overview per employee
Employees can be classified into an absence status.
Absence fileremove
i Absence protocol in line with the Gatekeeper Actremove
Absence protocol in line with the Gatekeeper Act
The software has been built on the basis of the Gatekeeper Act (Wet verbetering poortwachter).
i Employee loginremove
Employee login
Employees have their own portal to view their absence file.
i Automatic order listremove
Automatic order list
The software generates a list itself with advice on which products need to be ordered.
i Generating a stock listremove
Generating a stock list
Generating a stock list.
i Expiry dateremove
Expiry date
Entering the expiry date of the product. The software then keeps track of when the product is past its date.
i Inventory valuationremove
Inventory valuation
Automatically calculates the tax depreciation of the inventory.
i Purchasing managementremove
Purchasing management
Consulting supplier databases to order goods.
i Optimal order picking routeremove
Optimal order picking route
Software determines the most optimal order picking route.
i Order picking locations remove
Order picking locations
Order picking locations can be created in the software.
i Scanning in delivery notesremove
Scanning in delivery notes
Reading delivery notes into the software using a scanner.
Printing price labelsremove
i Processing returnsremove
Processing returns
The software supports the returns process so that it runs smoothly.
i Serial and batch numbers remove
Serial and batch numbers
Serial and batch numbers can be assigned to the product.
i Tracingremove
Tracing
Tracing shows where the product is, from placement to final destination.
i Processing sales ordersremove
Processing sales orders
Processing sales orders and sending them.
i Stock alertremove
Stock alert
The software gives an alert when the minimum stock of a product has been reached.
i Stock locationsremove
Stock locations
It is possible to manage several stock locations.
i Designing and adapting workflowsremove
Designing and adapting workflows
Designing and adapting workflows for an efficient work process.
i Workflow management check
Workflow management
Workflow management ensures an efficient work process by automating actions and tracking the status of these processes.
Climatools integrations
See which systems the software integrates with
  • check Exact Online
Prices
Pricing models:
Subscription i
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
Free trial account i
Free trial account
It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.
Indicative cost from p/m:
On request

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Description

Find out with SoftwareWatcher whether Climatools is right for your organisation. Read genuine reviews from users and experts and compare all relevant software features. We give an overview of all the software features relevant to your business processes. Climatools has the following modules:

check Quality management
check Staff scheduling
check Work orders

With SoftwareWatcher you can find out how Climatools saves you time. By digitising your organisation with Climatools, you cut costs and bring structure to your organisation.

Compare Climatools and get advice

Compare Climatools with other software for your industry and company size. Based on software features and prices, you can quickly and easily see whether the software is right for you. SoftwareWatcher offers a simple selection guide, so you can choose the best software yourself even without any knowledge of software. Do you need advice on whether Climatools suits your organisation? The SoftwareWatcher experts will be happy to help and advise you on your choice. We ask you the right questions and check whether the software suits you. This is free and without obligation. Want to know whether the software integrates with other systems in your organisation? The SoftwareWatcher integrations overview shows you straight away whether the software integrates with your existing systems. Is your existing software not in the overview? Then other solutions are always possible. Please contact the software supplier about this.

Climatools demo or trial period

Want to get a real impression of Climatools? You can often request a trial period or a software demo for this. With a trial period you get access to the software for a number of days and can test for yourself whether it suits you. If you request a software demo, the software supplier explains the software to you personally. During a software demo you can ask all your questions about the software, which tells you how good the software is. Are you looking for alternatives to Climatools? SoftwareWatcher gives an overview of the best software alternatives, so you know straight away which systems to compare with each other.

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Climatools - frequently asked questions
check 2 - 10 employees
check Subscription i
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
check Free trial account i
Free trial account
It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.
keyboard_arrow_down
check Dutch
check English
check German
check French
check Telephone helpdesk
check Email/message via website
check Software demo i
Software demo

The software supplier gives a demonstration/explanation of the software's capabilities:

  • you get an (online) walkthrough and explanation of the software from the software supplier
  • Software demos can be requested without obligation
  • It is the best way to be sure whether the software suits your company
check Construction and installation i
Construction and installation

Examples: construction companies, painting companies, installation companies and insulation companies.

check Industry i
Industry
Examples: mining and the metal industry.
check SMEs i
SMEs
Small and medium-sized enterprises. These are companies with at most 250 employees.
check Freelancer i
Freelancer
Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
check Large company i
Large company
Companies with more than 250 employees.
check Multinationals i
Multinationals
A large enterprise with branches and employees in several countries.
check €0
See the integrations for this
Yes

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