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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AXIO Advanced Projects, offered by Velosio, is an integrated solution for Dynamics 365 Finance that revolutionizes your project ERP into a comprehensive quote-to-cash engine. This upgraded system is accessible through a monthly subscription model from Velosio, designed to streamline planning processes, cut down on service expenses, and maintain the value of your investment throughout its lifecycle. Organizations implementing AXIO Advanced Projects begin their Dynamics 365 experience with a fully operational financial and project accounting framework from the outset, allowing them to focus design efforts solely on the distinctive aspects of their business. The solution promotes adherence to industry best practices and workflows that have been validated by numerous companies, resulting in enhanced employee engagement, quicker onboarding processes, and a significant reduction in total ownership costs by at least 30%. Project-centric organizations have specific requirements that necessitate compliance with regulations, effective project accounting, and proper alignment with project management and execution strategies. Ultimately, AXIO Advanced Projects empowers businesses to harness the full potential of Dynamics 365, ensuring that they are well-equipped to meet the challenges of their unique project environments.

Description

Accelerate your sales process with the top-tier quote-to-cash solution tailored for SaaS startups. Enable your customers to complete their purchases, sign agreements, and make payments effortlessly in a single, unified step while monitoring all essential metrics from a centralized dashboard. Replace cumbersome spreadsheets and traditional sales methods to focus on what truly matters: increasing sales and boosting revenue. Offer a customer experience akin to B2C transactions, positioning your software as the simplest option for clients to acquire. By keeping all critical revenue information consolidated, you can enhance your decision-making and propel your business forward. This streamlined approach not only simplifies transactions but also empowers you to capitalize on emerging opportunities more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP Comprehensive Services Yes 
Aptean CRM Yes 
Avalara Yes 
ClickDimensions Yes 
Fastpath Yes 
Greenshades Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 Finance Yes 
Microsoft Office 2021 Yes 
Microsoft Power BI Yes 
Microsoft Power Platform Yes 
NetSuite Yes 
QuickBooks Online No 
SalesPad Yes 
Sana Commerce Cloud Yes 
Slack No 
Stripe No 
Xero No 
deFacto Power Planning Yes 

Integrations

ADP Comprehensive Services No 
Aptean CRM No 
Avalara No 
ClickDimensions No 
Fastpath No 
Greenshades No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 Finance No 
Microsoft Office 2021 No 
Microsoft Power BI No 
Microsoft Power Platform No 
NetSuite No 
QuickBooks Online Yes 
SalesPad No 
Sana Commerce Cloud No 
Slack Yes 
Stripe Yes 
Xero Yes 
deFacto Power Planning No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$500 per month
Billed annually
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Vendor Details

Company Name

Salesbricks

Founded

2021

Country

United States

Website

www.salesbricks.com

Product Features

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

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