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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience seamless calendar integration for project management with Allocatus. Effortlessly identify your relevant tasks right within your Outlook calendar. Allocatus offers the capability to automatically synchronize tasks from Microsoft Project with your Outlook calendar or to-do list. You can generate Microsoft Project tasks within your project plan, assign them to team members, and then publish the plan to the Project Server or Project Online. These tasks will then automatically appear in the calendars of your team members through the AutoLink feature. Thanks to real-time calendar updates, any modifications made by the project manager are instantly communicated to all other project members. You have the option to create Microsoft Project tasks as either Outlook appointments or tasks. Additionally, it is important to highlight that Outlook appointments will also appear in the Microsoft Teams calendar, while Outlook tasks are reflected in Microsoft To Do. Allocatus can present your Microsoft Project tasks as all-day events or segmented into various appointments in your calendar, enhancing organization and productivity for your project team. This level of integration ensures that everyone stays on the same page and that project timelines are respected.

Description

Our software for managing CRM and contacts simplifies the process of overseeing contacts while facilitating the creation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. It allows users to set up reminders, such as callback prompts, which help maintain organization, along with a Today view that outlines daily plans for each individual. Appointments, tasks, and jobs can be designated to multiple users, and the Appointments View enables users to view scheduled appointments for any given month, whether for a specific individual or the entire team. In addition, the platform supports mail merge and email marketing functionalities, as well as VoIP capabilities and SMS messaging. Amphis Customer offers seamless integration with Outlook, enhancing the management of customer emails, tasks, and appointments. Furthermore, both quotes and invoices can incorporate free-text sections with individual pricing or can be generated by selecting items from a comprehensive parts database for the products you offer, thereby streamlining the invoicing process. This level of customization ensures that users can tailor their documentation and communication to meet their unique business needs effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Microsoft 365 Yes 
Microsoft Project Yes 

Integrations

Microsoft Outlook Yes 
Microsoft 365 No 
Microsoft Project No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Holert

Founded

1997

Country

Germany

Website

www.allocatus.com

Vendor Details

Company Name

Amphis Software

Founded

1993

Country

United Kingdom

Website

www.amphis-software.com/products.htm

Product Features

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

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