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Description

Celoxis is a project portfolio management tool that allows project leads and organizations to easily strategize, balance priorities, and optimize resources across projects and portfolios. With features promoting effective communication & collaboration, Celoxis enables accurate tracking, evaluation, and progress visibility of your project portfolio, ensuring it's in sync with organizational goals. Benefit from strategic decision-making, risk management, and scenario analysis for more successful projects.

Description

XL-Connector offers a seamless solution for extracting data from Salesforce, allowing users to manipulate it in Excel and effortlessly upload it back with a single click—eliminating the need for cumbersome CSV files while providing the full suite of Excel's powerful features such as pivot tables, charts, formulas, and lookups. Retrieving updated data from Salesforce.com is remarkably straightforward; simply hit the “Refresh” button, and your data will be instantly current. After making your desired changes, you can send the edited information back to Salesforce with just one click. Additionally, if you manage multiple logins, XL-Connector conveniently stores them, making account switching a breeze, with no restrictions on the number of Salesforce.com organizations you can connect to. Once installed, simply navigate to the XL-Connector tab in your Excel ribbon, log in using your Salesforce ID, and select “Reports”—it truly takes less time to display your real-time data in a familiar Excel interface than it does to describe the process. This efficiency not only saves time but also enhances productivity by integrating Salesforce data directly into your workflow.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Easyflow Yes 
Gmail Yes 
Google Calendar Yes 
Google Drive Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Project Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Stackreaction Yes 
Workers by Delos Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Integrations

Easyflow No 
Gmail No 
Google Calendar No 
Google Drive No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Project No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Salesforce No 
Stackreaction No 
Workers by Delos No 
Wufoo No 
Zapier No 
Zendesk No 

Pricing Details

$25.00/month/user
Price per User (5 user minimum)

Cloud: $25/month

On-Premise: Contact Us
Free Trial Yes 
Free Version No 

Pricing Details

$99 per year
Free Trial Yes 
Free Version Yes 

Deployment

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

Deployment

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

Celoxis Technologies

Founded

2001

Country

India

Website

www.celoxis.com

Vendor Details

Company Name

Xappex

Founded

2013

Country

United States

Website

www.xappex.com/xl-connector/

Product Features

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum Yes 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Scrum

Backlog Management No 
Collaboration Board Yes 
Daily Reports Yes 
Iteration Management No 
KPI Monitoring No 
Milestone Tracking Yes 
Prioritization Yes 
Progress Tracking Yes 
Release Planning Yes 
Roadmapping Yes 
Sprint Planning No 
Task Management Yes 

Product Features

Integration

Dashboard Yes 
ETL - Extract / Transform / Load No 
Metadata Management Yes 
Multiple Data Sources No 
Web Services No 

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