Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ProjectToolBelt is a complimentary project management application tailored to accommodate teams of any size, regardless of their geographical location. This software provides an extensive array of tools to oversee personnel, projects, tasks, subtasks, notes, discussion threads, and documents all within a single platform. As a result, organizations can experience significant savings in both time and costs while enhancing overall productivity. Encourage your team to adopt ProjectToolBelt to achieve timely and budget-conscious outcomes. The platform features a real-time workspace with activity streams that allow you to monitor progress as tasks are updated or completed instantaneously. You can guide your team's direction—whether to pivot, adjust, or strategize for the long haul—using tools like our timeline view, project calendars, counters, and reports. Additionally, ProjectToolBelt seamlessly integrates with MyWebTimesheets, an online tool for submitting and approving timesheets that offers a rich set of features for timesheet capture, multi-path approval, and detailed reporting and analytics. This integration further streamlines project tracking and resource allocation, making it easier for teams to stay organized and efficient.
Description
Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
No
Microsoft Power BI
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ProjectToolBelt
Website
www.projecttoolbelt.com
Vendor Details
Company Name
Xpedition
Founded
1989
Country
United Kingdom
Website
xpedition.co.uk/private-equity-crm/
Product Features
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
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No