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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 No 
Microsoft Power BI No 

Integrations

Microsoft Dynamics 365 Yes 
Microsoft Power BI Yes 

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 

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