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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Create personalized dashboards and reports tailored for Asana to enhance and evaluate your company's workflows. Organize both custom and predefined reports within adaptable dashboards that suit your needs. Utilize a robust report builder to design any report you envision, selecting from a variety of insights we offer. Seamlessly link your Asana data to platforms like Google Sheets, Power BI, and more for enhanced functionality. Achieve real-time synchronization of your Asana data across these tools, allowing for instant updates. Leverage your preferred reporting software to produce any type of report or to combine Asana data with other business metrics. Generate real-time CSV files that can be shared or utilized with custom scripts for further analysis. Monitor the time allocated by your team or contractors effectively. Capitalize on Asana's custom fields to craft highly specialized time tracking solutions that meet your unique requirements. Use advanced reporting features to formulate the precise report you need for your operations. Share these reports with your team through various channels, including email, CSV, Excel, private URLs, HTML embeds, TV displays, and more, fostering collaboration and transparency. This comprehensive approach ensures that you not only track performance but also continuously refine your processes for better outcomes.

Description

You can scale your business by transparently integrating your products and services with the associated partners, customers and partners in epilot. We bridge the gap between modern customer interaction, efficient process and collaboration management, and modern customer interaction. No matter how complex your products or services are, epilot can simplify them and provide more transparency for your customers and employees. epilot is modular in structure. You can decide which solutions are best for you. At the customer interface, epilot allows you to digitally record your inquiries and sell your products or services online. All this without any programming knowledge. Transparent 360deg views support customer retention and the exploitation untapped revenue potential. An automated workflow management system allows you to collaborate with your partners more efficiently and helps you manage your processes more efficiently.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Asana Yes 
CallTools Yes 
Mortgage Automator Yes 
SAP Store No 
Scroll Versions Yes 

Integrations

Asana No 
CallTools No 
Mortgage Automator No 
SAP Store Yes 
Scroll Versions No 

Pricing Details

$15.00 per month
Free Trial Yes 
Free Version No 

Pricing Details

Business or Professional version
Basic license fee + variable fees per user and per contact managed in the platform
Free Trial Yes 
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 No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Velocity

Founded

2016

Country

United States

Website

www.getvelocity.co

Vendor Details

Company Name

epilot

Founded

2017

Country

Germany

Website

epilot.cloud/

Product Features

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications No 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design No 
Visual Workflow Management Yes 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management No 
Shipping Management No 
Special Order Management No 

Partner Relationship Management (PRM)

Asset Management No 
Business Plans No 
Channel Marketing Automation No 
Collaboration Tools Yes 
Compliance Management No 
Deal Management Yes 
Deal Registration Yes 
Lead Generation Yes 
Lead Sharing Yes 
Partner Onboarding No 
Partner Portal Yes 
Performance Metrics Yes 
Rewards Programs No 
Workflow Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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