Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Toolkit CRM is specifically designed for financial service teams to enhance their daily operations, streamline service delivery, and ensure a uniform client experience. With its integrated service model, teams can efficiently categorize clients into different classes, apply tailored service levels, and generate recurring appointments and tasks automatically based on the nature of each client relationship. Serving as an essential co-pilot for critical business processes, it intelligently assigns appropriate tasks to team members while meticulously logging all activities in the client’s profile. Additionally, customizable contact profiles allow teams to gather and maintain pertinent information for each client, and collaborative features like notes, automatic email tracking, as well as appointments and tasks, help keep every interaction well-organized and accessible. The system also includes a shared team calendar that seamlessly integrates with platforms like Google, Outlook, and iCloud, while the Scheduler offers branded booking pages, flexible availability options, unlimited scheduling links, and ensures real-time synchronization with the CRM. This comprehensive toolkit significantly boosts team productivity and enhances client satisfaction through its tailored features and efficient management capabilities.
API Access
Has API
API Access
Has API
Integrations
Microsoft Outlook
Google Cloud Platform
Microsoft 365
Microsoft Project
iCloud
Integrations
Microsoft Outlook
Google Cloud Platform
Microsoft 365
Microsoft Project
iCloud
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$26 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Holert
Founded
1997
Country
Germany
Website
www.allocatus.com
Vendor Details
Company Name
Blue Square Apps
Country
Canada
Website
www.toolkitcrm.com
Product Features
Task Management
Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management