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Description

A business automation system leverages technology and integration tools to handle both repetitive and intricate tasks efficiently. This user-friendly system links various tools and functionalities to streamline data management and automate processes across business operations, including accounting, records management, employee oversight, and regular analytical reporting. Our business process automation software enhances daily operations by increasing cost efficiency through time savings and improved productivity. By transforming businesses of all sizes, the process automation software allows staff to allocate their reduced workload towards generating more sales and concentrating on growth strategies. Ultimately, this shift not only optimizes operations but also fosters a culture of innovation within the organization.

Description

Collaborate effectively with your team by centralizing all information and tailoring project organization to your needs. Our Project Planning template is designed to assist you in deconstructing your projects into manageable tasks, assigning these tasks to appropriate team members, establishing deadlines, and monitoring progress effortlessly. This template not only consolidates essential data but also fosters seamless collaboration on future projects with your team. By providing a robust and adaptable business roadmap, it enables you and your team to visualize the overall objectives of your business. This clarity will ensure that everyone comprehends the business goals and the pathways to achieve them. Furthermore, with this template, you’ll be equipped to monitor your business ambitions and strategies, systematically organized across various company departments, ensuring that each team understands its specific responsibilities in the forthcoming projects. This comprehensive approach ultimately leads to improved efficiency and alignment in achieving organizational success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Email Parser by Pabbly No 
Gmail No 
Google Analytics No 
Integrately No 
Rambox No 
Salesforce No 
Shift No 
Simplii No 
Softlog.print No 
Stackreaction No 
Trello No 
Zapier No 

Integrations

Email Parser by Pabbly Yes 
Gmail Yes 
Google Analytics Yes 
Integrately Yes 
Rambox Yes 
Salesforce Yes 
Shift Yes 
Simplii Yes 
Softlog.print Yes 
Stackreaction Yes 
Trello Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$149
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

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

Cordis Technology

Founded

2009

Country

United States

Website

www.cordis.us

Vendor Details

Company Name

Infinity Innovations

Founded

2018

Country

United States

Website

startinfinity.com

Product Features

Barcoding

Barcode Generation No 
Barcode Scanning No 
Custom Labels No 
Inventory Management No 
Label Templates No 
RFID No 
Receiving Labels No 
Serial Number Tracking No 
Shipping Labels No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management Yes 
Warehouse Management Yes 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Food Delivery

Delivery Tracking No 
Dispatch Management No 
For Restaurants No 
Gift Card Management No 
Menu Management No 
Online Ordering No 
Order Management No 
Routing No 
Sales Trend Analysis No 
Supports Loyalty Program No 

Learning Management Systems (LMS)

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Corporate / Business No 
Customizable No 
Gamification No 
Learner Portal No 
Mobile Learning No 
Open Source No 
SCORM Compliance No 
Synchronous Learning No 
Video Conferencing No 
eCommerce No 
eLearning Companies No 

Maintenance Management

Asset Tracking No 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management No 
Key & Lock Management No 
Mobile Access No 
Planning Calendar No 
Predictive Maintenance No 
Preventive Maintenance No 
Purchasing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management No 
Email Marketing No 
Event Management No 
Member Directory No 
Member Portal No 
Member Types No 
Membership Database No 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Team Management

Assignment Management No 
Commenting / Notes No 
Goal Setting / Tracking No 
Messaging No 
Productivity Analysis No 
Progress Tracking No 
Project Planning No 
Resource Management No 
Task Management No 
Third Party Integration No 
Time Tracking No 

Work Order

Contract Management No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Preventive Maintenance No 
Quotes / Estimates No 
Recurring Appointments No 
Routing No 
Scheduling No 
Task Management No 

Product Features

Business Management

Billing & Invoicing No 
CRM No 
Employee Management Yes 
Financial Management No 
Inventory Management No 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Product Management

Collaboration Yes 
Feedback Collection Yes 
Idea Management No 
Milestone Tracking No 
Prioritization No 
Product Roadmapping Yes 
Release Management No 
Requirements Management No 
Resource Management Yes 
Workflow Management Yes 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies No 
Budget Management No 
Collaboration Tools No 
Due Date Tracking No 
Gantt Charts No 
Kanban Board No 
Prioritization No 
Progress Tracking No 
Resource Management No 
Task Management No 
Template Management No 
Traditional Methodologies No 

Team Management

Assignment Management Yes 
Commenting / Notes Yes 
Goal Setting / Tracking No 
Messaging No 
Productivity Analysis No 
Progress Tracking Yes 
Project Planning Yes 
Resource Management No 
Task Management No 
Third Party Integration Yes 
Time Tracking No 

Alternatives

Alternatives