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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
API Access
Has API
Integrations
Microsoft Dynamics 365
Microsoft Power BI
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
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
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management