AllocatusHolert
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TOOLKIT CRMBlue Square Apps
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About
The best calendar integration for project management. Automatically find your relevant tasks directly in your Outlook calendar. Allocatus can synchronize Microsoft Project tasks with your Outlook calendar or to-do list automatically. You create Microsoft Project tasks in the project plan, assign team members and publish the plan to the Project Server or Project Online. The Microsoft Project tasks will be automatically displayed in your team member's calendar (AutoLink). With automatic calendar updates, Allocatus immediately communicates changes and amendments made by one individual (the project manager) to other members of the project group. You can choose to create a Microsoft Project task either as an Outlook appointment or as an Outlook task. Note that Outlook appointments also show up in Microsoft Teams calendar und Outlook tasks in Microsoft To do. Allocatus can display your Microsoft Project task as an all day event or split into several appointments in your calendar.
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About
Toolkit CRM is an advisor CRM designed to help financial services teams manage their day, automate service delivery, and create a consistent client experience. Its built-in service model lets teams categorize clients into classes, apply different service levels, and automatically create recurring appointments and tasks based on each relationship. It acts as a co-pilot for important business processes, assigning the right tasks to the right team members at the right time and logging every triggered activity in the client profile. Customizable contact profiles help teams capture the information most relevant to each client, while collaborative notes, automatic email tracking, appointments, meetings, and tasks keep interactions organized and accessible. A shared team calendar connects with Google, Outlook, iCloud, and other calendars, and the Scheduler provides branded booking pages, flexible availability, unlimited scheduling links, and automatic CRM syncing.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a calendar integration solution for their project management needs
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Audience
Financial advisors and financial services teams wanting to manage client relationships, automate service processes, organize team workflows, and deliver a consistent client experience
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$26 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHolert
Founded: 1997
Germany
www.allocatus.com
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Company InformationBlue Square Apps
Canada
www.toolkitcrm.com
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Categories |
Categories |
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Integrations
Microsoft Outlook
Google Cloud Platform
Microsoft 365
Microsoft Project
iCloud
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Integrations
Microsoft Outlook
Google Cloud Platform
Microsoft 365
Microsoft Project
iCloud
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