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About

A time, cost and profitability management application for the financially focused agency CEO and their team. Manage your company based on numbers, not feelings. Originally, we created Costlocker for ourselves. We watched our turnovers, costs and timesheets, but that wasn’t nearly enough, as we still didn’t know how much our work paid off. We needed a tool that would give us true financial insights and help us make decisions based on numbers, not feelings. See client and project profitability. Learn what types of projects are worth focusing on. Discover gold mines and plug spending leaks. Keep track of invoicing and predict cash flow. Manage external project costs comfortably. See if won tenders cover the costs of lost ones. Learn whether employees earn their salaries. Integrate easily with Basecamp, Toggl and more. Get a detailed insight into your agency’s financial status. Track budgets and time to see how people on your projects are doing.

About

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses or project managers looking for a cost and profit management app to improve efficiency, tracking and profits

Audience

Companies of all sizes

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per user
Billed annually
Free Version Not Supported
Free Trial Supported

Pricing

$190 per user per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 4.8 / 5
ease 4.6 / 5
features 4.8 / 5
design 4.7 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • It's incredible with efficiency to manage cash by using different currencies. Incredible for it's effectiveness with project budgeting and forecasting.
  • Reliable with Fixed Asset management and easy to run depreciation. Superb experience with bank account reconciliation. Journal entries helps alot with reversal. Customization of invoices.
  • Very accurate with reporting on finances of the industry. Most convenient with Purchasing and supply. Super supportive customer service.
  • Microsoft Dynamics 365 is currently used as the recommended consumer partnership monitoring program in my organization's workplaces where I work. We use it to seamlessly manage consumer information and keep an eye on customers and important sales metrics. This makes it very easy for the superiors in my organization to determine our sales pipelines and also the possible sales targets.
  • Efficiency to manage different bank accounts and petty cash in the organization. Reporting is perfect and more accurate. Reliable with inventory control.

Cons

  • Love it's reliability with project planning and budgeting.
  • Great and best ERP with bank account management and inventory control.
  • Most convenient and very reliable with financial control.
  • Microsoft Dynamics 365 can be done with enhanced intuition for customers. For example, entering information is often a laborious experience for novice users. Its user interface style is not simplified enough for smooth browsing, specifically on web registration pages.
  • Great ERP and efficient with inventory control and its easy to customize.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Company Information

Costlocker
Founded: 2012
Czech Republic
costlocker.com

Company Information

Microsoft
Founded: 1975
United States
dynamics.microsoft.com

Alternatives

Alternatives

Infor M3

Infor M3

Infor
NetSuite

NetSuite

Oracle

Categories

Budgeting Supported

Categories

AI CRM Supported
AI ERP Supported
Automotive ERP Supported
Budgeting Supported
CRM Supported
ERP Supported
Healthcare ERP Supported
Lead Generation Supported
Medical Accounting Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Not Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Not Supported
Invoice History Not Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Not Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Business Management Features

Billing & Invoicing Not Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

Lead Generation Features

Contact Discovery Not Supported
Contact Import/Export Not Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Not Supported
Prospecting Tools Supported
Visitor Identification Not Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

Dropbox Supported
Microsoft Excel Supported
AVOXI Not Supported
Avalara Not Supported
Crossfire EDI Not Supported
Crunchafi Data Extraction Not Supported
DeDupeD Not Supported
Dynamics Mobile Not Supported
EliteParks Not Supported
FIESA Not Supported
InEvent Not Supported
Lockstep Not Supported
Microsoft Dynamics SL Not Supported
Sana Not Supported
Tai TMS Not Supported
WhosOn Not Supported
XCALLY Not Supported
Zynk Not Supported
iPaaS.com Not Supported
myGSTcafe Not Supported

Integrations

Dropbox Supported
Microsoft Excel Supported
AVOXI Supported
Avalara Supported
Crossfire EDI Supported
Crunchafi Data Extraction Supported
DeDupeD Supported
Dynamics Mobile Supported
EliteParks Supported
FIESA Supported
InEvent Supported
Lockstep Supported
Microsoft Dynamics SL Supported
Sana Supported
Tai TMS Supported
WhosOn Supported
XCALLY Supported
Zynk Supported
iPaaS.com Supported
myGSTcafe Supported
Claim Costlocker and update features and information
Claim Costlocker and update features and information
Claim Microsoft Dynamics 365 and update features and information
Claim Microsoft Dynamics 365 and update features and information