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Ratings and Reviews 0 Ratings
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What is Amphis Customer?
Our CRM and contacts management software streamlines the oversight of client interactions while enabling the efficient generation of appointments, customer notes, letters, quotes, estimates, invoices, tasks, statements, and job sheets. Users can conveniently set reminders, such as callback alerts, to stay organized, complemented by a Today view that highlights daily schedules for each user. Appointments, tasks, and jobs can be assigned to multiple team members, and the Appointments View provides an overview of scheduled meetings for any month, catering to individual users or the entire group. Moreover, the platform includes robust features for mail merge, email marketing, VoIP, and SMS messaging, ensuring comprehensive communication options. Amphis Customer seamlessly integrates with Outlook, enhancing the management of customer emails, tasks, and appointments, thereby improving workflow efficiency. Additionally, both quotes and invoices can feature customizable free-text sections with unique pricing or can be automatically generated from a detailed parts database that lists the products you provide, simplifying the invoicing process. This high degree of customization empowers users to adapt their documentation and communication methods to fulfill their specific business requirements with precision. With these capabilities, businesses can enhance their operational efficiency and client engagement significantly.
What is Allocatus?
The ideal solution for merging calendars with project management has arrived. With Allocatus, you can easily pinpoint your relevant tasks directly from your Outlook calendar. This innovative tool guarantees that tasks from Microsoft Project effortlessly synchronize with your Outlook calendar or to-do list, eliminating the need for any manual intervention. You only need to create tasks within the Microsoft Project environment, assign them to team members, and then publish the plan to Project Server or Project Online. After publication, these tasks will automatically appear in every team member's calendar through a feature known as AutoLink. Furthermore, any changes or updates made by the project manager are quickly relayed to all team members through automatic calendar updates. You can choose to create a Microsoft Project task as either an Outlook appointment or as a task in Outlook, providing you with options tailored to your workflow. It's essential to note that Outlook appointments are also synchronized with the Microsoft Teams calendar, while tasks are visible in Microsoft To Do. In addition, Allocatus enables you to showcase your Microsoft Project tasks as all-day events or distribute them among various appointments on your calendar, which ensures optimal organization for your team. This level of versatility significantly boosts overall productivity and keeps every team member aligned with their tasks, allowing for smoother collaboration and improved project execution.
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Amphis Software
Date Founded
1993
Company Location
United Kingdom
Company Website
www.amphis-software.com/products.htm
Company Facts
Organization Name
Holert
Date Founded
1997
Company Location
Germany
Company Website
www.allocatus.com
Categories and 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
Categories and 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