Float for Sales CRM App

About Float

Float is a cloud-based resource planning and scheduling solution that was created for small, midsize and large enterprises. It is compatible with Windows, Linux, and Mac operating systems. Float offers drag and drop scheduling, email notifications as well as utilization reporting that can be exported in CSV format. Users can assign tasks to team members with the splitting, dragging and duplicating features. If a user is looking to find people with a required skill set for a certain task, they can use the skill tags and people search feature.

Float allows organizations to set individual availability, personal time off and annual holidays and know the availability of each person working on a project. Scheduling can also be performed with multiple members as per their roles. Float integrates with Basecamp, Asana, Trello, Harvest, Slack, Zapier and others. Customers needing support can reach out via email, over the phone, and the online help center.

Float Integration with Pipeliner CRM

Business professionals that want to integrate Float with Pipeliner CRM like that Pipeliner’s native integration give them the power to sync all data, connect deeply, and configure flexible workflows. With Pipeliner, organizations can:

  • Create custom workflows
  • Receive hands-on support for ensured success

See how Pipeliner’s enterprise-scale API integration platform can transform your business. Request a demo today of Float integration and automation.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.