Float Integrates with Pipeliner CRM

About Float

Float is a cloud-based resource planning and scheduling solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. 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, and 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 userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. 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, or the online help center.

Float: Simplify Your Team’s Time

Float is a cloud-based platform designed to help teams plan, manage, and optimize their time effectively. It offers a suite of features to:

  • Visualize team capacity: Gain a clear overview of your team’s availability and workload in real-time.
  • Schedule projects easily: Drag-and-drop capabilities for assigning tasks, allocating resources, and managing project schedules.
  • Track work progress: Monitor project progress, identify bottlenecks, and keep everyone aligned.
  • Improve team communication: Collaborate seamlessly through comments, discussions, and file sharing within projects.
  • Forecast for the future: Anticipate future workloads and proactively adjust resources based on demand.
  • Gain actionable insights: Generate reports and insights to make dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.-driven decisions about resource allocation and project planning.

See how Pipeliner’s enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-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 accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..