Float for Sales CRM App
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 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 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, 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 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., connect deeply, and configure flexible workflows. With Pipeliner, organizations can:
- Create custom workflows
- Receive hands-on support for ensured success
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..