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Automate Your Project Management with Xodox

Efficiency and productivity are the heart of every successful project, and automation is the key to achieving both. With Xodox, you can automate repetitive tasks, reduce manual effort, and ensure that your team focuses on what truly matters—delivering results. Our powerful automation features empower you to create streamlined workflows, set up smart triggers, and automate routine processes, all within one platform.

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Automate Tasks, Save Time, and Boost Productivity

Xodox helps you automate daily tasks to ensure your team stays productive without wasting time on manual updates, task assignments, or status checks. Automate the mundane so you can focus on the big picture—driving project success.

Automate Workflows to Streamline Processes

Custom workflows are a crucial part of any successful project, and with Xodox’s workflow automation, you can set up automated processes that save time and reduce bottlenecks. Automate the movement of tasks through different stages, from initiation to completion, based on your specific project requirements.

  • Conditional Triggers: Set triggers based on task completion, time-based events, or team actions, allowing tasks to automatically move to the next phase of your workflow.
  • Approval Processes: Automate approval workflows to ensure all deliverables are reviewed before moving forward, ensuring compliance and quality control.
  • Integration with External Tools: Automate actions across other tools and platforms you’re using by integrating Xodox with your external systems.

Automate Client & Stakeholder Communication

Effective communication with clients and stakeholders is essential for project success. Xodox’s communication automation tools ensure that everyone stays informed, without manual effort from your team

  • Automated Reports: Send regular project reports to clients or stakeholders automatically based on predefined schedules, keeping them updated without having to manually compile and send information.
  • Reminders & Alerts: Set up automatic reminders and alerts for important meetings, reviews, or milestones, ensuring that all stakeholders are aware of key events.
  • Notifications for Changes: Automatically notify clients when their tasks are updated, completed, or require feedback, ensuring that everyone stays aligned throughout the project lifecycle.

Automate Time Tracking & Billing

Time tracking can be one of the most time-consuming aspects of project management, but with Xodox, you can automate time tracking and billing to ensure accurate records with minimal effort.

  • Automatic Time Logs: Track team hours automatically based on task activity, and ensure that no time is missed for billing or project tracking.
  • Invoicing Automation: Generate invoices directly from the time logs and project data, and set up automated reminders for payments, ensuring your billing process is seamless and error-free.
  • Track Billable Hours: Automatically categorize and track billable hours for clients, making invoicing and financial reporting effortless.

Get Insights with Automated Reports and Analytics

Stay on top of your projects with automated reporting that delivers real-time insights into project performance, team productivity, and task progress. With Xodox, you can set up customized reports that run automatically and are delivered to your inbox, ensuring you have up-to-date information whenever you need it.

  • Customizable Reports: Automate reports that track specific metrics, such as project completion, task progress, or team performance, and have them delivered at your preferred frequency.
  • Data Visualizations: View key performance indicators (KPIs) and project health metrics through visual reports that automatically update as your projects progress.
  • Performance Dashboards: Set up automated dashboards to track ongoing project health, timelines, and milestones, all in real-time.

Key Features of Automation

Task Automation

Set workflows to automate assignments and updates.
Custom Triggers

Instant notifications for any updates or changes.
Task Comments

Discuss and resolve issues directly in tasks.
File Sharing

Share and store important files securely.

How Automation Helps

Reduces manual effort.

Improves accuracy in repetitive processes.

Speeds up task execution.

Success Stories from Happy Customers

Xodox CRM’s hierarchical organization has been a lifesaver for managing our corporate clients. Keeping track of parent-subsidiary relationships is now effortless!

Alex R.

Client Success Manager - Enterprise Hub Solutions
We’ve improved client retention by 40% thanks to Xodox CRM’s renewal tracking and proactive reminders. Highly recommend it!

Priya K.

Account Director - Healthcare Partners Ltd.
With all our account activities logged in one place, we’re delivering more personalized service than ever before. The custom account fields are a game-changer for us.

James T.

Sales VP - Global IT Innovations
he collaborative workflows in Xodox CRM have transformed how our teams handle key accounts. We’ve closed deals faster and built stronger client trust.

Emily H.

Operations Head - Green Energy Systems
Tracking revenue insights and upsell opportunities has never been this easy. Xodox CRM is the best tool for managing high-value accounts!

Liam P.

Sales Manager - Luxury Property Group

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox Project Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial
Most Popular
Go Annually
Xodox Project Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Sign Up Now
15 days free trial

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